Human-computer interaction method based on RPA actuator

By expanding the human-computer interaction function module on the RPA actuator, the development of business processes and real-time interaction interface are realized, and the problems of high cost and poor user experience in traditional RPA solutions in human-computer interaction scenarios are solved, and process execution efficiency and user control capabilities are improved.

CN119937852APending Publication Date: 2025-05-06BEIYIN FINANCIAL TECH CO LTD
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Patent Information

Application Number
CN202510036110.1
Authority / Receiving Office
CN · China
Patent Type
Applications(China)
Current Assignee / Owner
Filing Date
2025-01-09
Publication Date
2025-05-06

AI Technical Summary

Technical Problem

Traditional RPA solutions are difficult to meet the diverse personalized business process needs of the banking industry, especially in human-computer interaction scenarios, where there are problems such as high cost of independent deployment platforms, poor user experience and inability to obtain business process execution nodes in real time.

Method used

Through the RPA executor-based method, the process development framework is expanded, the human-computer interaction function module components are called, the business process development and scheduling is realized, and the interactive interface is popped up according to the intermediate data form for users to confirm and make real-time data.

Benefits of technology

It improves real-time interaction capabilities in human-computer interaction scenarios, enhances users' control over process execution nodes, reduces development and deployment costs, and improves process execution efficiency.

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Abstract

The invention discloses a man-machine interaction method based on an RPA actuator. The man-machine interaction method comprises the following steps that S1, man-machine interaction scene RPA process demand analysis is carried out; s2, based on the expanded process development framework, calling a man-machine interaction function module assembly to complete the development of the business process; s3, scheduling and executing the business process; s4, popping up an interactive interface according to the intermediate data form for a user to perform data confirmation and decision making in real time; and S5, returning a process operation result. According to the invention, the control of the user on the process execution node is improved, and the user does not need to log in other platforms, so that the process execution efficiency is improved.
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Description

Technical Field

[0001] The present invention belongs to the field of human-computer interaction technology, and specifically is a human-computer interaction method based on RPA executor. Background Art

[0002] With the widespread application of Robotic Process Automation (RPA) in the banking industry, more and more personalized business process requirements are gradually emerging. Traditional RPA solutions have been unable to meet these diverse needs, especially in human-computer interaction scenarios. To meet this challenge, we need an innovative solution to handle these complex business scenarios.

[0003] This new solution should be highly flexible and adaptable, and can be customized according to different business needs. At the same time, it should be able to integrate seamlessly with existing RPA systems for rapid deployment and implementation. In addition, this solution should also focus on user experience to ensure smooth and natural interaction in various human-computer interaction scenarios.

[0004] In short, in order to meet the growing demand for personalized business processes in the banking industry, we need to explore a new RPA solution that is more advanced, flexible and user-friendly. This will help banks better respond to market changes, improve service quality and efficiency, and stand out in the fierce competition.

[0005] The current human-computer interaction scenario solution includes the following steps:

[0006] 1. Process start: In the human-computer interaction scenario, the RPA business process is usually started with one click through the human-computer interaction robot; there are also timed or other triggered starts through the central control platform.

[0007] 2. Execute rule codes and established business process codes.

[0008] 3. During the human-computer interaction process, business personnel log in to the human-computer interaction platform to view the execution process data and make relevant decisions.

[0009] 4. Return the execution result.

[0010] Current technical deficiencies include:

[0011] 1. The human-computer interaction platform needs to be deployed independently, which increases the development cost, the hardware server cost for later deployment, and the labor cost. After going online, specialized personnel are required for maintenance, and the resource requirements are relatively high.

[0012] 2. In terms of user experience, in business scenarios involving human-computer interaction, users need to log in to the platform to verify and confirm intermediate process data and decisions, which results in a poor user experience.

[0013] 3. Users cannot obtain the current execution node of the business process in real time, and cannot know whether users are required to participate in data confirmation and decision-making at the current time point. Login or refresh operations are required to check the execution status of the platform. Summary of the invention

[0014] In view of the above problems, the present invention is proposed to provide a human-computer interaction method based on an RPA executor that overcomes the above problems or at least partially solves the above problems.

[0015] A human-computer interaction method based on an RPA executor, the method comprising the following steps:

[0016] S1. RPA process requirements analysis for human-computer interaction scenarios;

[0017] S2. Based on the expanded process development framework, call the human-computer interaction function module components to complete the development of the business process;

[0018] S3, dispatch execution business process;

[0019] S4. Pop up an interactive interface based on the intermediate data form for users to confirm data and make decisions in real time;

[0020] S5. Return the process running result.

