RFP Response RPA Process Review Version Date Draft

RFP Response - RPA Process Review Version | Date: Draft | 04/09/2018 CIGNEX Datamatics Confidential www. cignex. com

RFP Response Proposed Consulting Approach – Process Review Success Stories Profile – Lead Consultant Pricing 2 CIGNEX Datamatics Confidential www. cignex. com

Our Understanding of Requirement 3 § “AS-IS” Process Study Analysis of the current state: o Drafting of Process flow o Processing time study o KPI production: volume, peak o Identification of pain points and their root causes § “Optimized” Process Definition Re-engineering of current process aiming a future state: o Brainstorming with experts o Drafting of future process flow o Proposition of enhancements o Identification of impacts and changes between current and futures states § Change Management Communication Preparation of change (organization, IT and business) § Roadmap and Prioritization for Roll out o RPA roll out in agile mode o Carrying out cartography of eligible processes to RPA automation o Elaboration of specification, carrying out UAT- Validation and Awareness Spreading Support, documentation, and roll out in coordination with IT department. CIGNEX Datamatics Confidential www. cignex. com

Proposed Approach 1. Business Processes Understanding: § Understanding the Business Processes § Interactions, Interviews and System Study- with Business Users and Stakeholders § Issues and Problem Areas Identification § Improvement Areas Identification 2. Suitability and Benefits Analysis: § Understanding of Operating Model § § § 4. RPA Roadmap and Prioritization: § RPA Roadmap § Process Definition and Alignment Along with Improvements, Communication & Reporting Requirements, Security/Other Standards/Regulations and SLA Requirements § Processes Automation Prioritization and Process Integration Sequences § Identification of RPA Dependencies and Pre-Requisites 4 CIGNEX Datamatics Confidential and Communication Channels Understanding of Organizational Security and Other Process Standards Understanding Relevant SLAs Whether Processes Are Viable for RPA Calculations of ROI, Processing Time, Risks, etc. Qualitative Benefits Like Reduced Errors, Faster Processing, etc. Other Business and Operational Benefits 5. Awareness Campaign and UAT Support § Spreading awareness on RPA and proposed Process changes through sessions with Business, IT and other relevant stakeholders § UAT support for validation www. cignex. com 3. Optimized Process Definition: § Derivation of Optimized Processes by reducing or removing redundant and unnecessary process steps or clubbing the process steps § Change and Impact Analysis of Optimized Processes [IT, Business and Organizational Level]

Project Timeline & Outcomes/Deliverables Proposed Timeline 5 Deliverables Activity Duration AS-IS Process Study 5 Weeks Optimized Process Definition 3 Weeks Change Management and Communication 2 Week RPA Roadmap and Recommendations 2 Weeks CIGNEX Datamatics Confidential § Process Definition Document [PDD] § Recommendations [RPA Roadmap and Prioritization] www. cignex. com

Success KPIs Category Key Performance Indicators (KPIs) Productivity No. of Processes to be Automated [Identifying eligible processes] Efforts To be Saved or ROI from the Processes to be Identified Quality No. of Identified Process Improvements No. of Errors to be Reduced 6 CIGNEX Datamatics Confidential www. cignex. com

RFP Response Proposed Consulting Approach – Process Review Success Stories Profile – Lead Consultant Pricing 7 CIGNEX Datamatics Confidential www. cignex. com

CERSAI Process Client/ Context 8 • A leading private Sector bank of India • Client wants to update Central Registry of Securitization Asset Reconstruction and Security Interest (CERSAI) with Borrower and Property details for all mortgage cases • Low productivity and Time consuming • High overhead cost Business Challenge • Manual process that require significant time • Error prone due to manual intervention Project Approach • Service Request will be created from the core system for New Mortgages • This request will be downloaded in an excel with all required fields like property details, applicant details etc. • RPA Tool will login in to the CERSAI website using the bank’s login credential. • The application will enter the Customer number and check for a set of predefined standard rules like Is the customer already present? Etc. • RPA Tool will update the fields in to the CERSAI website • All successful request are maintained in an Excel Value Delivered • Time Saving in comparison to manual process • Manual error reduction CIGNEX Datamatics Confidential www. cignex. com • Exception are pushed to the workflow for resolution • Integration to client’s banking system

