AgentHack submission type
Agentic Testing Solutions
Name
Document processing Agent
Team name
1R-BOTS
Team members
zoyebmansuri57, Jeni_Patel
How many agents do you use
One agent
Industry category in which use case would best fit in (Select up to 2 industries)
Banking
Finance
Insurance
Complexity level
Intermediate
Summary (abstract)
We are building an agentic automation solution to streamline the processing of finance documents. The system extracts data from incoming files, stores it in a database, and inputs it into the NetSuite portal for user verification and approval. Due to high volumes, tracking processing status is challenging. Our solution includes proactive issue notifications to business users and an Autopilot-powered chatbot that provides real-time file processing status and recommends next best actions—enhancing visibility, control, and decision-making in financial operations.
Detailed problem statement
We are currently processing finance documents to extract data and store inside the database, later processing the data file-wise to input into ERP systems or any business portals, where users will verify the data and approve records. However, due to the huge volume, it becomes hard to keep track of files that are processed successfully or failed until the Business checks GL entries.
Detailed solution
We try to create an Agentic automation solution where the Business will get notify if any issue occurs in the process and provide an Autopilot Chatbot where user can ask for any file process status, and agent will fetch the data and recommend the best action to the business user.
Demo Video
Expected impact of this automation
Analyze incoming invoice data for completeness and accuracy.
Check invoice/receipts details against predefined validation rules.
Identify and flag any discrepancies or potential errors in the document.
Provide clear explanations for any issues found.
Suggest corrective actions when applicable.
Search your knowledge base using the context grounding
Be accurate as per the latest knowledge.
Send a response to the Channel via Slack
UiPath products used (select up to 4 items)
UiPath Data Service
UiPath Document Understanding™
UiPath IXP
UiPath Maestro
UiPath Orchestrator
UiPath Studio
Integration with external technologies
Slac
Agentic solution architecture (file size up to 4 MB)
Sample inputs and outputs for solution execution
Examples:
- Valid Invoice:
Input:
{
“invoice_number”: “INV-2025-001”,
“date”: “05/15/2025”,
“total_amount”: 1150.00,
}
Output:
{
“IssueType”: “No issues detected”,
“InvalidDate”: “None”,
“MissingData”: “None”
}