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- Streamlining Financial Operations with Automated Credit Line Increases
Case Study
Streamlining Financial Operations with Automated Credit Line Increases
Domain: Banking & Financial Services
Product line :
Key Challenge:
- High manual intervention in reading ORR forms for CLI requests and processing.
- Managing scenarios where customers are not eligible for a CLI.
- Handling requests where customers seek a larger CLI.
Our Solution:
The Result:
Eliminated
manual work.
Enabled
automatic system updates, such as credit line increases.
Automated
letter sending, work case management, audit history, and CAS notes.
Provided
a unified interface for account details.
Offered
customized reporting, global search capability, and business rule delegation for approval hierarchy.
