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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.
Product analysis by function
Back-Office Automation for Operations
Platforms that automate manual back-office processes to improve efficiency and reduce operational risk.
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Data Management and Integration
(4 Yes /4 Known /13 Possible features)
Multi-Source Data Integration
Ability to connect and integrate with multiple internal and external data sources.
Yes - has this feature
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.
Yes - has this feature
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.
Yes - has this feature
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.
Yes - has this feature
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
.
Automation Capabilities
(4 Yes /4 Known /13 Possible features)
Workflow Designer
Visual or script-based workflow creation and editing.
Yes - has this feature
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.
Yes - has this feature
UiPath features a rule-based engine for automating processes based on business logic.
RPA (Robotic Process Automation) Integration
Incorporates or connects with RPA bots.
Yes - has this feature
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.
Yes - has this feature
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
.
Compliance and Security
(3 Yes /3 Known /13 Possible features)
Multi-Factor Authentication
Supports MFA for user login and critical actions.
Yes - has this feature
UiPath enables multi-factor authentication for platform access and transactions.
Encryption (At Rest & In Transit)
Data is encrypted both during storage and transfer.
Yes - has this feature
UiPath platform documentation details encryption of data in transit and at rest.
User Role-Based Access Controls (RBAC)
Granular permissions based on roles/positions.
Yes - has this feature
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
.
Reporting and Analytics
(2 Yes /2 Known /13 Possible features)
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.
Yes - has this feature
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.
Yes - has this feature
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
.
User Experience and Accessibility
(1 Yes /1 Known /13 Possible features)
Intuitive User Interface (UI)
Modern and easy-to-navigate user experience.
Yes - has this feature
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
.
Transaction Processing
(2 Yes /2 Known /13 Possible features)
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.
Yes - has this feature
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).
Yes - has this feature
UiPath supports multiple transaction types, e.g., processing account, loan, compliance, and fee automation.
Integration & Interoperability
(2 Yes /2 Known /13 Possible features)
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.
Yes - has this feature
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.
Yes - has this feature
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
.
Exception Management
(1 Yes /1 Known /13 Possible features)
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.
Yes - has this feature
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
.
Scalability and Performance
(2 Yes /2 Known /13 Possible features)
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.
Yes - has this feature
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.
Yes - has this feature
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
.
Configurability and Extensibility
(0 Yes /0 Known /13 Possible features)
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
.
Maintenance, Support, and Documentation
(2 Yes /2 Known /13 Possible features)
24x7 Customer Support Availability
Access to technical and operational support around the clock.
Yes - has this feature
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.
Yes - has this feature
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
.
Cost Management and Deployment Options
(4 Yes /4 Known /13 Possible features)
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.
Yes - has this feature
UiPath offers on-premises deployment support as alternative to cloud.
Cloud/SaaS Deployment
Available as a cloud-based or SaaS offering.
Yes - has this feature
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.
Yes - has this feature
UiPath offers sandbox and non-production environments for testing and training.
Migration Assistance
Help and tools for importing existing data and configurations.
Yes - has this feature
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
.
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