Digital Disbursements

Desktop Website Design- UX/UI Design

Role

Worked on

Make it stand out.

Challenge

Transamerica is aiming at digitizing its digital disbursement process. The goal for 2021 is to move towards a frictionless self-service operating model by centralizing and automating the disbursement-related processes across all channels (processing, contact center, participant). The digital disbursement will improve the process by enabling capabilities to increase self-service, make paper form the last resort, and completely digitize the money our transactions.

 

Goal

The digital disbursement process is split between 3 phases. The goal for the first phase is to take paper forms and digitize them, enabling the internal processing team’s process flow to be automated- reducing operational costs and beginning to streamline the participant experience, as it relates to disbursements.

Key Functionalities

  • Application flow that mimics the form flow.

  • Centralize the rule and validation orchestration.

  • Ability to bulk upload OCR/ICR extracted form data.

  • More streamlined and automated processing.

  • Enhanced workflow for more streamlined customer engagement.

  • Role-specific to-do’s that enables an automated workflow.

  • Routing specific work to account managers and other personas.

  • A clear line of sight into transaction flows, status, and cycle times.