Curtailing the use of shared mailboxes isn't always about increasing productivity or efficiency - it should be about limiting exposure of customer information.
Using a specialist platform that incorporates unattended "bots" to monitor, understand and verify emails and attachments dramatically reduces the "attack surface" for malicious actors. These individuals which sadly often includes insiders, are keen to either steal information of exploit the mailbox for unauthorised purposes.
Such platforms provide the essential systems integration facilities as well as robust and resilient architecture that scales to meet peak volume requirements. Critically, they incorporate role-based access controls and monitoring.
In regulated sectors such as Financial Services and Insurance, it's more than a “nice to have”, it’s essential for accountability of who accesses what and when. Sadly, email systems were never intended for this use case but alas, are used because it’s familiar and ubiquitous, neither are good reasons.
An alternative approach is to replace the shared mailbox with an attended process that handles the collection, normalisation and first-pass verification of the email and attachments.
Depending on the scope of the project, further unattended bots can classify and extract structured data from the newly normalised “work item”.
Once these data have been extracted, they’re subjected to business rules and / or verified against business systems information, they can be reviewed by a “human in the loop” .
This “human” step is critical and a refreshing contrast to the low-quality interface of a generic email client. This web browser-based interface is ergonomic and configured for specific business processes, for example:
Unlike an email client, the user is presented with information that’s already been extracted and verified with colour coding to indicate fields that require attention. For most work items, the user simply verifies the information, and it continues to the next step – export to the application.
This automated process takes around 80% less time and effort compared to manually processing documents and email messages; unlike manual systems, automated solutions are never overwhelmed by peak volume or impacted by an outbreak of the flu!
So, reduce the potential for data leakage and possible exploitation of information and email, automating email triage and processing.
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