Industry:
HEALTHCARE
Department:
Finance
Process:
PAN VERIFICATION
96.67%
time saved
100%
accuracy achieved
Significant
resource optimization
Client Overview
Our client is a leading healthcare provider in India, delivering comprehensive medical services across multiple locations. With a large network of patients, vendors, and stakeholders, their finance team processes thousands of PAN number verifications daily for tax compliance and regulatory requirements. Ensuring accurate and timely PAN validation was critical for maintaining compliance with Income Tax regulations and supporting seamless financial operations.
The Challenge
The healthcare provider’s finance team relied heavily on manual PAN number verification processes. Two employees were dedicated to fetching PAN information from host systems, manually entering data into CSV files, uploading these files to the Income Tax Reporting Portal, and downloading validation results. This labour-intensive approach was slow, prone to errors, and consumed significant human resources.
Challenges faced
- Time-intensive manual process requiring 5 minutes per PAN verification
- High volume demands with 1000-1500 PAN numbers processed daily
- Resource constraints with only 2 employees handling the entire workload
- Risk of data entry errors during manual CSV preparation
- Delayed verification cycles impacting downstream financial processes
- Employee fatigue from repetitive, monotonous tasks
- Compliance risks due to potential human oversight
The Solution
RPATech implemented an intelligent automation solution to digitise the healthcare provider’s PAN verification workflow. A customised bot was developed to automatically fetch PAN information from the host link, populate CSV files, upload data to the Income Tax Reporting Portal, and download verification results. The solution runs twice daily, processing the entire volume in seconds rather than hours.
Key aspects of the solution
- Automated data extraction from host link systems
- Intelligent CSV file generation with accurate PAN number formatting
- Seamless portal integration for automated upload processes
- Real-time result processing with validity status capture
- Scheduled execution runs twice daily for optimal coverage
- Error-handling mechanisms ensure data integrity throughout the process
- Audit trail generation for compliance tracking
The Outcomes
- 96.67% time saved. From 5 minutes per PAN to 10 seconds with AI-powered automation
- Enhanced processing capacity handling 1000-1500 PANs daily without human intervention
- 100% accuracy in data entry and file generation
- Zero manual effort in routine verification tasks
- Improved compliance with consistent, error-free processing
- Resource optimisation, freeing up 2 employees for value-added activities
- Faster turnaround times with twice-daily automated processing cycles
- Higher employee satisfaction by eliminating repetitive manual work
- Scalable solution capable of handling volume fluctuations seamlessly
