技术
- 网络安全和隐私 - 安全合规
适用行业
- 金融与保险
适用功能
- 质量保证
用例
- 租赁金融自动化
- 时间敏感网络
服务
- 培训
关于客户
马布里奇基金会是一个针对发育障碍成年人的非营利社区。该基金会因其为有特殊需要的人提供服务的开创性方法而受到认可,为近 250 名居民提供住房、培训和广泛的服务。作为雇主,Marbridge 必须向 IRS 提供有关向全职雇员及其家属提供的保险范围的详细报告。作为一家为智障成年人提供服务的非营利组织,Marbridge 需要谨慎管理所花费的每一美元,将具有成本效益且高效的解决方案作为首要任务。
挑战
马布里奇基金会是一个为发育障碍成年人提供服务的非营利社区,由于《平价医疗法案》强制实施的国税局新规定,该基金会面临着重大挑战。这些规定要求基金会提供当前和过去工资数据的详细报告。然而,基金会现有的系统无法提供必要的信息,并且数据输出仅以 PDF 格式提供。基金会需要分析 300 多名员工的工作时间以确定资格,计算每个人所享受的保险范围的员工份额等。由于成本限制和错误风险,雇用临时代理机构手动输入必要的工资数据并不是一个可行的选择,这可能会导致国税局的巨额罚款。
解决方案
该基金会向 Altair 寻求自动化数据准备解决方案。 Altair 使 Marbridge 团队能够访问 PDF 中锁定的信息并生成报告,而无需系统升级或签订临时帮助。定制的 Altair 模板用于提取 IRS 所需的信息,使 Marbridge 能够访问和清理之前锁定在 PDF 文件中的当前和历史工资单信息。准备工作快速且自动,预计节省了 2,000 至 3,500 个人工重新进入工时。 Altair 具有从各种难以访问的报告格式(例如 PDF、XML、HTML、文本、假脱机和 ASCII 文件)自动提取和准备数据的独特能力,使组织能够从工资单中提取结构化和非结构化数据记录、发票、销售报告、资产负债表等。
运营影响
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