Cloud-native automation platform with specific banking capabilities including intelligent document processing, fraud detection automation, loan processing, regulatory compliance reporting, and account reconciliation. Includes IQ Bot for unstructured data processing and Discovery Bot for process analysis.
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Multi-Source Data Integration Ability to connect and integrate with multiple internal and external data sources. |
Automation 360 supports connections to a wide array of internal/external banking systems and data sources, including third parties, as described across Automation Anywhere documentation and integrations marketplace. | |
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. |
Automation 360 offers native data cleansing and validation capabilities in the IQ Bot and Data Transformation modules. | |
Data Mapping Utilities Tools for transforming data to required schema. |
Data mapping utilities are a standard part of Automation 360's workflow builder for data transformation between systems. | |
Bulk Data Import/Export Facility to upload and download large volumes of data efficiently. |
Bulk data upload/download is supported for process automations, e.g., financial reconciliation or compliance workflows. | |
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. |
Change Data Capture is achievable using triggers and event-based automation in workflows. | |
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. |
The product's IQ Bot explicitly processes both structured (tables, spreadsheets) and unstructured data (PDF, scanned images). | |
Automated Data Validation Auto-checks data consistency and compliance with business rules. |
Automated data validation is a core feature in bots designed for compliance and financial workflows. | |
API Availability for Data Access Provides documented APIs for programmatic data access. |
API availability is well-documented for Automation Anywhere, including REST APIs for data access and management. | |
Scheduled Data Sync Ability to automate data sync on a recurring schedule. |
Scheduled data synchronization and recurring bot runs are supported via the control room. |
Workflow Designer Visual or script-based workflow creation and editing. |
Workflow Designer is available as a visual builder for designing and editing automations. | |
Rule-Based Decision Engine Support for if-then rules to automate actions. |
Rule-based decision making is supported with conditional logic in workflow design. | |
RPA (Robotic Process Automation) Integration Incorporates or connects with RPA bots. |
Automation 360 natively supports RPA bots and orchestration, making integration with RPA intrinsic. | |
Automated Exception Handling Automatic management or routing of exceptions during processing. |
Automated exception handling tools are inherent to the platform, including routing and notification. | |
Task Scheduling Ability to schedule recurring tasks. |
Task scheduling is available through the platform’s bot runner and control room configuration. | |
Automated Notifications Sends alerts on task completion or errors. |
Automated notifications (email/SMS) are part of process and exception monitoring routines. | |
Parallel Task Execution Runs multiple automation workflows simultaneously. |
The system supports running multiple bots in parallel across multiple devices/workers. | |
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. |
Self-healing and retry logic are available through workflow design and error handling blocks. | |
Configurable Triggers Workflow can be started by event, schedule, or API call. |
Configurable triggers (event/schedule/API call) are available in the automation setup. | |
Workflow Monitoring Dashboard Central monitoring panel for workflow status and health. |
Workflow and process monitoring dashboards are standard features in Automation 360 Control Room. | |
Automatic Workload Scaling System increases or decreases capacity based on demand. |
Cloud-native scalability and ability to auto-scale bots for workload balancing supports automatic workload scaling. |
Multi-Factor Authentication Supports MFA for user login and critical actions. |
No information available | |
Encryption (At Rest & In Transit) Data is encrypted both during storage and transfer. |
Platform provides encryption at rest and in transit; confirmed in Automation Anywhere Trust Center. | |
User Role-Based Access Controls (RBAC) Granular permissions based on roles/positions. |
Role-based access control is available in the platform's user and role management. | |
Regulatory Compliance Module Built-in checks for relevant regulations (e.g., GDPR, SOX, etc.). |
Regulatory compliance (GDPR, SOX, etc.) is a key value proposition, with compliance-ready modules and reporting. | |
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. |
All user and bot actions are logged for auditing, as required for compliance automation. | |
Secure API Gateway Manages and secures all API traffic. |
API Gateway features are part of the platform's integration and security monitoring capabilities. | |
Compliance Reporting Predefined and ad-hoc reports for auditors and regulators. |
Compliance reporting (prebuilt and ad-hoc) is available to support regulatory requirements. | |
Data Masking Sensitive data is masked for unauthorized viewers. |
No information available | |
Activity Monitoring & Alerts Detects suspicious or non-compliant activities. |
The Control Room can monitor user/bot activity, including alerting for anomalous/suspicious activity. | |
Single Sign-On (SSO) Supports enterprise SSO solutions. |
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Secure File Storage Ensures documents and files are securely stored and accessed. |
All data/files handled by bots are securely managed in encrypted storage and transport. | |
