Alteryx > 实例探究 > 用于最终用户计费的自动对账工具:转变计费操作

用于最终用户计费的自动对账工具:转变计费操作

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技术
  • 平台即服务 (PaaS) - 应用开发平台
  • 传感器 - 液体检测传感器
适用行业
  • 电网
  • 设备与机械
适用功能
  • 物流运输
  • 产品研发
用例
  • 最后一英里交付
  • 时间敏感网络
服务
  • 系统集成
关于客户
该客户是一家业务流程外包公司,为保险公司提供最终用户计费平台。他们通过自定义业务规则为多个客户组织提供服务,并在协调承保历史记录和现金分配数据方面面临挑战。
挑战
由于迟到的费率变化、手动错误和错误编码调整,计费系统会在承保历史记录和现金分配数据之间产生差异。数据源和业务规则的复杂性使问题进一步复杂化。通过报告来发现问题既昂贵又耗时。
解决方案
名为 BART 的自动对账工具是使用 Alteryx 开发的。它从多个来源提取和混合数据,清理和协调数据,并提供定期和按需报告。该工具可由客户端和运行实例进行配置,允许自定义编辑和时间范围。
运营影响
  • The implementation of the 'Billing Automated Reconciliation Tool' (BART) transformed the company's approach from reactive and anecdotal to proactive and comprehensive. The tool enabled the company to understand the magnitude of issues, quickly identify cases with issues and their specific bill periods problems and remedies. Some corrective issues were automated, and others accelerated and facilitated to allow large numbers of corrections. The company went from purely reactive, manual and time-consuming research, verification and action to largely automated processes enabling them to do a volume of work previously not possible. The tool also allowed Billing Ops to run the system on-demand with various configurations and for selected cases they may want to focus on in addition to the regularly scheduled production runs for an entire client’s portfolio using the standard configuration of edits and periods they defined.
数量效益
  • The solution was built in a couple of months working part-time with one resource, compared to the IT estimate of 6 months involving multiple resources.
  • The solution identifies nearly a hundred issues comprised of specific conditions and rules for each.
  • The solution saved ~60% of the total run time when it was all in one flow.

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