RPA automatically captures customer identity information, cross-system verification of credit data, generates electronic protocols, and completes account initialization, improving account opening efficiency by over 50%.

By integrating tax, social security, and bank transaction data through RPA, triggering risk control rule engine pre-approval, the approval cycle is shortened to one-third of the original duration.

RPA links credit reporting interface and risk control model, automatically fills in application forms, verifies qualifications, and generates pre-approval results, reducing the approval cycle from 3 days to 2 hours.

RPA automatically parses email attachments and scanned copies, extracts policyholder information and verifies data integrity, synchronously pushes it to the underwriting system, and increases daily processing volume by 5 times.

By recognizing medical receipts and accident certificates through OCR, the linked clause library automatically calculates the compensation amount, and the claims cycle is compressed to within 48 hours.

RPA regularly screens customers with expired policies, triggers SMS/email reminders, automatically pushes discount plans, and increases renewal rates by 15%-20%.

After the closing, RPA automatically summarizes commission data from various channels, compares exchange transaction returns, generates clearing files, and uploads them to the custodian bank.

Real-time scanning of abnormal trading behavior (such as high-frequency hanging and canceling orders), triggering graded warnings based on customer profiles, ensuring compliance with regulatory requirements such as CSRC Document No. 141.

Automatically extract position and profit data at the beginning of each month, generate PDF statements according to customized templates and encrypt them for sending, saving 70% of labor costs and achieving T+1 timeliness.