AARI for Web - Letter Generation Bot

The AARI for Web - Proof of Funds Letter Generation process demonstrates the power of bots and humans working together to complete a task

Top Benefits

Automates the research required to gather customer account details from various systems
Systematically generates proof of funds (POF) customer letters
Standardizes customer communication leveraging templates
Automates process of emailing customers their proof of funds letters with standard language

Tasks

Begins with entering a 4 digit customer ID (use 8709 or 1111 for the most robust testing)
Bot logs into financial management system to lookup investment account details
Bot calls a simulated banking API for savings/checking details
Bot generates a Proof of Funds letter using a standard Microsoft Word template
Customer details are displayed for the AARI for Web user to approve or reject
Upon user approval, another bot will be invoked to send the Proof of Funds letter to the customer

The AARI for Web - Proof of Funds Letter Generation Process is a demo AARI web experience that simulates the process of a customer service agent invoking bots to research and produce a proof of funds letter. Proof of funds letters are commonly used in support of home/auto loans and are generated by financial services institutions.

Generating said letters can be a challenge for institutions as the data needed for their processing could be on any number of systems, and the formatting of said data may not be consistent across the underlying applications. In this case, a bot is used to do that research across multiple systems. Additionally - the bot is responsible for generating a Proof of Funds letter based on a Microsoft Word template - standardizing the approach for filling data into a form sent to customers.

Once this customer research is complete, AARI will display the researched data and letter location to a user in AARI Web for confirmation before sending the customer an email. If approved, the final bot will send the customer an email using standardized language and an attachment - the requested proof of funds letter.

Important Notes:
-The final bot will need to have its email step configured on line 41 for the bot to properly send out emails.
-The final bot will only email the address entered into the CC Email Address field in the AARI web interface - and will not email the address listed for the fictitious customer.
-The underlying applications used for this demo are hosted on developer.automationanywhere.com. Please use customer ID's 1111, or 8709 for testing as both of these customers have data in the "Investment Management" platform as well as the simulated banking API.