Automating Customer Record Updates with RPA

Industry: Banking & Financial Services
Solution: RPA for Customer Record Synchronization

The Challenge

One of Kuwait’s leading banks was burdened by a manual process to verify and update customer data through an external Civil Service Commission (CSC) portal. Every day, new potential customer entries were added to Excel sheets, and staff had to log in manually to validate customer information and update their banking records.

This process was:

  • Time-consuming and error-prone
  • Requiring repetitive logins and updates
  • Dependent on manual verification for every entry
  • Causing delays in onboarding and operations

The bank needed a faster, automated process to keep customer data synchronized and accurate across systems.

The Solution

DPS implemented an end-to-end Robotic Process Automation (RPA) solution using Blue Prism, designed to monitor and act on the daily influx of customer records.

The solution ensured all sensitive data was handled securely and logged for audit purposes.

Key Components

Continuous scanning of the bank’s internal Excel sheet for new customer entries

Secure login to the CSC portal and automated lookup for matching records

Updating of relevant banking information based on CSC verification

Sending of process summary and error reports via email

Automated logout and scheduled run cycles

The Results

Improved operational efficiency and faster customer onboarding

Eliminated manual errors and redundant tasks

Reduced processing time and staff load

Increased internal data accuracy and customer satisfaction

Looking to Automate Core Banking or Compliance Workflows?

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