RPA Use Case: Mortgage Processing and AARI

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This episode of #AAillustrates focuses on AARI Web. We'll jump into a brief explanation of "What is AARI" and look at the anatomy of an AARI request.
Resources: github.com/AutomationAnywhere/A2019-AARI_Web_Proof_Of_Funds-AAillustrates
Micah Smith, developer evangelist at Automation Anywhere, introduces a problem statement from fictitious "Eagle One Financial" which is looking at a way to automate customer requests for proof of funds letters. We'll use Automation Anywhere Community Edition to build a process that leverages AARI Web to solve for automating the creation and mailing of proof of funds letters for Eagle One Financial.
Leveraging #Automation360 Community Edition, we'll build a process that leverages AARI Web to solve for automating the creation and mailing of proof of funds letters for Eagle One Financial.
About AARI: AARI - Automation Anywhere Robotic Interface - is your digital assistant for work. Automate from anywhere. Increase RPA adoption. Be more productive. Learn more at www.AARI.com
Be sure to subscribe to Automation Anywhere for more great RPA tutorials, advice columns, product insights, and more.
Visit our site: www.automationanywhere.com/rpa/robotic-process-automation
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LinkedIn: www.linkedin.com/company/automation-anywhere/
Our blog: www.automationanywhere.com/blog
Facebook: automationanywhereSoftware
Twitter: automationanywh
#MicahSmith #AARI #LearnRPA

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Опубликовано:

26 янв 2021

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Комментарии : 60

@robinpollino204 2 года назад

Micah, what a great teacher and inspiration to RPA technology driving the future! Thank you

@vijayrajagopalan1872 2 года назад

Hi Micah - Nice presentation. Well laid out the context first and then walked through patiently mapping to the context. Thank you!

@Automationanywhere 2 года назад

Glad it was helpful!

@hemanthapindra298 3 года назад

Thanks for your detailed explanation

@snehashetti5430 2 года назад

Thank you Micah.. really a smooth learning!

@deepakkumarjha9419 2 года назад

Hello Michay Smith, Previously AARI topic was hectic for me .. but today u made my day with this cool explaination with AARI and Git for bots explaination. Great explained😃!!.... Thanks for your valuable explaination 😎.

@Automationanywhere 2 года назад

Glad to hear it was helpful Deepak! We'll let Micah know!

@user-xu5zm9zr9x Год назад

Thank you so much for explaining it very well.

@AllenChildress 3 года назад

Good presentation! =)

@narendraguptha8624 3 года назад

Great! Thanks Micah for a deep and detailed explanation.

@javatips5979 Год назад

Thank you a lot

@reshamchandak8680 2 года назад

I have got a project in AARI-career councelling. Create a process to help a student to select a course after 12th. Can you please give me hint what to do?

@Automationanywhere 2 года назад

Hey Resham - start by building along with this tutorial to get an idea on how AARI can be integrated with bots - from there, take a look at the AARI documentation to figure out the nuances between your build and what Micah demo'd: docs.automationanywhere.com/bundle/enterprise-v2019/page/enterprise-cloud/topics/hbc/cloud-hbc-web-portal-overview.html

@maricarbahaya4501 3 года назад

Great presentation! Thanks a lot. Do you have separate video for creating the bot tasks mentioned in your video?

@Automationanywhere 3 года назад

Hi Maricar, great question. We don't currently have that video, but be sure to subscribe - we have plans to do a session that covers AARI and the bot build. Thanks!

@vigneshls8590 3 года назад

Thank you Micah for this wonderful Video. 1 thing that i didnt understand is use of Step - "Lookup Savings" in LetterGenerationBot (task bot). Why are the json related commands being used here ?

@Automationanywhere 3 года назад

Hi Vignesh, the REST and JSON Object Manager packages were used to simulate what would be a second step in the account lookup process which was to call another financial application to get checking/savings account details. In reality, those were just JSON files stored on GitHub, but the idea was to demonstrate that multiple systems (UI and API based) were being used for fetching account details.

@sukhisonuhbk 2 года назад

Thanks

@vulong1822 2 года назад

19:28 Import bot, 22:36 Create form, 31:07 Create process, 48:26 Run process

@Automationanywhere 2 года назад

Thanks Vu! Sometimes Micah sends timestamps over for his stuff, in this one...he didnt!

