Automatisering

Customer Onboarding Automation

14/6/2026
Customer Onboarding Automation
Freelancer
Jasper C Miller
Jasper C
Automation Developer, UIPath, PowerAutomate, ServiceNow

Business challenge New customer records arrive from external sources and must be screened against sanctions lists before being created in enterprise systems. Solution This automation processes incoming customer records, performs OFAC compliance screening, creates approved customers in the ERP system, generates exception notifications for flagged records, and distributes a completion report. Technologies UIPath Microsoft Excel Desktop Application Automation Compliance Screening (OFAC) Email Automation