Use Case: Service an Account
Industry Banking
Challenges:
- Account maintenance requests often involve parsing through various document formats, including structured, semi-structured, and unstructured formats, which can be time-consuming and error-prone.
- Validating customer information against master data and confirming existing customer status or asset and account balances requires manual effort and is prone to inaccuracies.
- Extracting key data from structured documents, such as key/value pairs and tables, presents challenges due to the diverse formats and layouts of these documents.
Solutions:
- White Gator AI's IDP platform quickly and accurately parses through structured, semi-structured, and unstructured document formats involved in typical account maintenance requests.
- We utilize pre-built AI templates and custom AI models to extract key/value pairs and tables from structured documents, enhancing accuracy and efficiency.
- Our platform leverages advanced technologies such as AI to validate customer information against master data, confirming existing customer status and ensuring accurate asset and account balance matching.
Benefits:
- Increased efficiency in processing account maintenance requests, as our IDP platform swiftly parses through various document formats, reducing manual effort and processing time.
- Improved accuracy and reliability in validating customer information and matching asset and account balances, minimizing errors and discrepancies.
- Streamlined processes and enhanced operational efficiency enabled by automated extraction of key data from structured documents, improving overall productivity and customer service.
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