Case Study Template: Robotic Process Automation in Product Control IT

The Product Control IT (PCIT) team lacked an efficient, automated process for handling data, reporting, and control. The existing manual processes were time-consuming and lacked strategic focus.

Introduction of RPA saved around 1218 report runs over six months for 197 users, improving efficiency and shifting focus to strategic processes. This initiative has set a new standard for future automation within the bank.

Led the team in introducing Robotic Process Automation (RPA) within PCIT, streamlining operational processes and enhancing productivity.

Oversaw the end-to-end implementation of RPA use cases from development through System Integration Testing (SIT), User Acceptance Testing (UAT), to production. This included training key PCIT resources on RPA applications.

As part of a Product Control Data Warehouse (PCDW) rationalization strategy, certain reports with exception-type data were migrated to the Exception Management System using RPA. This approach transitioned users from routine reporting to strategic exception-based processes.

Developed an RPA process to capture mortgage blotter and global bond blotter trade history data, enabling the automatic creation of daily valuation review and control reports.