Transforming Data Management: The BFSI Switch Basket Uploader (SBU) – Automation and Security Redefined
Case Studies
Challenges & Solutions
Technical Environment
Results
Executive Summary
Client
Insurance Management Group
Industry
Banking, Financial Services, & Insurance
Business Problem
The customer’s existing applications demand significant human intervention to manually input data from forms with numerous fields, making the process time-consuming and prone to human errors, ultimately affecting data quality. They are seeking a solution that minimizes manual data entry, enhances data gathering speed, and ensures high data quality.
Outcome
Here are the key outcomes:
- Increased Efficiency: Reduced manual intervention through automation.
- Enhanced Security: Improved protection against data breaches.
- Improved Data Integrity: Minimized data leaks and enhanced accuracy.
- Streamlined Operations: Reduced errors and boosted productivity.
Challenges
- Forms submitted by customers contained a large number of data items, making data entry cumbersome and error-prone.
- The existing systems did not support OCR/form upload features or the automation of data extraction and loading.
- Updating the systems to accommodate modifications was time-consuming and became an obstacle to modernization.
- The rigid architecture of the existing system also prevented the integration of data enrichment services.
Solutions
- Developed a desktop application that ensured minimal manual intervention through maximized automation.
- Utilized an enhanced security-based architecture to prevent data breaches.
- Identified well-defined business requirements and implemented them to minimize data leaks.
- Built an MVVM architectural model with a robust framework, aligning it to the financial domain to support all necessary calculations.
Technical Environment
- MS Visual Studio 2019
- GUI developed in Windows Presenter Foundation Version V6.0.2
- MVVM architecture
- Programming Language – C# Version 7.3
- Database – MYSQL 8.0 CE
- QA Framework – Manual
- Data Entry Automation