PDB - Technologies & Solutions Pvt. Ltd.

Cash Reconciliation Automation

A cash reconciliation is the process of verifying the amount of cash in a cash register as of the close of business.

This process has a reconciliation process against 19 lodges, RPA receives monthly ledgers in xlsx format which includes transactions against these lodges & this process has to reconcile & generate the Reconciliation files against each individual lodges.

In today's scenario – it takes 2 -3 hours to reconcile one report resulting in one lodge. Through a centralized database need to fetch ledgers on a monthly basis and reconcile the transactions according to the ledger.

SOLUTION

The UiPath robot fetches the ledgers from the centralized DB & reconciles the transactions by applying calculative logic. Later reconciled ledger was shared with the business owners.
Design to reconcile the ledgers in minimal time with the proper outcome.
Designed in such a way it won't be impacted even though no. of lodges increased or decreased.
Designed using around 17 rules or categories for reconciliation.

BENEFITS

Reduced processing and QA checking times.
Reduction of operational costs.
Quality improvement to 0% error rate.
Improved staff retention - reduced high volume low-value work to focus on complex/higher value work.
Improved scalability.

Inventory Report Generation

An inventory is counted and recorded monthly in DataWorks (lodge inventory system for retail inventory, both gift shop and spa). At month-end, the Lodge Accounting team must pull the DataWorks inventory reports to record the ending inventory balances in the G/L. DataWorks reports are run for both Gift Shops and Spa that show the current inventory balances as of the time that the report is run. Since DataWorks is a live system, these reports are required to be run on the morning of the 1st of the month.

SOLUTION

The UiPath robot handled the automation of generating inventory reports from the DataWork Application in both formats xls & pdf, later generated reports are shared with the business users.

BENEFITS

Error rate reduced to 0%.
Manual effort reduction to 15%.
Faster processing time – reduction of 75%.

Invoice Processing Automation

In today's scenario – it takes 10-15 minutes for the user to manage a single Invoice. Business user receives invoices through email & later it is processed through SAP & Oracle.

SOLUTION

The Ui Path robot handles the automation of Invoice processing, BOT reads the email, verifies the attachments, extracts the invoice contents, and processes it through SAP & Oracle. Also, BOT generates reports on processing invoices daily.

BENEFITS

Degree of robotization: 100% of effort automated.
Error rate reduced to 0%
Manual effort reduction to 5%
Faster processing time – reduction of 80%

Journal Entry Automation

The customer needed to automate the ATM Reconciliation process with a volume of 2000 transactions per month, an AHT of 400 seconds per transaction, and 3 FTEs. There were four departments involved that used two different applications on both web and desktop. The information was structured, with pre-determined rules and conditions.

SOLUTION

The UiPath robot handled the interface between Siebel and Finacle applications. It exported various reports from the application and reconciled the data. The reconciliation report was sent to the nominated business user.

BENEFITS

Degree of robotization: 100% of effort automated.
Error rate reduced to 0%
Manual effort reduction to 5%
Faster processing time – reduction of 80%
Employees were redeployed to higher-value activities.

Web Scrapping

SOLUTION

BENEFITS

Degree of robotization: 100% of effort automated.
Error rate reduced to 0%
Manual effort reduction to 5%
Faster processing time – reduction of 80%
Employees were redeployed to higher-value activities.

CMS Complaints Download Automation

The customer needed to automate the CMS Complaints download process with a volume of 300 transactions per month, an AHT of 300 seconds per transaction, and 2 FTEs. There were two departments involved that used two different applications on Both web and desktop. The information was structured, with pre-determined rules and conditions.

SOLUTION

The UiPath robot handled the automation of CMS complaints which were raised by the customers on RBI Portal. These complaints were further validated, checked, and forwarded to the nominated team. A complete report to the Business User was sent by the BOT.

BENEFITS

Degree of robotization: 100% of effort automated.
Error rate reduced to 0%
Manual effort reduction to 5%
Faster processing time – reduction of 80%
Employees were redeployed to higher-value activities.

CMS Complaints Upload Automation

The customer needed to automate the CMS Complaints upload process with a volume of 250 transactions per month, an AHT of 200 seconds per transaction, and 2 FTEs. There were two departments involved that used two different applications on both web and desktop. The information was structured, with pre-determined rules and conditions.

SOLUTION

The Ui Path robot handled the automation of CMS complaints which were raised by the customers on RBI Portal. These complaints were further validated, checked, and uploaded to the Portal. A complete report to the Business User was sent by the BOT.

BENEFITS

Degree of robotization: 100% of effort automated.
Error rate reduced to 0%
Manual effort reduction to 5%
Faster processing time – reduction of 80%
Employees were redeployed to higher-value activities.

CPGRAMS Complaints Automation

The customer needed to automate the CPGRAMS Complaints process with a volume of 150 transactions per month, an AHT of 400 seconds per transaction, and 1 FTE. There was only one department involved that used two different applications on both web and desktop. The information was structured, with pre-determined rules and conditions.

SOLUTION

The UiPath robot handled the automation of CPGRAMS complaints which were raised by the customers on RBI Portal. These complaints were further validated, checked, and sent to the business user for evaluation of the complaint. A complete report to the Business User was sent by the BOT.