@lifeofrubym8736 2 года назад

Great video, I've really enjoyed following along! Looks like the UI has changed a little since this video was created and I can't get this process to run. For the Process, when I'm mapping the input value for the first bot task, it doesn't give me the option to select initial data. The only options I have are 'Process > Request' or 'Task CustomerResearch' - I have tried both of these options and the request still fails as "customer ID not found". However, when I run the Task Bot on its own with the same customer ID, it works fine. I tried searching on the community forum for assistance but I couldn't find any answers. I'd really appreciate any suggestions :-)

@Automationanywhere 2 года назад

Hey @Life of Ruby M - You're right that the UX has changed a bit since this video. When selecting the value for the first bot. Select "Request" as the variable source. Leave "Input" checked as the radio button, and select "Customer ID[TextBox0]-STRING" from the dropdown. Once mapped as the input field, you should see it showing up the same way that Micah's did...as $input[TextBox0]$. Reply back after you've tried that and let it know how it worked for you!

@ashwina.k5602 3 года назад

Great tutorial as always Micah! I was wondering if AARI can be used as a ChatBot as well, or if Automation Anywhere has ChatBots of their own that we can integrate our RPA solutions into. Kind Regards, Hsa

@Automationanywhere 3 года назад

Hi Hsa. Presently ChatBot functionality would be outside of the scope of AARI. Many ChatBot platforms can/do integrate with Automation Anywhere as they are essentially attempting to make sense of a user’s request before initiating an application to complete said request like an Automation Anywhere bot.

@roygeorge2610 3 года назад

Thanks for the video! Just a doubt, if I had to launch this process from the desktop, what would I need to do?

@Automationanywhere 3 года назад

Hey Roy - A couple points of clarification: 1. If you wanted to launch an AARI process that was designed to run unattended (meaning through AARI web), you would need to log in to the AARI web interface, or (new in .21) you could click the AARI icon on your desktop to invoke the new AARI local interface. 2. If you truly mean "run from my desktop" to mean attended automation - this would refer to an AARI desktop process - which would mean using the Interactive Forms package within your bot to show forms/take input from a local user. For more details on interactive forms, check out this page: docs.automationanywhere.com/bundle/enterprise-v2019/page/enterprise-cloud/topics/aae-client/forms/using-interactive-forms.html

@antsas1 3 года назад

Does AA have any kind of framework like UiPath has ReFramework? I'm building my own at the moment with AA, but one thing that I'm missing in A2019 is that If I need to copy a folder (in bots folder), which has task bots in it, I can't do it because there is no such thing as a copy a folder... Because now I have my "template" folder, which includes the framework and all that logic. From now on, I would like to just copy that folder into my new project and use that template (framework) as a base logic for all of my automation, but as I said, I do not have a chance to do so... Also copying task bots one by one is very ineffective

@Automationanywhere 3 года назад

Hello, Antti. Your approach for establishing a bot framework/bot shell is the correct one. We appreciate your feedback on the repository management capabilities of the Control Room. We're working to improve your ability to move, copy and manage files. As an alternative, you could export your framework once established and reimport the framework when you need to create a new automation.

@kihsuokadwog4250 2 года назад

Do you have a blog where I can ask you doubts regarding my daily process automations?

@laraargento3512 2 года назад

Hi! There's the Developer Portal, developer.automationanywhere.com/, where you can find tutorials like this one, and also APeople, where you can ask questions! apeople.automationanywhere.com/s/topiccatalog

@Automationanywhere 2 года назад

Hey Kihsuok - head to apeople.automationanywhere.com/ - you can ask questions of the Automation Anywhere developer community, and learn from previously posted/answered questions! Hope you can join us!

@ak94-x4i 3 года назад

So is this "AARI Process" made especially for processes that interact with humans or does it have other use-cases too?

@Automationanywhere 3 года назад

Hi Antti! The AARI processes will typically involved human interaction. If you wanted to build out a larger process that had no human involvement, you could consider building a "master bot" that would facilitate calling "child bots" where appropriate.

@vidhipatel8762 2 года назад

Hey Micah, thank you for this video - I have learned a lot but can you do some more videos on different type of AARI use cases?

