{"id":23410,"date":"2025-08-18T17:12:05","date_gmt":"2025-08-18T14:12:05","guid":{"rendered":"https:\/\/masterbase.com\/es\/?p=23410"},"modified":"2025-08-18T17:25:21","modified_gmt":"2025-08-18T14:25:21","slug":"liquidaciones-sin-esfuerzo-como-consorcio-transformo-su-proceso-con-masterbase","status":"publish","type":"post","link":"https:\/\/masterbase.com\/es\/liquidaciones-sin-esfuerzo-como-consorcio-transformo-su-proceso-con-masterbase\/masterbase\/","title":{"rendered":"Liquidaciones sin esfuerzo: C\u00f3mo Consorcio transform\u00f3 su proceso con MasterBase\u00ae"},"content":{"rendered":"\n

<\/p>\n\n\n\n

Y si ese proceso implica el env\u00edo mensual de miles de documentos a clientes regulares, la presi\u00f3n es a\u00fan mayor. Ese era justamente el escenario de Consorcio Rentas Vitalicias, hasta que decidieron automatizar con MasterBase\u00ae.<\/p>\n\n\n\n

El desaf\u00edo: eficiencia bajo presi\u00f3n<\/strong><\/h2>\n\n\n\n

Consorcio enfrentaba una necesidad clara, pero compleja: automatizar el env\u00edo de las liquidaciones mensuales a sus clientes de rentas vitalicias.<\/p>\n\n\n\n

Hasta entonces, el proceso era mayoritariamente manual: generaci\u00f3n de documentos PDF en un sistema aislado, carga de bases a la plataforma de env\u00edo, personalizaci\u00f3n de correos y un seguimiento fragmentado de los resultados.<\/p>\n\n\n\n

Este modelo, adem\u00e1s de consumir muchas horas, resultaba dif\u00edcil de escalar y de adaptar r\u00e1pidamente a normativas que, como bien sabemos, cambian con frecuencia.<\/p>\n\n\n\n

La propuesta: un proceso completamente automatizado y seguro<\/strong><\/h2>\n\n\n\n

En conjunto con el equipo de consultor\u00eda de MasterBase\u00ae, se dise\u00f1\u00f3 un proceso automatizado que transform\u00f3 por completo la gesti\u00f3n de liquidaciones. El punto de partida fue un SFTP en el que Consorcio deposita los archivos XML originales.<\/p>\n\n\n\n

Y el siguiente paso, la definici\u00f3n del proceso:<\/strong><\/p>\n\n\n\n

    \n
  1. Extrae autom\u00e1ticamente la informaci\u00f3n<\/strong> del XML y la convierte a formato JSON, con la herramienta TextConverter.<\/li>\n\n\n\n
  2. Genera los PDF personalizados<\/strong> en base a plantillas previamente dise\u00f1adas en MasterBase\u00ae.<\/li>\n\n\n\n
  3. Encripta los documentos<\/strong> con contrase\u00f1as \u00fanicas para cada cliente.<\/li>\n\n\n\n
  4. Carga los archivos en la nube (FileBunker)<\/strong> y los asocia con sus respectivos destinatarios.<\/li>\n\n\n\n
  5. Prepara y env\u00eda los mensajes personalizados<\/strong>, incorporando los datos requeridos por la Superintendencia de Seguros.<\/li>\n\n\n\n
  6. Registra el resultado de cada env\u00edo<\/strong>: recibido, abierto, clics, rebotes y m\u00e1s, todo visible desde el dashboard de reportes de env\u00edos \u00fanicos.<\/li>\n<\/ol>\n\n\n\n

    El flujo completo tiene lugar sin intervenci\u00f3n manual, lo que garantiza la seguridad, la trazabilidad y el cumplimiento regulatorio.<\/p>\n\n\n\n

    Resultados cualitativos: eficiencia y mucho m\u00e1s<\/strong><\/h2>\n\n\n\n

    El principal beneficio de esta implementaci\u00f3n, m\u00e1s all\u00e1 de eliminar tareas repetitivas, es que permiti\u00f3 al equipo de Consorcio enfocarse en tareas de mayor valor.<\/p>\n\n\n\n

      \n
    • Escalabilidad sin fricci\u00f3n<\/strong>: Hoy, Consorcio env\u00eda cientos de miles de liquidaciones mensuales, sin incrementar su carga operativa.<\/li>\n\n\n\n
    • Adaptabilidad<\/strong>: Desde 2022, la soluci\u00f3n ha evolucionado para integrar nuevas regulaciones, como el PGU o la glosa escalonada de 2025, sin necesidad de redise\u00f1ar el sistema.<\/li>\n\n\n\n
    • Extensibilidad<\/strong>: El mismo modelo ya se aplic\u00f3 a CNLife y est\u00e1 en proceso de ampliarse a nuevos segmentos de liquidaciones privadas.<\/li>\n\n\n\n
    • Seguridad y cumplimiento<\/strong>: Gracias al cifrado individual de documentos PDF y al control total sobre el flujo, el proceso cumple con los m\u00e1s altos est\u00e1ndares regulatorios.<\/li>\n<\/ul>\n\n\n\n

      La diferencia de hacerlo con MasterBase\u00ae<\/strong><\/p>\n\n\n\n

      Implementar esta soluci\u00f3n fue mucho m\u00e1s que una simple automatizaci\u00f3n. En apenas 5 semanas, incluyendo dos reuniones iniciales de dise\u00f1o, 30 horas de consultor\u00eda y 8 horas de capacitaci\u00f3n, Consorcio ten\u00eda funcionando un proceso s\u00f3lido, robusto y adaptado a sus necesidades reales.<\/p>\n\n\n\n

      Y lo mejor: qued\u00f3 instalado en su cuenta de MasterBase\u00ae, bajo su control exclusivo y listo para ser replicado o ajustado seg\u00fan su evoluci\u00f3n futura.<\/p>\n\n\n\n

      \u00bfQu\u00e9 significa esto para ti?<\/strong><\/h2>\n\n\n\n

      Si en tu organizaci\u00f3n est\u00e1s lidiando con procesos que implican enviar grandes vol\u00famenes de informaci\u00f3n sensible, necesitas una soluci\u00f3n como esta. Que no s\u00f3lo automatice, sino que respete la complejidad de tu entorno regulatorio, garantice la seguridad de la informaci\u00f3n y te d\u00e9 control total, sin depender de soluciones cerradas o de costosas integraciones externas.<\/p>\n\n\n\n

      En MasterBase\u00ae, estamos preparados y tenemos la plataforma para ayudarte, de forma simple, efectiva y a un bajo costo, a automatizar tus procesos de negocio. \u00bfEst\u00e1s listo para dar ese paso?<\/p>\n\n\n\n

      <\/p>\n","protected":false},"excerpt":{"rendered":"

      Cuando piensas en procesos cr\u00edticos dentro de tu organizaci\u00f3n, probablemente te venga a la mente una imagen de tareas repetitivas, alto volumen de documentos, tiempos de espera y riesgo de errores humanos.<\/p>\n","protected":false},"author":239638488,"featured_media":23412,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":false,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"_wpas_customize_per_network":false,"jetpack_post_was_ever_published":false},"categories":[1432],"tags":[],"class_list":["post-23410","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-prueba"],"yoast_head":"\nLiquidaciones sin esfuerzo: C\u00f3mo Consorcio 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