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One of the largest private sector banks automates the salary upload process using RPA

Client

One of the largest private sector banks in India


Industry 

BFS


Region

India

RPA_TruBot automates the salary upload process for one of the largest private sector banks in India

Challenges

The bank had to manually scrutinize documents and records prior to uploading the salary details for employees of their corporate customers.

The process had a long cycle time. The bank wanted to improve the scalability and efficiency of the process. 

Solution

Datamatics performed a gap analysis of the as-is automation scenario and implemented a solution powered by Intelligent Data Capture (TruCap+) and Robotics (TruBot). The bot downloaded the scanned copy and Excel from SharePoint, extracted the required details, and performed pre-programmed validations.  Subsequently, it uploaded the validated information to the core banking system for salary release.

Impact

annual-report

Auto-download

of scanned copies from SharePoint

annual-report

2x speed

Document scrutiny and salary upload