The public sector organization needed to automate the allocation of taxpayer payments. Payment allocation logic is designed to respect the intention of taxpayers when remitting payments, and is applied on a tax-year basis and to varied components of the taxpayer account. Manual intervention is required if intent is unclear. With over 250,000 payments needing review and processing, additional staff would have been necessary to manage the backlog and ongoing transactions.
The agency partnered with Greenlight Consulting to automate complex tax payment allocations within taxpayer profiles. An intelligent automation workflow was developed to read payment data, analyze it against profiles, and allocate payments accurately based on predefined rules with exception handling for discrepancies. Greenlight also established a robust automation strategy, identified high-impact areas, and set up governance frameworks, significantly improving efficiency.
To address the client’s challenges, Greenlight Consulting implemented an advanced automation solution with UiPath Unattended Robots and UiPath Action Center. These technologies enabled the creation of an intelligent workflow. Integration with multiple government systems ensured seamless data flow. The automation reduced manual workload, enhanced accuracy, compliance, and taxpayer satisfaction.
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