Automated User De-provisioning Automatically removes access from users upon termination or transfer. |
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Custom Report Builder Tool to design and generate custom reports. |
Custom and ad hoc reporting is enabled through analytics and dashboard components. | |
Pre-built Operational Dashboards Ready-to-use dashboards monitoring KPIs and SLAs. |
Prebuilt dashboards are showcased in product demonstrations and platform overviews. | |
Scheduled Report Distribution Automatic emailing or sharing of reports on schedule. |
Reports and stats can be scheduled for email/distribution as per documentation. | |
Ad-hoc Query Capability Enables on-demand data querying and reporting. |
Ad-hoc querying and reporting are supported using analytics features and data connectors. | |
Real-Time Analytics Analytical views and data are updated in real time. |
Real-time data in dashboards and analytics supported through live bot monitoring and updates. | |
Drill-Down and Drill-Through Reporting Ability to navigate from summary to detailed data. |
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Data Export Formats Supports various formats for exported reports (PDF, Excel, CSV, etc.). |
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Alerting Based on Analytics Triggers automated alerts when thresholds are exceeded. |
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Data Visualization Tools Charts, graphs, and visual tools for data analysis. |
Data visualization tools, such as charts and dashboards, are embedded in the analytics module. | |
Historical Trend Analysis Analyzes data patterns over time. |
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Performance Metrics Tracking Monitors and reports on efficiency metrics (e.g., STP rate, error rate). |
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Report Access Control Restricts report access by user or role. |
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Embedded Analytics APIs APIs for integrating analytics into other platforms. |
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Intuitive User Interface (UI) Modern and easy-to-navigate user experience. |
The product is marketed as having a modern, user-friendly interface for process builders and business users. | |
Role-Specific Dashboards Custom views based on user's job function. |
Role-specific dashboards and access controls available. | |
Multi-Device Support Accessible from desktops, tablets, and mobiles. |
Automation 360 is accessible via web browsers on desktop and mobile devices. | |
Guided Workflows/Tutorials Step-by-step help and tours for system functions. |
Step-by-step tutorials and guided workflows are available for users new to the platform. | |
Customizable Themes Ability to change visual themes or branding. |
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Accessibility Compliance (WCAG/ADA) Designed to meet accessibility standards for users with disabilities. |
Product claims WCAG 2.1 compliance for web accessibility. | |
Language Localization Supports multiple languages/locales. |
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Bulk User Operations Supports bulk actions for user management. |
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Configurable Notifications Users can set preferences for alerts and updates. |
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Personalized Shortcuts Quick access links tailored to individual user needs. |
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In-Product Help/Support Built-in help and contextual guidance. |
In-product help and contextual support are integral to user experience in the platform. | |
Responsive Design Automatically adapts to various screen sizes. |
Web-based platform uses responsive design to support different screen sizes. | |
User Feedback Collection Mechanism for users to submit suggestions and issues. |
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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). |
Automations support real-time validations as part of bot configuration, e.g., for KYC, fraud detection, or payments. | |
Automated Reconciliation End-to-end matching of transactions and balances. |
End-to-end automated reconciliation/balancing bots are key financial use cases supported. | |
Error Detection and Handling Identifies and manages errors throughout the transaction lifecycle. |
The platform provides tools to detect and handle errors within automated processes and transactions. | |
Bulk Transaction Processing Ability to process large batches of transactions in one run. |
Bulk transaction (batch) processing is a primary automation capability delivered for finance. | |
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. |
Bots can be run as scheduled during off-hours to maximize efficiency and reduce impact. | |
Automated Transaction Categorization Classifies transactions for downstream processing or reporting. |
Automated categorization/tagging of transactions and documents is supported via workflow logic. | |
Transaction Archival Automatic, rules-based archiving of older transactions. |
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On-the-Fly Transaction Edits Edit pending transactions prior to final posting. |
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Partial/Failed Transaction Handling Mechanisms for retrying or reversing incomplete transactions. |
Mechanisms for retrying and reversing incomplete transactions are standard for automation platforms. | |
Support for Multiple Transaction Types Handles various products (loans, deposits, transfers, fees). |
Workflows can handle different transaction types such as payments, reconciliations, and data movements. |
Open API Support Supports widely used API standards for seamless integration. |
