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Industry 02

Member records that process claims faster

Secure member file digitization, pension-specific EDRMS configuration and controlled access for sensitive member data.

A pension scheme member records office

A pension scheme's core asset, operationally, is its member record. Contribution history, nomination forms, identity documents and correspondence together determine whether a benefit can be paid accurately and on time.

When those documents sit in physical files, every claim, transfer and query becomes a retrieval exercise. Digitizing and indexing them against member identifiers turns benefit processing from a search problem into a workflow — while tightening control over some of the most sensitive personal data an institution holds.

What we usually find
Benefit processing delayed by physical file retrievalMember data spread across files, systems and correspondenceSensitive personal data held without access controlLong statutory retention with no disposition process
How we work with the sector

Solutions, obligations and outcomes

Our solutions
Secure member file digitizationPension-specific EDRMS configurationControlled access for sensitive dataIndexing for faster benefit processingDigital backup and disaster recovery
Compliance considerations
Retirement Benefits Authority (RBA) requirementsKenya Data Protection Act, 2019Financial reporting standardsAudit trail requirements
Benefits
Faster benefit processingImproved member serviceStrengthened data securityReduced compliance riskEnhanced operational efficiency
Records handled

Typical record types in this sector

Member registration and identity documentsNomination and beneficiary formsContribution and remittance recordsClaims and benefit payment filesMember correspondenceTrustee and board minutes
Applied solutions

What this usually involves

Questions

Common questions

Through documented chain of custody, controlled working areas, vetted personnel under confidentiality undertakings, and access restricted to the team assigned to your engagement. The handling arrangements are set out in the scope before work begins.

Other sectors

Industries we serve

Digitize your member records with confidence.

Tell us about your records environment and we will come back with a structured next step: an assessment, a scope or a proposal.

Speak to a Pension Specialist