This bot was created to process payment transactions that were requested by the employees of the University. The legacy process required employees to fill out a form (paper or digital) attach supporting documentation and send it to the finance operations team for processing which would take 1 - 3 weeks to process this transaction. This bot streamlined this process to make it entirely digital and reduced processing time to a few hours.

• Process Analysis
• Design Lead
• Developer
• Testing
• Daily management
• Code Refactoring
• Code migration

• University log payment requests via a Service Now (Service Delivery Platform) service ticket
• The ticket contains various prerequisite fields required to create a payment in the payment systems. Service Now creates a PDF with all the fields in a formatted page. This page is used as a cover page for the payment.
• The bot begins by logging into Service Now and extracting information about all outstanding tickets.
• It will triage this list and identify any tickets that may have been processed earlier and re-routes them to the finance team for manual triage
• It then navigates to each new ticket extracting required information and downloading attchments provided by the requester (there was significant error handling & exception handling to manage different types of files)
• The data is then analysed for accuracy using pre-set rules and any exceptions are routed to the finance team for manual handling
• The bot then would log into the ERP system to check supplier information (who the payment is made to). Any exceptions are agin sent to the finance team for manual handling
• The bot would then log into the payments system to create payments. Payments would be created and checked for accuracy. These payments were then either pushed through into the payment queue or then sent to a manual approval queue if they over a certain threshold
• The bot would then either close or re-route Service Now tickets via API with appropriate comments based of the requirement for the ticket

• Reduction of the equivalent of 2 full-time equivalent staff required in processing these types of transaction resulting in significant cost savings.
• Reduction of errors & incorrect payments made due to manual processing.
• Significant reduction of lead times from 1 - 4 weeks in processing times to same day completions.
• Improved customer satisfaction due greatly reduced processing times and improved customer feedback via Service Now.