Use Cases

Digital Enablement

Robot acts like a contact center representative would handle a live call but at a fraction of the cost. User enters their info and robot keys it into destination app, so your existing data quality checks remain in place, plus you can add new ones. Robots can gather outcomes and report through your portal application.

Finance & Accounting

This list contains a non-comprehensive list of ways that finance, accounting and tax leaders could and have put robots to work. Please go to our Use Cases page for a quick overview on robotics and how to qualify tasks for automation.

All

  • Accelerate period-end processing
  • Update master accounts and legal entities across systems
  • Maintain attributes across systems
  • Generate reports
  • Handle adjustments

Finance and accounting

  • Process inter-company transfers
  • Reconcile accounts
  • Process accruals
  • Write off bad debt
  • Execute trial balance
  • Prepare journal entries
  • Handle reversals
  • Post payments
  • On-board vendors
  • Create purchase order
  • Consolidate accounts and reporting across regions
  • Adjustments not handled by investment systems
  • Monitor liquidity and report exceptions

Tax

  • Load tax workbooks
  • Prepare and file tax returns, especially low-complexity, FATCA, VAT, Excise and Sales taxes
  • Discrete items
  • Tax provisioning
  • Tax liability scenarios
  • Load data from general ledger into tax systems
  • Enter data on tax forms

Healthcare

This list contains a non-comprehensive list of how healthcare firms could and have put robots to work.

All healthcare

  • Member and provider administration such as change name, address or beneficiary
  • Pre-populate member and provider forms
  • EoB (explanation of benefits)
  • Referrals

Payers

  • Claim verification
  • Claim exception handling
  • Fraud and waste management
  • Handle claims submission through settlement
  • Digitally enable provider and member self-service for legacy systems
  • Renewals
  • Bid management
  • State on-boarding
  • Network management
  • Co-insurance

Providers

  • Revenue cycle
  • Check eligibility
  • Submit claims
  • Billing
  • Post and reconcile payments
  • Process charge-offs and refer to third-parties

Media & Entertainment

This list contains a non-comprehensive list of ways that media and entertainment companies could and have put robots to work. Please go to
our Use Cases page for a quick overview on how to qualify tasks for automation.

License department

  • License request forms
  • License pending songs
  • License approved songs
  • License types
  • License percent claims (claims wise)
  • License expiry songs
  • License revenue
  • Modify license

Copywriter department

  • Copywriter request forms (album/songs)
  • Copywriter pending songs (album/songs)
  • Copywriter fulfilled songs (album/songs)
  • Copywriter revenue
  • Copywriter expiry songs

Royalty department

  • Royalty claims songs/albums

Synchronization and pitch department

  • Sync forms
  • Playlist with in Sync
  • Songs with in Sync
  • Process the projects (approved, rejected, in-progress)
  • Process the pitch (approved, rejected, in-progress)
  • Process the playlist associated with Sync
  • Process contacts
  • Assign Sync managers 

Lyrics writers

  • Lyrics writers – registration form
  • Lyrics processing and submission
  • Process playlist associated to lyrics

Song writers

  • Writers registration form and bio updating
  • Writers – songs updates

Song masters

  • Process albums, songs, artist, lyrics (new)
  • Process song revenue
  • Process split revenue
  • Process genre

Insurance

This list contains a non-comprehensive list of ways that insurers could and have put robots to work. Please go to our Use Cases page for a quick overview on robotics and how to qualify tasks for automation.

All insurers

  • Enable digital self-service and self-sales for legacy systems
  • Application in-good-order
  • Policy/contract administration such as change name, address or beneficiary
  • Post and reconcile premiums
  • Process rejected credit cards
  • Suspend and unsuspend coverage
  • Process charge-offs and refer to third-parties
  • Resolve unallocated cash discrepancies (e.g., write-off)
  • Payout benefits
  • Amend standing orders
  • Identify exceptions
  • Pre-populate forms

Life and annuities

  • Process licensing and appointment activities, including application submission, producer set-up, producer updates using application and external sources (e.g., robots could order credit and background checks)
  • Update and rebalance investment elections
  • Receive and process loan requests
  • Gather requirements for new business underwriting, such as ordering reports
  • Gather information for suitability assessment and identify high-risk scenarios
  • Set up beneficiaries
  • Process notification of death

General insurance / property and casualty

  • Process applications
  • Handle claims submission through settlement
  • Identify and route suspected fraudulent claims
  • Renew policies in same system or new system if migrating
  • Identify claims recvery opportunities
  • Subrogate claims
  • Change coverage settings
  • Cancel policy at customer request
  • Process bills from vendors
  • Process FNOL (first notice of loss)
  • Adjust claims
  • Close claim

Banking

This list contains a non-comprehensive list of ways that banks could and have put robots to work. Please go to our Use Cases page for a quick overview on robotics and how to qualify tasks for automation.

All banks

  • Pre-fill forms
  • Open accounts
  • Change account name and address
  • Verify information provided with external sources
  • Identify exceptions for QA review
  • Suspend, cancel and reinstate accounts
  • Gather information for case management
  • Close accounts

Banking

  • Loan modifications
  • Handle KYC and AML compliance and case disposition
  • Assign cases
  • Perform data enrichment on cases
  • Review transaction data
  • Refund waived fees
  • Gather information for suitability assessment and identify high-risk scenarios
  • Accept, reject and return direct debits, checks and standing orders when customer has insufficient funds
  • Cancel direct debit
  • Integrate mobile into banking processes

Credit cards and loans

  • Process applications
  • Book loans
  • Modify loans
  • Refund credit balances
  • Refund waived fees

Capital markets

  • Add new securities to systems
  • Resolve books and record breaks
  • Match and reconcile security positions
  • Clear and convey settled trades
  • Report current positions
  • Monitor liquidity and report exceptions