Improving Compliance with Automated Employee Insurance Cancellation
The project automates the employee insurance cancellation process by eliminating the manual verification, database lookup, and insurance-portal updates previously handled by the HR team. Using RPA and rule-based automation, the solution reads insurance cancellation requests from email, validates resignation details from the Adrenaline system and SQL database, and removes the resigned employee’s profile from the Bnet insurance portal. The bot then updates the Excel status tracker and processes requests twice daily to ensure timely cancellation. This automation improves accuracy and compliance, eliminates manual dependency, and significantly reduces the effort required during HR offboarding.
Client Overview
The client is an organisation with a centralised HR team responsible for managing employee insurance lifecycle activities. The company required automation to eliminate repetitive manual tasks, minimise processing delays, and ensure that insurance cancellations are completed accurately on the correct resignation date.
Technical Stack
Industry
Investment Management
Region
UAE (Sultanate-wide implementation)
Project-size
Non-Disclosable
Company size
Large Scale Authority (National Government Body)
Implementation Highlights
Email-Based Trigger Automation: Automated the identification and reading of insurance-cancellation requests from emails, extracting key details for further processing.
Database Verification: Validated employee resignation details directly from the Adrenaline and SQL databases to ensure accurate and compliant cancellation processing.
Automated Notifications & Reporting: Generated email notifications and Excel-based status updates to provide complete visibility of processed, pending, and exception cases.
Queue Management & Daily Processing: Implemented a queue-based workflow that processes requests twice daily and securely holds future-dated resignations until they become eligible.
Insurance System Deletion (Bnet): Automatically removed resigned employees from the Bnet insurance portal using stable selectors and controlled navigation.
Challenges & Solutions
Ensuring Accurate Verification of Employee Resignation Dates
Solution: The bot automatically validates the employee’s resignation date directly from the Adrenaline database, eliminating the need for manual checks and reducing the risk of human error.
Managing Multiple Insurance Cancellation Requests Received Daily
Solution: The automation is scheduled to run twice a day, ensuring all incoming requests are processed promptly and insurance cancellations are completed on time.
Handling Future-Dated Employee Resignations
Solution: A queue-based mechanism was implemented, allowing the bot to store future-dated resignations and recheck them daily until they become eligible for cancellation.
Navigating the Bnet Insurance Portal Reliably Despite UI Sensitivity
Solution: The bot uses stable selectors, retry logic, and screenshot-based exception logging to handle navigation issues and ensure consistent insurance record deletion.
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Results & Impact
- Reduced manual HR effort significantly by automating insurance cancellation activities, freeing the HR team from repetitive offboarding tasks.
- Ensured timely cancellation processing through twice-daily bot execution and queue-based handling of future-dated resignations, eliminating processing delays.
- Improved data accuracy and compliance by validating resignation details directly from the Adrenaline and SQL databases before updating the Bnet insurance system.
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Strengthened process transparency and audit readiness with automated email notifications, exception logging, and Excel-based status reporting across all requests.
Key Learnings & Achievements
- Automating HR offboarding activities reduces processing delays and strengthens compliance, ensuring insurance cancellations are completed on the correct resignation date.
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Scheduled bot execution ensures timely request handling without manual follow-ups, improving operational efficiency and consistency.
- Validating resignation data across HR and insurance systems is critical for accuracy, preventing incorrect or premature policy cancellations.
- Robust exception-handling is essential for managing missing or incorrect resignation data, enabling smooth processing without disrupting HR operations.
