{"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":"des-reglements-sans-effort-le-consortium-transforme-son-processus-grace-a-masterbase","status":"publish","type":"post","link":"https:\/\/masterbase.com\/fr\/liquidaciones-sin-esfuerzo-como-consorcio-transformo-su-proceso-con-masterbase\/masterbase\/","title":{"rendered":"Des r\u00e8glements sans effort : comment Consorcio a transform\u00e9 son processus avec MasterBase\u00ae."},"content":{"rendered":"

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

Et si ce processus implique l'envoi de milliers de documents \u00e0 des clients r\u00e9guliers chaque mois, la pression est encore plus forte. C'est exactement ce qui s'est pass\u00e9 pour Consorcio Rentas Vitalicias, jusqu'\u00e0 ce qu'ils d\u00e9cident d'automatiser avec MasterBase\u00ae.<\/p>\n\n\n\n

Le d\u00e9fi : l'efficacit\u00e9 sous pression<\/strong><\/h2>\n\n\n\n

Consorcio \u00e9tait confront\u00e9 \u00e0 un besoin clair mais complexe : automatiser l'envoi des r\u00e8glements mensuels \u00e0 ses clients b\u00e9n\u00e9ficiaires de rentes.<\/p>\n\n\n\n

Jusqu'alors, le processus \u00e9tait essentiellement manuel : g\u00e9n\u00e9ration de documents PDF dans un syst\u00e8me isol\u00e9, t\u00e9l\u00e9chargement de bases de donn\u00e9es vers la plateforme de distribution, personnalisation des envois et suivi fragmentaire des r\u00e9sultats.<\/p>\n\n\n\n

Ce mod\u00e8le, outre le fait qu'il prenait beaucoup de temps, \u00e9tait difficilement extensible et difficilement adaptable rapidement aux r\u00e9glementations qui, comme nous le savons, changent fr\u00e9quemment.<\/p>\n\n\n\n

La proposition : un processus enti\u00e8rement automatis\u00e9 et s\u00e9curis\u00e9<\/strong><\/h2>\n\n\n\n

En collaboration avec l'\u00e9quipe de consultants de MasterBase\u00ae, un processus automatis\u00e9 a \u00e9t\u00e9 con\u00e7u qui a compl\u00e8tement transform\u00e9 la gestion des r\u00e8glements. Le point de d\u00e9part \u00e9tait un SFTP o\u00f9 Consorcio d\u00e9pose les fichiers XML originaux.<\/p>\n\n\n\n

L'\u00e9tape suivante est la d\u00e9finition du processus :<\/strong><\/p>\n\n\n\n

    \n
  1. Extraction automatique d'informations<\/strong> \u00e0 partir de XML et le convertit au format JSON, \u00e0 l'aide de l'outil TextConverter.<\/li>\n\n\n\n
  2. G\u00e9n\u00e9rer des PDF personnalis\u00e9s<\/strong> sur la base de mod\u00e8les pr\u00e9alablement con\u00e7us dans MasterBase\u00ae.<\/li>\n\n\n\n
  3. Cryptage des documents<\/strong> avec des mots de passe uniques pour chaque client.<\/li>\n\n\n\n
  4. T\u00e9l\u00e9charger des fichiers dans le nuage (FileBunker)<\/strong> et les associe \u00e0 leurs destinataires respectifs.<\/li>\n\n\n\n
  5. Pr\u00e9parer et envoyer des messages personnalis\u00e9s<\/strong>Les donn\u00e9es requises par la Surintendance des assurances sont incluses.<\/li>\n\n\n\n
  6. Enregistrer le r\u00e9sultat de chaque envoi<\/strong>R\u00e9ception, ouverture, clics, rebonds et plus encore, le tout visible \u00e0 partir du tableau de bord unique des rapports d'exp\u00e9dition.<\/li>\n<\/ol>\n\n\n\n

    L'ensemble du processus se d\u00e9roule sans intervention manuelle, ce qui garantit la s\u00e9curit\u00e9, la tra\u00e7abilit\u00e9 et la conformit\u00e9 r\u00e9glementaire.<\/p>\n\n\n\n

