Business Situation
- A financial services firm needed an automated solution to collect investment documents from 200+ portals, manage 20,000+ logins, and overcome MFA challenges.
- The company needed a system to retrieve documents within six hours of query submission, ensure accurate uploads, and address discrepancies. Efficiency, security, and scalability were critical considerations in streamlining operations and maintaining compliance.
SGA Approach
Technology
- Authentication Automation: The system programmatically managed logins and multi-factor authentication (MFA) using email and authenticator apps.
- Portal Navigation: It automated access to various portals, optimizing workflow and reducing manual intervention.
- Scalability Engineering: The system’s future-proof architecture enabled easy integration of new portals and handling of increasing document volumes.
AI
- Intelligent Automation: Machine learning algorithms refined error detection, pattern recognition, and automated decision-making.
- AI-enhanced MFA Handling: Adaptive security measures optimized login management and reduced authentication delays.
- Smart Document Processing: AI-driven solutions could classify, tag, and extract key data points for efficient document processing.
Data
- Data Categorization and Organization: The system helped retrieve and structure documents based on type and fund category.
- Logging & Error Handling: The solution ensured a systematic approach to detecting, documenting, and troubleshooting errors for better performance.
- Data Management: The system efficiently stored, tracked, and processed information, reducing redundant operations.
Key Takeaways
- Swift Onboarding: Logins eligible for robotic process automation (RPA) were successfully onboarded within two weeks, ensuring quick operational deployment.
- High Document Collection Efficiency: Automated collection was achieved for 98% of eligible logins, covering 70% of the total logins in circulation.
- Rapid Failure Resolution: Login failures were efficiently addressed within 24 hours, resolving 200–300 cases daily.
