Real Estate

We deployed our automated invoice processing bot privIC for a commercial Real Estate firm

and each of the processes included a Preliminary, Second, and Final stage of batch processing. privIC was able to process each of the three payment methods differently in Oracle. This is because each of the payment methods followed unique steps. Our bot was able to automate the 3 tasks identified down below and the process of manually counting printed cheques was handed off to the business exception handling team as that was a manual and out of scope activity. We at Ameerz were able to successfully and efficiently automate the following 3 tasks.

1. Cheque payments: payments that require cheques to be printed
2. EFT (Electronic Funds Transfer) Payments: all electronic payments made to clients
3. E-Pay Payments: electronic payments made to TDC and TDU clients

Payment triggers are critical to note as part of the scope of work in order to ensure smooth initiation of batch payment processing automation.

Batch payment triggers will be prioritized in the following manner:

1. Backlogged batches (outstanding batches from previous day)
2. Ad hoc batches
3. Scheduled payments – priority clients (our Commercial Real Estate client had to prioritize)
4. Scheduled payments