qBotica is an UiPath partner and a pure play RPA services provider. qBotica has extensive experience implementing UiPath for many global enterprises. qBotica is also an Abbyy partner and successfully implemented Abbyy-UiPath integration for Invoice and Purchase Orders document types.

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RPA Evangelist

**This is really useful when configuring a process assets in Orchestrator or migrating a process from UAT/TEST/PROD environment.**

**How to use it:**

*   Edit the Config file found in Data folder. Add the required configuration settings in the Settings tab
*   Assets tab is used to add String, Integer & Boolean type of assets and Credentials tab used alone for secure credentials

In the Asset Tab you will need to provide the following:

*   AssetName – Name of the Asset
*   ValueScope – Global scope & PerRobot (For specific Robot value)
*   Robot Name – If the Value Scope is PerRobot, mention the exact Name of the Robot from the Orchestrator
*   Value – Value of the Asset
*   ValueType – String, Integer & Bool
*   Status – Will be updated once the process is completed
*   Description – Small description for Assets

In the Credentials Tab you will need to provide the following:

*   AssetName – Name of the Asset
*   ValueScope – Global scope & PerRobot (For specific Robot value)
*   Robot Name – If the Value Scope is PerRobot, mention the extact Name of the Robot from the Orchestrator.
*   UserName – Username for the credential
*   Password – Password for the credential
*   ValueType – Always Credentials
*   Status – Will be updated once the process is completed
*   Description – Small description for Assets

Once the Robot process is started, it will ask for the username/email for Tenancy Login and Password. Select then the option Bulk upload assets/Delete all assets/Exit option.

**Note**: Process is in a loop, to exit kindly select EXIT option in the process.

This workflow is used to bulk upload/delete all assets (Global & PerRobot) from the config file. (Editing will be done in next version)

**This is really useful when configuring a process assets in Orchestrator or migrating a process from UAT/TEST/PROD environment.**

**How to use it:**

*   Edit the Config file found in Data folder. Add the required configuration settings in the Settings tab
*   Assets tab is used to add String, Integer & Boolean type of assets and Credentials tab used alone for secure credentials

In the Asset Tab you will need to provide the following:

*   AssetName – Name of the Asset
*   ValueScope – Global scope & PerRobot (For specific Robot value)
*   Robot Name – If the Value Scope is PerRobot, mention the exact Name of the Robot from the Orchestrator
*   Value – Value of the Asset
*   ValueType – String, Integer & Bool
*   Status – Will be updated once the process is completed
*   Description – Small description for Assets

In the Credentials Tab you will need to provide the following:

*   AssetName – Name of the Asset
*   ValueScope – Global scope & PerRobot (For specific Robot value)
*   Robot Name – If the Value Scope is PerRobot, mention the extact Name of the Robot from the Orchestrator.
*   UserName – Username for the credential
*   Password – Password for the credential
*   ValueType – Always Credentials
*   Status – Will be updated once the process is completed
*   Description – Small description for Assets

Once the Robot process is started, it will ask for the username/email for Tenancy Login and Password. Select then the option Bulk upload assets/Delete all assets/Exit option.

  

**Note**: Process is in a loop, to exit kindly select EXIT option in the process.

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Intelligent Mortgage Solution offers a streamlined solution for business users seeking to extract data from mortgage documents within consolidated loan documents. With this solution, the original loan document is classified into various document types, 1003 (Uniform Residential Loan Application (URLA) form), 1008 (Transmittal Underwriting Summary), and Promissory Note, and extract valuable golden data from these files. The extracted data is then seamlessly fed into the Mortgage Application for further processing.

  

*   **File Intake:** The solution supports flexible file intake options, allowing users to access loan documents from local storage or popular cloud storage platforms such as AWS S3, Dropbox, SharePoint, Email, and more.
*   **Classification:** The original loan document undergoes advanced classification to identify the specific document types (1003, 1008, Promissory Note).
*   **Data Extraction:** Using UiPath Document Understanding, the solution automatically extracts the golden data from the classified and split files. This data is intelligently compiled into an Excel file, providing a structured format for further analysis and processing.
*   **Data Validation:** Includes the UiPath Action Center, allowing users to validate the extracted data with ease, ensuring accuracy and reliability.
*   **Integration with Mortgage Application:** To complete the workflow, the borrower details extracted from the mortgage documents are seamlessly integrated into the Margill Loan Manager.

  

**Scalability**

*   Additional mortgage documents can be seamlessly integrated into the solution with minimal configuration.
*   In addition to the Margil Loan application, the solution supports the inclusion of these other mortgage applications such as Sagent and Black Knight applications.

The Intelligent Mortgage Solution classifies consolidated mortgage documents into specific document types, extracts data, and feeds it into the Mortgage Application.