UiPath Automation Platform for Banking from UiPath

Comprehensive platform for banking operations automation, including document processing, regulatory reporting, account servicing, and compliance checks. Features AI document understanding, attended and unattended bots, process mining to identify automation opportunities, and detailed operational analytics.

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Product analysis by function

Back-Office Automation for Operations

Platforms that automate manual back-office processes to improve efficiency and reduce operational risk.
More Back-Office Automation More Operations ...

Data Management and Integration
(4 Yes /4 Known /13 Possible features)

Automation Capabilities
(4 Yes /4 Known /13 Possible features)

Compliance and Security
(3 Yes /3 Known /13 Possible features)

Reporting and Analytics
(2 Yes /2 Known /13 Possible features)

User Experience and Accessibility
(1 Yes /1 Known /13 Possible features)

Transaction Processing
(2 Yes /2 Known /13 Possible features)

Integration & Interoperability
(2 Yes /2 Known /13 Possible features)

Exception Management
(1 Yes /1 Known /13 Possible features)

Scalability and Performance
(2 Yes /2 Known /13 Possible features)

Configurability and Extensibility
(0 Yes /0 Known /13 Possible features)

Maintenance, Support, and Documentation
(2 Yes /2 Known /13 Possible features)

Cost Management and Deployment Options
(4 Yes /4 Known /13 Possible features)

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Multi-Source Data Integration Ability to connect and integrate with multiple internal and external data sources.		UiPath's platform supports integration with multiple data sources for document processing and automation across banking systems.
Real-Time Data Sync Latency of data updates between systems.		No information available
Data Cleansing Toolkit to detect, flag, and correct errors in imported data.		No information available
Data Mapping Utilities Tools for transforming data to required schema.		No information available
Bulk Data Import/Export Facility to upload and download large volumes of data efficiently.		No information available
Data Lineage Tracking Tracks flow and source of data through various processes.		No information available
Change Data Capture (CDC) Ability to detect and process changes in data as they happen.		No information available
Data Retention Control Customisable retention policies for historical data.		No information available
Audit Trails for Data Changes Maintains full logs of all modifications to data.		No information available
Support for Structured & Unstructured Data Can handle both structured (e.g., tables) and unstructured (e.g., PDF, images) inputs.		Document understanding AI handles both structured and unstructured data (PDFs, images, tables, etc.).
Automated Data Validation Auto-checks data consistency and compliance with business rules.		Automations are validated against business rules, with workflows to validate data integrity as part of bot design.
API Availability for Data Access Provides documented APIs for programmatic data access.		APIs are documented and available for programmatic data access and orchestration.
Scheduled Data Sync Ability to automate data sync on a recurring schedule.		No information available

Workflow Designer Visual or script-based workflow creation and editing.		Visual workflow designer is a primary interface for building automations in UiPath Studio.
Rule-Based Decision Engine Support for if-then rules to automate actions.		UiPath features a rule-based engine for automating processes based on business logic.
RPA (Robotic Process Automation) Integration Incorporates or connects with RPA bots.		Native integration with RPA bots is a core feature of UiPath's platform.
Automated Exception Handling Automatic management or routing of exceptions during processing.		No information available
Task Scheduling Ability to schedule recurring tasks.		Task scheduling for bots and recurring operations is an included automation feature.
Automated Notifications Sends alerts on task completion or errors.		No information available
Parallel Task Execution Runs multiple automation workflows simultaneously.		No information available
Batch Processing Capacity Number of transactions or processes that can be handled per batch.		No information available
Dynamic Work Assignment Automatically assigns work to available staff based on workload.		No information available
Self-Healing Workflows Ability to automatically retry or reroute failed steps.		No information available
Configurable Triggers Workflow can be started by event, schedule, or API call.		No information available
Workflow Monitoring Dashboard Central monitoring panel for workflow status and health.		No information available
Automatic Workload Scaling System increases or decreases capacity based on demand.		No information available

