Monthly Valuations

Fin Serv

Brief

Fin Serv’s commitment to produce a substantial number of complex customer account valuation statements (in PDF format) on a monthly basis was being strangled by complex processes and frail infrastructure.

The complexity of the existing processes often resulted in file handling failures and manual intervention was required regularly over a two to three day period, resulting in very high staff costs to achieve the desired output.

How did we innovate?

Following a review of the existing solution, we were able to identify significant advantages that would be gained by an upgrade to the Adobe LiveCycle PDF Generation module.

In conjunction with some key changes to the solution architecture, we were able to significantly reduce complexity and ensure that the underlying hardware infrastructure would be able to cope with the throughput, at current and projected levels of growth.

Outcome

By upgrading to the latest version of LiveCycle PDF Generation, we were able to rapidly install, configure and test a new solution using significantly streamlined processes.

Using the previous method, a valuation production run required regular human intervention and monitoring and took between two to three days to complete. We were able to make use of the technology available to compress the entire process into a fully-automated activity, requiring zero human intervention, that takes approximately three hours to complete.

Back to Showcase

The client side business owner confirmed that instead of three members of their team having to regularly come into the office at all hours of the night to restart processes and remedy file locking issues the whole valuation process is now a lights-out activity which has made massive savings in term of man cost and valuation delivery delay negation.
Fred JonesApplication Specialist

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Monthly Valuations

Brief

Outcome