Rajkumar Bheemari

Project 1: EDE Client Services E-mail filling

Applications: Email (Graph API), Excel, Desktop Application

Nature of work: Development & Support

EDE Client Services E-mail filling is the process that bot should read the emails that are sent/received by operations shared mailboxes and executive's mailboxes

All the emails must be reviewed and follow certain norms and protocols then upload them to the EDE application respectively

This process involves 3 different categories (sales, Premium, Claims) and covering around 150 mailboxes across 13 different regions

For uploading, bot uses certain codes which are usually found in the subject or body of the email

Bot uses mapping files to decide the destination folders for uploading emails in the application.

It generates a detailed report of transactions data from queue and sent for each mailbox that processed.

Project 2: Queue Monitoring and Reporting

Applications: Orchestrator API, Email

Nature of work: Development & Support

This project is to for monitoring and reporting the queue transactions data, it collects the data from the orchestrator queues and publish the data over email with respect to the queue depends on the requirement for the support team and the process SME

Report contains number of queue items received today, Number of queue items processed on previous day and current queue count

Bot uses Orchestrator API here for getting the details of the Queue.

Project 3: Actuarial- Proval Process

Applications: SharePoint (Graph API), Excel, Desktop Application

Nature of work: Development & Support

This process is designed to validate and update the data received from input files in reference to the existing data in the application

The process begins with the operations team creating a SharePoint list item, which contains the path to the input XLSX file and the flag values for the validations

The bot retrieves SharePoint list items that are in a 'New' state and checks whether the provided files exist

It then launches the application to perform the validations, updates the data, and exports the updated files, saving them back to the designated shared drive path

After processing, the bot updates the SharePoint list item status to 'Successful.' In cases of failure, it marks the status as 'Failed,' logs the error in the list item field and notifies the requestors.

To facilitate this process, I have created two libraries: Update SharePoint List Item Status: This library connects to SharePoint and updates the column value based on the list item ID (New, Added to Queue, Processing, Success, Failed) and Get List Items with Status 'New': This library connects to SharePoint and retrieves the list items that are in status 'New'.

Project 4: HRGO- BGC

Applications: ServiceNow, Excel, Desktop Application, web applications

Nature of work: Development & Support

The background verification process is to collect documents from various web applications and uploading them to another web-based application to maintain a record of all background checks conducted for new hires

The process begins with a ServiceNow ticket created by the HR team, which contains the candidate's information and verification status

The bot fetch new tickets and extracts the details of each one

It then launches the relevant websites to validate the candidate's information, including their name and date of birth

If the information matches, the bot downloads the files, zips them, and uploads them to the application associated with the employee ID

Upon successful upload, the bot updates the ticket status to 'Completed' and adds comments to the ticket

In the case of a failure, the bot follows the same procedure to update the ticket accordingly

Project 5: Policy Payments Reconciliation

Applications: Web based Application, Database, Excel, WebService calls, API

Nature of work: Development & Support

This project is to reconciliation the payments against the policy file, dependent files and the database

Input for the process is an XLSX file which will be placed by operations team in web based application, each row contains the details (client name, Policy number and the unique id for the transaction and the policy file name)

It creates the folder for each unique id this is to save the respective PDF files. Policy file is PDF file that contains the information regarding the policy, bot extract the following information premium amount, start date, end date, carrier ID, policy number and CNPJ.After successful extraction of data from the PDF, bot connect to DB and get the same information from database through SQL queries, for the cases which are matched with same data, The bot will invoice the policy in the application with WS call after that it log the upload status and date and upload the response file back to web application

Bot uses FTP activities here to connect to the web application to get the files/upload the files