Manual CPI Billing Delays Resolved with AI Agents Automating End-to-End Processing
The client’s manual billing and refund processing required multiple steps, including data extraction, business review, status updates, and report generation. These tasks were not only repetitive but also prone to human errors, leading to inefficiencies and delays in financial operations.
Challenges Faced
- Manual extraction of billing data from the CPI web application
- Dependency on business users to review and comment on transactions
- Processing varied account statuses (e.g., repossession, bankruptcy, paid-off)
- Generating and distributing reports across departments manually
AI Agents-Powered Automation Solution
To eliminate these inefficiencies, Accelirate implemented an Agentic Automation framework, deploying two AI Agents. By integrating these AI Agents, the client was able to ensure seamless collaboration, improve accuracy, and accelerate the processing of CPI billing and refunds.
01 - Billing.And.Refund.CPI.Dispatcher
- Extracted billing data from the CPI web application
- Organized and queued bills for automated processing
- Generated weekly reports for business review and feedback
02 - Billing.And.Refund.CPI
- Processed user comments and updated account statuses
- Automated classification of accounts based on repossession, bankruptcy, or payoff
- Created execution summary reports and sent real-time email notifications to stakeholders
CPI Billing and Refund Automation Process Flow with Agents
Step 1: Agent reads CPI weekly report file updated by the business, adds the data to processing queue
Step 2: Agent processes each account based on its status or classification (Repossessed, Bankruptcy, Paid Off)
Step 3: Agent updates the weekly CPI report based on the account statuses and records additional information
Step 4: Agent generates a CPI Execution Summary Report with all activities, issues encountered, account processing
Step 5: Agent completes the process by emailing the CPI report to relevant stakeholders
What Made This Solution Unique?
- AI-Driven Business Collaboration: The solution allowed business users to review reports without disrupting automated workflows.
- Automated Real-Time Notifications: Stakeholders received instant updates on CPI processing, eliminating communication gaps.
- Adaptive AI Agents: The system dynamically processed different account statuses, ensuring precise financial updates.