PERICENT - A DOCUMENT AND PROCESS AUTOMATION COMPANY
Implemented an Electronic Postal Service (EPS) process automation solution using the BPM platform to automate the delivery of agreements, correspondence, securities information, and supporting internal documents to the operators for processing the loan application.
Lombard Business Finance, a division of major financial services group, United Kingdom
Financial Services
There was lots of manual movement of the documents to different roles within the organization. No automated way to handle quality check, to remind, to escalated any delayed as per SLA and rule associated with the current state of documents within the EPS process. It was not easy to control operator load and performance at each step along the process.
PERICENT has implemented a complete solution as an automated electronic postal system to manage the distribution of cases to the operations team with specific roles and other parameters.
The solution has made it easy for the route of case documents within the processing team. Also, we improved the coordination between the client and document processing service company through timely notifications and alerts. At the same, performance tracking is also improved at each work step along the process via various management reports.
With such a process automation solution to handle financial documents processing more managed, cost-effective and timely delivery of services as per defined SLA.
Also, the distribution of cases is automatically handled based on configurable roles and rules. The access strategic reports and real-time process status also become quite easy to analyze the case.
BPM platform – SBM 7.b SP2, Java/J2EE, Bootstrap JS, Web-Services, Oracle 10i.
Here is the work-flow model of the EPS solution.
Initially, statuary documents requests are getting placed manually via emails by statuary document owner to Anacomp UK Limited, a document management company and there was no efficient way to keep track of activities of the process. Again, it was quite difficult to ensure timely delivery of statuary documents of the vehicle from DMS service company to place of request and track the return back to the document warehouse.
Lombard Vehicle Management (LVM), United Kingdom.
Financial Services
Implemented an automated Statuary Document Services (SDS) solution to quickly process an online request for statuary documents of the vehicle, and to track the movement of these documents from the archival company to a particular destination and.
This automation solution to service statuary documents request/retrieval/ return/ dispatch using Savvion Business Manager™. Apart from the automation of online request capture, it has also improved in the execution of the statuary document archival and retrieval processes.
The solution made it easy for the vehicle owners to just do an online request from anywhere anytime. Also, accountability of all requests processing status including complete monitoring, easy tracking, record movement of the document, TAT, SLA, and history.
BPM platform – SBM, Java/J2EE, Bootstrap JS, Web-Services, Oracle 10i.
Reliance Commercial Finance had a need to keep track of the huge volume of the legal cases for loan defaulters, manually it is becoming very challenging for the legal team of Reliance Capital to keep track and handle these long-running cases manually in good volume.
Reliance Capital (NSE/BSE Listed Company)
Financial Services
here are few of functions in Legal Process Automation
SECTION 9
ARBITRATION
WINDING UP
CRIMINAL COMPLAINT
WITHDRAWAL PROCESS
The system is built on BPM platforms.
There was need to automate the process of performance analysis of the employees in the organization by their respective reporting managers.
Manually, it was more quite time-consuming, overall as a list of questions needs to be set up, in the form of a questionnaire, for the employees according to their department and level and will be sent to all employees for their responses.
Finally, by analyzing the responses of the employees, they will be judged on the basis of 6 competencies and 17 behaviors.
Reliance Capital (NSE/BSE Listed Company)
Financial Services
The system is built on BPM platforms.
Employee Insight Survey facilitates the Human Resource (HR) department of Reliance Capital to perform a survey of their respective employees.
Basically, the system automates sending survey forms by the HR department to all the employees and monitor the progress, searching through email id or SAP id. Once the survey form is sent to employees, the window will remain open for 10-15 days allowing employees to submit their responses.
Reliance Commercial (NSE/BSE Listed Company)
Financial Services
Earlier, HR needs to take surveys manually but after this application, they can take the employee’s surveys through online forms. Hence this was the problem that is solved by this system. The purpose is to build an application for “Employee Survey” to manage overall activities related to the conduction of employee surveys.
This solution made the survey process easier, faster, easy to set up a survey. It becomes simple to keep track of each survey form.
BPM platform, Java/J2EE, Bootstarp.
Reliance Commercial finance wanted to automate Audit tracking process on BPM platform
Reliance Commercial (NSE/BSE Listed Company)
Financial Services
Manually, it was challenging to keep track of the preparation of audit reports, time-consuming and coordinate with all.
This process revolves around three performers’ i.e. auditor, respective process SPOC / coordinator and process owner.
It covers the preparation of a report by auditors, showing compliance and rating (NC/observation/ compliance / OFI) with findings. It also covers the approval process of submitted planned actions to mitigate the non-compliance provided by the SPOC, until the final implementation of suggested mitigation measures through various levels of approvals at the branch level.
