Part 2 - Loan Application Processing | Step by Step Code | Practice UiPath Projects | Use Case
HTML-код
- Опубликовано: 27 июл 2024
- Loan Application Processing
Banking Use Case Automation
End to End use case Building
Practice UiPath use cases
Build Projects Step By Step
►►►►►►
👉 Here is a general overview of the process of applying for a loan from a bank.
Determine your borrowing needs: Consider the purpose of the loan, the amount of money Customer need, and the repayment terms that will work best for customer.
Bankers gather required documents: Most banks will require to provide documentation such as proof of income, employment, and assets, as well as information about your credit history.
Once Submitted the application via online, by phone, or in person at a bank branch. The lender will review the application and credit history and make a decision about whether to approve your loan.
This is a Manual Process which we are targeting to automate here
Bot would Review and accept the loan offer: If loan is approved, the bank would generate a Loan Id and will provide with a loan offer outlining the terms and conditions of the loan.
►►►►►► This Video covers the Following ◀◀◀◀◀◀◀◀
► Timestamps ◀
0:00 Introduction
0:50 : Agenda
2:22 : Download Framework and Files
4:20 : Blank Template for REF with Datatable
5:57 : Initialization State
11:00 : Kill Process xaml
16:00 : Init All Application xaml
22:07 : End State
28:42 : Get Transaction Data
31:59 : Read Transaction Data
40:24 : Comfigure GetImap Mail Message Activity
1:08:09 : Download Attachments
1:21:05 : Pass Transaction Data
1:35:30 : Process Transaction
1:54:57 : Code Business Validations
2:14:30 : Insert Data into the Bank Application
2:27:44 : Set Transaction Status
2:42:39 : Process Execution
2:27:44 : Set Transaction Status
2:53:49 : Sending Success Emails
3:06:06 : Publish and Schedule
►►►►►► Links to Refer ◀◀◀◀◀◀◀◀
👉 Website : mukeshkala.com/
👉👉Part 1 - Loan Application Processing | Practice UiPath Projects | PDD | SDD | Banking Use Case
• Part 1 - Loan Applica...
👉👉RE Framework Complete Playlist
• Robotic Enterprise Fr...
👉👉Convert ReFramework to work with DataTable
• 1. UiPath RPA Use Case...
👉 Use Case : Create Card | Re Framework without Orchestrator Queue | With Excel Data table
• 1. UiPath RPA Use Case...
👉 UiPath 2022.10 Updates | Data Manager in UiPath | Global Variables | Constants
• UiPath 2022.10 Updates...
👉 Triggers in UiPath Orchestrator
• Triggers in UiPath Orc...
👉 UiPath Exception Handling Playlist
• UiPath - Exception Han...
👉 UiPath All About Selectors Playlist
• Selectors in UiPath
👉Excel Automation Playlist
• Excel Automation Series
👉Get IMAP Mail Messages | Server Address & Settings | Download Email attachments
• UiPath | How to use Ge...
Happy Automation!
►►►►►► Social Media Links ◀◀◀◀◀◀◀◀
👉 Website : mukeshkala.com/
👉 Instagram : / uipathtutorials
👉 LinkedIn : / mukeshkala
👉 Twitter : / tweetmukeshkala
👉 Facebook: / uipathfb
👉 RUclips : / tutorialsbymukeshkala
👉 Mail : mailmukeshkala@gmail.com
#UiPath #PracticeUSeCases #StepByStep #RPA #Automation #mukeshkala #Discover #UiPathCommunity #UiPath
#RPA #RoboticProcessAutomation #Automation #ProcessAutomation #BusinessAutomation #WorkflowAutomation
►►►►►► Tags ◀◀◀◀◀◀◀◀
Tutorials by Mukesh Kala
UiPath Tutorials by Mukesh Kala
uipath
mukesh kala
uipath tutorial
uipath projects
rpa tutorial for beginners
uipath tutorial for beginners
rpa interview questions and answers
rpa projects
ui path
uipath rpa
rpa uipath tutorial
Practice Banking Usecase
very organized, well thought out professional videos. the best that a professional developer would do. Thank you. As for myself: I am a retired Electronics Engineer and Senior Software Engineer.
