HOW RPA WORKS:
REAL-WORLD USE CASE
How does RPA work? Consider the example of managing
certificates of insurance.
• When an email is received the bot opens the email and then
opens the attached documents (e.g., MS Word files or PDFs).
• Then, the bot reviews the document to check if all information
is included and if the values provided meet the parameters
specified by the risk and insurance team (e.g., minimum sum
insured, insurer rating, etc.).
• If the information is complete and meets the specified
parameters, the bot then emails the sender to confirm that
the certificate has been received and is in order.
> At this point the bot shifts its focus to the organization's
risk management information system (e.g., Ventiv's
RiskConsole): the document is saved in the designated
location for recordkeeping and access later; for ready
access, the bot enters the certificate information into the
appropriate record.
• If, however, the form is incomplete, the bot automatically
replies to the sender with an email describing the specific
areas that need to be corrected.
BOTS CAN RUN 24/7 OR FOR
A SCHEDULED TIME AND BE
PROGRAMMED TO FOLLOW
BUSINESS RULES. STAFF
TIME IS THEN FREED UP TO
CONCENTRATE ON MORE
CREATIVE BUSINESS
PROCESSES AND NEEDS,
MEANING STAFF ARE
HAPPIER AND LESS
HAMPERED BY REPETITIVE
TASKS. UPGRADES ARE
ALSO AVAILABLE.
