MarketplaceAcceleratorsAcceleratorPublic Information Book
Public Information Book

Public Information Book

by UiPath

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Accelerator

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Summary

Summary

Consolidate due diligence in Finance by automating PIB creation using multiples source, for swift and efficient business valuation, achieving a 90% reduction in human effort.

Overview

Overview

Introducing our Public Information Book Solution Accelerator, a comprehensive accelerator designed to streamline and speed up gathering, summarizing, and distributing public information records. This package serves as an essential starting point for automating the Public Information Book (PIB) Process, leveraging cutting-edge technology to enhance efficiency and accuracy.

UiPath Projects Integration

Our solution integrates seamlessly with UiPath projects, providing a robust framework to navigate through each step of the automation process with efficiency and transparency. By leveraging UiPath, users can ensure a smooth transition of transactions, mitigating errors and optimizing workflow management.

The Public Information Book Accelerator revolutionizes the PIB Process, offering a comprehensive solution to streamline data collection, summarization, and distribution. With its intuitive interface, advanced technology integration, and seamless UiPath projects integration, our solution empowers organizations to achieve operational excellence and drive business growth. Experience the future of automation with our innovative solution today.

Note: Do take into consideration that the current GenAI Activities used in the Solution Accelerator are under a UiPath Studio limitation. Currently only 24.4+ Studio versions are supported. A UiPath Studio version will be available soon, allowing lower versions of Studio to work with the GenAI activities part of this Solution Accelerator.

Features

Features

  • UiPath GenAI components and capabilities included for summarization of Press Release.
  • Ability to automatically collect data from Fact-set and SEC-Edgar.
  • PDF format PIB output using GenAI and automatic mail distribution options.
  • Clear separation between the logic layer and application layer.
  • Small and well delimited processes that are focused on a specific task.
  • Modular approach to processes for easy changes and configuration.
  • Reusable components architecture allowing development and usage across multiple automation solutions.

Additional Information

Additional Information

Dependencies

UiPath.MicrosoftAzureOpenAI.IntegrationService.Activities: 7.1.0 UiPath.SolutionAccelerators.Reusables.FactSet: 1.0.0 UiPath.SolutionAccelerators.Reusables.Generic: 1.2.0 UiPath.SolutionAccelerators.Reusables.SECEdgar: 1.0.0 UiPath.Word.Activities: 1.18.1 UiPathTeam.AttendedRobotStatus.Activities: 2.0.0 UiPath.PDF.Activities: 3.16.0 UiPath.System.Activities: 23.10.5 UiPath.UIAutomation.Activities: 23.10.8

Code Language

Visual Basic

Runtime

Windows (.Net 5.0 or higher)

Publisher

UiPath

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Trusted Source

License & Privacy

License Agreement

Privacy Terms

Technical

Version

1.0.0

Updated

May 22, 2024

Works with

Studio: 24.4+

Certification

Silver Certified

Application

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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