Optimal data management and service platform reconfiguration for a global financial services provider.

Reduced the customer onboarding time by 30% for Architect systems

The global financial service provider took 11 months to onboard new clients to their services platform, creating a backlog of clients for implementation. We brought down the duration to seven months by creating as-is configuration automation. Then we extracted the client’s configuration worksheet requirements and put them in a structured format such as JSON. Next, we converted the client’s configuration files into XML and DB-script and used these files to set up the financial institution instance.

The last leg of process automation was requirement gathering. We set up a web portal to gather the end clients’ requirements. We then converted them into the client XML and DB-script client configuration files. Our OneCompany© approach helped our clients benefit from the latest technology and enablers.

Completed 100% extraction of entities from Product Contract documents within ten weeks

The Fintech giant wanted us to undertake data migration services for more than 50,000 product contract documents. The data management included extraction in a usable format and then migrated to their contract management system. Additionally, the client wanted us to develop dashboards on the extracted data for ongoing maintenance.

We began by sorting the shared files and grouping them into client folders. Moving on to extraction, we decided to go with cognitive extraction. We created a document extractor (web application) to render the documents for manual users, and the complex entities were manually extracted. Our QA team performed an audit check to uncover any errors or duplicities. In case of any anomalies, we corrected them and saved the updates.

In all, we extracted 22 entities from 50,000 contract documents with 98 distinct document types and did it within ten weeks. We achieved 100% accuracy and re-grouping. We also developed standard PowerBI reports for the client’s ongoing maintenance.