Appreciate your Comment , Thank you for sharing.
Hi Mukesh,
This is the best UiPath video tutorial I have came across in Internet.
You are a wonderful teacher.
Thank you for being awesome.!!!!
Thanks a ton
Hi mukesh, take a bow to u r patience 👏👏🙏
Thank you 😀
I saw this 2 times it feels me confident that if i try then i can do this too...... Thanks Mukesh
Glad to Hear that
Absolutely useful!!! Great job here Mr Mukesh. I really like the way the project is organized. I have been facing a lot of issues with exception handling on my processes. I shall build my next automation using RE framework.
Glad it was helpful and yes REF is a good starting point for projects
Very useful real time use case, great work brother.
Glad it was helpful!
Great explanation sir👍, I was looking this king explanation since long time. I have completed this framework successfully, now I am very confident in RE framework with excel, thanks for this video🙌
Appreciate your feedback 🤩
great...great efforts from your end
Thank you! Cheers!
How can i thank you man this is best ..best best video of uipath ...u explained very clearly …and iam happy
You are most welcome
After a long time found a good video Thanks a lot mukesh for uploading such a good video
It's my pleasure
Excellent👍👍👍. Thanks for your efforts to making understandable
It's my pleasure
You are one of the best teacher
Thank you Pratik 🙏
Fantastic Video
Thank you for your feedback 🙏
Trigger
Thank you Sir🙏
Great 👍 you are the first one to reach till trigger 🤩
Success
Great 👍
Hi Mukesh . What are the challenges faced in the loan application process . What all should we hightlight . Please help us to answer this question as it can be asked when we talk about this automation . Thanks for helping us!!!
Here are some common ones:
1. Missing or Incomplete Data:
- Issue: The Excel file may have missing or incomplete information for certain applicants.
- Solution: Implement validation checks to ensure that all necessary data fields are present and complete before processing.
2. Incorrect Data Format:
- Issue: Data in the Excel file may be in the wrong format or contain errors (e.g., non-numeric values in a numeric field).
- Solution: Implement data validation checks to verify that the data is in the expected format before processing.
3. Duplicate Entries:
- Issue: The Excel file may contain duplicate entries for the same applicant.
- Solution: Implement checks to identify and handle duplicate records appropriately to avoid processing the same application multiple times.
4. Inconsistent Data:
- Issue: Inconsistencies in data, such as mismatched information between different fields for the same applicant.
- Solution: Implement data reconciliation checks to ensure consistency between relevant data fields.
5. Unsupported File Types:
- Issue: Users may attempt to upload files in formats other than Excel (e.g., CSV, PDF).
- Solution: Implement file type validation to ensure that only compatible file formats are accepted.
6. Formula Errors in Excel:
- Issue: If the Excel file contains formulas, errors in these formulas could lead to incorrect calculations.
- Solution: Validate and verify the correctness of any formulas used in the Excel file.
7. System Downtime or Errors:
- Issue: Unexpected system downtime or errors during the loan processing automation.
- Solution: Implement error handling mechanisms to gracefully handle system errors, log issues, and notify administrators if necessary.
8. Security Concerns:
- Issue: Unauthorized access to the Excel file or the loan processing system.
- Solution: Implement secure access controls and encryption, and regularly audit and monitor system access.
Mukesh, If possible Do video on citrix automation, its my humble request becz I joined in Ericsson company 😊
I have covered Remote Automation with Computer Vision here - Have a Look
Part 1 - Automating Virtual Environments | UiPath Computer Vision AI | Virtual Machine automation | Image OCR
ruclips.net/video/tX1huPoIlwo/видео.html
Hi mukesh..
Thanks for your efforts. And videos.
