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Find inspiration with tried and tested automation use cases, submitted by the community members who deployed them.

  • 1.  Reconciliation of Bank Statements with Decipher IDP

    Posted 25 days ago
    Community Blueprints are tried-and-tested examples of automation projects, created by our community members. You can submit your own project to the Blueprints library here.


    Improving bank statement data capture speed and quality with Decipher IDP


    Which industry did you deploy this use case in?

    • Financial Services


    Which functional area / department within the organization benefitted most from this automation?

    • Finance


    Which SS&C Blue Prism tools did you use?

    • SS&C Blue Prism Enterprise
    • Decipher IDP


    Describe the problem your automation aimed to solve

    The automation sought to improve the speed and quality of data capture from bank statements, as well as reduce human error.


    Provide a brief, step-by-step outline of how you set up your automation

    Discovery
    Our customer reported the problem and provided an overview of the goals.

    Design 
    I sought to understand the process step by step. This included listing all the compliance rules that the process required, documenting the "AS IS" state of the process and the TO BE desired state. I then requested approval from the client, and acquired the necessary system access.

    Build

    The automation was built using :

    Blue Prism Enterprise to extract data from the system, to capture PDF files from the system, to fill in template files and for the messaging / alerts steps of the process.

    We used Decipher IDP to capture and interpret data from bank statements.

    Quality Assurance

    • UAT Phase - We create test scenarios with the client that replicate the kind of data this automation would need to handle. Success!
    • Delivery - We implemented the process in production with customer monitoring
    • Hypercare - We monitored the execution of the process for 1 week


    What were the main challenges you faced during this project, and how did you overcome them?

    The biggest factor here was machine learning. Training Decipher IDP using templates until it achieved a 100% confidence rate took time, but was worth it for the sustainability of the process.


    What was the impact of your project?

    Huge. We successfully improved both the speed and quality of data capture from bank statements!


    Like this Community Blueprint? Be sure to click the "Recommend" button to reward the author! You can also ask the author questions about this Blueprint by clicking "Reply".



    ------------------------------
    Guilherme Morandini
    Consultant RPA
    Avanade Brazil
    São José dos Campos
    +5512981637307
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  • 2.  RE: Reconciliation of Bank Statements with Decipher IDP

    Posted 25 days ago

    @Guilherme Morandini soooooo gooooood!

    What did you train Decipher IDP with? Did you use past examples of statements?



    ------------------------------
    💙 Michael
    (I'm part of the SS&C Blue Prism Community Team)
    ------------------------------



  • 3.  RE: Reconciliation of Bank Statements with Decipher IDP

    Posted 24 days ago

    Hi Michael ! How are you ?

    I trained Decipher IDP using multiple examples of the three types of bank statements.

    I used da DFD and a Document Type for each type of bank statement.



    ------------------------------
    Guilherme Morandini
    Consultant RPA
    Avanade Brazil
    São José dos Campos
    +5512981637307
    ------------------------------



  • 4.  RE: Reconciliation of Bank Statements with Decipher IDP

    Posted 25 days ago

    Hi Guilherme,

    I am currently working on a similar usecase. I would like to know more about your process.

    Can you please explain more about the how many different bank statement were trained?  Did you used single DFD or multiple DFD ? 



    ------------------------------
    Athiban Mahamathi - https://www.linkedin.com/in/athiban-mahamathi-544a008b/
    Technical Consultant,
    SimplifyNext PTE LTD,
    Singapore
    ------------------------------



  • 5.  RE: Reconciliation of Bank Statements with Decipher IDP

    Posted 24 days ago

    Hi Athiban Mahamathi Mathialagan ! How are you ?

    Three different types of DFD were trained. One type of DFD for each type of bank statement template.



    ------------------------------
    Guilherme Morandini
    Consultant RPA
    Avanade Brazil
    São José dos Campos
    +5512981637307
    ------------------------------



  • 6.  RE: Reconciliation of Bank Statements with Decipher IDP

    Posted 24 days ago

    Hi, Guilherme,

    impressive. How long did it take to reach 100% in Decipher and is it really 100% or close to 100%?

    Regards

    Zdenek



    ------------------------------
    Zdeněk Kabátek
    Head of Professional Services
    NEOOPS
    http://www.neoops.com/
    Europe/Prague
    ------------------------------