RPA-based comprehensive automatic processing method, system, equipment and medium

Abstract

The invention discloses a comprehensive automatic processing method and system based on RPA, electronic equipment and a storage medium, and relates to the technical field of RPA. The method comprises the steps of creating a form task function based on a to-be-intervened business process; when the RPA executes the form task function, creating a form task; after the form task is sent to the man-machine interaction module, the RPA sets a business process corresponding to the form task to be in a suspended state, and other business processes continue to be executed; after the user processes the service process in the suspended state and feeds back the service process, the service process in the suspended state is converted into a to-be-processed state; and after the RPA processes the current service flow, the RPA processes the service flow in the to-be-processed state. According to the method provided by the embodiment of the invention, the robot can be temporarily released from the process in the period of waiting for the response of the user, so that the robot can continue to work when processing other tasks, and the resource utilization rate of the robot is improved.

Description

Technical Field

[0001] The present invention relates to the field of RPA technology, and in particular to an RPA-based comprehensive automated processing method, system, device and medium. Background Art

[0002] RPA (Robotic Process Automation) technology is mainly used to automate simple, repetitive and highly regular tasks, such as data entry and file processing. These tasks can be completely automated through predefined rules and logic. However, in the real business environment, many processes may have the following situations:

[0003] 1. Exception handling: Some tasks require decision-making based on specific conditions, which may be difficult to fully cover with preset rules. For example, abnormal price approval, changes in contract terms, and other situations that require manual judgment and decision-making.

[0004] 2. Complex business processes: Complex business processes involving multiple systems and multiple steps are often difficult to fully automate, and sometimes require manual connection of links, information confirmation or approval operations.

[0005] 3. Compliance and risk management: Tasks involving compliance requirements and risk management often require review and approval by human users to ensure the legality and safety of operations.

[0006] When dealing with scenarios that require human intervention, existing RPA technology usually implements it by adding a human-computer interaction dialog box to the automation component. When executing a step that requires human intervention, a dialog box pops up on the user's desktop for the user to confirm. This method is very convenient when dealing with simple and immediate interaction scenarios, and can quickly obtain user feedback so that the process can continue to run. However, when dealing with complex task distribution or multi-step approval processes, simple dialog components are no longer suitable. Such processes usually require flexible and dynamic responses, and the user response time is generally long. If the processing method of adding a dialog component to the component is used, it is difficult to meet the requirements of flexible response. In addition, if the user does not handle it, it will continue to occupy the robot's authorization, resulting in a waste of resources. Summary of the invention

[0007] The present invention aims to solve at least one of the technical problems existing in the prior art. To this end, the present invention proposes a comprehensive automation processing method, system, electronic device and storage medium based on RPA, which can improve the resource utilization of RPA robots and optimize the automation process.

[0008] In a first aspect, a comprehensive automated processing method based on RPA according to an embodiment of the present invention includes the following steps:

[0009] Create a form task function based on the business process to be intervened;

[0010] When RPA executes the form task function, a form task is created;

[0011] After sending the form task to the human-computer interaction module, the RPA sets the business process corresponding to the form task to a suspended state and continues to execute other business processes;

[0012] After the user processes the business process in the suspended state and provides feedback, the business process in the suspended state is converted to a pending state;

[0013] After the RPA completes processing of the current business process, the RPA processes the business process in a pending state.

[0014] According to some embodiments of the present invention, after the user processes the business process in the suspended state and provides feedback, before the step of converting the business process in the suspended state to the pending state, the step further includes:

[0015] The user completes the form filling in the human-computer interaction module according to the form task and submits the response data;

[0016] The human-computer interaction module marks the form task as processed according to the response data.

[0017] According to some embodiments of the present invention, the method further comprises:

[0018] The human-computer interaction module stores the response data in the data management module.

[0019] According to some embodiments of the present invention, after the RPA completes processing of the current business process, the step of the RPA processing the business process in the pending state includes:

[0020] After the RPA completes processing of the current business process, the RPA obtains the business process in a pending state and the corresponding response data;

[0021] The RPA executes the business process in a pending state according to the response data.

