WorkMate

Login screen
Create Case
User Worklist
Workmate Assistance Required
Bot processing results part1
Bot processing results part12
Next Action After bot Processing

Inspiration

In time of Pandemic or time of uncertainty everyone primary concern is safety and health Whether it is employee , Customer or Self. There are some work and roles which are overburden in this time. Like in current covid time health system and anything related to health has to work extra to ensure others safety. There are some roles which like backend support or claim processing which need to work in tandem with frontline agencies.

Remote Working is one of option where user can continue working even if office location are not available. But sometimes if it is not planned which add overhead on person and become counterproductive due to lack of access, limited time and external distractions. One of the major overhead in remote working is overload of messaging and limited resources which impacts individual productivity.

Lack of productivity not only affects operational throughput but also personal finance due to loss of per case incentive.

There is need for solution which will actually fit work as per user preferences rather than traditional constraint.

Through WorkMate which is Personal Bot on mobile we are trying to demonstrate that work can be made fit to individual preferences during tough times. It is not only useful in crisis situation but can also be used in daily life in scenarios where user wants to work on its own timings and preferences.

What it does

“Workmate” is personal mobile work assistant which can be triggered through mobile which trigger bot to complete predefined steps for the user and user only have to complete steps where judgement is required. The best thing about workmate is the whole process is completed on mobile by configurable Bot and user.

How we built it

We have created PEGA Mobile Channel and a Application that can be accessed using PEGA mobile preview App.The PEGA Application is a Cosmos application built on top of PEGA Robot Manager which can read PDF document and perform content extraction.

Once the Case is created,Users of the Application can login to the Mobile app and Process the case. During processing, based on some conditions ,the cases are assigned to a Robotic Queue. The PEGA Bot reads the Claim Document(PDF) and Claim Application to verify certain parameters.

Challenges we ran into

Authentication issues while user logs on to Mobile App
To set default robotic automation package when robot runtime starts
Extracting a field value from a pdf document using bot.

Accomplishments that we're proud of

Building an application using Bot on PEGA Mobile as it opens up a huge window of Opportunity for running processes on mobile.

What we learned

Configuring PEGA Mobile App for users.
Configure PEGA Bot for background processing
Extract contents from a PDF document using bot

What's next for WorkMate

We are planning to enhance WorkMate to Automate more processes on mobile and creating a service offering for mobile based automation.The Bot component can also be enhanced to extract from images using OCR.