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Co-build a comprehensive intelligent
and digital employee center

Orient Securities integrates RPA with 'Oriental Brain'

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Oriental Securities Automation Journey

Headquartered in Shanghai, Orient Securities is the fifth A+H-share listed brokerage in the industry, and was selected into the list of "Top 500 Chinese Brands in 2022", ranking 285th. In the face of various business problems, after research, Orient Securities chose to introduce i-search RPA solution. Through practice, i-search RPA has greatly improved operational efficiency and reduced costs. So far, 140 business processes have been optimized, covering 90 sets of internal and external systems, including operations, clearing, valuation and other securities business, and remarkable results have been achieved.

Business pain points

The operating costs are too high, and the continuous growth of the business volume has brought a lot of repetitive and fixed work, resulting in a lot of unnecessary operating costs

Business efficiency needs to be improved, and a large amount of data needs to be manually processed when opening a securities account. It has a negative impact on the user's experience

Business Highlights

Business and financial integration, efficient and automated processes

There is no need for interface information flow, and the island is opened

Stable automation, 100% data accuracy

Free up employees' hands, work more efficiently, and improve satisfaction and happiness

Solution

By establishing a unified RPA digital employee platform, Orient Securities realizes the end-to-end unified management of RPA demand mining, submission, development, operation and analysis. By mining demand, promoting the scope of RPA use, realizing the application coverage of all departments of the headquarters, promoting the application of subsidiaries, and forming the service capability of RPA digital employees to the business within the group.

Application scenarios

The balance of the custodian account of the winning platform is generated

Log in to the asset custody system on the intranet, enter the account password and verification code; Check the account balance in the daily liquidation; Select the desired product and date and make an inquiry; Export excel data and rename it; Enter the daily clearing to query the flow and select the corresponding product and date for inquiry; Judge whether there is running water, export to excel and rename, if not, do not export; Then put the exported excel into the network disk path.

OTC opens

After referencing the RPA robot, it will be automatically executed as follows: 1. Import the files of the day into the matching system; 2. The matching system is initialized to the same day; 3. The matching system starts to operate; 4. The registration and settlement system starts on the same day.

Printing of documents in the system of the Supernatant

After logging in to the business system according to the time setting, i-search RPA can distinguish the identity of the operator according to the operator's code, and then enter the account balance query in the search box, fill in the account number, and export an Excel. After going through all the accounts, the generated Excel will be summarized into a new Excel according to the requirements. Print the final generated Excel.

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