THE CHALLENGE

The customer needed to automate the following:

1. Approval processes for tariff deviations
2. Risk assessment of known cases.

Both processes were executed by two separate groups of people, and communication was necessary between them in order to coordinate subsequent actions for each case.

THE SOLUTION

Two robots were implemented, performing different job roles.

The following activities were automated by UiPath Robots:

• Checking data of deviation requests in two bank systems, selects the proper tariff with iterations, and sends a notification if the inconsistency is detected in the request.
• Performs risk assessment and eventually approves the loan.
• The robots communicate with each other, adding tasks to the other’s list.
• Online performance monitoring is available, as well as the daily report is being distributed to groups.

The CHALLENGE:

Since this process was highly time-consuming, repetitive and prone to human errors, the customer needed to automate it. The process consists of steps to prepare and upload archives data folders from file servers on 5 different locations into a system. Еach archive data folder must be found in the file structure of the respective server, there is a large number of folders for processing and preparation of folders for the system is a difficult manual activity.

THE SOLUTION

The following activities were automated by UiPath Robot:

• Working with file structure to find certain folders from all the servers in all locations
• Creating and updating an excel-file register which contains all these folders with full path name and information regarding how to process them
• For each processing folder:

• Extracting information from the name of parent folder based on certain rules
• Checking if certain data exists in a system
• Creating data record into system if such is not found
• Coping a folder with all files and subfolders to a temporary place and renaming it
• Preparing folder in accordance with the system’s requirements
• Uploading prepared folder by using a certain application
• Writing information regarding processed folder into the register excel-file. The information is respectively date when folder was uploaded or some marker if upload was unsuccessful

• Checking the register file about next available folder to process
• When there are no more folders to process in the register file, checking for new folders from the file servers and updating the register.

The CHALLENGE:

The purpose of the process was to creating an up-to-date database file of all quotations found in a specified folder and its subfolders.

THE SOLUTION

The following activities were automated by a UiPath Robot:

• Finding quotation excel-files in certain folder and subfolders
• From each quotation file key information is extracted for each aircraft and recorded on separate line in the database excel-file
• After processing all eligible quotation files new database file is created and the old one is moved to archive folder
• Sending an e-mail when an exception is encountered in order for the record to be checked manually
• Sending an e-mail after each execution with the result summary
• Clearing archive folder from old files

The CHALLENGE:

Invoices processing was a time-consuming manual task, which the customer wished to automate. Since it had a clear structure and predictable exceptions, the task was suitable for Robotic Process Automation.

THE SOLUTION

The following activities were automated by a UiPath Robot:

• Extracting data such as company registration number, invoice data and invoice amount from scanned invoices via Optical Character Recognition (OCR) technology and semantic analysis of the text
• Recording the extracted data in a result excel-file
• Extracting bailiff’s name from another excel-file via searching by company registration number
• Getting ‘Cession ID number’ and a flag regarding if the invoice was paid by http request to a system and recording it in the result excel-file
• Checking and highlighting rows where some invoice details are missing or incorrect in order an accountant to check them. To facilitate the checks, links to the respective invoice files are added
• Processing invoices by inserting data from the updated result file into an accounting system

The CHALLENGE:

The customer used to manually search for and export debtors’ data from the Property Register (IKAR). Since this process was repetitive, time-consuming and well-structured, it was appropriate for Robotic Process Automation.

THE SOLUTION

The following activities were automated by a UiPath Robot:
– Finding a list of tasks in the company’s system
– Searching for information about debtors from Property Register’s website
– Saving information from the website in PDF documents

The CHALLENGE:

The goal of process is creating summary file of all travel reports sent by employees by e-mail, validating the data of the summary file with several sources, highlighting discrepancies, and creating SAP import file that would be used by operating staff for importing reports’ information into SAP.

THE SOLUTION

The following activities were automated by a UiPath Robot:

• Finding received e-mails, which contain excel-file attachments by different criteria
• Reading the attachments
• Populating data from e-mail attachments into another summary excel-file
• Validating data in the summary file with several other excel-files. For each discrepancy the robot records a remark in the summary file and replies to the email sender with the reason for descrepancy
• Creating SAP import file that will be further used by operating staff for importing reports’ information into SAP

The HR department of a large Business Process Outsourcing (BPO) used to perform manually a highly time-consuming process of monitoring the number of untaken food vouchers per employee and in total per department, team and location.

THE SOLUTION

The following activities were automated by a UiPath Robot:

• Working with file structure to find excel-file lists of food vouchers per team
• Validating and editing the lists to unsure that each employee is listed under correct team and location
• Creating separate lists and pivot tables per team
• Checking which employees are entitled to extra vouchers and creating separate lists of such
• Creating requests for voucher providers with number of needed vouchers calculated per team and per location
• Using OCR technology to read and extract data from scanned forms, where a check-box is checked if an employee has taken his/her voucher, and updating excel-file lists accordingly with this information
• Sending via e-mail an overview with results of the executed by the robot process, where exceptions are highlighted for an HR employee to check manually

THE CHALLENGE

The customer needed to automate the process of online loan application for individuals. A mobile application was used for reviewing and signing off the contract by the applicant. Determining applicability of the candidate involved checks in various systems. Sometimes a new loan required refinancing of another contract. Preparing the set of documents for sign off and then transferring between two systems was time consuming and not error-proof.

THE SOLUTION

One UiPath Robot was implemented to perform the following activities:

• Validating eligibly of online credit application
• Preparing documentation pack for applicant’s sign off
• Uploading documents to mobile application platform Eutortrust
• Downloading signed documents back and storing them to the banking system