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CASE STUDY - Medical Reimbursement & Check-up modules developed for a top AMC House

Cylsys built a fully integrated, cloud-deployed web application system to digitize a Medical Reimbursement and Check-up module, reduce error margins, and ensure seamless coordination across HR, medical admins, and finance.

Client Overview

This AMC is one of India’s largest mutual fund institutions with over 11 million active investor folios. With a strong employee base and a focus on operational transparency, the client needed to modernize internal health claim workflows for better HR experience and speed.

The Challenge

The client required a modern, secure, and efficient platform to manage two critical HR functions: employee Medical Reimbursement and Comprehensive Health Checkups (CHC). The existing system was a fragmented mix of manual and semi-digital workflows, prone to errors and delays across employee, HR, and finance touchpoints.

Key Challenges

    • Automate medical claim & CHC approval workflows end-to-end
    • India-wide employee base
    • Strict TATs for claims processing & approvals
    • 1,400 active employees + retired staff base

Our Solution

Cylsys built a fully integrated, cloud-deployed web application system to digitize both modules, reduce error margins, and ensure seamless coordination across HR, medical admins, and finance.

Dual-Team Strategy
    Product Definition Team (2 Analysts):
    • Scoped workflows for claims, approvals, payments
    • Designed user journeys for active & retired staff
    • Ensured compliance with HR & finance policies
    Development & Implementation Team (6 Developers):
    • Created Medical Reimbursement & CHC as modular subsystems
    • Integrated cloud-based document management & approval flow
    • Enabled audit trail, admin dashboard, and multi-user role access

Process Efficiency

    • 100% digital transition: form fill, upload, approve, credit
    • CHC scheduling + invoice reconciliation in one system
    • Admins and finance teams now operate with full visibility

Project Timeline at a Glance

Phase
  • Planning
  • Team Setup
  • Execution Rollout
  • Real-Time Tracking
  • Goal Achieved
Highlights
  • Mapped current workflows, user roles, and pain points
  • Assigned tech + HR domain specialists
  • Delivered dual-module platform with full integration
  • Enabled dashboards, reports, and alerts for every stakeholder
  • Complete digital transition across claim lifecycle and CHC flow

About Cylsys AMC Services

At Cylsys, we develop secure, compliance-ready AMC support applications — from regulatory tools to employee platforms — that simplify workflows and deliver speed at scale.

    What We Offer
    • Customized Workflow Automation
    • Cloud-Based Regulatory & HR Systems
    • Secure Document Upload & Audit Trails
    • Approval, Claim, and Disbursement Modules
    • Real-Time Admin Dashboards & Notifications

Want Results Like This? 

Whether it's automating HR ops or building employee-first apps, Cylsys AMC solutions streamline critical workflows — fast, secure, and compliance-driven.

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