Could you please make such videos for us like these types of scenarios. but that should be iterative process and without re framework.
Because you haven't made any video like that.. so that we can get the idea how and where we can apply the exception while making the big project.
Thank you..
The RE Framework is a template which is a base for every enterprise level project … we can modify the template to accommodate iterative or linear process …
I will make a video for testing scenario separately
@@MukeshKala thanks ❤️❤️
Hi Sir, Thank you So much for this content it really helps in our careers,
Only Thing I want to know is, in which video you have converted the Queue item to Datatable?
ruclips.net/video/JTmT_IWeFE0/видео.html
Hi sir. Your videos are amazing and easily understandable. Could u please teach me how to read data from pdf to ms word in ui path
1. Use the Read Pdf Activity in UiPath
2. Save the output in a string variable
3. Use Word application Scope
4. Pass the Word File Path
5. Use Write Text Activity and pass the Variable from Step 2
🔴🔴object reference not set to an instance of an object while opening browser in uipath.....what to do sir
This simply means that the open browser activity has some properties which are null , it can be the config object , config key or any other details you have passed - run the automation in debug mode and see if all values are coming properly which you have passed to activity
Business Validation 🎉
😀
Hi Mukesh -What if many columns are present in input data say 20, do we need to put 20 if validations or we have any alternative approach to handle null data from excel
You can write all in a single statement as well for null validation but since we need a different message - we can use switch statement.
"Business Validation"
Good to see your progress
Subject of date format might get change in future so it can also read from config na and also in subject "-" is missing. I think it will also create an issue right.
The more thins you have kept configurable , The more flexible the solution would be .
@@MukeshKala while saving the attachment you have not mentioned the format of the file right, we could have done it. In the outlook mail attachment is . CSV but later they might change the format to Excel. In this case we need to modify the code.
After downloading the file we are reading with excel activities but it can be off different dellimeter right.
Explored well with good patience. Really good to see more use cases.
@@crazyvenky1258 Thank You
Hi Mukesh,
we can't use click, typeinto activities outside application scope in the modern design then in this case how to initialize the application in the intialAllApp workflow and click, typeinto activities inside the process workflow. Please tell me how to do it using modern design activities
In the modern design use the open and close properties as per your requirements that when you want to open and when not - sharing a video where we are discussing all properties
4. UiPath | Properties of Use Application / Browser Activity in UiPath | Modern Design Experience
ruclips.net/video/d2yXvGngmgM/видео.html
here in this portion time stamp 1:43:08 i am trying to put if condition and get the data validation i am writing in_TransactionItem("Name") i am not getting .tostring, whta might be the reason?
Use like this : in_TransactionItem.SpecificContent("Name").ToString
Trigger.
I have a question: If at all there is breakdown of system ( like system shutdown) then what will happen to the data ? Will it start from the beginning ??( ps: this question was asked to me in an interview)
Thank you so much for a detailed video on RE framework. 🙏🏻
Thank you for your question , it won’t start from beginning
If we are using queue then the bot would only pick the items where the status is new meaning the items which are not processed
If our transaction data is from excel , next Tim we run .. it will check if the status column is already populated , it will ignore the record
Hi Mukesh please make the video on how to handle the Popup scenerios whn we r working on web ..many popups vil come some vil known & some are unexpected pls make tutorials on it
Can you share me the website which I can make this
Hi Mukesh, In the InvokeGetTransactiondata workflow i am getting out_transactionitem argument as "queueitem" type insted of "datarow". Could you please suggest how to chenge it to data row, Thanks.
So we have started to create this automation of a framework where we first converted the re framework to work with datatable (sample framework is shared at the beginning of the video ) . In case you are interested on how to convert the Framework - ruclips.net/video/JTmT_IWeFE0/видео.html
Mukesh, let's say i want to store the mail attachment in the project itself. So can i store it in the Data folder where config file is located?
And How about storing it in subfolders Input, Output, Temp?
