AI Challenge + Extract and Validate Customer Data For Credits Approvals

[fernando_zuluaga]

AI Challenge + Extract and Validate Customer Data For Credits Approvals

Use Case Description

This use case has as its main focus extracting user data and performing validations with respect to the bank’s internal data, one of the biggest challenges was the variety of documents to validate (included extraction of passports, handwritten letters, receipts, documents personal, etc) in total there were around 30 different types of documents, the problem and tedious was that we did not have a DU license in the cloud, we only had the OCR engines and that made it difficult to manage a standard and defined structure for each type of document.

Once the extraction and validation was carried out, the information was updated in an internal portal of the bank, which finally determined whether or not this request was accepted.

AS-IS WORKFLOW, TO-BE WORKFLOW

Other information about the use case

Industry categories for this use case: Customer Service, Finance, Banking

Skill level required: Advanced

UiPath Products that were used: UiPath Studio, UiPath Action Center, UiPath AI Center, UiPath Document Understanding, UiPath Orchestrator

Other applications that were used: Excel, Chrome, VM, PDF, Internal Banking Technologies

Other resources: -

What is the top ROI driver for this use case?: Accelerate growth and operational efficiency

[loredana_ifrim]

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