CONTRACTUAL DATA OBLIGATIONS
Challenge
Deluxe faced a significant challenge in managing contractual obligations within their
business-to-business payments arm. The team needed to make pricing
adjustments for a large group of clients but struggled to access crucial contractual
information embedded in over 900 complex legal documents. The manual process
was time-consuming, inconsistent, and unreliable, requiring extensive labor and
disrupting regular workflows.
Solution
Collaborating with qBotica, Deluxe leveraged UiPath’s Document Understanding tool,
integrating specialized and generative AI to automate data extraction from various document formats.
This solution enabled quick and reliable access to contractual data through simple
prompts, significantly improving efficiency. The proof of concept demonstrated rapid,
accurate results, saving over 800 hours and enhancing data reliability.
The success has paved the way for scaling automation to other business areas,driving long-term value.
The technologies that were incorporated into the system.
- Digital Form
- Validation Bot
- MCP Bot
- Quickweb Bot
- Bank Settlement Process
Results
900+
Complex legal documents analyzed
99%
Increase in time to value
800+
Hours saved on a single pricing use case
PROCESSES AUTOMATED:
Contractual Data Extraction: Automating the extraction of key contractual data from over 900 complex legal documents, including master service agreements, amendments, addendums, and statements of work.
Pricing Adjustment Analysis: Streamlining the process of analyzing contractual restrictions, notification requirements, caps on changes,and consent needs for pricing adjustments.
Data Validation: Utilizing UiPath’s Action Center to validate the extracted data, ensuring consistency and reliability.
Scalability Roadmap: Planning for future automation in onboarding, billing,invoicing, and order entry processes to further drive efficiency and value.