Intelligent robotics - requirements process

Business challenge

Financial institutions are obliged to share information with the tax authorities. The applicable requirements however are subject to change on a yearly basis. Maintaining this data delivery process is expensive and has no business benefits. Additional complication is how to obtain a uniform and auditable way of handling these disclosure requirements for data that originates from a broad spread of different IT environments.

This specific financial institution decided to select and implement an easy to maintain and easy to execute solution against low maintenance costs.


The needed data coming from all different source systems is loaded into the Match™ driven data model, analysed and enriched and from there reported to the tax agency.

  • Application of methodology and technology to optimise the process flow in a goal-based way.

  • Fluent use of information from source systems with a high quality of disclosed data through a goal-based and directly executable data model.

  • Easy to manage communication of output with the tax authorities and client information systems due to intelligent robotization.

  • Automated recording of all necessary data for auditing purposes. Easy maintenance process.


  • Process duration reduced with 40%.

  • Amount of rework due to workflow errors reduced with 60%.

  • Time to market of rule changes is reduced with 70%.

  • Process is better auditable.

Office Address

Arenavägen 33, 8 vån

Contact Details

+46 708 877 061






Check out what happens at Pellagor through social media