Oasys
Creating a bespoke solution to digitize paper investor forms, automate data entry workflows, and integrate records into downstream systems.
Octopus Investments is a leading UK investment firm, managing over £8.9 billion for 55,000+ investors, specializing in renewable energy, healthcare, property, and SMEs.
Challenge
• Eliminate manual data entry by converting paper-based investor forms into digital records.
• Enforce data validation rules and dual-operator quality checks to catch errors early, ensuring data accuracy throughout the process.
• Integrate cleaned data into Novus and Watson platforms, enhancing risk assessment and minimizing reconciliation issues.
• Reduce Op1–Op2 correction rate, especially for email and postal address discrepancies.
Solution
• Source-of-Wealth Verification: Implemented a tool to validate investor income sources, ensuring compliance and transparency.
• Streamlined Re-Checking: Automated secondary review by “Power & System” users, avoiding manual re-checks when validations pass.
• Feature Flags & Logging: Added runtime feature toggles and centralized logging for rapid issue diagnosis and controlled rollouts.
• CI/CD Pipeline: Configured Azure DevOps pipelines for continuous integration and automated deployments.
• System Integration: Built robust connectors to Novus and Watson, utilizing REST APIs to synchronize investor data accurately.
Our success stories
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