Open REST API support, documented for integration with external systems and fintech platforms. | |
Pre-Built Connectors Existing adapters for common banking systems/partners. |
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Custom API Creation Build custom APIs for unique integration needs. |
Custom API creation is available via SDK and platform extensions. | |
Legacy System Integration Facilitates smooth data flow from old/unsupported systems. |
Integration with legacy and modern enterprise systems is promoted as a core use case. | |
Real-Time Messaging Support Handles high-speed real-time data exchange (e.g., via MQ, Kafka). |
Bots can connect to and generate real-time messages using system connectors (e.g. Kafka, message queues). | |
Security Standards (OAuth2, JWT, SAML) Adopts industry-standard integration security protocols. |
OAuth2 and other security standards are supported for platform integration, as per developer documentation. | |
Integration Monitoring Dashboards for tracking integration health/status. |
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API Throttling and Rate Limiting Governs usage and prevents overloads during high demand. |
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Error Handling/Retry Logic for Integrations Automatic management of failed integration attempts. |
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Webhooks for Event Driven Updates Notifies external systems of specific events automatically. |
Supports webhooks for notifying external systems of events as part of integration services. | |
Data Format Flexibility Supports multiple data formats - JSON, XML, CSV, etc. |
Handles JSON, XML, CSV and other common data formats. | |
Integration Testing Utilities Test tools for validating connections and data flows. |
Includes test tools for simulating integrations and validating data flows. | |
Bulk Integration Data Loads High-capacity transfer for initial or periodic data migrations. |
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Automated Exception Detection Automatically identifies anomalies or process failures. |
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Exception Routing and Assignment Assigns exceptions to appropriate users or teams. |
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Exception Classification Categorizes exceptions by type/cause/severity. |
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Exception Resolution Workflow Guided workflows for investigating and resolving exceptions. |
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Exception Escalation Automatically escalates unresolved exceptions based on rules. |
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Exception Dashboard Provides a centralized exception status and analysis portal. |
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Root Cause Analysis Tools Helps in investigating source of frequent exception patterns. |
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Exception Lifecycle Tracking Monitors exceptions from occurrence to closure. |
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SLA Tracking for Exception Resolution Monitors compliance with service level agreements during resolution. |
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Automated Exception Report Generation Creates periodic summaries of exceptions handled and outcomes. |
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Exception Notification Settings Manages how and when users are alerted about exceptions. |
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Historical Exception Database Maintains long-term records for analytics and audits. |
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Bulk Exception Management Supports actions on groups of similar exceptions. |
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Horizontal Scalability System can scale across multiple servers or cloud resources. |
Automation Anywhere offers horizontal scalability as a cloud-native, multi-instance architecture. | |
Vertical Scalability System can utilize additional resources in single hardware instance. |
Vertical scalability is inherent in Automation 360's use of scalable cloud infrastructure. | |
Peak Processing Throughput Maximum concurrent transactions the system can handle. |
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Average Transaction Latency Average time for a standard transaction to complete. |
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Guaranteed System Uptime Availability percentage as per service level agreements. |
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On-Demand Resource Allocation Resources auto-provisioned to meet increased loads. |
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Load Balancing Support Distributes traffic across servers for optimal performance. |
Load balancing across cloud nodes and bot runners is documented. | |
Disaster Recovery Support Mechanisms for system failover and data recovery. |
Disaster recovery and failover support available as part of enterprise plans. | |
Concurrent User Support Number of users able to work simultaneously. |
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Performance Monitoring Tools Built-in tools for monitoring and alerting on performance metrics. |
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Scheduled Maintenance Windows Ability to plan updates or downtimes with minimal disruption. |
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Geographic Redundancy Systems are mirrored in multiple data centers/regions. |
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Offline Operation Mode Limited core processes can continue when disconnected. |
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Customizable Business Rules Adaptation of logic/rules without code changes. |
