Ensuring Compliance and Accuracy in Deceased Customer Asset Distribution with BPM Case Management

Sai Kiran Nandipati

Abstract: The accurate and compliant distribution of assets belonging to deceased customers is a significant challenge for financial institutions. Ensuring that these assets are correctly allocated to rightful parties requires meticulous management of processes, stakeholders, and regulatory compliance. This technical paper explores how Pega Case Management can be leveraged by financial institutions to streamline the asset distribution process, enhance communication among stakeholders, and ensure adherence to regulatory standards. By examining the theoretical framework, methodologies, and results of implementing Pega Case Management, this study contributes valuable insights into improving asset distribution accuracy and compliance.

Keywords: Pega, BPM Case Management, Asset Distribution, Compliance, Financial Institutions, Deceased Customers, Stakeholder Communication

How to Cite?: Sai Kiran Nandipati, "Ensuring Compliance and Accuracy in Deceased Customer Asset Distribution with BPM Case Management", Volume 12 Issue 2, February 2023, International Journal of Science and Research (IJSR), Pages: 1749-1753, https://www.ijsr.net/getabstract.php?paperid=SR24716112140, DOI: https://dx.doi.org/10.21275/SR24716112140