Project1: Annuities New Business Follow-Up Emails(Client: Prudential)Jan2023-tilldate
Project Name : Annuities NB Follow-up Emails
Applications : Business Processing Center, Outlook, Excel
Role :RPA Developer
TeamSize : 5
Description :This project is designed to send Follow-up Emails of Payment pending to concerned team. For the cases marked as IGO and awaiting funding, processors send follow up emails to Advisors, FPs and Sales team on corresponding follow up dates (Day 15/20/30/45/52/60) in specific templates based on the product type and code. Decision logics are to be validated before sending an email. It is followed by bronzing this communication into BPC application and adding Notes to BPC. Finally the case details must be updated in BPC and pended to the next follow up date.
Roles&Responsibilities:
· Involving in Requirement gathering calls.
· UnderstandtheBusiness processflow by goingthroughPDD and PDD walkthrough calls.
· Raiserequesttogetaccessforrequiredapplications.
· Schedulekick-offmeetingsto startBOTDevelopment.
· Development of Re-usable libraries and custom activities.
· Development of modules for business flows and logics.
· Participate in scrum calls to update status to client.
· Integration of modules into Process Request Bot and MI Report Bot.
· Commit and push code to Bitbucket.
· Creation of Queues and Assets in Orchestrator and handling of Config sheet.
· Creation of user stories for backlog grooming calls and make estimates through story points.
· Delivery of Demo of developed modules to Client.
· Perform SIT testing and UAT.
· Involve in handover meeting and hypercare bot monitoring.
Project2: Annuities-Non Fast-Track and Clone Claims (Client: Prudential)Nov22-Jan 2023
Project Name :Annuities NFT and Clone Claims
Applications : Business Processing Center, VPAS, PRIDE, Extra and Excel
Role :RPA Developer
TeamSize : 5
Description :This project is designed to process Non fast-track /clone claims .The information necessary to process the claim is obtained from BPC, VPAS and Pride applications. The good order checklist is filled and based on the outcome (IGO/NIGO/DCI or State notice eligibility) payment decision is made and payment is processed. If multiple contracts present then clone procedure is carried out for the associated contract numbers.