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Core Loyalty

Core Loyalty enables businesses to increase engagement, as well as attract and retain B2B and B2C customers and employees by creating and managing impactful loyalty and reward programmes.As part of their solution, Core Loyalty needs to process large amounts of vendor brand invoices on a regular basis in order to reward for purchases. For a good customer experience, it is important that these are processed quickly and with high confidence.
SOLUTION

Working with Arcanum to harness cutting edge AI technology, Core Loyalty sought to increase customer satisfaction by improving the efficiency and accuracy of processing vendor brand invoices, so that purchase rewards could be given out sooner and with higher confidence.

Arcanum implemented an AI powered invoice extraction workflow to supercharge Core Loyalty’s ability to extract data when processing invoices. The AI technology means there are no templates needed to accurately read a wide range of invoices in order to extract key information with higher confidence and accuracy rate.

AWS Solution Architecture

The invoice extraction workflow utilises AWS Textract, a machine learning service that automatically extracts text, handwriting and data from document sources. Combining queries with the out of the box capabilities of the analyse expense API, we were able to build our own post processors on top of Textract to create a robust, accurate, and generalised invoice extraction service for Core Loyalty. We also utilised Route 53, VPC, Internet Gateway, Load Balancer, NAT gateway, ECS, ECR, EC2.

Implementation

For Core Loyalty, we were able to utilise the powerful queries feature available in Textract to dynamically handle various types of invoice formats. The capabilities of queries meant that we weren’t limited by changing templates and vendor invoice styles due to their advanced combination of NLP and CV utilisation, as well as the functionality to assign multiple queries to a single alias. For example we could search for the invoice number using multiple queries to broaden the search, such as “What is the invoice number” as well as “What is the document number”. Combining queries with the out of the box capabilities of the analyse expense API, we were able to build a robust, accurate, and generalised invoice extraction service for Core Loyalty.

We were able to deliver the solution to them quickly leveraging AWS out of the box cloud solutions. Core Loyalty has been able to achieve a 90%+ accuracy rate, which has resulted in very high user satisfaction. Speed of delivery as a result of leveraging AWS cloud architecture allows us to deliver complex solutions to clients in a matter of weeks.

The “tweaks” you guys have made in the last 2 months since launch have had a significant impact in processing performance, seems we are optimizing a very high percentage of Vendor brand invoices"

Edward Thompson, President, core Loyalty

We pull all data on the invoice with a 90% + accuracy rate (which is improving over time) and can automatically reward for purchases with confidence and have very high user satisfaction as a result."

Edward Thompson, President, core Loyalty