This challenge is designed by ChanduMohammad S.
Participants are expected to create a simple AARI Use case for processing loans. The expected workflow should contain the following to complete this challenge.
- Customer Care executive submits a loan request through a form
- Loan application displayed to the Approver (through a form) with all the information and document uploaded for him to decide
- Option for Approver to approve or reject the loan
- Task bots to send out notifications to the customer about the decision
- A process to connect the above bots and forms
Process Workflow:
Sample Input file:
Download the attached Address-Proof file to be used as a Proof of residence sample document.
Resources to learn about AARI:
Automation Anywhere Robotic Interface (AARI)
Forms Design: Submit Loan Request Form
Rules:
- 'Name' field is mandatory
- 'Loan Amount' field is mandatory, do not allow negative values & use a comma to separate thousands i.e 3 Decimal Places with a Suffix as '$'
- 'Purpose Of Loan' field is mandatory
- 'Upload Proof of Residence' is mandatory, Add a Hint as 'Ex: Address Proof', Tool tip as '(a copy of any one of these): Passport / Driving License / Voter ID card / Electricity or Gas bill / Telephone Bill / Water bill'
Forms Design: Review Loan Request Form
Rules:
- 'Name of the Applicant' field is mandatory
- 'Loan Amount' field is mandatory, do not allow negative values & use a comma to separate thousands i.e 3 Decimal Places with a Suffix as '$'
- 'Purpose Of Loan' field as Uneditable
- 'Comments' should be editable and Optional Field
- 'Document' to be displayed on the right side
Task Bot's: Loan Approval Bot
Task Bot's: Loan Rejection Bot
Process Workflow: End to End Loan Processing
Outcome:
Here is the session recording for your reference:
Congratulations on completing the Challenge!
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