[0021] Optionally, step S1 includes:

[0022] Identify the business processes that need to be automated;

[0023] Identify the parts of the process that require human involvement;

[0024] Identify the data types, data sources, and data processing logic required in the process;

[0025] Evaluate the existing technology stack, compatibility of RPA tools, and system integration issues;

[0026] Set automation goals.

[0027] Optionally, the business process includes data processing, customer service and order management.

[0028] Optional automation goals include reducing the number of manual operations, increasing processing speed, and reducing error rates.

[0029] Optionally, step S2 includes:

[0030] Expand the existing RPA process development framework;

[0031] Use the library provided by the RPA platform or self-developed module components to build human-computer interaction function modules;

[0032] Assemble each functional module according to the business process logic to ensure that each step can be executed in sequence and data can be transmitted correctly;

[0033] Continuous testing is performed during the development process to ensure the stability and accuracy of the process.

[0034] Optionally, the existing RPA process development framework can be expanded by adding new API interfaces and adjusting data processing logic.

[0035] Optionally, ongoing testing during the development process includes unit testing, integration testing, and user acceptance testing.

[0036] Optionally, step S3 includes:

[0037] Set trigger conditions based on business needs;

[0038] Use the RPA platform's built-in scheduling function or integrate a third-party scheduling system to configure scheduling tasks;

[0039] Monitor the execution status of the process in real time to identify and handle problems in a timely manner.

[0040] Optionally, step S4 includes:

[0041] Display the interactive interface according to the intermediate data form and user needs;

[0042] Display key data in the interactive interface to help users understand the current status;

[0043] Provide operation guidance to ensure that users can correctly confirm data or make decisions;

[0044] Collect user feedback on the interactive session.

[0045] Optionally, step S5 includes:

[0046] Organize the data generated during the execution process;

[0047] Present the results to users or related systems to ensure timely delivery of information;

[0048] Save process execution logs for subsequent analysis and auditing;

[0049] Optimize the automation process based on operation results and user feedback.

[0050] In summary, due to the adoption of the above technical solution, the beneficial effects of the present invention are:

[0051] 1. The present invention performs functional expansion based on the RPA executor, and only starts a graphical interface containing intermediate process data, such as forms, radio buttons, check boxes, etc., on demand, for users to confirm data and make decisions, greatly improving the real-time interaction capabilities with users in human-computer interaction scenarios.

[0052] 2. The present invention expands the human-computer interaction function module of the RPA executor, and the intermediate data graphical interface pops up immediately, notifying the user to make a review decision in real time, thereby improving the user's control over the process execution nodes. This method does not require logging into other platforms, thereby improving the efficiency of process execution.

[0053] 3. In terms of execution equipment, the present invention directly expands the execution function module without the need to develop and deploy a separate software platform product; in terms of process development, it only needs to expand the calling capability of the functional components of the human-computer interaction module in the process development framework, which is no different from the original process development solution. BRIEF DESCRIPTION OF THE DRAWINGS

[0054] Figure 1 A flowchart of a human-computer interaction method based on an RPA executor is provided in an embodiment of the present application. DETAILED DESCRIPTION

[0055] In order to make the purpose, technical solutions and advantages of the embodiments of the present invention clearer, the technical solutions in the embodiments of the present invention will be clearly and completely described below in conjunction with the drawings in the present invention. Obviously, the described embodiments are part of the embodiments of the present invention, rather than all the embodiments. Based on the embodiments in the present invention, all other embodiments obtained by ordinary technicians in this field without making creative work are within the scope of protection of the present invention.

[0056] See also Figure 1 , this embodiment provides a human-computer interaction method based on an RPA executor, the method comprising the following steps:

[0057] S1. Analysis of RPA process requirements in human-computer interaction scenarios.

[0058] Step S1 includes:

[0059] Identify the business processes that need to be automated, including data processing, customer service, and order management.

[0060] Identify the parts of the process that require human involvement, including data entry, review confirmation, decision making, etc.

[0061] Identify the data types, data sources, and data processing logic required in the process.

[0062] Assess existing technology stack, compatibility of RPA tools, and system integration issues.

[0063] Set automation goals, including reducing the number of manual operations, increasing processing speed, and reducing error rates.

[0064] S2. Based on the expanded process development framework, call the human-computer interaction function module components to complete the development of the business process.

[0065] Step S2 includes:

[0066] Expand the existing RPA process development framework, including adding new API interfaces and adjusting data processing logic.