@Automationanywhere 2 года назад

Hey Vidhi - we've passed your request on to Micah and team. Be on the lookout for more AARI videos coming soon.

@vidhipatel8762 2 года назад

@@Automationanywhere thank you 😊

@rpatrainer8075 2 года назад

AARI seems to be a good option only with attended bot. How would you scale it with unattended bot. May be my understanding is incorrect.

@Automationanywhere 2 года назад

AARI Web (as was demo'd in this video) is the perfect use case for unattended automation. It's maybe a bit tough to follow since Micah was doing everything on the same workstation, but ultimately the bots that power the AARI process would run unattended, and the AARI web interface is the only thing an end user would see. In this case, the end user only has to care about filling the AARI web forms, and the rest of the logic/operation/task can be handled by unattended bots.

@Babloo_7 3 года назад

Where do I get all the flow chart view of the this "Proof of Funds" process using AARI?

@Automationanywhere 3 года назад

From the "My Bots" view, click on the "Create New" dropdown menu in the top right corner and select "Process". This will create a new AARI process to display your forms and invoke your bots.

@studymat 3 года назад

Thanks Micah, i have just implemented the same.. it worked fine, but i'm trying to edit your bot to read all steps, i cant figure what the password showmethe$$? could you please explain

@Automationanywhere 3 года назад

Hey PS, the actual password for the web application is showmethe$ - because its being used from within a bot, it has to be showmethe$$ because the $ symbol is used for denoting a variable, so using two $$ back to back is used as an escape character.

@studymat 3 года назад

@@Automationanywhere ok got it, thanks

@studymat 3 года назад

HI Micah, could you please explain how to run this in public and assigned to user

@Automationanywhere 2 года назад

Thanks for the feedback @PS - mentioned it to Micah - its in his queue!

@kishoren7721 3 года назад

Sir can you do on bot building Process on RPA Challenge Invoice Extraction and Shortest Path

@micahman33 3 года назад

Sure post the challenge page, I haven't seen that one

@debasispatro5573 2 года назад

Micah - The web page that you are showing is now having no data. Could you please help here

@Automationanywhere 2 года назад

Hey Debasis - which page is now having no data? The github page is linked above (which still works) and the application that the bot uses is here: developer.automationanywhere.com/challenges/AutomationAnywhereLabs-accountlogin.html (username: user@eagleonefinancial.com, password: showmethe$) - it also still works and it populating data correctly

@anothercatlady26 3 года назад

I got request is closed. I don't have a initialData option. Is that why? TIA

@Automationanywhere 3 года назад

Hey Daiane - in the tutorial, we used the the CustomerID form for our initial data. If you didn't have something like that set up, then the process may show as request closed with no actual work being done. For more details on the creation of processes, check out the following page from the Docs Portal: docs.automationanywhere.com/bundle/enterprise-v2019/page/enterprise-cloud/topics/hbc/cloud-hbc-create-process.html

@relvar3158 2 года назад

We are using enterprise edition and not seeing the option to run on a pool of devices? This is the SaaS solution. Why does this still execute on our local devices?

@relvar3158 2 года назад

Is there some role, permission, or something that needs to be assigned to the device pool. We see no option to run the Bot Task on a device pool

@relvar3158 2 года назад

You REALLY need to demonstrate this on enterprise, because there are some things missing, and those things are very important

@Automationanywhere 2 года назад

Hey Spencer - Sorry to hear you're having issues with deploying AARI in production. Beyond making sure that your process and all dependent bots are checked into the public directory, you'll also want to review the roles set up for AARI web so that tasks can properly be sent from AARI to your device pool: docs.automationanywhere.com/bundle/enterprise-v2019/page/enterprise-cloud/topics/hbc/cloud-hbc-process-editor-overview.html

@relvar3158 2 года назад

Automation Anywhere yeah, we figured it out. The setup could use some work and the terminology is misleading, not to mention that once in Public it appears to require unattended bot runners. Anyway, thanks!

@debasispatro5573 2 года назад

The website now having no data

@Automationanywhere 2 года назад

Hey Debasis - its still up and running. Here's the URL for reference: developer.automationanywhere.com/challenges/AutomationAnywhereLabs-accountlogin.html