Automation 360 - AARI for Web - Credit Card Processing

This AARI for Web bot demonstrates how AARI can be used in front office use cases for attended automation

Top Benefits

  • Handles interactions between a call center agent and customer to apply for a credit card
  • Using Interactive Forms, the bot can prompt for human input as needed
  • Can be expanded to work with any CRM application
  • Can be expanded to use cases that need customer to sign documents


  • Look up customer details from CRM
  • Send documents to customer for signing with DocuSign
  • Downloads signed documents into bot runner machine

Here is the scenario built with this process: A customer calls up a call center to apply for a credit card. Agent asks the customer for his customer id looks up the customer details in the CRM, confirms the email id with the customer, sends out documents to the customer for signing using DocuSign, and downloads the signed documents once the customer signs the same.

Customer Details sample data and Credit card application form template is already included as part of the bot. Bot downloads these documents to the bot runner machine before processing the application for a specific customer.

The key use cases include:
• Demonstrating a basic example of how AARI Web can be used in a financial service use case
• Testing/editing a process that uses interactive forms to both read from the form and pre-fill data into a form.
• Learning ‘Go to’ action in the process to loop till the required status is achieved for a specific condition



Bot Security Program
Level 1
Business Process
Automation Type
Last Updated
May 10, 2021
First Published
April 14, 2021
Automation 360

See the AARI in Action

Customer look up
Download document form
Signed document downloaded
Customer look up
Download document form
Signed document downloaded

Setup Process


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


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


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

Requirements and Inputs

  • Customer Data Input Spreadsheet (Already included as part of the bot)
  • Credit Card Application template in Word format
  • Word to PDF DLL (Already included as part of the bot)