Examples of Automation with Zoho RPA

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Reddi2
Posts: 189
Joined: Sat Dec 28, 2024 8:47 am

Examples of Automation with Zoho RPA

Post by Reddi2 »

1. Customer Onboarding and KYC in BFSI
Customer information can be automatically retrieved from forms using Zoho RPA, which can validate documents, cross-check them against databases, and update relevant records to ensure regulatory compliance. This accelerates the onboarding process and significantly reduces manual effort.

2. IT system health monitoring and maintenance
RPA bots can monitor IT systems for performance problems (e.g., perform basic troubleshooting, create alerts for issues, and measure CPU and memory usage. With Zoho RPA, you can automate patch management reason to take our service and schedule backups as well. In addition to ensuring that systems adhere to security standards and producing performance reports, the bots can also set off alerts if they do not.

3. Customer Onboarding and KYC in BFSI
Zoho RPA is capable of validating documents, cross-referencing them with databases, automatically extracting customer information from forms, and updating relevant records to ensure compliance with regulations. As a result, the onboarding process is sped up, and manual labor is greatly decreased.

4. Healthcare Claims Processing and Billing
RPA bots can access data sources such as patient databases and healthcare management systems, check policy coverage, confirm patient eligibility, and send notifications of approval or rejection. Additionally, they can send bills to clients or insurance companies and update insurance databases.
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