As an RPA trusted partner, Oneture is responsible for jointly identifying, assessing and implementing RPA use-cases in the broader context of digital transformation. Here is a specific use cases as an example
Use case 1:
ABC tracking and margin monitoring process is done manually by a user from 9 AM to 5 PM for equity, FNO and CDX segments. User has to keep on monitoring values that are getting updated on a real time basis on a web portal to calculate the margin utilization in cash, FNO, CDX, debt, OFS, SLBM segments.
A solution was suggested after the process walkthrough through RPA automation anywhere tool. As per the initial assessment, the process was found 100% feasible for automation. In the solution, bot will continue to run into a loop from 9 AM to 5 PM to check the portal values. The notification activity is given into the solution where a user will get an email when the margin utilization crosses 60% or fluctuates between 60 to 100% in a particular segment.
Use case 2:
EOD & Intraday files alerts and download is the process of risk operations which is done by a user to fetch the files provided by exchange on the member portal or on the website. The requirement was to send email alerts when these files are available on the portal and download the same to the client server.
As per the process walkthrough, the process has been identified as feasible for automation. RPA (Automation anywhere) tool is so flexible with the web portals on the basis of UI or backend. The AA tool will be interacting with various web portals to identify the file and download the same. Bot will run in the frequency of every one hour to look for EOD & intraday files on exchange portals, once the file is identified then bot will download the same. Automation anywhere tool provides a functionality to send/read emails through an email server and using the same bot sends an email trigger to the user upon finding the files.