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Blackbook.ai

Recording Account Holder Details

A company in the public sector receives emails that include details of Account Holders. These details are extracted and recorded in their system.

Industry

Public Sector

Technology stack

RPA

Industry

Public Sector

Technology stack

RPA

Industry

Public Sector

Technology stack

RPA

The challenge

The company requires a record of their Account Holders in their system to be easily accessed and referenced as needed. The process for recording the Account Holder details had previously been manually entered into the system using a human operator.

The solution

Blackbook used a RPA Robot to create an email process that mails the relevant Account Holder items to the company’s system in the form of a transaction. Once the system receives the item in the queue, the robot receives it and incorporates the relevant Account Holder information into the system.

The outcomes

As a result of Blackbook’s solution, the client reduced the time taken to complete processes. Employees had more time to focus on other tasks to be completed and overall work experience of the employees improved, with having less tasks to manually input.

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