AgentHack submission type
Enterprise Agents
Name
L Venkata Sai Sumanth
Team name
GenZ Elites
Team members
@venkatasaisumanth.lankaya @Rupesh @Mehul @Ravindra
How many agents do you use
One agent
Industry category in which use case would best fit in (Select up to 2 industries)
Healthcare Pharma
Complexity level
Beginner
Summary (abstract)
This Agent handles:
- Policy Template Editor via UiPath Apps
- Policy Document Generator via UiPath Autopilot
- Interacts with SQL DB for data lookup
- Stores templates in UiPath Storage Buckets
- Sends output via Email
Detailed problem statement
Organizations, especially in insurance rely heavily on standardized policy documents for regulatory compliance. These documents are typically generated from pre-approved templates, which require frequent updates and personalization based on user inputs or customer data stored in internal systems like SQL databases.
Currently, this process is:
Manual and fragmented — involving multiple stakeholders for editing and generating documents.
Error-prone — due to manual copy-pasting of data into templates.
Time-consuming — especially when scaling to hundreds of policies across departments.
There is a critical need for a centralized, intelligent, and interactive solution that allows users to:
Seamlessly edit and update policy templates.
Automatically generate policy documents using the latest templates and structured data (e.g., from SQL databases).
Trigger these actions via natural language prompts to minimize technical barriers.
Detailed solution
This Agent handles:
- Policy Template Editor via UiPath Apps
- Policy Document Generator via UiPath Autopilot
- Interacts with SQL DB for data lookup
- Stores templates in UiPath Storage Buckets
- Sends output via Email
Demo Video
Expected impact of this automation
- Drastic Time Savings
Before: Manual document generation or template editing could take 30–60 minutes per document.
After: With agentic automation, this process is reduced to under 2 minutes.
Impact: ~90–95% reduction in processing time per document.
- Enhanced User Experience
Users interact using natural language via Autopilot — no need to navigate complex systems.
Non-technical users (e.g., compliance officers, HR reps) can edit templates and trigger document generation independently.
- Error Reduction
Manual copy-paste of policy data is eliminated.
Data pulled directly from SQL DB ensures accuracy and consistency.
Reduced compliance risk due to outdated or incorrect templates.
- Centralized Template Management
All templates are stored and version-controlled in the Storage Bucket.
Ensures every policy document is generated from the latest approved version.
- Improved Auditability & Governance
Every action (edit, upload, generate) can be logged and audited.
Provides traceability and compliance support for regulated industries (insurance, banking, healthcare).
- High Scalability
Can handle multiple templates and parallel document requests without human bottlenecks.
Easily extendable to other departments and document types (e.g., legal, HR onboarding, service agreements).
- Cost Savings
Reduces manpower hours spent on repetitive tasks.
Improves operational efficiency by automating low-value, high-volume activities.
UiPath products used (select up to 4 items)
UiPath Apps
Integration with external technologies
NA
Agentic solution architecture (file size up to 4 MB)
Sample inputs and outputs for solution execution
input- policy templates stored in storage bucket
output- policy documents generated