技术
- 应用基础设施与中间件 - 数据库管理和存储
- 基础设施即服务 (IaaS) - 云计算
适用行业
- 金融与保险
- 造纸
用例
- 欺诈识别
- 安全索赔评估
关于客户
马萨诸塞州保险欺诈局 (IFB) 是一家代表保险公司客户开展业务的调查机构。该局每年调查大约 4,000 起潜在的欺诈案件,管理与这些调查相关的大量文件。该局此前采用纸张密集型流程来处理这些案件,耗时、效率低下,并且存在文件丢失的风险。该局决定将文件保存期限从一年延长至三年,进一步加剧了这一挑战,因为该局没有足够的存储空间来存放额外的文件。
挑战
马萨诸塞州保险欺诈局 (IFB) 正在努力解决处理保险欺诈案件的纸张密集型流程。该局每年调查大约 4,000 起潜在的欺诈案件,并管理与这些调查相关的大量文件。这些文档中 80% 是纸质文档,20% 是电子文档。该过程涉及将纸质文件捆绑并打印出与案件相关的电子文件,形成一箱箱的文件。直到有人访问调查员工作的地区办事处后,这些盒子才会到达指定的调查员手中,从而导致长达一周的延误。基于纸质的手动审核流程还存在丢失文档的风险以及浪费时间来追踪文档。调查小组其他人对相关文件的可见性有限也延迟了处理。此外,该局决定将文件保存三年而不是一年,这带来了额外的存储挑战。
解决方案
该局利用 SharePoint 2013、KnowledgeLake Imaging for SharePoint、KnowledgeLake Capture、KnowledgeLake Connect 和 Nintex Workflow 2013 实施了电子流程解决方案。该局现在使用 KnowledgeLake Imaging for SharePoint 和 KnowledgeLake 扫描与案件相关的纸质文档,使其成为电子文档捕获。 KnowledgeLake Imaging 在扫描过程中将元数据附加到文档以进行文档搜索和检索,而 KnowledgeLake Capture 则通过局的多功能机器辅助实际扫描过程。 KnowledgeLake Connect 允许员工上传数字信息,Nintex Workflow 2013 提供多种审核和批准选项。 Nintex 工作流程将文档发送给指定的调查员,并通知团队成员何时可以访问这些文档。工作流程还会触发操作并分配与文档关联的相关任务。借助 Nintex,所有文档都被放入中央在线文档库中,标记为正确的案例,并进行相应的路由。
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