TDS Exemption for 15 G/ 15 H Forms Client/ Context Business Challenge • Client is a One of the leading international bank and financial services company • To update TDS exemption for all Fixed Deposits and Recurring Deposits linked to an account • Manual process that is repeated a number of times • Error prone due to manual intervention for search and match Project Approach Customer submits the filled 15 G/ 15 H form to the branch Branch user validates the physical form and creates a service request All TDS exemption request are downloaded in an excel Datamatics RPA Tool application logs in the core system. Customer number from excel is used fetch information that is validated against set of rules. For example: 15 G forms should have customer age less than 60 years and calculated interest less than 2. 5 lakhs per year • If all rules are satisfied all FD and RD for that customer type in the core banking system are updated(Maker Process) • The system logs in as an approver and again validate the maker entered information • This is followed by an approval process to confirm the TDS exemption in Core system (Checker Process) Value Delivered • Time Saving in comparison to manual process • Manual error reduction • • • 9 CIGNEX Datamatics Confidential www. cignex. com • Low productivity and Time consuming • High overhead cost • Exception are pushed to the workflow for resolution • Integration to client’s banking system • Close the Service Request

RTGS Updates Client/ Context 10 • Client is a One of the leading international bank and financial services company • To update RTGS request and authenticate Beneficiary details in the core banking system. Business Challenge • Time consuming due to manual process and multiple screens • Error prone due to manual intervention for search and update. Project Approach • For each RTGS request a Service Request is created. • RPA Tool will check the Request Type and capture data from Service Request like Account Number, Amount , IFSC Code etc. • RPA Tool logs in to the Core system and opens the RTGS form details like Account No. , Amount, etc. • After this form is filled RPA Tool will submit the form to generate a Unique Transaction Number. This number will be assigned to the core system for further processing. Value Delivered • Time Saving in comparison to manual process • Manual error reduction CIGNEX Datamatics Confidential www. cignex. com • Low productivity and Time consuming • High overhead cost • Exception are pushed to the workflow for resolution • Integration to client’s banking system

Trade Finance Document Processing Client/ Context • Client is a One of the leading international bank and financial services company • Client was heavily manual process oriented and was looking for process automation to improve efficiency Business Challenge • Heavy paper based process (prints and rescanning of electronic documents) • Manual marking of annotations on paper • Error prone due to manual intervention for search and match Project Approach • • To find negative listing: Hot scan search Documents classification Data extraction and validation from unstructured documents Matching LC terms with supporting documents e. g. Shipment date should be greater than LC date Port of discharge & shipment should match Name in the consignee should match with LC name • • Time Saving in comparison to manual process Manual error reduction Hot Scan - Automated scanning of Negative list Paperless environment Process Flow Value Delivered 11 CIGNEX Datamatics Confidential www. cignex. com • Low productivity and Time consuming • High overhead cost • Exception are pushed to the workflow for resolution • Integration to client’s banking system

Customer Service Request Processing Client/ Context 12 • A leading private Sector bank of India • Client wants to automate the response for the standard FAQs by the end customer and route the request internally through correct channel Business Challenge • Manual process that require significant time • Customer is not intimated on timely manner Project Approach • Customer Service request is received through email which is dot forwarded to a common email ID • Our Robotics solution parse this information and understands the requirement • RPA Tool will first send an acknowledgement email back to customer • As per the understanding of FAQs it will create the internal workflow • After the appropriate action is taken the same is informed to customer Value Delivered • Time Saving in comparison to manual process • Manual error reduction CIGNEX Datamatics Confidential • High overhead cost www. cignex. com • Exception are pushed to the workflow for resolution • Integration to client’s banking system

