Simplified Workflow

Because of the nature of the bot (Mortgage Loans) we cannot share a direct video recording due to the amount of Personal Identifiable Information (PII).

1. A little background on R-Path

a. Began with Telogical January 2018

b. Spun-off as DBA December 2018

c. SMB Market focused

2. Overview of the process (see workflow in video)

3. Story of the development journey

a. Started fine; got about 75% done

a.i. All site handling was built with web automation package which has proven to be more consistent and easier to develop with than the recorder action

a.ii. Desktop application development was tricky, had to rely on keystrokes for some actions as recorder could not read all of the app properly

a.iii. Started to feel pretty confident with the two test loans that were given

b. And then…. Hit a wall:

b.i. Realized the web portal essentially had a “one-time only” functionality on uploading documents from the portal to Desktop application; checkboxes are gone on return to page
-A true test on each loan was really only available once, which makes testing very difficult.
-We never really had a true end to end test with the test loans that were given to us.

b.ii. Once we started running a few more loans given to us from the client, it became obvious there was a lot more variation with the documents sent to the Desktop application inbox than expected

b.iii. Desktop application in general was hard for the bot work with consistently, specifically with the Recorder’s inability in reading certain “parts” of the desktop application