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Digitalization of document transmission

Project duration: 6 months

Brief description

In order to meet the regulatory requirements for credit transactions (including a readable ID card copy for the bank), an application is created that accepts various standard documents linked to the corresponding credit agreement via a barcode and forwards them to pre-processing unit (OCR, data enhancement, etc.). Finally, the information read out and the documents received are integrated into the established workflow via surface automation (robotics).

Supplement

This application, which runs under Android and iOS, is enriched with the contract master data of the CRM system used via the system of an external Fintech company and then imported into billing-critical systems. In this process, documents such as the personal ID document, the registration vehicle ID document as well as payslip are taken. In this project, PTA is largely responsible for the specification, implementation support for the third-party service providers and the acceptance test (coordination) for both the acceptance and integration into existing workflows. The Project management responsibility is assumed from the time of implementation.

Subject description

Digital image acquisition via an application running on mobile platforms increases the utility level of the image created and guarantees good readability of the it. This process supports a fully automated billing process, as manual requests due to illegible proofs can be excluded. This allows the customer to benefit from process efficiency improvements in the long term and eliminates transmission errors.

Overview

Project period01.05.2019 - 31.10.2019

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