    R\u00e9sultats qualitatifs : efficacit\u00e9 et bien plus encore<\/strong><\/h2>\n\n\n\n

    Le principal avantage de cette mise en \u0153uvre, au-del\u00e0 de l'\u00e9limination des t\u00e2ches r\u00e9p\u00e9titives, est qu'elle a permis \u00e0 l'\u00e9quipe du Consortium de se concentrer sur des t\u00e2ches \u00e0 plus forte valeur ajout\u00e9e.<\/p>\n\n\n\n

      \n
    • Une \u00e9volutivit\u00e9 sans faille<\/strong>Aujourd'hui, Consorcio envoie des centaines de milliers de r\u00e8glements par mois, sans augmenter sa charge op\u00e9rationnelle.<\/li>\n\n\n\n
    • Adaptabilit\u00e9<\/strong>Depuis 2022, la solution a \u00e9volu\u00e9 pour int\u00e9grer de nouvelles r\u00e9glementations, telles que le PGU ou le glossaire progressif de 2025, sans qu'il soit n\u00e9cessaire de repenser le syst\u00e8me.<\/li>\n\n\n\n
    • Extensibilit\u00e9<\/strong>Le m\u00eame mod\u00e8le a d\u00e9j\u00e0 \u00e9t\u00e9 appliqu\u00e9 \u00e0 CNLife et est en train d'\u00eatre \u00e9tendu \u00e0 de nouveaux segments d'\u00e9tablissements priv\u00e9s.<\/li>\n\n\n\n
    • S\u00e9curit\u00e9 et conformit\u00e9<\/strong>Gr\u00e2ce au cryptage individuel des documents PDF et au contr\u00f4le total du flux, le processus est conforme aux normes r\u00e9glementaires les plus strictes.<\/li>\n<\/ul>\n\n\n\n

      La diff\u00e9rence avec MasterBase\u00ae.<\/strong><\/p>\n\n\n\n

      La mise en \u0153uvre de cette solution a \u00e9t\u00e9 bien plus qu'une simple automatisation. En seulement 5 semaines, y compris deux r\u00e9unions initiales de conception, 30 heures de conseil et 8 heures de formation, Consorcio a mis en place un processus solide et robuste, adapt\u00e9 \u00e0 ses besoins r\u00e9els.<\/p>\n\n\n\n

      Et le meilleur : il a \u00e9t\u00e9 install\u00e9 sur votre compte MasterBase\u00ae, sous votre contr\u00f4le exclusif et pr\u00eat \u00e0 \u00eatre reproduit ou ajust\u00e9 en fonction de votre \u00e9volution future.<\/p>\n\n\n\n

      Qu'est-ce que cela signifie pour vous ?<\/strong><\/h2>\n\n\n\n

      Si votre organisation est confront\u00e9e \u00e0 des processus impliquant l'envoi de volumes importants d'informations sensibles, vous avez besoin d'une solution de ce type. Une solution qui ne se contente pas d'automatiser, mais qui respecte la complexit\u00e9 de votre environnement r\u00e9glementaire, garantit la s\u00e9curit\u00e9 des informations et vous donne un contr\u00f4le total, sans d\u00e9pendre de solutions ferm\u00e9es ou d'int\u00e9grations externes co\u00fbteuses.<\/p>\n\n\n\n

      Chez MasterBase\u00ae, nous sommes pr\u00eats et disposons de la plateforme pour vous aider \u00e0 automatiser vos processus d'entreprise de mani\u00e8re simple, efficace et peu co\u00fbteuse. \u00cates-vous pr\u00eat \u00e0 franchir cette \u00e9tape ?<\/p>\n\n\n\n

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

      Lorsque vous pensez aux processus critiques au sein de votre organisation, il vous vient probablement \u00e0 l'esprit une image de t\u00e2ches r\u00e9p\u00e9titives, de volume important de documents, de temps d'attente et de risque d'erreur humaine.<\/p>","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,"_wpcom_ai_launchpad_first_post":false,"_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"{title}\n\n{excerpt}\n\n{url}","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 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