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Title

Fiserv saves 12,000 hours a year automating merchant category code validation with UiPath GenAI

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…ervices Region: North America Fiserv drives enterprise-wide agentic AI adoption 12,000 hours saved through MCC automation per year 98% end-to-end process automation rate for new MCC use case Client Overview Fis…
…the database, cross check them via a Bing API, and select the correct MCC codes using generative AI prompts from UiPath GenAI Activities. Validation rules handle 98% of cases, with outliers sent to UiPath Action Cent…

Description

Fiserv used UiPath Robots combined with UiPath GenAI Activities to automate its merchant category code (MCC) validation process: robots extract merchant details from the database, cross-check them via a Bing API, and select correct MCC codes using generative AI prompts, with UiPath Autopilot troubleshooting the automation workflows. The deployment saves 12,000 hours per year, achieves a 98% end-to-end process automation rate for the new MCC use case, and has also reduced customer service representative call handling time.

derived · high
…es (MCC) validation process. Transforming financial tech with AI and automation UiPath Robots extract merchant details from the database, cross check them via a Bing API, and select the correct MCC codes using generative AI prompts from UiPath GenAI Activities. Validation rules handle 98% of cases, with outliers sent to UiPath Action Cente…
…ise-wide agentic AI adoption 12,000 hours saved through MCC automation per year 98% end-to-end process automation rate for new MCC use case Client Overview Fiserv is a leading global fintech and payments company with so…
…d overall efficiency of the MCC process, increasing reliability and performance Significant reduction in average call handling time for CSRs Simplified password management and note-taking for CSRs Improved training proce…

Company

Fiserv

quote · high
…ose Contact us Sign in Try UiPath free Resources Automation Case Studies Fiserv Client: Fiserv Industry: Banking and Financial Services Region: North America Fiserv drives en…

Region

North America

classification · high
…ion Case Studies Fiserv Client: Fiserv Industry: Banking and Financial Services Region: North America Fiserv drives enterprise-wide agentic AI adoption 12,000 hours saved through MC…

Industry

Financial Services

classification · high
…Sign in Try UiPath free Resources Automation Case Studies Fiserv Client: Fiserv Industry: Banking and Financial Services Region: North America Fiserv drives enterprise-wide agentic AI adoption 12,000…

Problem

Fiserv wanted to scale automation enterprise-wide with AI and first needed to build trust and demonstrate true business value with a flagship use case, starting with its merchant category codes (MCC) validation process; separately, customer service representative calls could take 10-15 minutes, largely due to transferring data between systems while customers waited on the phone.

derived · high
…—to modernize operations, empower teams, and create a sharper competitive edge. First, it had to build trust and demonstrate true business value with flagship use cases. It began by streamlining its merchant category codes (MCC) validation process.…
…r service reps (CSR) experienced significant improvements in their daily tasks. Previously, calls could take 10-15 minutes, largely due to transferring data between systems while customers waited on the phone. Now, automations have streamlined this process, reducing wasted time and improv…

Solution

UiPath Robots extract merchant details from the database, cross check them via a Bing API, and select the correct MCC codes using generative AI prompts from UiPath GenAI Activities; validation rules handle 98% of cases, with outliers sent to UiPath Action Center for review, while UiPath Autopilot troubleshoots MCC automation workflows by identifying errors and optimizing performance.

derived · high
…the correct MCC codes using generative AI prompts from UiPath GenAI Activities. Validation rules handle 98% of cases, with outliers sent to UiPath Action Center for review. UiPath Autopilot™ troubleshoots MCC automation workflows by identifying errors…
…les handle 98% of cases, with outliers sent to UiPath Action Center for review. UiPath Autopilot™ troubleshoots MCC automation workflows by identifying errors and optimizing performance. Fiserv also is exploring Autopilot to streamline contract processes for its ser…

Business value

The deployment saves 12,000 hours through MCC automation per year, achieves a 98% end-to-end process automation rate for the new MCC use case, and has significantly reduced average call handling time for customer service representatives.

derived · high
…ervices Region: North America Fiserv drives enterprise-wide agentic AI adoption 12,000 hours saved through MCC automation per year 98% end-to-end process automation rate for new MCC use case Client Overview Fis…
…d overall efficiency of the MCC process, increasing reliability and performance Significant reduction in average call handling time for CSRs Simplified password management and note-taking for CSRs Improved training proce…

AI capabilities

Generative AI, Agentic AI

classification · medium
…xtract merchant details from the database, cross check them via a Bing API, and select the correct MCC codes using generative AI prompts from UiPath GenAI Activities. Validation rules handle 98% of cases, with outliers sent to UiPath Action Cent…

Business functions

Finance & Accounting, Customer Service & Support

classification · medium
…had to build trust and demonstrate true business value with flagship use cases. It began by streamlining its merchant category codes (MCC) validation process. Transforming financial tech with AI and automation UiPath Robots extract mercha…
…-Powered Automation, Fiserv Improved customer service representative experience Fiserv customer service reps (CSR) experienced significant improvements in their daily tasks. Previously, calls could take 10-15 minutes, largely due to transferring data be…

Technology

UiPath Robots, UiPath GenAI Activities, UiPath Autopilot, UiPath Action Center, Bing API

classification · high
…es (MCC) validation process. Transforming financial tech with AI and automation UiPath Robots extract merchant details from the database, cross check them via a Bing API, and select the correct MCC codes using genera…
…h GenAI Activities. Validation rules handle 98% of cases, with outliers sent to UiPath Action Center for review. UiPath Autopilot™ troubleshoots MCC automation workflows by identif…

Headline outcome

derived · high
…ervices Region: North America Fiserv drives enterprise-wide agentic AI adoption 12,000 hours saved through MCC automation per year 98% end-to-end process automation rate for new MCC use case Client Overview Fis…

Use case type

Workflow automation

classification · medium
…g Reduced failure rates by identifying and addressing root causes in automation Improved overall efficiency of the MCC process, increasing reliability and performance Significant reduction in average call handling time for CSRs Simplified passwor…
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Captured
05 Oct 2026, 06:07 UTC
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f9999c7ef0188e46d56814b6450e422470d798c17d45e7e59115a601d63654ee