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Data Verification

See how eTac Automation was used to transfer data from DocuSign PDFs to an enterprise application

Data Verification Between Unconnected Systems

Challenge

FSMB (Federation of State Medical Boards) supports America’s state medical boards in licensing, disciplining and regulating physicians and other healthcare professionals. To do this part of the process is verification of the education of physicians. One of their manual processes is to compare data in a PDF to an external website before moving the application forward in the approval process.

Solution

In the FSMB internal application, automation was created to select records that have PDFs from DocuSign. The PDFs were open, data read and temporarily saved. Two external applications are opened and used to verify the saved data and data in these applications match.  If they match the, the record is moved to the next queue in the workflow.  If not, the records are manually sent back to submitter for further information.

Results
  • An average of 1500 records are processed on a monthly basis freeing up multiple employees for other more productive tasks.
1,500 records

processed per month

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