Agentic Automation for Claims Adjudication

An agent-driven claims workflow that validates data, auto-adjudicates standard claims, routes exceptions to humans, and updates systems with faster decision.

Top Benefits

  • Business Outcome Processing Time Reduction 60–75% faster turnaround time
  • Up to 69% reduction in FTE effort for claims validation and adjudication.
  • 80% manual effort savings in risk analysis and exception handling
  • 85% straight-through processing rate achieved in automated workflows.
  • 95%+ data extraction accuracy from unstructured PDFs using UiPath Document Understanding.

Tasks

  • ClaimAdjudication_Main
  • SalesForceEntry
  • AI_EmailGenerator
  • AI_ValidateClaimDetails
  • AI_ExtractDetails

Input Stage:
Claim details are received via email in either structured or unstructured formats. An agent validates the claim for completeness. If mandatory information is missing, an automated email is sent requesting the required details.

Processing Stage:
Complete claim details are validated against policy terms and coverage limits. Based on validation results, the agent decides whether to approve the claim automatically or route it for human review.

HITL (Human-in-the-Loop):
Claims flagged for review are assigned to a claim examiner. The examiner evaluates the claim and updates the decision in Salesforce.

End Processing:
Based on the final decision, the claim is approved or rejected in Salesforce using an API call. A notification email is sent to the claimant communicating the approval or rejection outcome.

Access Now

Free

Applications
Business Process
Category
Vendor
Automation Type
AI Agent
Last Updated
January 21, 2026
First Published
January 21, 2026
Platform
Automation 360
ReadMe
ReadMe
Support
Bot Security Program
Level 1

See the AI Agent in Action

Sample Input
Sample Output
Business Process
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Sample Input
Sample Output
Business Process

Setup Process

Install

Download the AI Agent and follow the instructions to install it in your AAE Control Room.

Configure

Open the Bot to configure your username and other settings the Bot will need (see the Installation Guide or ReadMe for details.)

Run

That's it - now the AI Agent is ready to get going!

Requirements and Inputs

  • 1. Config File and Policy Terms file is updated to AA Control Room
  • 2.Local machine should have Folder structure for Logs "C:UsersUSERNAMEDocumentsAA BountyClaim AdjudicationLogs"
  • 3.Email Subject should contain Wording "Claim"
  • 4.Outlook should contain email with all details of claim
  • 5.Requires Outlook in the bot run machine

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