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WorkFusion Development - Create Human Tasks to existing Business Process

Industry Financial Services, Legal

Specialization Or Business Function

Technical Function Robotic Process Automation (Business Process Automation, Workflow Process Automation, Back-Office Automation)

Technology & Tools Programming Languages and Frameworks (Java, JavaScript), Robotic Process Automation (RPA) (WorkFusion)

COMPLETED Jan 14, 2019

Project Description

We are creating credit investment data to help analysts automate the required data sets for proper underwriting of investments.

We use WorkFusion (WF) to read, parse and extract data from legal agreements that are received in pdf format.

We have built Phase 1 of a WF business process that breaks out the key sections of the legal agreement (ie Cover Page, Recitals, Table of Contents, Defined Terms, Sections) using parsing and regular expressions.

We now need to build 5 human tasks by segmenting specific sections and then providing automated extraction where possible.  

We have 500 total legal agreements that need to be run through this process. All work should be developed directly in the WorkFusion platform/Business Process

Attached is a screenshot of the current Business Process that needs to be worked with.

In your proposal please answer the following questions.

  • Have you worked with WorkFusion in the past? Describe your experience using WorkFusion.
  • What is your comfort level with Java?
  • How many years of RPA experience do you have?

Project Overview

  • Posted
    November 29, 2017
  • Planned Start
    January 03, 2018
  • Delivery Date
    December 08, 2017
  • Preferred Location
    From anywhere

Client Overview


EXPERTISE REQUIRED
Regular Expressions
Parsing

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