LC/ BG Closure in Trade Finance Client/ Context 13 • Client is a One of the leading international bank and financial services company • Letter of Credit (LC) and Bank Guarantee (BG) to be closed after 45 days from expiry date Business Challenge • High Overhead cost • Manual process • Poor efficiency Project Approach • Core system generates an excel based MIS report listing all the LC/ BG that are beyond 45 days from expiry date. • LC and BG need to be closed after expiry date in the core system. • The application validates the LC/ BG details based on the details specified in excel i. e. the LC Number, Account number etc. • Step by step process is followed to close the LC/ BG in the core banking system of the bank. Value Delivered • 4 man hours saving per day CIGNEX Datamatics Confidential www. cignex. com • Exception are pushed to the workflow for resolution • Integration to client’s banking system • All steps are automated with no manual intervention

ATM Dispute Reconciliation and Resolution Client/ Context Business Challenge Project Approach Value Delivered 14 • Client is a leading Bank in Middle East - Dubai • 3500 -4000 Complaints Monthly • Complex Process that needs working with multiple systems • Shorter TAT direct affecting customer needs • • • Get the Reconciliation and Vendor Reports Login into Core Banking system and get ATM ID and Transaction details Get EJ (Electronic Journal) file from the ATM machines Check for the system/Hardware related Errors in the EJ file Check Transaction details with EJ file Check the digits and other details entered by consumer and cash dispense details like denominations etc • Quick TAT increasing customer satisfaction • No Backlogs CIGNEX Datamatics Confidential www. cignex. com • Major challenges: Partial Withdrawal, void Withdrawals and Fraud • Check for Exception happened in ATM machine for that day in EJ file • Check for Excess/Shortage of money in the Reconciliation report • For some cases vendors are contacted • If Fraud is suspected then the bot will generate report with supportings and the case will be routed to video clipping team • If the case is genuine then credit reports are generated for the payment to the customer

Mutual Fund Automation Client/ Context Business Challenge • The client had an unique business requirement for its Shared services Center. The group comprising of 20+ companies invests in over 200 mutual funds. Over 150 transactions worth millions have to be daily tracked and entered into a SAP system. Since this process was manually intensive, it was prone to multiple errors which resulted in losses • • • Person dependent process and missing transactions Recording wrong or duplicate data in the SAP systems Common scheme with different value within multiple entities Dividend calculations is complex Scalability • Project Approach • Mutual Funds statements are categorized from attached documents and then downloaded automatically in a data server • Scheduler application checks continuously for new statements downloaded and automatically extracts the transaction data from the highly unstructured statements using Fuzzy logic and Artificial Intelligence based i. Q • i. Q Application has strong validation to check for Duplicate entries and calculations are handled pertaining to dividends across the entities Using RPA Tool technology, Application creates silos for transactions like Sale, Purchase and Dividend and populates the data in multiple screens of SAP under different T-Codes. While auto populating the data in SAP, solution takes intelligent decision based on validations thrown by SAP screen and intimates the user accordingly in case of discrepancy System intelligently reinitiates from the stage it was stopped ensuring no loss of data in case of transaction interrupt Yield Report, Purchase and Sale details, Investment report Value Delivered 15 • One of the biggest global integrated infrastructure player, with businesses in Resources, Logistics and Energy sectors. . Since its inception , the group's business has grown exponentially with current revenues pegged over $8. 7 Billion • • Productivity increased by 600% Elimination of Human Intervention IT Driven process, Avoid Duplicate and Missing Entries Increased Responsiveness CIGNEX Datamatics Confidential www. cignex. com

RFP Response Proposed Consulting Approach – Process Review Success Stories Profile – Lead Consultant Pricing 16 CIGNEX Datamatics Confidential www. cignex. com

Profiles 17 CIGNEX Datamatics Confidential www. cignex. com

RFP Response Proposed Consulting Approach – Process Review Success Stories Profile – Lead Consultant Pricing 18 CIGNEX Datamatics Confidential www. cignex. com

Pricing Resource Skill Location Duration Rate Total Cost Lead RPA Consultant Onsite 3 Months 17, 334 SGD/ Month 52, 000 SGD Notes: • • 19 T&M Engagement Pricing all inclusive Monthly Timesheet will be submitted Payment Terms – 15 Days CIGNEX Datamatics Confidential www. cignex. com

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