Project Description

CHALLENGE

A HK based multinational insurance company need to manage and process a large amount of customers’ documents every day, including application form, claim form, customer’s personal documents, etc. These forms need to be printed out, signed by customers & stored as physical archive. The needed information must be entered manually for smoothing the application.

Under this process, she encountered the following business challenges:
1) Low efficiency of processing the forms & documents
2) Accuracy issues due to manual work
3) Time-consuming of manual data input of different forms & manual retrieval of the physical archive

SOLUTION

WCL Solution provided the insurance company a customized mobile OCR solution for them recognize & capture data from different documents such as application form, claim form, personal documents etc.

Customers can fill in their personal information in the mobile app of IPad. And the customer’s information from about 10 types of personal documents type like ID card, entry proof can be recognized & extracted in the mobile app.

BENEFITS

  • Reduced storage for physical archive as the forms & documents are processed via mobile app

  • Enhanced the user experience & company image by transforming the manual document process into an advanced digital document management

  • Achieved time-saving by streamlining their paper processing; As their key document such as good receipts can be scanned automatically

  • Increased efficiency by capturing, extracting and indexing the needed data automatically from documents such as application forms or claim forms & automating the documents extraction process instead of manual data entry

  • Achieved high OCR accuracy rate (95% or above) of capturing needed information than manual data input.

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