技术
- 分析与建模 - 机器人过程自动化 (RPA)
- 功能应用 - 计算机化维护管理系统 (CMMS)
适用行业
- 金融与保险
- 零售
适用功能
- 维护
用例
- 时间敏感网络
服务
- 系统集成
关于客户
储蓄机构 (IFS) 是一家价值 20 亿美元的金融机构,在马萨诸塞州设有七个提供全方位服务的网点。它成立于 1820 年,是美国最古老的储蓄银行之一,以其慈善事业和对社区的投资而自豪。在转换为不同的核心系统后,该银行面临着与手动数据输入和维护相关的多重挑战。在随后的几年中,预扣税率的变化和核心系统的现场更新带来了额外的挑战。该银行正在寻求一种解决方案来减少与这些手动流程相关的时间和成本。
挑战
储蓄机构 (IFS) 是一家价值 20 亿美元的金融机构,在马萨诸塞州设有七个全方位服务网点,该机构正在努力解决银行各个领域的多个耗时的手动流程。该银行正在寻求一种新方法来减少与这些流程相关的时间和成本。 2009 年,IFS 将其现有核心迁移到新的核心系统。尽管转换成功,但一些客户数据中的不一致和格式错误仍然存在,需要更多时间来纠正。此外,银行保密法合规解决方案的待实施导致该解决方案与其核心中已经存在的现有风险领域之间产生冲突。这需要更多的手动工作来删除多达 20,000 个客户信息文件 (CIF) 中的风险字段。 2014 年,马萨诸塞州改变了一些投资账户(包括 IRA)的预扣税率。 ISF 代表需要数天时间来手动更改 200 多个 IRA 账户的预扣税率。由此产生的延迟和偶尔的键控错误将意味着花在客户身上的时间更少,而花在数据上的时间更多。
解决方案
为了节省核心转换后格式化数据的时间,并最大限度地提高这些任务以及未来许多其他任务的生产力,Institution for Savings 的团队转向 Nintex Foxtrot RPA 寻求自动化解决方案。 Nintex Foxtrot RPA 软件的工作方式就像一个“自动化员工”,在 Web、Windows 和遗留/模拟器应用程序的表示层(即用户界面)中自动执行数据输入和维护任务,就像人一样。储蓄机构的代表能够指导 Nintex Foxtrot RPA 如何执行特定任务,然后让 Nintex Foxtrot RPA 完全准确地重复这些操作。 IFS 投资 Nintex Foxtrot RPA 后的首要任务之一是在 2009 年核心转换后自动进行数据清理。该银行比最初的尝试节省了几天时间,只需编写一个包含执行任务所需步骤的脚本,即可将长达几天的数据清理项目变成一个需要数小时的自动过程。 Nintex Foxtrot RPA 完全准确地处理了工作流程。
运营影响
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