As a representative of data-intensive and highly information-based in the financial industry, the industry has extremely high requirements for the availability and security of IT systems, coupled with the advent of the digital transformation of the financial industry and the integrated operation and maintenance of financial technology, which has put forward higher requirements for the daily operation and maintenance of enterprises. At the same time, more and more first-class enterprises are focusing on the introduction of standardized and standardized automated operation and maintenance technology to reduce the risk of manual operation in daily operation and maintenance work and ensure the stable operation of the system. As an efficient digital transformation tool, RPA has also entered the public's field of vision, providing a new option for the operation and maintenance automation transformation and digital transformation of the industry.
A ** company involves many links that require manual and repeated operations in daily transactions, which not only cannot guarantee business security, but also greatly reduces work efficiency. In order to implement the automation of network operation and maintenance, liberate the operation and maintenance personnel from complicated work through standardized operations, so as to reduce human factor risks, save costs, and improve efficiency, the company introduced the Jinzhiwei automated operation and maintenance platform, hoping to effectively optimize complex business processes by embedding RPA capabilities into the intelligent operation and maintenance service platform, and help the company achieve the goal of reducing costs and improving efficiency. After the implementation of the first phase of the automated operation and maintenance platform project, the ** company was establishedThe reinvestment consulting department, the settlement department, the brokerage business operation center, the market headquarters, the transaction risk control headquarters and other departments have achieved operation and maintenance coverage, and a total of more than 50 business scenarios have been automated.
1. Automate task operations to improve efficiency
The company has more than 70 sets of trading systems, and business personnel need to complete a large number of opening and closing operations, automated inspection work and related daily system maintenance on each trading day. Repetitive and tedious work occupies a lot of time and energy of salesmen, reduces business efficiency, and is prone to human errors.
businessfieldView: Pegasus white plate opening process
Business Pain Points:1. There are many systems, the workload of the trading day is large, the efficiency of relying on manual processing is low, and the operation and maintenance cost is high;
2. There are many daily repetitive tasks, and the enthusiasm of employees is not high, and it is easy to make mistakes, which increases the system security risk.
Online Effect:After being taken over by Jin Zhiwei Pegasus system robot and QDP system robot, the ** company has operational tasks such as day market opening, market closing, night market opening, and night market closingAll of them have been automated, with an automation coverage rate of 100% and an increase in efficiency by 2-3 times.
2. Batch processing of documents, which greatly saves manpower
The staff has to copy the perf files of the three sets of the ESD system to the designated machine every trading day for the night market opening. Among them, there are dozens or hundreds of perf files in each system, and the MD5 value of all files needs to be obtained, the operation is repetitive and cumbersome, the work intensity is relatively large, and the MD5 value of all files needs to be compared twice to ensure the integrity of file transmission.
Business Scenario:Easy copy perf file MD5 check
Business Pain Points:1. The number of perf files in the system is huge, and the repetitive operation leads to excessive work intensity of the salesman;
2. It takes a long time to manually process tasks, employees are prone to burnout, and there are human errors such as file mistransmission and omission, which makes it difficult to ensure the security and integrity of file transmission.
Online Effect:After the robot takes over, the automatic transmission and automatic inspection of the Yida perf file takes 10 minutes before the construction of the whole business process, and only 6 minutes and 37 seconds after the constructionworkThe efficiency has been increased by 15 times.
The rapid development of digital technology has provided a vast fertile ground for the digital operation of the financial industry, coupled with the layout of the national scientific and technological innovation strategy, the industry is generally aware of the importance of using financial technology to promote business model change. **Business institutions should respond to the call of policies, seize the opportunity, and integrate RPA technology into the automated and intelligent operation and maintenance system in a timely manner to make up for the shortcomings of manual operation and maintenance, continue to promote the process of intelligent construction, and lay a solid foundation for the high-quality development of enterprises.