1. Generali Spain is undertaking a digital transformation project to improve its health claims settlement processes using new technologies. 2. The project focuses on two processes: processing hospital payment invoices and refund invoices. The goal is to reduce processing time by extracting information from documents automatically and fully automating the end-to-end process for some policy groups. 3. Benefits of the project include increased customer satisfaction from faster processing, freeing up internal resources to perform higher value work, and scalability to expand full automation to more invoice types.

1. 1
Department:
Country:
Health Claims Settlement
Generali Spain
BU/country – Function and role

2. 2
 Project Team
 General Overview
 Project Timeline
 Project developement
 Use case definition phase
 Training phase
 Blind test
 Results
Health Claims Settlement
Agenda

3. 3
Health Claims Settlement
• Generali Spain is inmersed into a Digital Transformation
process which implies explore new technologies in order to
improve current processes.
• Project is composed by two processes: Hospital payment
invoices and Refund invoices.
• The Goal is to reduce total time process required to extract
information from documents and E2E automatization for
specific groups policies.
General Overview
Expected benefits:
Increase customer
satisfaction as
consequence of
time reuction
Internal resources
liberated and
dedicated to added
value tasks
Scalability of the
use case E2E
automation
Invoice amount 2019
E2E fully automatized process: arround 7.000 invoices

4. 4
Health Claims Settlement
Project development Use case definition Phase
Process mapping, process simplification :
1
As is process To be process
Technical feasibility validation and design E2E solution
2
Scope definition:
3

5. 5
Health Claims Settlement
Project development
iOCR Services description
Training phase:
Document set collection and
labelling phase
Medical Specialties
Aprox 1.500
refund invoices
Aprox 2.300
hospital invoices

6. 6
Health Claims Settlement
Project development
Blind test
Sample size:
91 documents
Sample size:
71 claims
expedients

7. 7