How Anxin Securities Achieved Top RPA Maturity: Insights from China’s First RPA Standard Evaluation

On April 16, 2021, the RPA Innovation Industry Summit (RIIS) was launched by the China Academy of Information and Communications Technology (CAICT) and the Zhongguancun Digital Intelligence AI Industry Alliance, with RPA Industry Promotion Alliance (RUIDA) as the organizer. The event gathered experts from finance, telecom, and internet sectors to discuss RPA empowerment and future prospects.

Key Achievement: CAICT released the first‑round maturity assessment results for RPA systems and tools. Anxin Securities’ RPA Unified Management Platform passed the evaluation with the top 3+ level, indicating the highest domestic application maturity.

Interview Highlights: Liang Dehan, Operations Director of Anxin Securities’ IT Center, explained that the platform supports multiple RPA scenarios—office automation, outsourcing, settlement, data‑center disaster recovery—offering exception handling, security audit, permission control, and AI integration. Benefits include reduced operational risk, cost savings, and significant efficiency gains.

The platform currently runs 69 office‑automation processes, 65 outsourcing processes, and 207 processes across settlement, trading, valuation, and support groups, totaling over 110 scenarios. Automation examples:

Document registration reduced from 3 days per quarter to 3.5 hours.

Document download time cut from 1 hour daily to 10 minutes per session.

Settlement team reduced night‑shift staff by 20%, saving 4 work hours per day.

Trading notifications automated, saving ~1.6 work hours daily.

Valuation processes cut from 7 staff to automated steps, saving ~7 work hours daily.

Market opening/closing operations now require 4 supervisors instead of 5 operators.

Disaster‑recovery switchovers automated, reducing personnel from 8 to 1 and keeping switch time under 5 minutes.

Early adoption of mobile RPA for app performance testing.

Future plans include building a SmartRPA operating platform that integrates low‑code development, AI (IPA), and mobile RPA, as well as establishing an RPA Innovation Center (RPAIC) to promote shared services, process re‑engineering, and cultural adoption.

Liang also emphasized that combining RPA with OCR, NLP, ASR, knowledge graphs, and machine learning will drive intelligent process automation (IPA) and collaborative automation, accelerating digital transformation.

RPA Standard Overview: The lack of unified standards for RPA products, delivery, security, and trust has hindered industry growth. CAICT’s RPA standardization effort produced the first comprehensive RPA lifecycle standard, now used for the evaluation.