CASE STUDY

Reconciliation of investor invoices

About Client

Client is a global financial services group with an integrated network spanning over 30 countries and regions. Serving needs of individuals, institutions, corporates and governments through three business divisions: Retail, Wholesale (Global Markets and Investment Banking) and Investment Management.

Problem

In this process, PDF comes from different countries and same term specified in different manner. This leads RPA output accuracy down up to 70%. In our defined opensource backend system which will use defined dictionary while reconciling data. This increases accuracy up by 90%..

Technology Used

Solution We Provided

Perform OCR activity to extract data from PDF file Store OCR output to desire folder and generate log.
Validate OCR output with master data provided by user.
Extracted data is reconciled as per business rules.
Data massaging is perform to convert it into desired format.
Generate dashboard to monitor the success rate of process.

Impact/Results

Increased Accuracy
Reduced process time

View More Case Studies

Reconciliation of investor invoices

About Client

Problem

Technology Used

Solution We Provided

Impact/Results

Quick Links

Company

Contact Us