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Let's put AI at Work!  See AI at work at the world's premier automation event.

Best of breed for FORWARD VI

Artificial Intelligence is a game-changing technology that is reshaping industries across the globe.

Artificial Intelligence

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Easily configurable utilities for SAP interaction using BAPI, UiAutomation and SAP Scripting.

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UiPath Process Mining provides out-of-the-box application templates for various processes and source systems, serving as a foundation for creating customized process apps to visualize your data. 

Process Mining

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Supported, enterprise-level automation activities to speed up your Studio implementations and easily solve common challenges businesses encounter.

Studio 'Best of' Activities

 Automate routine tasks, effortlessly share information, boost team productivity, foster global collaboration, 

Chat and Video Conferencing

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Supercharge your Excel workflows by unlocking the power of automation! 

Data Automation in Excel

Enhance your document collaboration and revolutionize your workflows by seamlessly integrating powerful applications.

Intelligent Document Collaboration

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Whether you're a professional, student, or busy individual, this collection offers a range of automations to simplify your everyday tasks.

User-Friendly Automation Toolbox

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Path use case accelerators are automation frameworks which are custom-built for specific use cases. 

Solution Accelerators

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The Efficient Operations Management collection offers a carefully curated selection of automations tailored to boost efficiency, minimize manual effort, and guarantee seamless management of essential 

Efficient Operations Management

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Simplify and optimize the flow of structured data within your organization with the help of activities like data transformation, validation, comparisons.

Structured Data Streamlining

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Simplify your email-related tasks with these automations designed to enhance your productivity and efficiency. 

Email Management

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Simplify process automation for industry leading enterprise software with officially supported integrations from UiPath.

UiPath Integration Activities

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Our hand-picked partner network offers a wide range of professional services to enhance your automation journey with UiPath.

Professional Services

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UiPath’s vision for the “Automation First” era has led to the addition in its market-leading Enterprise RPA Platform of dedicated official out-of-the-box IT Automation capabilities that empower all co

IT Automations

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Drive faster automation impact with the ready-to-go automations. This bundle features a collection of UiPath attended automations designed to help your employees with their day-to-day tasks. Enable em

UiPath Assistant Ready-to-Go Automations

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Unlock a world of enhanced capabilities, empowering you to seamlessly interact with PDF forms, extract specific pages, ensure the integrity of your PDF files, compare documents for differences, and ex

PDF Automation

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From building intelligent bots to automating document processing and performing advanced text analysis, to incorporating natural language processing and generation, revolutionize your automation journ

Popular Demand

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Explore the remarkable capabilities of Microsoft Office 365, and empower your team with the comprehensive suite of Office applications, fostering effortless collaboration, seamless document sharing, a

360° Cloud Collaboration

UiPath Process Mining provides out-of-the-box application templates for various processes and source systems, serving as a foundation for creating customized process apps to visualize your data.

UiPath Process Mining

Title - Test Cat

accelerator collection 3

accelerator collection 5

**YouTube** is an American   headquartered in 

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As part of the measures to reduce impact on employees due to economic disruption from Covid-19, $350 billion Paycheck Protection Program (or PPP) SBA loans is becoming available to all businesses with fewer than 500 employees. This has given the 50-fold increase banks will have to handle 800K loans to be processed over the next two or three months.

This accelerator demonstrates automation of the PPP SBA Loan Journey and covers the following stages:

  

•_**Extracting borrower information**_ _from forms such as PPP/941/940/944/1099 Misc._

•_Performing_ _**detailed loan verification and underwriting**_ _checks and finally_

•_**Preparing data for submission**_ _into SBA portal_

  

Using this accelerator, overall turn around time to process SBA loans can be significantly reduced.

For questions related to this please reach out to:

1) Amit Kumar (Amit.Kumar@uipath.com)

2) Nitin Purwar (Nitin.Purwar@uipath.com)

3) Shipra Shanu (Shipra.Shanu@uipath.com)

4) Surabhi Gavali (Surabhi.Gavali@uipath.com)

5) A J Saltzberg 

  

In order to enable partners and customers, an enablement kit has been prepared which can help in accelerating the implementation process for this automation flow. This enablement kit includes:

\- Solution Workflow details and details about UiPath components required for this solution 

\- UiPath Workflow modules (Base XAML Packs) which can be customized to be put into production

\- Instruction document to use the workflow

This accelerator demonstrates the automation of Lending Process to be followed as per the PPP SBA Loans facility launched as part of the CARES Act in US.