I Believe the mail attachments are Input - Hence it should be a part of Input Folder
I have run the process but I could see the same name n mail id n other details filling multiple times...but later when I forcefully stopped the process and check the Excel data file all the records were successfully fetched.
You need to debug the automation and then see , its difficult to get the root cause without debugging
Hi Mukesh,
I have run the program but it is taking only one single transaction not moving forward i am not able to understand where i have struck can u please help me with it.
i have used the template that is provided in your website
You need to run the automation in debug mode and see if correct transaction number is getting fetched and after that correct transaction item is fetched
your providing valuable content for the Uipath job seekers. Thanks a lot... I would like give Mock interview. how I need to reach you .
You have to just email me your resume
41:02 time stamp , i have que. while writing the expression we are directly writing "Config" rather can we write "in_config" like we did for URL?
btw, Anirudh Tugawe here again with different account
Config or in_Config is the name of the argument which we have passed to the flow - revisit the argument lesson to get more clarity
Hii @Mukesh ...I have a problem regarding
Syntax of output of Get IMAP mail...
In that i am unable Mail.subject.contains.....
This is not found is same mail package
Could you please help me in this
The Mail variable should be of Net.mailMessage
Hi Mukesh,
Sending an email will come in the end state right..cos we need to send only one time..
If we kept in process state it will be sent multiple times.🤔
Yes you are correct 👍
Hi mukesh,what if the uibank web application doesn't work while creating loan id or when loanid isn't getting created?what happens?
It would generate a system exception and retry as per what we have specified in the init sections.
hii mukesh kala, suppose if i have 2.6 years of experience as a RPA uipath develpoer how many projects i should add in my resumes.
8 to 10 Project with Knowledge of atleast 5 project end to end
@@MukeshKala Thank you brother.
I got an error in initialization process in reading the transaction data where, In if condition i got error in the condition of Mail.Subject.ToLower can you please explain the solution
Whats is the Error ?
If i want to use orchestrator queue in this ... Then sir what things need to do here (sir please answer with steps)
You can watch the Generate Offer letter Use case in this same playlist - thats built on REF with Queue
Thank you
Mukesh Here why you are using Excel application scope instead of workbook?
Because I have excel Installed in my computer and while Running I wanted to see what's happening , You can use workbook as well. Sharing a video for reference if looking for differences
ruclips.net/video/qhqBjjZmxpc/видео.html
Mukesh, what do we call the code that we write in expression editior?
That is Syntax from VB Dot Net - Start Exploring the basics of VB Dot Net
Business Validation
Good to see your progress 🤩
Did you do a video on how to convert datarow?
No I don’t have as of now
I am getting an errors while converting datarow in loan processing project
Mukesh, after completing Initialization state i ran the project and it worked fine. Then completed up to updating status and ran the project again.
This is what i got.
Unexpected error has occurred during the library compilation process:
Access to the path 'C:\Users\Girish Krishna\Documents\UiPath\01LoanApplicationAutomation\.local\install\01LoanApplicationAutomation.Framework_KillAllProcesses.dll' is denied.
I reopened the project and ran it again but it didn't help. any suggestion?
Check THis : forum.uipath.com/t/access-to-the-path-is-denied/503990
Mukesh, i didn't face the above error when i started the process using orchestrator. why?
@@girishkrishna4654 When Robot run via Orchestrator the Permissions are different
Hi sir I have followed every step of this process. But when I run it says there are no transactions. Could you please help me.
In the get transaction data put a break point and see what data you are getting in the transaction data from the init
No use of rethrow activity to throw exception to parent workflow
That is because all the transaction as independent and we do not stop the process in case of exception … also re framework takes cares of the exceptions … if you notice process xaml is already encapsulated in try catch … hence no re throw
"Data Validation"
Awesome
Transactions
Good
End process
Great , will wait for your comment once you complete it and your feedback on video 😀
Mukesh, where can we find remote jobs in rpa uipath?