Reliance Commercial had a need to automate the Employee Loan Process, so it can become an easy process for their employee and apply it electronically and let the concerned departments to handle properly.
Reliance Commercial (NSE/BSE Listed Company)
Financial Services
Manually, it was very difficult for employee, as well as other key departments, to keep track of the loan request.
The Employee Home Loan process includes all the steps starting from loan taker or requestor initiating the process by applying for a loan, till the time it finally gets the decision from Branch Credit Manager or NCM after a series of approval or rejections. Through this system, a loan requestor can fill the form online with all the relevant documents attached.
Reliance Commercial has a need to build a responsive solution for collections of post disbursement document from customer.
Reliance Commercial (NSE/BSE Listed Company)
Financial Services
This application is developed by Pericent offshore team after all the functionalities related to the “loan management system” are fulfilled.
After the completion of “LMS”, this system helps in uploading all the relevant documents for the applied vehicle loan. The application is fully responsive in nature thereby allowing the users to access it from mobile as well.
Case Study draft in process, would release soon, thanks for your patience!
Case Study draft in process, would release soon, thanks for your patience!
Case Study draft in process, would release soon, thanks for your patience!
Case Study draft in process, would release soon, thanks for your patience!
Case Study draft in process, would release soon, thanks for your patience!
Case Study draft in process, would release soon, thanks for your patience!
Case Study draft in process, would release soon, thanks for your patience!
Case Study draft in process, would release soon, thanks for your patience!
Case Study draft in process, would release soon, thanks for your patience!
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PERICENT - A DOCUMENT AND PROCESS AUTOMATION COMPANY
FEATURES | Enterprise Edition |
---|---|
Access Controls | |
Encryption | |
Version Control | |
OCR for Image Text Search | |
Bulk Upload and Download as Zip | |
Full Text Search | |
Stamping | |
eForms Management & Publish | |
Direct Email Capture & Email Filter | |
Document Sharing via Email(ticket/download) | |
Document Rating | |
Document Tags | |
Document Archiving | |
Backup Management | |
Document Indexing | |
Metadata & Template Management | |
Document Sharing via Email | |
Collaboration | |
Compliance Management | |
Detailed Audit Trail & Reporting | |
Multi Tenancy | |
Workflow Design & Execution | |
Multi-lingual Support | |
LDAP / Active Directory Access | |
Web Services API | |
Document Scanning & Capturing | |
Meta Template & Tagging | |
Document History | |
Google Docs/MS Office Integration | |
Watched Folder Document Indexi | |
Sharing Document with other Tenant & Publically | |
Document Annotations | |
Digital Signature | |
Event Subscription & Notifications | |
Event Calendar/Scheduling Task | |
Mobile App (Android/iOS/Windows) |
Key Features | Standard Edition |
---|---|
Configure different levels of permission to multiple users or roles. | |
Encrypted Transmission and Storage of Documents | |
Transparently manage and control multiple versions of any document | |
Optical Character Recognition for text search on any Image Document | |
Bulk Upload of Multiple Documents and Download Multiple Document as Zip | |
Document Searching by Full text, Meta Data, Tag and Many More. | |
Design, Edit, Control and Apply Multiple Stamps | |
Capture Data and Generate Predefined Documents in PDF using eForms | |
Direct Email Capture by Individual User & Email Filter | |
Document and Folder Sharing to External Parties via | |
Document Rating by Multiple Users | |
Apply Multiple Free or Predefined Tags on Documents | |
Configure Document Archiving Bundle of Old Documents | |
Backup Management | |
The document gets Automatically Indexed in the Repository | |
Configure Different Metadata Template to Assign Category to a Document and Custom Indexes | |
Various Options to Share Documents via Email (Attachment, Encrypted Document, Download Ticket) | |
Built-in Calendar, Task Definition and Assigning to Multiple Users | |
Various Compliances ISO 9001:2018, ISO27001, SEC etc | |
Detailed Audit Trail of User Activities | |
Setup of multiple isolated repositories with specific users | |
Very Simple to Design of Various Document Intensive Proceses like Various kinds of Approvals | |
It supports the search of documents in different languages | |
LDAP / Active Directory Access | |
External Integration API | |
Document Scanning & Capturing | |
Meta Template & Tagging | |
Document History | |
Google Docs/MS Office Integration | |
Watched Folder Document Indexi | |
Sharing Document with other Tenant & Publically | |
Applying Multiple Annotations on Document Preview and downloading PDF document with annotation | |
Configure Organization Level Digital Signature and Digitally Sign any document by users of the system | |
Monitor Documents with Event Subscription & Notifications. | |
Event Calendar/Scheduling Task | |
Mobile App (Android/iOS/Windows) |
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