BENEFITS

Degree of robotization: 100% of effort automated.
Error rate reduced to 0%
Manual effort reduction to 5%
Faster processing time – reduction of 80%
Employees were redeployed to higher-value activities.

TPA Insurance and Corporate Credit Business Automation

For the patients covered under any insurance, a cashless facility is available in the hospital. At the time of discharge, a claim is being raised for the billed amount against the respective TPA. Based on the payment made by the TPA/ insurance company on settling the claim, the deposit made by the patient is returned. SAP application is used in this process.

SOLUTION

End-to-end TPA insurance and corporate credit business process is automated. At the end of the day, it provides a detailed report. Based on the report, patient and claim-wise account receivable entries are created in the Ledgers of TPA (All TPA have separate ledgers). Patient-wise entry is created in the security ledger for the amount deposited by the patient.

BENEFITS

Degree of robotization: 100% of effort automated.
Error rate reduced to 0%
Manual effort reduction to 5%
Faster processing time – reduction of 80%
Employees were redeployed to higher-value activities.

Pre-Audit Preparation Automation

In today's scenario – it takes 45 minutes for the user to prepare a pre-audit report for each branch. There was 1 department involved that used e-mail, Excel, and a web portal on the desktop to fulfill this task. Also due to large and complex data files, high human error rate was high also the use of Macros in Excel.

SOLUTION

The UiPath robot handled the automation of preparing pre-audit reports which were asked by the user for each branch. This request was further carried out by the bot and complete MIS reports were generated and sent to the business user.

BENEFITS

Degree of robotization: 100% of effort automated.
Error rate reduced to 0%
Manual effort reduction to 5%
Faster processing time – reduction of 80%
Employees were redeployed to higher-value activities.

Bank Reconciliation Process Automation

Files were manually processed by multiple FTEs with high processing time for data validation. Large and complex data files result in a high human error rate when processing. Volumes of files varied each month and had a turnaround time of 6-10 days.

SOLUTION

Developed a robust reconciliation process to speed up the execution time. BOT picks and reads the file that needs to be reconciled from a particular predefined folder and starts the process. Once the process has been completed successfully the bot then emails the completion report.

BENEFITS

Degree of robotization: 100% of effort automated.
Error rate reduced to 0%
Manual effort reduction to 5%
Faster processing time – reduction of 80%
Employees were redeployed to higher-value activities.

Insurance Claim Process Automation

Data was fetched via online portals, emails, and file submissions via FTP. Volumes varied each month and had a service level turn round of 6-10 days. Processed files are manually pushed to interact with multiple applications such as CRM, legacy systems, web portals, email, and Excel thus data compatibility is essential.

SOLUTION

The bot logs into the online portal, email, and FTP location, checks for incoming requests determines the type of request, and extracts the data. Data Validation checks and data Variance checks are done as per requirements, the bot then logs into the required applications and completes the transaction as per the request type. Once the process is completed successfully, the bot then emails the completion report to the

BENEFITS

Degree of robotization: 100% of effort automated.
Error rate reduced to 0%
Manual effort reduction to 5%
Faster processing time – reduction of 80%
Employees were redeployed to higher-value activities.

NAV Reconciliation set upload Automation

This client aimed to implement and operate automation for their Mutual fund report activity to gain significant FTE savings. Mutual fund reports were reconciled manually. Around 45 reports were processed per day for which 1 FTE was working.

SOLUTION

The UiPath automation solution comprised of downloading the reports from 3 different websites and collating the report in one single report. This report further was uploaded to the Money application.

BENEFITS

Degree of robotization: 100% of effort automated.
Error rate reduced to 0%
Manual effort reduction to 5%
Faster processing time – reduction of 80%
Employees were redeployed to higher-value activities.

NMC Reversal after 3 months process Automation

The customer needed to automate an operation that was previously fully manual and time-consuming. It involved using applications such as Finacle, Siebel, and Xelerate. The RPA project was implemented as part of the client’s intercompany reversal of maintenance charges.

SOLUTION

The UiPath robot handled the processing of maintenance charges using different inputs from applications such as Finacle, Siebel, Xelerate, and Excel files to reduce errors and increase efficiency.

BENEFITS

Degree of robotization: 100% of effort automated.
Error rate reduced to 0%
Manual effort reduction to 5%
Faster processing time – reduction of 80%
Employees were redeployed to higher-value activities.

Cash Reconciliation Automation

SOLUTION

BENEFITS

Inventory Report Generation

SOLUTION

BENEFITS

Invoice Processing Automation

SOLUTION

BENEFITS

Journal Entry Automation

SOLUTION

BENEFITS

Web Scrapping

SOLUTION

BENEFITS

CMS Complaints Download Automation

SOLUTION

BENEFITS

CMS Complaints Upload Automation

SOLUTION

BENEFITS

CPGRAMS Complaints Automation

SOLUTION

BENEFITS

TPA Insurance and Corporate Credit Business Automation

SOLUTION

BENEFITS

Pre-Audit Preparation Automation

SOLUTION

BENEFITS

Bank Reconciliation Process Automation

SOLUTION

BENEFITS

Insurance Claim Process Automation

SOLUTION

BENEFITS

NAV Reconciliation set upload Automation

SOLUTION

BENEFITS

NMC Reversal after 3 months process Automation

SOLUTION

BENEFITS

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