Mar 24, 2021
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Completed

E-Document Management Software Development for VTB Bank

$25,000+
more 1 year
Belarus
2-5
view project
Service categories
Service type
Custom Software Development
Domain focus
Banking & Financial Services
Solution type
Enterprise Software

Challenge

The electronic archive would need to classify and group files by type and retention period, in order to enable systematic retention, management, and subsequent destruction of paper documents. Smart IT developers would have to face stringent bank security procedures and would not be able to deploy software updates remotely.

Solution

- Electronic repository development - Integration with band customer account database - Configurable directory to discover missing documents - Automated filtering and notifications for document disposal dates
- Electronic repository development - Integration with band customer account database - Configurable directory to discover missing documents - Automated filtering and notifications for document disposal dates

Results

The automated document management solution assisted the bank in increasing speed and efficiency of internal processes. Deliverables included: - Business account and physical document matching - E-document management (tracking, classification, retention and disposal) - OCR software implementation - Physical document cataloging - Dynamic notifications - Admin control panel/back-office The subsequent benefits of introducing the software solution by the bank were: - Removal of human error - One virtual access point for all documents and data - Physical documents accessible on demand - Rote task automation - Records processing optimization