[0022] According to some embodiments of the present invention, after the RPA completes processing of the current business process, the step of the RPA continuing to process the business process in the pending state includes:

[0023] Place all the business processes in a pending state into a process list;

[0024] After the RPA completes processing the current business process, check whether there is a business process to be processed from the process list;

[0025] When there are pending business processes in the process list, the RPA executes the pending business processes in the process list in sequence.

[0026] According to some embodiments of the present invention, the method further comprises:

[0027] Authenticate and set access permissions for users working on the business process in the pending state.

[0028] In a second aspect, an RPA-based integrated automated processing system according to an embodiment of the present invention is used to execute the RPA-based integrated automated processing method according to the first aspect of the embodiment, and the system includes:

[0029] Process management module, used to manage business processes and task scheduling in the system;

[0030] Human-computer interaction module, used to provide the interaction interface between the user and the system;

[0031] Event monitoring module, used to monitor events and trigger conditions inside and outside the system;

[0032] The data management module is used to store and manage the system data.

[0033] According to some embodiments of the present invention, the further comprising:

[0034] Notification management module, used to notify system status in real time;

[0035] The permission management module is used for user authentication and setting user access rights.

[0036] In a third aspect, an electronic device according to an embodiment of the present invention includes:

[0037] A memory for storing program instructions;

[0038] The processor is used to call the program instructions stored in the memory and execute the RPA-based comprehensive automated processing method described in the embodiment of the first aspect according to the obtained program instructions.

[0039] In a fourth aspect, according to a computer-readable storage medium according to an embodiment of the present invention, the storage medium stores computer-executable instructions, and the computer-executable instructions are used to enable a computer to execute the RPA-based comprehensive automated processing method described in the embodiment of the first aspect.

[0040] According to the RPA-based comprehensive automation processing method, system, electronic device and storage medium of the embodiment of the present invention, there are at least the following beneficial effects: comprehensive application of RPA technology, form design technology, and human-computer interaction technology to provide a more efficient and flexible solution for the processing of complex tasks, so as to improve the processing speed and accuracy of complex tasks and optimize robot resources. By providing a centralized platform to track and handle situations that require manual intervention in the automation process, robot resources are effectively utilized, the user experience is improved, and enterprises are helped to achieve comprehensive automation upgrades. While waiting for the user's response, the robot will be temporarily released from the process and will not occupy authorized resources, which allows the robot to continue working while processing other tasks, thereby improving the utilization of robot resources, ensuring the efficiency of the automation process and the smoothness of user interaction, while allowing the robot to flexibly handle multiple tasks and user responses.

[0041] Additional aspects and advantages of the present invention will be given in part in the following description and in part will be obvious from the following description, or will be learned through practice of the present invention. BRIEF DESCRIPTION OF THE DRAWINGS

[0042] The above and / or additional aspects and advantages of the present invention will become apparent and easily understood from the description of the embodiments in conjunction with the following drawings, in which:

[0043] Figure 1 Schematic diagram of the structure of the RPA-based integrated automation processing system according to an embodiment of the present invention;

[0044] Figure 2 This is a flowchart of the steps of the comprehensive automated processing method based on RPA in an embodiment of the present invention. DETAILED DESCRIPTION

[0045] Embodiments of the present invention are described in detail below, and examples of the embodiments are shown in the accompanying drawings, wherein the same or similar reference numerals throughout represent the same or similar elements or elements having the same or similar functions. The embodiments described below with reference to the accompanying drawings are exemplary and are only used to explain the present application, and are not to be construed as limitations on the present application. For the step numbers in the following embodiments, they are only provided for the convenience of explanation, and the order between the steps is not limited in any way, and the execution order of each step in the embodiment can be adaptively adjusted according to the understanding of those skilled in the art.

[0046] In the description of the present invention, it should be understood that descriptions involving orientations, such as up, down, front, back, left, right, etc., and orientations or positional relationships indicated are based on the orientations or positional relationships shown in the accompanying drawings, and are only for the convenience of describing the present invention and simplifying the description, and do not indicate or imply that the device or element referred to must have a specific orientation, be constructed and operated in a specific orientation, and therefore should not be understood as a limitation on the present invention.

