This Case Shows Specific Expertise. Find the Companies with the Skills Your Project Demands!

You're viewing one of tens of thousands of real cases compiled on Many.dev. Each case demonstrates specific, tangible expertise.

But how do you find the company that possesses the exact skills and experience needed for your project? Forget generic filters!

Our unique AI system allows you to describe your project in your own words and instantly get a list of companies that have already successfully applied that precise expertise in similar projects.

Create a free account to unlock powerful AI-powered search and connect with companies whose expertise directly matches your project's requirements.

Investment Form Digitization and Automation Platform

knubisoft.com

Financial services

Data Entry Inefficiencies and Accuracy Issues

Octopus Investments faces challenges with manual data entry from paper investor forms, leading to errors, delays, and inefficiencies. Discrepancies in data provided by investors and issues during integration with other systems (WDX, AML KYC, Novus, Watson) result in a high rate of application rejections and the need for manual quality control. The existing process is time-consuming and prone to human error.

About the Client

Reputable investment firm managing significant assets across various sectors, focused on sustainable and impactful investments.

Project Goals

Automate the conversion of paper investor forms into digital data.
Reduce manual data entry and associated errors.
Improve data accuracy and reliability.
Streamline application processing and reduce rejections.
Enhance data integration with existing systems (Novus, Watson).
Improve operational efficiency and reduce processing time.

System Functionality

Form digitization (OCR).
Automated data extraction and validation.
Integration with Novus and Watson systems.
Automated application processing workflow.
Feature flag functionality for feature enablement/disablement.
Centralized logging and monitoring.
User management and access control.
Reporting and analytics.

Technology Stack

.NET

ASP

Azure Functions

Azure SQL

External System Integrations

Novus (Investment data storage and processing)
Watson (Microsoft Dynamic CRM)

Non-Functional Requirements

Scalability to handle a large volume of forms.
High performance for quick data processing.
Robust security to protect sensitive investor data.
Reliability and availability.
Auditability of all data changes.

Expected Business Impact

This project is expected to significantly improve operational efficiency by automating manual processes, reducing data entry errors, and accelerating application processing times. Improved data accuracy will lead to better decision-making and reduced operational costs. Enhanced system integration will provide a more comprehensive view of investment activities and improve compliance.