LinkedIn , in the Jobs section - apply a Remote filter and you should get all the Remote jobs
"Transaction"
😍
Have you shared PDD and SDD files?
Refer below video for PDD/SDD Files along with Complete Code :
ruclips.net/video/hR7JPwkprHM/видео.html
Int_transactionItem is not working in process part. I think the data is not passing. We saved the data in dt_transactiondata and then we have to send the value to in_transactionItem. But you don't do it so how you pass the value? And how the data table is insert in the in_transactionItem. I didn't not understand that part. I think you miss something.
This is the framework which is modified to work with dataTable , If you look at starting of video , there is a link to download files which has a empty framework as well …
To understand how the data is passed : please refer ruclips.net/video/JTmT_IWeFE0/видео.html
@@MukeshKala You didn't get my point Mukesh. Can you please check your e-mail once.
Sure bro 😎
Data validation
Good Progress 😎
From where I will get that loan data excel sheet its not available in zip file
In the Zip - You have a Folder PDD_SDD_Input - There you have the Input File
System exception at initialization: An error occurred while attempting to establish an SSL or TLS connection.
The server's SSL certificate could not be validated for the following reasons:
• The server certificate has the following errors:
• The revocation function was unable to check revocation for the certificate.
at Source: MailKit
Mukesh, got the above error.
Your mail settings are not correct or you are behind some firewall
@@MukeshKala how to change those settings?
Data Validation
Great Improvement
Can you please share the excel file used in the process?
Sure - It’s all uploaded in my website… link in description
End Process
Good Progress
Is there is dataset for this
Yes , all Details Including the code and files are uplaoded , Link in Description/comments
Is it attended or unattended
Unattended
Can you give me the excel sheet for practice purpose?
►►►► To Get the Files ◀◀◀◀◀◀
I have uploaded all the materials to my newly created Website.
👉 Visit Website : mukeshkala.com
👉Go to : Download ► Select the Video ► Download .
👉 Please let me know if you got the Files and drop a Mail - If you face any problem .
@@MukeshKala sure I'll let you know
Yes it got the file. Thank you@@MukeshKala
"REF"
😇
Bussiness validation 😁
Great 😊
SUCCESS
Please share sdd and source code
Hey 🙋♂️ , Thank you for reaching out …... I have uploaded all the materials to my newly created Website……. 🌎 Website : mukeshkala.com 🔴Go to : Download >> Select the Video >> Download . 🙂 Please let me know if you got the Files and revert If you face any problem . ….. 😇 Would Appreciate your feedback on the website as well
What if the column name changes😮
you can also refer them by columns number
Is there any way we can make it dynamic?
@@rahulk1716 Yes by making use of regex pattern where we just match 2 values
Ok thank you
"END PROCESS"
Process
Yeh Uipath project aap Hindi Language mei bana sakte hai kya?Please
Yes , RE Framework complete hone k baad project banayenge
@@MukeshKala Thank you in advance
Ref
Good Going
REF
😊
status
Great
DOWNLOAD
Awesome
download
Cheers
"DOWNLOAD"
now here i downloaded the zip file n also opened the xaml file in studio but it says few elements are missing and asked me do I want to get them back? i denied now there's an error Initialization Phase.
the error is in screen resolution log message. shall I comment it out to work on it?
Yes
From the Zip File - only take the input file - code is just for your reference - you are required to create the automation from scratch at your version of studio
Status
Excellent, Hope you are understanding the concepts
trigger
Good Progress
Trigger
Good to see the progress
RE
Great 😊
Success
Wow 🤩
Transaction
Awesome 😎
Data validation
Great 😊
"END PROCESS"
Congrats
REF
🙌
status
😀
Trigger
Thank you for posting 🤩
trigger
Glad you completed the use case , how was your Experience ?
Transaction
Glad to see that you competed till here … will wait for the complete use case
Data validation
Awesome , will wait for the completion Status..
REF
😍
REF
Great 👍
REF
Awesome 😎
REF
Awesome