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chilismaug/Account Closeout RPA PoC - project puzzle pieces.md

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Account Closeout RPA PoC - project puzzle pieces.md
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Account Closeout RPA PoC - project puzzle pieces.md

Account Closeout RPA Pilot - project puzzle pieces

  • RPA test system
    • VM
    • installed RPAutomation
    • license
      • Ms PAD attended order
      • License enabled for CR's windows account
  • test DNA user accounts
    • Ryan added override role to my account for poc
    • we will want to allocate RPA bot account
      • Test env - check Bot user basic function, credential store
      • Test env - check Bot credential passing for override (keep secret)
      • Test env - check Bot user override role
        • assume: cashbox is right if override works
      • Test good - add PROD Bot user
  • Business People - SMEs
    • Pam and Cierra
    • RPA intro
    • process workflow intro
    • process partnership go-ahead after test review
  • Data Analysis access for me
    • I need reports or access to reporting tools
    • Don is doing it for now
    • Got CRM/BI going
    • build pre and post bot job report process
  • Goals and use cases
    • Closeout target accounts - agree basic target outline (informal business rule - start with dormant deposit savings)
    • Complete business rules with SMEs
  • Account Data sets
    • rely on Business rules for data selection
    • Dormant Closeouts - tally up
    • Inactive Closeouts - tally up
    • Active and other status Closeouts?
      • Tally any identified.
  • Strategy:
    • Survey the accounts, categorize by complexity of account / relationship status
    • Analyze how they shake out (how many buckets)
    • Try some from simplest bucket for batch #1
    • evaluate how to assign next Test buckets and jobs
    • Make this process structured for prod
  • Controls and Progress indicators
    • review results of bot test #1 with RPA PoC team
    • do a more full Test job run, review each step
    • Agree on process for how to approve and Proceed
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