[0047] The terms "first", "second", "third" and "fourth" etc. in the specification and claims of the present invention and the drawings are used to distinguish different objects, rather than to describe a specific order. In addition, the terms "including" and "having" and any variations thereof are intended to cover non-exclusive inclusions. For example, a process, method, system, product or device that includes a series of steps or units is not limited to the listed steps or units, but may optionally include steps or units that are not listed, or may optionally include other steps or units that are inherent to these processes, methods, products or devices.

[0048] Reference to "embodiments" in the present invention means that a particular feature, structure, or characteristic described in conjunction with the embodiments may be included in at least one embodiment of the present invention. The appearance of the phrase in various places in the specification does not necessarily refer to the same embodiment, nor is it an independent or alternative embodiment that is mutually exclusive with other embodiments. It is explicitly and implicitly understood by those skilled in the art that the embodiments described herein may be combined with other embodiments.

[0049] RPA (Robotic Process Automation) technology is mainly used to automate simple, repetitive and highly regular tasks, such as data entry and file processing. These tasks can be completely automated through predefined rules and logic. However, in the real business environment, many processes may have the following situations:

[0050] 1. Exception handling: Some tasks require decision-making based on specific conditions, which may be difficult to fully cover with preset rules. For example, abnormal price approval, changes in contract terms, and other situations that require manual judgment and decision-making.

[0051] 2. Complex business processes: Complex business processes involving multiple systems and multiple steps are often difficult to fully automate, and sometimes require manual connection of links, information confirmation or approval operations.

[0052] 3. Compliance and risk management: Tasks involving compliance requirements and risk management often require review and approval by human users to ensure the legality and safety of operations.

[0053] When dealing with scenarios that require human intervention, existing RPA technology usually implements it by adding a human-computer interaction dialog box to the automation component. When executing a step that requires human intervention, a dialog box pops up on the user's desktop for the user to confirm. This method is very convenient when dealing with simple and immediate interaction scenarios, and can quickly obtain user feedback so that the process can continue to run. However, when dealing with complex task distribution or multi-step approval processes, simple dialog components are no longer suitable. Such processes usually require flexible and dynamic responses, and the user response time is generally long. If the processing method of adding a dialog component to the component is used, it is difficult to meet the requirements of flexible response. In addition, if the user does not handle it, it will continue to occupy the robot's authorization, resulting in a waste of resources.

[0054] To this end, the embodiments of the present invention provide a comprehensive automation processing method, system, electronic device and storage medium based on RPA, which comprehensively applies RPA technology, form design technology and human-computer interaction technology to provide a more efficient and flexible solution for the processing of complex tasks, so as to improve the processing speed and accuracy of complex tasks and optimize robot resources. By providing a centralized platform to track and handle situations that require manual intervention in the automation process, robot resources are effectively utilized, the user experience is improved, and enterprises are helped to achieve comprehensive automation upgrades. While waiting for the user's response, the robot will be temporarily released from the process and will not occupy authorized resources, which allows the robot to continue working while processing other tasks, thereby improving the utilization of robot resources, ensuring the efficiency of the automation process and the smoothness of user interaction, while allowing the robot to flexibly handle multiple tasks and user responses.

[0055] The following describes in detail the RPA-based integrated automated processing method, system, electronic device, and storage medium according to an embodiment of the present invention in conjunction with the accompanying drawings.

[0056] On the one hand, the embodiment of the present invention proposes a comprehensive automated processing system based on RPA, such as Figure 1 As shown, the system includes:

[0057] Process management module 100, used to manage business processes and task scheduling in the system;

[0058] The human-computer interaction module 200 is used to provide an interactive interface between the user and the system;

[0059] An event monitoring module 300 is used to monitor events and trigger conditions inside and outside the system;

[0060] The data management module 400 is used to store and manage system data.

