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Case study · Automation

How RPA Reduced Claims Processing Time

A healthcare insurance provider cut claims processing time by 60% and halved error rates by deploying governed software bots that extract, validate, and route claims end to end.

Finance & BankingEnterprise RPA platformAttended and unattended botsOrchestration and schedulingRules and validation engineRegulatory rule sets
Impact

Results at a glance

60%
Faster claims processing
50%
Fewer processing errors
24/7
Unattended bot operation
1
Auditable source of truth
Background

The situation

A healthcare insurance provider's claims department relied on slow, labor-intensive manual review that struggled to keep pace with daily volume. Each hand-keyed claim was susceptible to error, and inconsistent adjudication created rework and compliance exposure. Approval delays left customers frustrated, while bottlenecks compounded across intake, validation, and status updates. Leadership needed to scale capacity without proportionally scaling headcount.

The objective

Automate the repetitive, rules-driven stages of claims adjudication while preserving human judgment for complex exceptions. Every automated decision had to remain auditable and provably compliant with policy and regulatory rules. The goal was faster cycle times, fewer errors, and higher customer satisfaction.

Our approach

How we delivered

1

Assess and design the automation blueprint

We mapped the claims lifecycle end to end, identified high-volume rules-driven steps suited to automation, and designed a phased rollout on an enterprise RPA platform to limit disruption to live operations.

2

Automate data processing and validation

Bots extract information from incoming claims forms and cross-reference each field against predefined rules and regulations, flagging incomplete or non-conforming submissions before they enter the queue.

3

Automate database status management

Bots navigate the company's claims database to update statuses, advance approved claims, and keep records synchronized in real time so every stakeholder sees a single source of truth.

4

Route exceptions to human reviewers

Escalation logic detects complex or ambiguous cases and directs them to the appropriate department for manual review, ensuring specialists focus only on claims that genuinely need judgment.

5

Automate customer communications

Notification workflows issue approval, denial, and status updates to customers and respond to routine queries, closing the loop without manual follow-up from staff.

6

Establish governance and compliance controls

We stood up a governance structure that enforces rule adherence, logs every bot action for audit, and reviews changes so automation stays compliant as policies evolve.

Architecture

The technical solution

A block-level view of the system we designed and delivered — data and control flowing across each stage.

Intake
Claim submission
Forms and documents
Bot data extraction
Fields captured
Validation
Rules engine
Policy and regulation checks
Cross-reference
Eligibility and coverage
Adjudication
Database status update
Approved and advanced
Exception routing
Complex cases to reviewers
Human review
Specialist queue
Manual adjudication
Resolution
Decision recorded
Customer
Notification workflow
Approval and status
Query response
Automated follow-up
Governed RPA claims workflow from intake to customer notification
The interface

What the users see

A wireframe of the experience we shipped — laid out for the people who use it every day.

Claims Processing Operations Console
Processed
In validation
Exceptions
Notifications sent
Intake
Validating
Exception review
Awaiting notification
Completed
Live queue, KPI summary, and per-claim status with exception alerts
The approach

Modernize the core without the big-bang risk

A 'sidecar' approach wraps your legacy core with APIs and stands up new cloud-native services alongside it — so you migrate progressively, not all at once.

PROGRESSIVE 'SIDECAR' MODERNIZATION — LOW-RISKLegacy coreSystem of recordAnti-corruptionAPIs · eventsNew servicesCloud-native buildsCutoverRoute · retire
How it works

Automation that supports your people

Intelligent routing and GenAI self-service resolve the routine and hand off complex cases to agents with full context — cutting handle time, keeping the human touch.

CX AUTOMATION THAT SUPPORTS HUMAN AGENTSChannelWeb · voice · chatIntent AINLU · routingAutomateSelf-service · GenAIHuman handoffContext passedInsightAnalytics · CSAT
The results

Outcomes delivered

  • Claims processing time dropped by 60%, dramatically shortening the wait between submission and adjudication.
  • The error rate fell by 50% as automated validation replaced error-prone manual keying.
  • Daily claim volume and processing capacity increased significantly without adding headcount.
  • Operational costs declined and the workforce was optimized, with fewer manual processors and staff reallocated to higher-value work.
  • Customer satisfaction improved substantially thanks to faster approvals and proactive, consistent communication.
Under the hood

Technology stack

The platforms, frameworks, and standards behind the solution.

Automation

Enterprise RPA platform Attended and unattended bots Orchestration and scheduling

Validation

Rules and validation engine Regulatory rule sets Exception routing logic

Data & Integration

Claims database integration Real-time status synchronization

Customer Engagement

Customer notification workflows Automated query responses

Governance

Compliance and audit controls Action logging Change review
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