Duplicate Credit Card Statement Automation

Industry - Leading Bank
Implementation Time - Within 2 WEEKS *

Key Challenges

Some of the key challenges were:

  • Reading all emails with Subject too (“Duplicate Credit card for the statement”) and then extracting fields from the mail which contains Name, Month, Email id, Active Credit Card Number (masked) was too time-consuming
  • More dependency on internal department
  • Due to multiple departments involved that leading to slowing down the process
  • Possibility of human error was high

Our Solution

The RPA bot solution was made for our client that acts like a human and automated the tedious, repetitive process with high accuracy.

  • Bot starts by reviewing the emails containing the subject “Duplicate Credit card for the statement”
  • Bot pulls out info from an email a table that includes Name, Month, Email id, Active Credit Card Number (masked)
  • Then bot retrieves an email list from a file provided as input
  • Finally, the bot reads the statement file and responds with an attachment through outlook mail

Automation Benefits

In a nutshell, some important benefits of RPA solution after the automation of the process are as follows:

  • 100% complete automation by the bot
  • On-time delivery of statements to all branches
  • Task performed without error
  • Required processing time was reduce
  • Reassigned employees for higher-value tasks
  • Available and operated 24 hours a day, seven days a week (previously 8 am-6 pm weekdays)

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