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Customer Verification and Onboarding
by UiPath
0
Accelerator
<100
Summary
Summary
This is a Solution Accelerator developed specifically for Customer Verification and Onboarding automations in SAP, where vendors are checked against OFAC and USPS systems.
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
REFramework included as the default starting template
Set of SAP reusable activities and SAP integration with OData Services
Assessment of vendor data against business rules for new, incomplete, updated, or mismatched data
Reusable components architecture allowing development and usage across multiple automation solutions
Email data extraction capabilities
API integration with OFAC and USPS systems
Configurable and scalable reporting options, through Data Service.
Modular approach to processes for easy changes and easy configurations
Additional Information
Additional Information
Dependencies
UiPath.Mail.Activities: 1.21.1 UiPath.SolutionAccelerators.Reusables.CustomerOnboarding: 1.0.3 UiPath.UIAutomation.Activities: 22.4.7 UiPath.Excel.Activities: 2.16.1 UiPath.SolutionAccelerators.Reusables.SapApi: 1.0.4 UiPath.System.Activities: 22.4.5 OFACReusables: 1.0.2 UiPath.UIAutomation.Activities: 23.4.8 USPSReusablesAPI: 1.0.2
Code Language
Visual Basic
Runtime
Windows (.Net 5.0 or higher)
Technical
Version
1.0.1Updated
March 14, 2024Works with
Studio: 22.4+
Certification
Gold Certified
Tags
Application
Collections
Support
Email: solution-accelerators-support@uipath.com
Link: https://marketplace.uipath.com/contact-usSupport 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.
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