Create and Customize Automated Project Processes
Major capabilities include routine processing and transfer of external files to run work processes automatically, automation of complex workflows to simplify daily business tasks, and data discovery to identify new field values for mapping.
The workflow automation technology found in DR-A is designed to manage routine processes and complex job streams. DR-A secures PII through granular encryption of sensitive data and restricts access from unauthorized users.
Set Parallel Processes
Set Email Distribution Groups
Specify Encryption Settings
Detect Source Data Template Changes
Configure triggers for email alerts to notify users of:
Workflow Process Milestones
New Values Detected
All Software Solutions Include:
We closely work with the client’s IT department for software installation. We create and provide the
initial setups based on the client’s specifications. This saves the client FTO hours so they can focus on training.
Support (Onsite & Online)
We offer 2+ days onsite training and often follow-up with online sessions to reinforce training material. Our web-based support ticketing system allows clients to easily submit requests and monitor its progress. Our support team members work from several locations, which means we offer longer working hours.
We pride ourselves on hiring talented and experienced employees. We are staffed with industry experts who have worked in many facets of the financial sector for decades, making it easy for us to relate to the needs of our clients.