The business need

The client needed to streamline the classification and reporting of insured individuals by age groups and sum assured amounts. Their legacy process relied heavily on manual data handling, which was slow, error-prone, and unsustainable as policy volumes increased. Additionally, variations in source file formats complicated data consolidation and reporting, creating a clear need for an automated solution to improve efficiency, accuracy, and scalability.

Challenges

• Inconsistent data inputs: Excel files arrived in various formats, with differing headers, column orders, and abbreviations, complicating consolidation.
  

• Data quality issues, including typographical errors, incorrect date formats, and incomplete entries, caused delays and misclassification.
  

• Format limitations: Non-machine-readable documents, such as image-based records, could not be processed automatically.
  

• Edge case handling: Unusual or partial records required manual validation and correction.
  

• Scalability constraints: The legacy manual process struggled to keep pace with the increasing volume of data.
  
• Need for standardized outputs: Clean, structured data was essential for seamless integration with compliance and reporting systems.

XDAS approach

XDAS deployed an innovative, end-to-end automation solution with key capabilities to streamline insurance data processing:

Dynamic Excel Processing

XDAS leveraged intelligent parsing techniques to extract key fields from diverse Excel templates, dynamically adapting to layout variations without manual intervention.

Automated Age & Coverage Categorization

Using intelligent automation, the platform calculated insured ages from date-of-birth fields and categorized policies into predefined age brackets and sum-assured bands for faster underwriting decisions.

Data Cleansing & Normalization

Custom rules were applied to clean, standardize, and normalize insurance data across multiple source files, ensuring consistency and readiness for downstream processing.

Structured Report Generation

XDAS generated consolidated outputs in structured formats such as JSON and CSV, enabling seamless delivery via secure FTP (file transfer protocol) or email, ready for integration into insurer workflows.

Optimized Processing for Large Datasets

With optimized parallel processing, the platform handled large-scale datasets efficiently, ensuring high throughput, data integrity, and reduced processing time.

Result

95% Accuracy

XDAS achieved over 95% accuracy in classifying and validating insurance data, minimizing errors, and ensuring consistency.

Reduced time-to-process by 85%

Automated workflows reduced processing time by 85%, accelerating turnaround time for report generation.

Reduced manual intervention

Significant drop in manual effort saved time and lowered operational costs.

Seamless scalability

The platform scaled smoothly to handle large datasets of policy records with consistent performance.

Improved compliance

Generated audit-friendly, structured reports that enhanced regulatory readiness.