[0061] Specifically, the process management module 100 is responsible for managing functions in the system, including process definition, task scheduling, state management, process control, and event monitoring. In the process of RPA automation, it is necessary to set business processes for RPA, and perform task scheduling and state management on RPA. Through the process management module 100, it is ensured that various tasks of the system are executed according to the preset process logic and schedule, and the dependencies between tasks and process scheduling are handled. The human-computer interaction module 200 is used to provide an interface and interface for users to interact with the system, so that users can implement functions including form task design, form task submission and monitoring, result query and display through the human-computer interaction module 200. The event monitoring module 300 is responsible for monitoring various events and trigger conditions inside and outside the system, for example, receiving and analyzing event signals, triggering corresponding response actions or process startup according to event types, and events can be form tasks submitted by users, system status changes, etc. The data management module 400 is responsible for data storage and management, for example, including persistent storage of form task processing data, recording of process execution logs, and other functions.

[0062] Furthermore, if Figure 1 As shown, in some embodiments of the present invention, the RPA-based integrated automation processing system further includes:

[0063] Notification management module 500, used for real-time notification of system status;

[0064] The authority management module 600 is used for user identity authentication and setting user access rights.

[0065] Among them, the notification management module 500 is responsible for real-time notification of system status, for example, according to the system operation status and event triggering conditions, it generates and sends notifications to relevant users or managers to ensure timely processing and decision-making. The authority management module 600 is responsible for the security of the system and user access rights, specifically, including user identity authentication, access control, data encryption, security auditing and other functions. This module ensures that only authorized users can access specific form tasks and perform task processing.

[0066] The above modules work together to form a complete long-term process management system. Through effective organization and management, it achieves efficient execution of tasks, convenient operation for users, and stability and security of system operation.

[0067] On the other hand, based on the above-mentioned RPA-based integrated automated processing system, the present invention also proposes an RPA-based integrated automated processing method, such as Figure 2 As shown, the method comprises the following steps:

[0068] Step S100: creating a form task function based on the business process to be intervened;

[0069] Step S200: When the RPA executes the form task function, a form task is created;

[0070] Step S300: After sending the form task to the human-computer interaction module, the RPA sets the business process corresponding to the form task to a suspended state and continues to execute other business processes;

[0071] Step S400: After the user processes the business process in the suspended state and gives feedback, the business process in the suspended state is converted to a pending state;

[0072] Step S500: After the RPA completes processing the current business process, the RPA processes the business process in the pending state.

[0073] Specifically, when designing an automated process for RPA, users need to design a confirmation form for the business process that requires manual intervention (i.e., the business process to be intervened) in the entire process by creating a form task function. It should be noted that the business process to be intervened can refer to processes that require user approval, decision-making, verification, change, etc. In order to ensure the security, reliability and legality of these processes, these processes cannot be automatically executed by RPA, and user intervention is required before the process can continue.

[0074] When the RPA executes the automation process, when the form task function is executed, a form task is automatically created and sent to the human-computer interaction module 200. Then, the RPA sets the business process corresponding to the form task to a suspended state, thereby releasing the RPA robot resources so that the RPA can process other tasks in the automation process.

[0075] After the form task is sent to the human-computer interaction module 200, the person / user who processes the form task can see the detailed information of the form task in the human-computer interaction module 200, and then fill in the necessary information or perform the required operations in the form. Specifically, the RPA-based comprehensive automation processing method according to the embodiment of the present invention also includes the following steps:

[0076] The user completes the form filling in the human-computer interaction module 200 according to the form task and submits the response data;

[0077] The human-computer interaction module 200 marks the form task as processed according to the response data.

[0078] When the user sees the form task in the human-computer interaction module 200, he completes the form filling / approval according to the requirements of the form task and submits the response data after the processing is completed. The human-computer interaction module 200 records the response data submitted by the user and marks the form task as "processed". At this time, the business process corresponding to the form task will also change from a suspended state to a pending state. At the same time, the human-computer interaction module 200 can also store the response data submitted by the user in the database of the data management module 400, and it can be used in subsequent processes.

[0079] All business processes in pending status are placed in the process list. After RPA processes the current business process, it will check whether there are pending business processes in the process list; when there are pending business processes in the process list, RPA will execute the pending business processes in the process list in sequence. When RPA processes the pending business processes in the process list, it will execute them according to the response data submitted by the user. That is, after RPA obtains the pending business processes in the process list, it will also check whether there is response data of the business process submitted by the user in the database of the data management module 400, and the robot will continue to execute the suspended part of the process according to the user's response data. The user's response data may include data provided by the user, update the system status, or perform subsequent operations selected by the user. If a business that requires manual intervention is encountered again, the robot will suspend the execution of the process again and create a new form task. When all tasks and user interactions in the automated process are completed, RPA will execute the business processes in the automated process until the end.