This accelerator assists in automation of process steps within the home mortgage application processing cycle. The automation journey begins with customer application submission through online banking channel. The customer provides personal details, mortgage requirements and uploads identity and income verification document. After the application is submitted, it is sent to a queue in the UiPath Orchestrator. The Orchestrator distributes the workload and case is passed on to a Robot for initiating the application processing.

The first step performed by UiPath Robot is performing KYC for the customer. The robot performs KYC operation using the India KYC activity pack. As part of the KYC process, it extracts information from Indian identity documents and submits for verification as per regulatory requirement. Post KYC process, the accelerator will perform income and credit verification to determine the eligibility of loan applicant for the home loan. For this, the Robot extracts information from the monthly salary slip submitted by the client. It then gets the credit score of the applicant by extracting information from the credit report. It determines the amount of loan which can be sanctioned to the applicant basis the income and credit analysis. The Robot passes the loan limit range through online channel to the customer for real time agreement. After confirmation from the customer, the UiPath Robot prepares the Loan Agreement basis the information processed and sends the final agreement to the customer through email for getting signatures.

To customize this solution for specific regional requirements, this solution has been subdivided into two parts. The first part where KYC activity is being used is specific to the country regulatory requirements and can be replaced by country specific KYC packs. The 2nd part of the process is standard loan processing and is available to be used agnostic of regions. This accelerator can be used by BFS institutions providing home mortgage solution by customizing to there specific requirements.

Developed By: [Shivam Agarwal](https://connect.uipath.com/profile/shivam-agarwal), [Nitin Purwar](https://connect.uipath.com/profile/nitin-purwar)

Home Mortgage Processing Accelerator will Automate steps in Loan Application Processing for a retail salaried prospect

**Description**

Wholesale Banking underwriting teams require information extraction from customer documents for small and medium business loans. These financials are submitted in varying forms. Typically, these documents are scanned, put through OCR and then typically manually extracted leading to longer timelines for loan approval. Apart from operational efficiency, automation also allows banks to amplify their credit analysis teams, i.e. ability to approve and close more loans with same levels of staff. This accelerator assists in automation of process steps within the Financial Spreading process as part of overall lending lifecycle. The automation journey begins with UiPath Robot picking up each of the balance sheet documents submitted by a prospect. Thereafter, UiPath Robot invokes Evolution AI API in order to extract key financials from each of these balance sheets. Evolution AI API returns the set of extracted fields back to UiPath Robot. Thereafter, UiPath Robot uses Company's registration number and extracts additional information about the company from 3rd party website (UK Company House in this case). Once all the required information has been extracted, UiPath Robot prepares a pre formatted spreadsheet for Credit Analysis.

Amplify your credit analysis teams and close more business loans using auto extraction from Financial Statements

**Beneficial Ownership Extraction:** This process is an integral part of the Anti-Money Laundering or similar regulatory Risk Assessment and all Financial Services firms must comply with this in order to maintain licenses. During customer on-boarding process for a client, the KYC analysts must collect and update client profile including beneficial ownership information to correctly assess client risk. The analysts must ensure that all necessary information required to complete the KYC record is available and accurate. After on-boarding a client, the KYC Profile will be monitored for substantive changes to the original information captured. And finally, they must ensure that that the risk assessment of the customer has not materially changed.

In most banks, ascertaining Beneficial Ownership is time consuming and prone to errors largely due to unstructured nature of the documents that serve as single source of truth. Some of these documents include Proxy Statements, Form 13F and 13D filed with SEC. Top 20 US banks spend close to USD 50 MM per annum on KYC alone and UBO is a significant overhead in this lifecycle.

UiPath KYC (Ultimate Beneficial Ownership) Accelerator extracts ultimate beneficial owners from SEC Def 14A (Proxy documents), runs these list of owners through sanctions screening and politically exposed person (PEP) checks.

Accelerator extracts ultimate beneficial owners from SEC Def 14A (Proxy documents), runs these list of owners through sanctions screening and politically exposed person (PEP) checks.

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