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The client is an Indian Non-Banking Financial Company (NBFC). The NBFC is currently engaged in consumer finance businesses which include two Wheeler, Loyalty Customer Loans (top up loans for existing customers) and providing Loans against property and commercial lending.
Banking & Financial Services
The client had hundreds of loan requests coming in daily by their end customers which had sensitive data of the client including their account details, personal documents, etc. which had a higher chance of being misplaced in manual processing.
The entire process of checking the eligibility of the customers to get a loan was done manually and each request took nearly 5 minutes for an employee to verify the documents. This caused lesser forms to be processed which increased the workload of the employees the following day.
Datamatics experts analysed the infrastructure of the NBFC and proposed to automate the process using its proprietary Robotic Process Automation (RPA) tool TruBot and auto-capture the data from the forms and check the eligibility by using its Intelligent Document Processing (IDP) tool, TruCap+
The client receives the loan requests list in the form of excel files in a predefined folder. TruCap+ automatically captured the required data from the multiple fields in the excel files.
Reduction in TAT
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