[0080] According to the RPA-based integrated automation processing method and system of the embodiment of the present invention, RPA technology, form design technology, and human-computer interaction technology are comprehensively applied to provide a more efficient and flexible solution for the processing of complex tasks, so as to improve the processing speed and accuracy of complex tasks and optimize robot resources. By providing a centralized platform to track and handle situations that require human intervention in the automation process, robot resources are effectively utilized, the user experience is improved, and enterprises are helped to achieve comprehensive automation upgrades. While waiting for the user's response, the robot will be temporarily released from the process and will not occupy authorized resources, which allows the robot to continue working while processing other tasks, thereby improving the utilization of robot resources, ensuring the efficiency of the automation process and the smoothness of user interaction, while allowing the robot to flexibly handle multiple tasks and user responses.

[0081] On the other hand, an embodiment of the present invention further provides an electronic device, including:

[0082] A memory for storing program instructions;

[0083] The processor is used to call the program instructions stored in the memory and execute the RPA-based comprehensive automated processing method described in the above-mentioned embodiment according to the obtained program instructions.

[0084] On the other hand, an embodiment of the present invention further provides a storage medium, which is a computer-readable storage medium and stores a computer program. When the computer program is executed by a processor, the above-mentioned RPA-based comprehensive automated processing method is implemented.

[0085] As a non-transient computer-readable storage medium, the memory can be used to store non-transient software programs and non-transient computer executable programs. In addition, the memory may include a high-speed random access memory, and may also include a non-transient memory, such as at least one disk storage device, a flash memory device, or other non-transient solid-state storage devices. In some embodiments, the memory may optionally include a memory remotely arranged relative to the processor, and these remote memories may be connected to the processor via a network. Examples of the above-mentioned networks include, but are not limited to, the Internet, an intranet, a local area network, a mobile communication network, and a combination thereof. The device embodiments described above are merely schematic, wherein the units described as separate components may or may not be physically separated, and are implemented to be located in one place, or may also be distributed to multiple network units. Some or all of the modules may be selected according to actual needs to achieve the purpose of the present embodiment.

[0086] Although specific embodiments are described herein, those of ordinary skill in the art will recognize that many other modifications or alternative embodiments are also within the scope of the present disclosure. For example, any of the functions and / or processing capabilities described in conjunction with a particular device or component may be performed by any other device or component. In addition, although various exemplary implementations and architectures have been described according to embodiments of the present disclosure, those of ordinary skill in the art will recognize that many other modifications to the exemplary implementations and architectures described herein are also within the scope of the present disclosure.

[0087] Some aspects of the present disclosure are described above with reference to the block diagram and flow chart of the system, method, system and / or computer program product according to the exemplary embodiments.It should be understood that the combination of one or more blocks in the block diagram and the flow chart and the blocks in the block diagram and the flow chart can be realized by executing computer executable program instructions respectively.Equally, according to some embodiments, some blocks in the block diagram and the flow chart may not need to be executed in the order shown, or may not need to be executed in full.In addition, additional components and / or operations beyond those components and / or operations shown in the blocks in the block diagram and the flow chart may be present in certain embodiments.

[0088] Therefore, the blocks in the block diagrams and flow charts support the combination of devices for performing the specified functions, the combination of elements or steps for performing the specified functions, and the program instruction devices for performing the specified functions. It should also be understood that each block in the block diagrams and flow charts and the combination of blocks in the block diagrams and flow charts can be implemented by a special-purpose hardware computer system or a combination of special-purpose hardware and computer instructions that performs a specific function, element or step.

[0089] The program modules, applications, etc. described herein may include one or more software components, including, for example, software objects, methods, data structures, etc. Each such software component may include computer-executable instructions that, in response to execution, cause at least a portion of the functionality described herein (e.g., one or more operations of the illustrative methods described herein) to be performed.