Business workflow rules and metadata are configurable via a no-code/low-code UI. | |
Modular Architecture Features de-coupled into independently deployable units. |
System architecture is modular with separate bots, runners, and services. | |
Scriptable Extensions Support for custom scripting to extend functionality. |
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Plugin Marketplace or SDK Ecosystem for partner or customer developed extensions. |
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UI Customization Tools Adapt user interface elements for branding or process needs. |
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Template Management Create templates for repetitive processes. |
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Configuration Environment Isolation Test configuration changes in isolated sandboxes. |
Sandboxed configuration and change testing is possible using separate development/staging environments and roles. | |
Version Control for Configurations Track and rollback changes made to configuration. |
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Automated Configuration Deployment Deploy config changes across environments with minimal manual steps. |
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Parameterization Support Change parameters (limits, cutoffs etc.) without coding. |
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Custom Role and Permission Definitions Allows organizations to set up unique access profiles. |
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Extensible Data Model Ability to add new fields, data types or entities. |
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Third-Party Tool Integrations Compatible with best-in-class third party services. |
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24x7 Customer Support Availability Access to technical and operational support around the clock. |
24x7 support is promoted in Automation Anywhere enterprise support service packages. | |
Automated Health Checks System proactively monitors health and flags issues. |
Automated health and status checks of bots and infrastructure are standard for cloud deployments. | |
Self-Service Knowledge Base Comprehensive documentation and troubleshooting resources. |
Offers a knowledge base, product documentation, and troubleshooting resources on support portal. | |
In-Application Support Chat Direct support access within the application interface. |
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Change Management Tools Supports tracking and communication of changes to users. |
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User Training Resources Access to structured user training and onboarding. |
Self-service user training and comprehensive onboarding are provided through AA University and docs. | |
Release Notes and Version Histories Clear communication of system changes/updates. |
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Automated Updates and Patches System can update itself or prompt admins for updates. |
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Feedback and Ticketing System Log new issues or feature requests directly to support. |
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Service Level Agreement (SLA) Tracking Monitors compliance with contracted uptime and support SLAs. |
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Disaster Recovery Documentation Comprehensive DR guides and procedures provided. |
Disaster recovery and business continuity documentation are part of enterprise product materials. | |
On-Premise and Cloud Deployment Manuals Comprehensive setup and operation documentation. |
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Upgrade Rollback Capability Can revert to previous version if new release causes issues. |
Upgrades can be rolled back as part of supported deployment and configuration management practices for enterprise. |
Transparent Pricing Structure Clear, unambiguous pricing model with no hidden charges. |
Pricing is transparent and detailed on request, with pricing calculators available for cloud deployments. | |
Pay-as-You-Go Option Consumption-based pricing instead of flat fees. |
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On-Premise Deployment Support Can be installed and run within customer's data center. |
On-premises deployment is available for regulated customers demanding local installations. | |
Cloud/SaaS Deployment Available as a cloud-based or SaaS offering. |
Cloud/SaaS is the default delivery model and primary recommended deployment. | |
Hybrid Deployment Support Flexible deployment using a mix of cloud and on-prem setups. |
Hybrid deployment is possible, supported by architecture documentation for enterprise clients. | |
Per User Licensing Licensing model based on active users. |
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Per Transaction Pricing Pricing model based on usage/transactions. |
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Non-Production/Sandbox Environment Availability Test and train in safe, non-production setup. |
Sandbox and non-production environments offered for testing and training. | |
Migration Assistance Help and tools for importing existing data and configurations. |
Migration tools, accelerators, and professional services are promoted for banking clients. | |
Upgrade Flexibility Allows customer choice on if/when to upgrade. |
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Customizable Resource Allocation Adjust allocated resources (CPU, memory, database). |
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Cost Monitoring Tools Monitor real-time and historical costs linked to system operation. |
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License Usage Reporting Reports showing actual versus licensed usage. |
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