Financial transaction data was spread across multiple spreadsheets, requiring tedious manual mapping, extraction, and aggregation. This not only consumed an entire day’s effort but also led to human errors that undermined the trust and accuracy of financial reports. The manual login and retrieval process from internal web applications further delayed the notification of any discrepancies to the customers.
Eclatprime implemented an RPA solution using Pega Robotics version 19.1.105.0. The unattended robot automatically logged into a master sheet, extracted the relevant currency and financial codes, and then searched through transactional sheets to retrieve matching data. The robot aggregated the pre-defined financial amounts and generated a standardized template, which was then securely FTP transferred to a shared location for review and processing