[0090] Software components can be encoded with any of various programming languages. An exemplary programming language can be a low-level programming language, such as an assembly language associated with a specific hardware architecture and / or an operating system platform. The software component comprising assembly language instructions may need to be converted to executable machine code by an assembler before being executed by hardware architecture and / or platform. Another exemplary programming language can be a higher-level programming language, which can be transplanted across multiple architectures. The software component comprising a higher-level programming language may need to be converted to an intermediate representation by an interpreter or a compiler before execution. Other examples of programming languages ​​include but are not limited to macro languages, shells or command languages, job control languages, scripting languages, database queries or search languages ​​or report writing languages. In one or more exemplary embodiments, the software component comprising the instruction of one of the above-mentioned programming language examples can be directly executed by an operating system or other software components, without first being converted into another form.

[0091] Software components may be stored as files or other data storage structures. Software components of similar type or related functions may be stored together, such as in a specific directory, folder, or library. Software components may be static (e.g., preset or fixed) or dynamic (e.g., created or modified at execution time).

[0092] The embodiments of the present invention are described in detail above with reference to the accompanying drawings, but the present invention is not limited to the above embodiments, and various changes can be made within the knowledge scope of ordinary technicians in the relevant technical field without departing from the purpose of the present invention.

Claims

1. A comprehensive automated processing method based on RPA, characterized in that: The following steps are involved: Create a form task function based on the business process to be intervened; When RPA executes the form task function, a form task is created; After sending the form task to the human-computer interaction module, the RPA sets the business process corresponding to the form task to a suspended state and continues to execute other business processes; After the user processes the business process in the suspended state and provides feedback, the business process in the suspended state is converted to a pending state; After the RPA completes processing of the current business process, the RPA processes the business process in a pending state.

2. The RPA-based comprehensive automated processing method according to claim 1, characterized in that: After the user processes the business process in the suspended state and gives feedback, before the step of converting the business process in the suspended state into the pending state, the method further includes: The user completes the form filling in the human-computer interaction module according to the form task and submits the response data; The human-computer interaction module marks the form task as processed according to the response data.

3. The RPA-based comprehensive automated processing method according to claim 2, characterized in that: The method further comprises: The human-computer interaction module stores the response data in the data management module.

4. The RPA-based comprehensive automated processing method according to claim 2, characterized in that: After the RPA completes processing of the current business process, the step of the RPA processing the business process in the pending state includes: After the RPA completes processing of the current business process, the RPA obtains the business process in a pending state and the corresponding response data; The RPA executes the business process in a pending state according to the response data.

5. The RPA-based comprehensive automated processing method according to claim 1, characterized in that: The step of the RPA continuing to process the business process in the pending state after the RPA completes processing the current business process includes: Place all the business processes in a pending state into a process list; After the RPA completes processing the current business process, check whether there is a business process to be processed from the process list; When there are pending business processes in the process list, the RPA executes the pending business processes in the process list in sequence.

6. The RPA-based comprehensive automated processing method according to claim 1, characterized in that: The method further comprises: Authenticate and set access permissions for users working on the business process in the pending state.

7. An RPA-based integrated automated processing system, used to execute the RPA-based integrated automated processing method according to any one of claims 1 to 6, characterized in that: include: Process management module, used to manage business processes and task scheduling in the system; Human-computer interaction module, used to provide the interaction interface between the user and the system; Event monitoring module, used to monitor events and trigger conditions inside and outside the system; The data management module is used to store and manage the system data.

8. The RPA-based integrated automated processing system according to claim 7, characterized in that: Also includes: Notification management module, used to notify system status in real time; The permission management module is used for user authentication and setting user access rights.

9. An electronic device, characterized in that: include: A memory for storing program instructions; A processor is used to call the program instructions stored in the memory, and execute the RPA-based comprehensive automated processing method according to any one of claims 1-6 according to the obtained program instructions.

10. A storage medium, characterized in that: The storage medium stores computer-executable instructions, and the computer-executable instructions are used to enable a computer to execute the RPA-based comprehensive automated processing method described in any one of claims 1 to 6.

Images