Streamlining Global Onboarding Orchestration: Reduced 75% of Manual Effort
Objective: The goal was to implement Global Onboarding Orchestration (GO2) on the Pega platform to reduce manual effort by 75% and time-to-market by 25%, automating due diligence for credit card issuance.
Business Challenges
The organization faced operational inefficiencies in their credit card onboarding process, which slowed decisionmaking and increased turnaround times:
Slow Demographic Verification: Manual verification of applicant details delayed processing
Complex Risk Assessment: Time-intensive risk evaluations hindered efficiency
Real-Time Fraud Detection: Manual fraud and sanction assessments lacked speed
The Solution
We analyzed the client’s business requirements and operational challenges, leveraging our global expertise in digital
transformation to recommend Pega Application Development. Using the Pega’s low-code platform’s Case
Management capability, we implemented Global Onboarding Orchestration (GO2) to automate due diligence
processes. The solution processed applications from E-apply or paper channels through a case life cycle,
systematically assessing risk, fraud, and sanction details in real-time to approve or reject applications. This provided
a unified view of customer information, enhancing agent productivity and decision-making accuracy.
Value Delivered
Our Pega-based solution transformed the client’s credit card onboarding, automating due diligence to deliver a
seamless experience for customers and agents. Previously burdened by manual processes, the organization now achieved faster, more accurate issuance decisions, boosting operational efficiency.
75%
Manual Effort Reduction via Automated due diligence processes
25%
Faster Time-to-Market by Accelerated application processing
Unified Customer View enhanced agent efficiency and accuracy