Client onboarding account opening post client review and signature

The automation needed to standardize the complex business rules of client onboarding and allow for a human team member to verify documents at key steps. The solution involved building a human-in-the-loop processing framework that reads and validates the filled data from DocuSign, retrieves uploaded documents and flags for any missing requirements and transforms and standardizes the data according to externalized business rules. The solution then updates the account management system’s client- and account-related data. The solution also generates exception reports for the portfolio services team to allow the team to track which accounts were successfully created and which need manual review.