Industry Financial Services, Legal
Specialization Or Business Function
Technical Function Robotic Process Automation (Business Process Automation, Workflow Process Automation, Back-Office Automation)
Technology & Tools Programming Languages and Frameworks (Java, JavaScript), Robotic Process Automation (RPA) (WorkFusion)
We are creating credit investment data to help analysts automate the required data sets for proper underwriting of investments.
We use WorkFusion (WF) to read, parse and extract data from legal agreements that are received in pdf format.
We have built Phase 1 of a WF business process that breaks out the key sections of the legal agreement (ie Cover Page, Recitals, Table of Contents, Defined Terms, Sections) using parsing and regular expressions.
We now need to build 5 human tasks by segmenting specific sections and then providing automated extraction where possible.
We have 500 total legal agreements that need to be run through this process. All work should be developed directly in the WorkFusion platform/Business Process
Attached is a screenshot of the current Business Process that needs to be worked with.
In your proposal please answer the following questions.
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