Struggled with high volumes of documents that required manual validation. The process was slow, and human error introduced inaccuracies in document generation.
Turning Complexity into Consistency for a Leading American Insurer
90% Automated Validation Across 50 States
TestingXperts helped the client reduce document risk and accelerate delivery by replacing manual checks with repeatable automation, achieving 100% accuracy for consistent customer-ready output and 90% process automation.
Talk to our Automation ExpertSummary
TestingXperts partnered with a leading insurance and financial services provider to deliver a fully automated print validation solution. Our solution enabled document accuracy at scale, eliminating manual verification, reducing processing time, and ensuring high accuracy across a variety of document types.
Overview
The client is one of the leading insurance and financial services providers and was facing significant challenges verifying documents generated across different states and products. These documents varied in format, layout, and complexity. Also, the manual verification was time-consuming and error-prone due to the large volume of documents across 50 states. Additionally, the lack of a standardized verification process further complicated the process.
TestingXperts developed a fully automated print validation solution to address these challenges. The solution was designed to validate generated insurance documents against the expected output, i.e., control PDF. We ensured consistency and accuracy across different document types. Using advanced technologies, TestingXperts streamlined the verification process, enabling increased scale and repeatable automation. It significantly improved effectiveness and accuracy.
Challenges
The client faced several challenges in maintaining the accuracy and consistency of document generation, hindering the effectiveness and scalability of the process. Key challenges included:
Inefficient Manual Validation
Complex Document Formats
Documents varied significantly in layout, content, and media (text, images, fonts), making consistent validation across formats difficult.
Lack of Standardization
No standardized validation process was in place, resulting in inconsistent checks and difficulty ensuring the accuracy of every generated document.
Complex Volume Across States
Validating documents across 50 states and multiple product variations led to overwhelming volumes that had to be processed quickly and accurately.
Scalability Constraints
The existing process could not scale to handle increasing document volumes without increasing manual labor or risking further errors.
Solutions
TestingXperts developed a comprehensive automated solution to ensure consistent, accurate document validation. Our automation solutions incorporated advanced technologies to streamline processes, improve efficiency, and guarantee the precision of every generated document.
Automated Document Validation Process
Introduced a fully automated solution to validate documents across all states and products. XML files were automatically processed, generating test PDFs that were compared against control PDFs to identify discrepancies.
Multi-Layer Validation Mechanism
Featured multi-layer validation, checking text, image alignment, fonts, and overall layout on a page-by-page basis. This ensured that documents not only matched expected content but also adhered to specific visual standards.
Scalable and Flexible Solution
System can be easily scaled, handles documents of varying complexity, and can be deployed both on-premises and in the cloud (GCP), ensuring flexibility for future needs.
Error Reporting and Discrepancy Detection
Solution included intelligent comparison algorithms that highlighted discrepancies in the documents. The tool generated actionable reports, enabling quick issue resolution and ensuring near-perfect document accuracy.
Automation Framework Setup
Leveraged UiPath Studio to develop automated workflows and Orchestrator to manage key assets and files in storage buckets. UiPath Test Manager helped organize and manage test sets, while Insights helped monitor automation trends.
How TestingXperts Helped the Client?
20 Complex documents (DI10) processed per hour
Scalable Processing Across Multiple States and Products.
Integration with Cloud GCP enabled flexible deployment across the client's infrastructure.
Improved issue detection and turnaround time, and significantly reduced validation time.
100%
Document Accuracy
85–90%
Automation Achieved
46
Lightweight documents (PPMY) processed per hour
Delivering Sustainable Results Through Strategic Collaboration
The collaboration with TestingXperts proved the value of disciplined, automated QA engineering in large-scale document validation. By creating a repeatable, scalable process, TestingXperts enabled the client to eliminate manual effort, accelerate processing, and ensure the accuracy of all generated documents, setting the stage for fully autonomous operations in the future.
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