Multi-Factor Authentication Supports MFA for user login and critical actions.		UiPath enables multi-factor authentication for platform access and transactions.
Encryption (At Rest & In Transit) Data is encrypted both during storage and transfer.		UiPath platform documentation details encryption of data in transit and at rest.
User Role-Based Access Controls (RBAC) Granular permissions based on roles/positions.		UiPath provides role-based access control for users to restrict features and data.
Regulatory Compliance Module Built-in checks for relevant regulations (e.g., GDPR, SOX, etc.).		No information available
Custom Compliance Rules Engine Allows definition of organization-specific compliance rules.		No information available
Automated Audit Logging Captures all user/system actions for audit purposes.		No information available
Secure API Gateway Manages and secures all API traffic.		No information available
Compliance Reporting Predefined and ad-hoc reports for auditors and regulators.		No information available
Data Masking Sensitive data is masked for unauthorized viewers.		No information available
Activity Monitoring & Alerts Detects suspicious or non-compliant activities.		No information available
Single Sign-On (SSO) Supports enterprise SSO solutions.		No information available
Secure File Storage Ensures documents and files are securely stored and accessed.		No information available
Automated User De-provisioning Automatically removes access from users upon termination or transfer.		No information available

Custom Report Builder Tool to design and generate custom reports.		No information available
Pre-built Operational Dashboards Ready-to-use dashboards monitoring KPIs and SLAs.		Operational dashboards for KPIs and SLAs are referenced as part of detailed analytics.
Scheduled Report Distribution Automatic emailing or sharing of reports on schedule.		No information available
Ad-hoc Query Capability Enables on-demand data querying and reporting.		No information available
Real-Time Analytics Analytical views and data are updated in real time.		Operational and process analytics are real-time per the feature set.
Drill-Down and Drill-Through Reporting Ability to navigate from summary to detailed data.		No information available
Data Export Formats Supports various formats for exported reports (PDF, Excel, CSV, etc.).		No information available
Alerting Based on Analytics Triggers automated alerts when thresholds are exceeded.		No information available
Data Visualization Tools Charts, graphs, and visual tools for data analysis.		No information available
Historical Trend Analysis Analyzes data patterns over time.		No information available
Performance Metrics Tracking Monitors and reports on efficiency metrics (e.g., STP rate, error rate).		No information available
Report Access Control Restricts report access by user or role.		No information available
Embedded Analytics APIs APIs for integrating analytics into other platforms.		No information available

Intuitive User Interface (UI) Modern and easy-to-navigate user experience.		UiPath offers an intuitive, modern UI through its Studio and Orchestrator products.
Role-Specific Dashboards Custom views based on user's job function.		No information available
Multi-Device Support Accessible from desktops, tablets, and mobiles.		No information available
Guided Workflows/Tutorials Step-by-step help and tours for system functions.		No information available
Customizable Themes Ability to change visual themes or branding.		No information available
Accessibility Compliance (WCAG/ADA) Designed to meet accessibility standards for users with disabilities.		No information available
Language Localization Supports multiple languages/locales.		No information available
Bulk User Operations Supports bulk actions for user management.		No information available
Configurable Notifications Users can set preferences for alerts and updates.		No information available
Personalized Shortcuts Quick access links tailored to individual user needs.		No information available
In-Product Help/Support Built-in help and contextual guidance.		No information available
Responsive Design Automatically adapts to various screen sizes.		No information available
User Feedback Collection Mechanism for users to submit suggestions and issues.		No information available

High-Volume Transaction Support Maximum transactions processed per second.		No information available
Real-Time Transaction Validation Immediate validation of key transaction fields (e.g., account, amount, limits).		No information available
Automated Reconciliation End-to-end matching of transactions and balances.		No information available
Error Detection and Handling Identifies and manages errors throughout the transaction lifecycle.		No information available
Bulk Transaction Processing Ability to process large batches of transactions in one run.		Bulk transaction processing is supported via unattended bot execution and bulk input files.
Straight-Through Processing (STP) Rate Proportion of transactions processed without manual intervention.		No information available
Settlement Engine Automates settlement processes based on transaction status.		No information available
Out-of-Hours Processing Processes can be scheduled for non-core banking hours.		No information available
Automated Transaction Categorization Classifies transactions for downstream processing or reporting.		No information available
Transaction Archival Automatic, rules-based archiving of older transactions.		No information available
On-the-Fly Transaction Edits Edit pending transactions prior to final posting.		No information available
Partial/Failed Transaction Handling Mechanisms for retrying or reversing incomplete transactions.		No information available
Support for Multiple Transaction Types Handles various products (loans, deposits, transfers, fees).		UiPath supports multiple transaction types, e.g., processing account, loan, compliance, and fee automation.

