CRV_Documents - HyperHack-2024

[nataliaspindola (Natalia Spindola Camello)]

CRV_Documents - HyperHack-2024

Use Case Description

The solution developed with UiPath implements a robust and efficient automation consisting of three integrated robots, significantly optimizing the workflow and reducing manual effort. ​

The first automation using Studio Desktop collects protocols from the Newcon Workflow website, organizing them into a queue and storing documents in a storage bucket. ​

The second automation using Studio Web uses Document Understanding to extract data from the documents, creating validation tasks in UiPath Actions to ensure greater accuracy and control. ​

Finally, the third automation using Studio Desktop completes the process by inputting the validated data directly into the Newcon website. This solution delivers increased speed, standardization, and security, freeing the team to focus on strategic activities.​

AS-IS WORKFLOW, TO-BE WORKFLOW

Other information about the use case

Industry categories for this use case: Customer Service, Operations, Banking

Skill level required: Advanced

UiPath Products that were used: UiPath Studio, UiPath Action Center, UiPath Studio Web, UiPath Document Understanding, UiPath Insights, UiPath Orchestrator, UiPath Task Capture

Other applications that were used: Newcon Workflow Website

Other resources: -

What is the top ROI driver for this use case?: Minimize risk and ensure compliance in operations