Processing Engines

Our processing engines do the heavy lifting for automations. They are pre-packaged functionality controlled by external parameters for ease of integration and re-use.

Email Manager

Email Manager manages email correspondence. It retrieves an email and applies simple user-defined instructions (code-free) based upon email addresses, email domains, subjects, body text, or attachments. It can create work queue items in any work queue, send, reply, or forward emails, or run an RPA automation. Also, email manager can also verify the sender is on an approved sender list, for additional security.

eSignature Lifecycle Manager

ELM manages the creation and delivery of signed documents in DocuSign or Adobe EchoSign. It uses provided data to prefill required forms and creates digital document envelopes, enabling recipients to complete their forms, upload required documents and sign off on their submission. Signed forms and the corresponding structured data plus any uploaded documents are delivered as outputs. Although adding new forms requires setup in the eSignature platform, no RPA code changes are required when adding additional forms and envelopes as processing is managed by external config files.

Document Processing (DocProc)

DocProc enables the robot to work with another application using loosely-coupled integration rather than a technical or RPA-based approach. It delivers work to the application (e.g., OCR application, analytic optimization model), checks back regularly for the delivered outputs, provides status on request and, thereafter the process continues. It throws errors and sends alerts if the loosely-coupled application fails to perform its function in the allotted time.

Report Re-writer

Report Re-writer transforms structured data (e.g., existing report, Excel workbook, SQL extract, dashboards, some PDFs) to make it easier for use by leadership, business analysts, data scientists and downstream automations. It is able to add/remove columns, sub-totals, footers, headers and also add row-level data using lookups and formulas among other techniques. It is controlled by simple Excel-like instructions (code-free), so it’s easy for business users to maintain.

Datamart Maker

Datamart Maker assembles datasets for use by business analysts, data scientists and downstream automations. It creates operational data stores needed at regular intervals or on-demand such as for consolidation of subledger data for journal entries or rerunning business optimization models. Controlled by simple, Excel-like instructions (code-free), it is able to combine many discrete datasets in different formats into one consolidated, structured dataset.

Data quality and cleansing engine

Data cleansing validates and corrects field-level data, including adding missing values to complete the data. It identifies and addresses issues in the value of an individual data attribute or a field within the context of a record. For example, it is able to (1) check for blank fields, strings, dates, numbers, specific words, (2) validate field value relying on values in other fields in the record, and (3) confirm that the value of a data attribute is among acceptable choices or ranges. Based on its findings, the robot can correct undesirable values using lookups and logic or send an alert. It is controlled by simple instructions (code-free) so It’s easy for businesspeople to setup, maintain and expand the rules.

Transaction Matching

Transaction Matching compares two financial datasets (e.g., bank statement line items, unapplied deposits in the ledger; intercompany accounts) looping through each record to find corresponding item(s) in other dataset, for example, 1:1 or 1:many. It is able to match summary-level data to multiple related records, using simple user-managed rules-based logic (code-free) and includes human-in-the-loop for near but not definitive matches.

Report Packager

Report package prepares management information and personalized reports for distribution. It is able to (1) refresh data within existing Excel analyses and Tableau and other dashboards (2) load and manipulate data in Excel workbooks, PowerPoint presentations and more, (3) slice up data into subsets to create personalized reports. It is controlled by simple instructions (code-free) so It’s easy for businesspeople to create repeatable and auditable outputs.