Validation Accuracy
Published for the automated offer-checking workflow.
Client case study
Automating Credit Card Offer Compliance
Xalta’s published card-offer compliance case reports 99%+ validation accuracy, 70–80% less manual effort, zero partner SLA violations and 24×365 process coverage. Scheduled unattended bots compare three approved sources and report differences to operations.
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Reported Credit Card Compliance Results
Published case results: 99%+ validation accuracy, 70–80% less manual effort, 0 partner SLA violations and 24×365 coverage.
Manual-Effort Reduction
Published reduction in routine checking effort.
Reported Partner SLA Violations
Reported in the published case for the automated process.
Reported Process Coverage
The published case reports year-round process coverage.
Client & project context
Client and Project Overview
The client is a financial services company whose consumer portal presents more than 50 credit card products. Its operations team needed to keep the published offers consistent with partner-approved information throughout the life of each offer.
The project focused on comparing three sources of truth and producing clear execution and difference reports. The source documents identify an Automation Anywhere proof of concept followed by unattended daily processing.
The challenge
Operational Challenges
Manual checking placed a recurring burden on the operations team and made it harder to identify differences quickly across a large offer portfolio.
Large Manual Review Volume
Offer details had to be checked across more than 50 products and multiple reference sources.
Inconsistent Source Formats
Information needed cleansing and standardisation before it could be compared reliably.
Delayed Difference Detection
Missed or late checks could delay remediation of published offer information.
Partner and Customer Impact
Incorrect offers could affect partner commitments and customer confidence in the portal.
The solution
Solution Overview
Scheduled unattended bots collect and standardise offer data before comparing the approved sources and reporting differences.
The workflow handles the repetitive collection and comparison work. It produces an execution summary and a deviations report so the operations team can review the differences and decide what needs correction.
Multi-Source Offer Retrieval
Collect the required information from the three approved sources of truth.
Data Standardisation
Clean and normalise fields so equivalent offer information can be compared.
Difference Identification
Detect mismatches, missing information and anomalies across the sources.
Operations Reporting
Email execution and difference summaries for review and follow-up.
Human Review and Operational Control
The operations team reviews differences and owns remediation decisions. The unattended RPA workflow performs the scheduled collection, comparison and reporting steps.
How it works
Workflow and System Integration
The stages below show the implemented process from source information to output or review.
- 01
Start the Scheduled Run
Begin the unattended offer-review workflow on the agreed schedule.
Automation Anywhere - 02
Retrieve Source Information
Collect offer data from the three approved reference sources.
Source-of-truth interfaces - 03
Clean and Standardise
Normalise the fields needed for a meaningful comparison.
Data preparation logic - 04
Compare the Records
Identify mismatches, missing fields and other differences.
Comparison rules - 05
Send Review Summaries
Email the run summary and the deviations identified.
Execution + exception reports - 06
Review and Remediate
The operations team investigates the differences and takes the required corrective action.
Operations review
Implementation
Implementation and Delivery
A short Automation Anywhere proof of concept established the approach, followed by unattended end-to-end checking and reporting.
Prove the Comparison Workflow
The source client story records a proof of concept built in under two weeks.
Automate the Repeated Checks
Implement extraction, cleansing and comparison across the three reference sources.
Operationalise Reporting
Run the bots on the agreed daily schedule and deliver execution and deviation reports to operations.
Consistent Comparison Inputs
Offer information from different sources has to be cleaned and standardised before differences are treated as meaningful.
Platforms, Technology and Architecture
Each component has a defined role in processing, validation, integration or review.
- Orchestration
Automation Anywhere
Runs the scheduled unattended checking process.
- Data sources
Three approved sources of truth
Provides the offer information used for comparison.
- Preparation
Cleansing and standardisation logic
Makes corresponding fields comparable.
- Validation
Structured comparison rules
Identifies mismatches, missing data and anomalies.
- Review output
Email summaries and exception reports
Gives operations the run result and differences to investigate.
Results & business impact
Validation Results and Business Impact
The published case reports 99%+ validation accuracy and a 70–80% reduction in manual effort. It also reports zero partner SLA violations and year-round operating coverage for the described process. Operations retains responsibility for reviewing differences and directing corrective action.
| Workflow measure | Before | After | Reported result |
|---|---|---|---|
| Validation accuracy | Staff manually reviewed large amounts of offer information. | Structured extraction and comparison apply the same checks across the supported records. | 99%+Validation Accuracy |
| Review workload | The operations team repeatedly collected and compared source information. | Unattended runs prepare the comparison and report the differences. | 70–80%Manual-Effort Reduction |
| Partner requirements | Delays or missed differences could affect partner terms and service commitments. | Regular checking and exception reporting support timely operations review. | 0Reported Partner SLA Violations |
| Process availability | Routine reviews depended on manual operating capacity. | Unattended workflows perform scheduled checks throughout the year. | 24×365Reported Process Coverage |
Repeatable Offer Checks
The same extraction, preparation and comparison process is applied across the supported offer records.
Clearer Remediation Work
Operations receives a defined list of differences instead of reconstructing the comparison manually.
Related offerings
Related Solutions and Services
Explore the solution, supporting service and industry context for this workflow.
Credit Card Offer Compliance Automation
Compare offer information and report differences for review.
Intelligent Process Automation Services
Automate repeatable validation and reporting work.
Banking & Financial Services Automation
Improve operational workflows across financial services.
Discuss a Similar Requirement
Show us the offer sources, review rules and reporting needs your team manages. We can define a repeatable comparison process with clear operational ownership.
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