Banking
12 Projects Completed
PROJECT
Health Payment System, Report Approval Process
Challenge
The Human Resources Department have to confirm health reports of employees and collect their temporary disability allowance. The deparment need to check these situations regularly twice in month. That takes 4 hours for 2 employee.The Human Resources Department send informative e-mail manually to who had a negative job interview. The Human Resources Department have to check the list regularly and spend their time for this work process everyday. This would be equal to 1 man/day every week also that means 4 man/day every month.
Solution
The UiPath robot have completed the processes in the Health payment system. After that, Uipath Robot creates report to regarding whether in the bank system is a record of the relevant report. Than, shares the deficiencies to the HR employees by e-mail.
Results
The process %80 automated
Daily manuel effort reduced to 2 man/hours from 1,5 man/days
Saving 0,4 FTE, monthly.
PROJECT
Banking Process With No Interest
Challenge
The noninterest-bearing note price information was taking from the report published on the Borsa Istanbul website daily “Dept Instruments Market Bulletins”. The noninterest-bearing note prices were combined with data from the Central Bank to create a report. The process was to be working depends of changes on Borsa Istanbul. Because of that least one employee was checking the process regularly.
Solution
It is now possible to integrate a lot of information without providing IT support via Uipath robot.
Results
The process automated
Daily manuel effort reduced 1 man/minutes from 45 man/minutes.
Saving 0,3 FTE, monthly.
PROJECT
Turkish Revenue Administration Process
Challenge
The Accounting department have to declare the reports, which are about incomes, to the Revenue Administration. The deparment declare these reports montlhy and spend 4 hours. If the accounting department neglect that process there would be criminal sanctions.
Solution
The possibility of criminal sanctions has been removed with the UiPath Robot
Results
The process %100 automated
Automotion works 10 times faster than business unit
Saving 0,2 FTE, monthly
PROJECT
Electronic Tax Declaration Process
Challenge
The Accounting Department have to check the debts of each branch from The Social Security Institutions regularly. The employees spend 1 day every month for this workflow.
Solution
The UiPath Robot detects branches which has in debt. It creates a detailed report that includes all branches.
Results
The process %100 automated
The process effort reduced to 12 man/minutes from daily work
Saving 0,5 FTE
PROJECT
Collection Project
Challenge
The Accounting Department have to check the colleciton of each branch from The Social Security Institutions regularly. The employees spend 1 day every month for this workflow.
Solution
The UiPath Robot detects branches which has collectibles. It creates a detailed report that includes all branches.
Results
The process %100 automated
The process effort reduced to 20 man/minutes from daily work
Saving 0,5 FTE
PROJECT
Garnishment Process
Challenge
The bank’s CRM detects customers whicha are in garnisment process. The employees block the these customer account according to garnisment amount. If they can not they control these account everyday to block for garnishment.
Solution
UiPath Robot control the list of customers which have garnisment situation. If there is garnisment situation robot takes customer’s information from system and noticate the customer.
Results
The process %100 automated
Processing reduced to 1,87 seconds for every detecting and sending operation
PROJECT
Reporting Suspicous Transactions
Challenge
According to Turkish Law, suspicious money transactions have to be reported to Financial Crimes Investigation Board. The system need to be checked every two of one day by an employee. If the bank miss suspucious transactions, that would be criminal sanction.
Solution
With the Uipath robot, suspicious transactions started to be reported automatically to the Financial Crimes Investigation Board.
Results
The process %100 automated
% 0 error rate
All process redeced to 40 seconds just for one reporting
PROJECT
Turkish Revenue Administration Process
Challenge
The Accounting Deparment have to declare the reports, which are about incomes, to the Revenue Administration. The deparment declare these reports montlhy and spend 6 hours. If the accounting department neglect that process there would be criminal sanctions.
Solution
The possibility of criminal sanctions has been removed with the UiPath Robot
Results
The process %100 automated
% 0 error rate
Avg. 4800 operation time reduced 6 seconds per operation
Saving 0,5 FTE
PROJECT
Individual / Corperate Loan Monitoring
Challenge
The Loan Monitoring Department check customer’s risk situation, colleteral value, etc. The deparment have to check the list everyday regularly for customers who have critical, risky situation. The process takes 2 minutes for per customer and they do that 4-5 times in a day. They check 500 customer’s loan approximately.
Solution
With the Uipath robot, the controls of the customers are started automatically.
Results
The process %100 automated
% 0 error rate
Approximately 200 minutes reduced to 5 minutes every day.
PROJECT
Expense Collection of Banking Transaction
Challenge
The employees make collection from customer account, branch by branch manually.There are 1000 branch and this process takes 500 hours monthly.
Solution
Uipath Robot automate the collection from branches. That reduce process time to 20-30 minutes.
Results
The process %100 automated
% 0 error rate
Saving 6,25 FTE
PROJECT
Money Transfer Approval of Russia
Challenge
The employees have to sign the documents to the relevant department for money transferring from Russia. Every money transferring documents need to be signed separately. The employees upload the documents to the system after the signing process.
Solution
Uipath Robot control keywords and places on the documents which are defined by employees. UiPath Robots upload the documents to the system after controlling.
Results
The process %100 automated
% 0 error rate
Saving 0,5 FTE
PROJECT
Branch Option And Forward Report
Challenge
The Head Office employee have to prepare 2 report about branch options and forwards everyday. That means the employee have to report 4 documents and it takes 2 hours of a day.
Solution
Uipath Robot autamate to take data from branches about options and forwards. According to data UiPath Robot start to create a report.
Results
The process %100 automated
% 0 error rate
Saving 1 FTE
Work effort reduced to 10 minutes from 2 hours.