Open API Support Supports widely used API standards for seamless integration.		No information available
Pre-Built Connectors Existing adapters for common banking systems/partners.		No information available
Custom API Creation Build custom APIs for unique integration needs.		UiPath platform and Automation Cloud allow creation of custom APIs via extensions and orchestration APIs.
Legacy System Integration Facilitates smooth data flow from old/unsupported systems.		No information available
Real-Time Messaging Support Handles high-speed real-time data exchange (e.g., via MQ, Kafka).		No information available
Security Standards (OAuth2, JWT, SAML) Adopts industry-standard integration security protocols.		OAuth2, JWT and SAML support for secure authentication/integration is documented.
Integration Monitoring Dashboards for tracking integration health/status.		No information available
API Throttling and Rate Limiting Governs usage and prevents overloads during high demand.		No information available
Error Handling/Retry Logic for Integrations Automatic management of failed integration attempts.		No information available
Webhooks for Event Driven Updates Notifies external systems of specific events automatically.		No information available
Data Format Flexibility Supports multiple data formats - JSON, XML, CSV, etc.		No information available
Integration Testing Utilities Test tools for validating connections and data flows.		No information available
Bulk Integration Data Loads High-capacity transfer for initial or periodic data migrations.		No information available

Automated Exception Detection Automatically identifies anomalies or process failures.		No information available
Exception Routing and Assignment Assigns exceptions to appropriate users or teams.		No information available
Exception Classification Categorizes exceptions by type/cause/severity.		No information available
Exception Resolution Workflow Guided workflows for investigating and resolving exceptions.		No information available
Exception Escalation Automatically escalates unresolved exceptions based on rules.		No information available
Exception Dashboard Provides a centralized exception status and analysis portal.		No information available
Root Cause Analysis Tools Helps in investigating source of frequent exception patterns.		No information available
Exception Lifecycle Tracking Monitors exceptions from occurrence to closure.		No information available
SLA Tracking for Exception Resolution Monitors compliance with service level agreements during resolution.		SLAs and process deadline monitoring are core features in platform reporting.
Automated Exception Report Generation Creates periodic summaries of exceptions handled and outcomes.		No information available
Exception Notification Settings Manages how and when users are alerted about exceptions.		No information available
Historical Exception Database Maintains long-term records for analytics and audits.		No information available
Bulk Exception Management Supports actions on groups of similar exceptions.		No information available

Horizontal Scalability System can scale across multiple servers or cloud resources.		No information available
Vertical Scalability System can utilize additional resources in single hardware instance.		No information available
Peak Processing Throughput Maximum concurrent transactions the system can handle.		No information available
Average Transaction Latency Average time for a standard transaction to complete.		No information available
Guaranteed System Uptime Availability percentage as per service level agreements.		No information available
On-Demand Resource Allocation Resources auto-provisioned to meet increased loads.		No information available
Load Balancing Support Distributes traffic across servers for optimal performance.		Load balancing and scaling capabilities are part of the UiPath Orchestrator architecture.
Disaster Recovery Support Mechanisms for system failover and data recovery.		No information available
Concurrent User Support Number of users able to work simultaneously.		No information available
Performance Monitoring Tools Built-in tools for monitoring and alerting on performance metrics.		UiPath has performance monitoring and alert tools (via Orchestrator and Insights).
Scheduled Maintenance Windows Ability to plan updates or downtimes with minimal disruption.		No information available
Geographic Redundancy Systems are mirrored in multiple data centers/regions.		No information available
Offline Operation Mode Limited core processes can continue when disconnected.		No information available

