Data Reconciliation in UiPath

Data Reconciliation in UiPath

Use Case Description

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Data Reconciliation is defined as a Process of verification of data. Two Sets of Data is Compared Typically referred as Source and Destination.

Aim is to have consistent Data across multiple systems / Sources

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When do we require Data Reconciliation ?

⦿ Missing Records / Values
⦿ Incorrect Data
⦿ Duplicate Data / Records
⦿ Migration of Data
⦿ Missing Links of Data

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Sectors and Importance

⦿ BANKING
Duplicate Entries
Multiple Transaction
Data Discrepancies
New Data Sources
Audits
⦿ INSURANCE
Benefit Reconciliation
Disbursements
Over Payments
Duplicate Claims
Inter Company Reconciliation
⦿ MISC
Data Migration
Reports and Reviews
Transaction Matching
Classification
Data Quality

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Various Sources and Destination

⦿ Excel to Excel
⦿ Web To Database
⦿ Database to Excel
⦿ ERP Application to Database
⦿ Emails to Excel

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USE CASE 1

⦿ Start
⦿ Get Data from Website
⦿ Store it in Excel
⦿ Read the Existing Data From Excel
⦿ Compare them and generate the Report

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USE CASE 2

⦿ Start
⦿ Read 2 Excel Sheets
⦿ Compare Item one by one
⦿ Match and Paste the Data
⦿ Update the Data Set

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This Video Demonstrates Both the use cases Step by Step

AS-IS WORKFLOW, TO-BE WORKFLOW

DATA RECONCILAITION.pdf

Other information about the use case

Industry categories for this use case: BFSI, Finance, Healthcare Pharma, HR, Information Technology and Services, Logistic, Operations, Other Sector

Skill level required: Intermediate

UiPath Products that were used: UiPath Studio

Other applications that were used: Excel

Other resources: You can refer the below video for the complete explanation and step by step Code

What is the top ROI driver for this use case?: Other