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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

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accelerator collection 3

accelerator collection 5

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RPA is not on its own an intelligent solution. As Everest Group explains in its RPA primer, “RPA is a deterministic solution, the outcome of which is known; used mostly for transactional activities and standardized processes.” Some common RPA use cases include order processing, financial report generation, IT support, and data aggregation and reconciliation.

Drag and drop Document Understanding activities into the user-friendly UiPath Studio environment. Occasionally validate data in UiPath Action Center to handle exceptions and help robots understand you

Tax Document Document Understanding

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As part of the Mortgage Processing, one of the initial steps is checking if all required documents as per the lender checklist, are submitted and subsequent indexing of each document. In order to perform this activity, a front office agent primarily collects the documents from the customer and then scans these documents and shares the scanned package with operations team. This team now performs the checks and indexes the documents in the required loan system. In many cases documents submitted by customers are incomplete or missing. Once the gaps are identified during the indexing process, the front office agent reaches to the customer for getting the missing docs.

Using this accelerator, the process for indexing of mortgage documents can be automated, making use of the UiPath Apps (Human in the Loop) capability. The UiPath bot will extract the scanned documents package. It will check for required documents as per the checklist and also split each document from the PDF package. Each document is also checked for completeness and is uploaded to the required folders in the loans systems. The bot also indicates the gaps in the system and notifies through email to the respective front office agents.

Please reach out to below in case of any questions:

1) nitin.purwar@uipath.com

2) shivam.agarwal@uipath.com

This accelerator will automate the identification and indexing of documents submitted to get mortgage

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

Education loans are one of the key lending products provided by credit institutions. The process is documentation intensive and required lot of data analysis. At part of the application process all the required documents of applicant and guarantor are being gathered from the applicant. The documents can be either in a digital pdf format or can be scanned images. Once all the documents are received the application and application submitted, acknowledgement number is generated, and the application gets stacked in a queue in orchestrator. The automation workflow will first check if all required documents have been submitted. The documents are read using OCR technology and a Human user is kept in loop for confirming the text, in case of low confidence extraction by OCR. Once the initial checks are completed an application number is generated, and a mail is sent to student. As next step human must verify the admission related documents viz. admission letter, scholarship letter. Based on final decision of user, sanction, welcome or rejection letters are generated and sent over mail as applicable.

By distributing the validation in two stages, accelerator separates the validation of documents, for which OCR templates can be fully automated (as they have fixed formats) from the ones which do not have any fixed template.

 The accelerator thus helps in extracting information from documents, validating the information provided in the application form, creating a summary report in excel format and generating sanction, welcome or rejection letters as applicable.

Please reach out to below for queries related to this solution:

1) Nitin.Purwar@uipath.com

2) Amit.Agarwal@uipath.com

This accelerator will automate the process of sanctioning the loan for education, based on the documents provided by the student. Suitable for education loans for Indian Universities.