Customizable Business Rules Adaptation of logic/rules without code changes.		No information available
Modular Architecture Features de-coupled into independently deployable units.		No information available
Scriptable Extensions Support for custom scripting to extend functionality.		No information available
Plugin Marketplace or SDK Ecosystem for partner or customer developed extensions.		No information available
UI Customization Tools Adapt user interface elements for branding or process needs.		No information available
Template Management Create templates for repetitive processes.		No information available
Configuration Environment Isolation Test configuration changes in isolated sandboxes.		No information available
Version Control for Configurations Track and rollback changes made to configuration.		No information available
Automated Configuration Deployment Deploy config changes across environments with minimal manual steps.		No information available
Parameterization Support Change parameters (limits, cutoffs etc.) without coding.		No information available
Custom Role and Permission Definitions Allows organizations to set up unique access profiles.		No information available
Extensible Data Model Ability to add new fields, data types or entities.		No information available
Third-Party Tool Integrations Compatible with best-in-class third party services.		No information available

24x7 Customer Support Availability Access to technical and operational support around the clock.		24x7 technical support is offered by UiPath for enterprise customers.
Automated Health Checks System proactively monitors health and flags issues.		No information available
Self-Service Knowledge Base Comprehensive documentation and troubleshooting resources.		No information available
In-Application Support Chat Direct support access within the application interface.		In-app support chat is available as part of UiPath's enterprise support.
Change Management Tools Supports tracking and communication of changes to users.		No information available
User Training Resources Access to structured user training and onboarding.		No information available
Release Notes and Version Histories Clear communication of system changes/updates.		No information available
Automated Updates and Patches System can update itself or prompt admins for updates.		No information available
Feedback and Ticketing System Log new issues or feature requests directly to support.		No information available
Service Level Agreement (SLA) Tracking Monitors compliance with contracted uptime and support SLAs.		No information available
Disaster Recovery Documentation Comprehensive DR guides and procedures provided.		No information available
On-Premise and Cloud Deployment Manuals Comprehensive setup and operation documentation.		No information available
Upgrade Rollback Capability Can revert to previous version if new release causes issues.		No information available

Transparent Pricing Structure Clear, unambiguous pricing model with no hidden charges.		No information available
Pay-as-You-Go Option Consumption-based pricing instead of flat fees.		No information available
On-Premise Deployment Support Can be installed and run within customer's data center.		UiPath offers on-premises deployment support as alternative to cloud.
Cloud/SaaS Deployment Available as a cloud-based or SaaS offering.		UiPath Automation Platform is available as a cloud/SaaS solution.
Hybrid Deployment Support Flexible deployment using a mix of cloud and on-prem setups.		No information available
Per User Licensing Licensing model based on active users.		No information available
Per Transaction Pricing Pricing model based on usage/transactions.		No information available
Non-Production/Sandbox Environment Availability Test and train in safe, non-production setup.		UiPath offers sandbox and non-production environments for testing and training.
Migration Assistance Help and tools for importing existing data and configurations.		UiPath provides tools and services supporting customer migrations.
Upgrade Flexibility Allows customer choice on if/when to upgrade.		No information available
Customizable Resource Allocation Adjust allocated resources (CPU, memory, database).		No information available
Cost Monitoring Tools Monitor real-time and historical costs linked to system operation.		No information available
License Usage Reporting Reports showing actual versus licensed usage.		No information available

UiPath Automation Platform for Banking from UiPath

Product analysis by function

Back-Office Automation for Operations

Data Management and Integration (4 Yes /4 Known /13 Possible features)

Automation Capabilities (4 Yes /4 Known /13 Possible features)

Compliance and Security (3 Yes /3 Known /13 Possible features)

Reporting and Analytics (2 Yes /2 Known /13 Possible features)

User Experience and Accessibility (1 Yes /1 Known /13 Possible features)

Transaction Processing (2 Yes /2 Known /13 Possible features)

Integration & Interoperability (2 Yes /2 Known /13 Possible features)

Exception Management (1 Yes /1 Known /13 Possible features)

Scalability and Performance (2 Yes /2 Known /13 Possible features)

Configurability and Extensibility (0 Yes /0 Known /13 Possible features)

Maintenance, Support, and Documentation (2 Yes /2 Known /13 Possible features)

Cost Management and Deployment Options (4 Yes /4 Known /13 Possible features)