What is UiPath automation?
Automation involves replacing manual work with tasks performed by robots.
Solutions provided by UiPath enable automation of work performed by employees across many organizations.
UiPath offers a wide range of tools that allow automation of various processes. Automation mainly applies to financial services, banking, healthcare, retail, and insurance. One platform provides multiple tools for digitizing complex business processes.
UiPath creates automation solutions to expand the workforce with digital robots. Tasks performed by robots allow employees to save a significant amount of time.
Document understanding is one of the solutions provided by UiPath. It enables automated document processing, improves accuracy, and increases processing speed. Artificial intelligence supports a wide range of documents, from passports and IDs to invoices and forms. Robots can recognize over 40 languages.
Advanced OCR technology and machine learning models allow robots to recognize handwriting, signatures, stamps, logos, barcodes, and many other elements (even in low-quality documents). UiPath solutions support various formats such as PDF files, images, Word and Excel files, HTML pages, XML, and more.
UiPath automation improves banking and financial services by automating processes such as opening bank accounts, mortgage approvals, and anti-money laundering procedures.
Automation also includes chatbot implementation. Chatbots are often used on company websites as the first line of customer contact.
Examples of automation proposed by UiPath
Areas automated by UiPath robots:
- document workflows,
- payment sanction checks,
- customer verification,
- financial crime detection,
- financial management,
- automation of patient data processing.
Examples of enterprise automation solutions:
- Document handling includes automated document processing. Customer data is automatically updated in CLM systems. UiPath solutions streamline data collection processes. Robots are connected to email inboxes, CLM systems, and internal document repositories, extracting customer data. This data is automatically updated in the CLM system, eliminating manual data entry.
- Identity verification – UiPath accelerates document verification. The system extracts key data from documents such as driver’s licenses, passports, or ID cards. All data is automatically validated and checked for inconsistencies. This solution is often used during account registration. Traditional verification is time-consuming and prone to errors, which can delay processes and reduce customer satisfaction. UiPath automation eliminates such errors.
- Improvement of new bank account setup and transaction approval processes. UiPath helps financial institutions automate tasks involved in opening new accounts.
- Financial management – UiPath helps automate operations such as check processing, validation, and updating account balances. Robots retrieve data from multiple systems, perform validations, and update internal records. Automation significantly reduces transaction processing time.
- Transaction analysis – automation enables verification of whether funds originate from legitimate sources.
Technical aspects of the product
UiPath solutions are based on artificial intelligence. Before automation begins, the robot observes how a user performs a task. After observation, the robot replicates these actions, leading to full automation.
Using robots to perform repetitive tasks helps organizations optimize costs and working time. Business process automation leads to higher operational efficiency.
UiPath offers different types of robots. Automation can be fully supervised by humans or performed by unattended robots running in the background. Companies can choose a single approach or a hybrid model.
Intelligent robots are pre-trained by UiPath, but companies can further train them to match specific business needs.
Automation does not stop at predefined solutions. Employees can submit their own ideas via Automation Hub, which collects automation opportunities. Almost any business process can be automated.
UiPath tools provide continuous insight into operations. Real-time analytics allow monitoring of key business and technical KPIs for both human and robotic processes.
The UiPath platform meets the highest security standards. Centralized data management, access control, and other security tools ensure that company and customer data remain safe.
UiPath solutions can be easily integrated with enterprise applications and APIs.
UiPath can be deployed on-premise or in the cloud and scaled without manual effort. UiPath Cloud RPA is available, but companies can also use their own cloud infrastructure. The platform provides full control over robot performance and automated operations.