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Customer Verification and Onboarding

Customer Verification and Onboarding

by UiPath

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Accelerator

Downloads

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Summary

Summary


Overview

Overview

The content of this Solution Accelerator is a technical blueprint that is meant to be modified, refactored, and customized based on the specific needs required by customers related to Customer Onboarding and Verification process.

It allows for Customer data extraction from sources such as email, which after goes into a verification process against the OFAC Sanctions and USPS Systems via API.

Missing or mismatched information is automatically flagged by comparing the Customer Data with information retrieved from OPAC and USPS Systems and data processed from emails.

As a final step the Customer data is posted to SAP using OData Services, creating Customer account, addresses, roles, company, and customer sales area.

Features

Features

1. REFramework included as the default starting template
2. Set of SAP reusable activities and SAP integration with OData Services
3. Assessment of vendor data against business rules for new, incomplete, updated, or mismatched data
4. Reusable components architecture allowing development and usage across multiple automation solutions
5. Email data extraction capabilities
6. API integration with OFAC and USPS systems
7. Configurable and scalable reporting options, through Data Service.
8. Modular approach to processes for easy changes and easy configurations

Additional Information

Additional Information

Dependencies


Code Language

Visual Basic

Runtime

Windows (.Net 5.0 or higher)

Publisher

UiPath

Visit publisher's page

Trusted Source

License & Privacy

License Agreement

Privacy Terms

Technical

Version

1.0.0

Updated

Nov 17, 2023

Works with

Studio: 22.4+

Certification

Gold Certified

Support

Email: solution-accelerators-support@uipath.com

Link: https://marketplace.uipath.com/contact-us

Support on Demand is available only to UiPath Enterprise customers. To access this type of support, you need to have an active UiPath license. More details are available here: https://docs.uipath.com/marketplace/automation-cloud/latest/user-guide/support-on-demand. Note: Marketplace Support On Demand is not subject to a response SLA, but one should expect a response within two business days.

Resources

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