[0067] Use the libraries provided by the RPA platform or self-developed module components, such as UI automation tools and database connectors, to build human-computer interaction function modules.

[0068] Assemble each functional module according to the business process logic to ensure that each step can be executed sequentially and the data can be transmitted correctly.

[0069] Continuous testing is performed during the development process, including unit testing, integration testing and user acceptance testing, to ensure the stability and accuracy of the process.

[0070] S3. Schedule and execute business processes.

[0071] Step S3 includes:

[0072] Set trigger conditions according to business needs, such as time schedule, event trigger or data arrival.

[0073] Use the RPA platform's built-in scheduling function or integrate a third-party scheduling system to configure scheduling tasks.

[0074] Monitor the execution status of the process in real time, including execution progress, number of successes / failures, etc., to identify and handle problems in a timely manner.

[0075] S4. An interactive interface pops up based on the intermediate data format for users to confirm data and make decisions in real time.

[0076] Step S4 includes:

[0077] Display interactive interfaces such as pop-up windows and web forms based on the intermediate data format and user needs.

[0078] Display key data in the interactive interface, such as processing result preview, abnormal data prompts, etc., to help users understand the current status.

[0079] Provide operational guidance, such as confirmation buttons, modification options, etc., to ensure that users can correctly confirm data or make decisions.

[0080] Collect user feedback on interactive aspects, such as satisfaction surveys, error reports, etc., in order to continuously optimize the user experience.

[0081] S5. Return the process running result.

[0082] Step S5 includes:

[0083] Organize the data generated during the execution process, including successfully completed tasks, unhandled exceptions, generated reports, etc.

[0084] The results are presented to users or related systems through emails, message notifications, system interfaces, etc. to ensure timely delivery of information.

[0085] Save the process execution log, including execution time, executor, operation content, etc., to facilitate subsequent analysis and auditing.

[0086] Based on operation results and user feedback, the automation process is optimized to improve efficiency and accuracy.

[0087] This embodiment expands the functions based on the RPA executor and only starts the graphical interface containing intermediate process data on demand, such as forms, radio buttons, check boxes, etc., for users to confirm data and make decisions, greatly improving the real-time interaction capabilities with users in human-computer interaction scenarios.

[0088] This embodiment expands the human-computer interaction function module of the RPA executor, and the intermediate data graphical interface pops up immediately, notifying the user to make a review decision in real time, thereby improving the user's control over the process execution nodes. This method does not require logging into other platforms, thereby improving the efficiency of process execution.

[0089] In terms of execution equipment, this embodiment directly expands the execution function module without the need to develop and deploy a separate software platform product; in terms of process development, it is only necessary to expand the calling capability of the functional components of the human-computer interaction module in the process development framework, which is no different from the original process development solution.

[0090] The above contents are further detailed descriptions of the present invention in combination with specific preferred embodiments, and it cannot be determined that the specific implementation of the present invention is limited to these descriptions. For ordinary technicians in the technical field to which the present invention belongs, several simple deductions or substitutions can be made without departing from the concept of the present invention, which should be regarded as falling within the protection scope of the present invention.

Claims

1. A human-computer interaction method based on RPA executor, characterized in that: The method comprises the following steps: S1. RPA process requirements analysis for human-computer interaction scenarios; S2. Based on the expanded process development framework, call the human-computer interaction function module components to complete the development of the business process; S3, dispatch execution business process; S4. Pop up an interactive interface based on the intermediate data form for users to confirm data and make decisions in real time; S5. Return the process running result.

2. A human-computer interaction method based on an RPA executor as claimed in claim 1, characterized in that: Step S1 includes: Identify the business processes that need to be automated; Identify the parts of the process that require human involvement; Identify the data types, data sources, and data processing logic required in the process; Evaluate the existing technology stack, compatibility of RPA tools, and system integration issues; Set automation goals.

3. A human-computer interaction method based on RPA executor as claimed in claim 2, characterized in that: The business processes described include data processing, customer service and order management.

4. A human-computer interaction method based on RPA executor as claimed in claim 2, characterized in that The stated automation goals include reducing the number of manual operations, increasing processing speed, and reducing error rates.

5. The human-computer interaction method based on RPA executor according to claim 1, characterized in that: Step S2 includes: Expand the existing RPA process development framework; Use the library provided by the RPA platform or self-developed module components to build human-computer interaction function modules; Assemble each functional module according to the business process logic to ensure that each step can be executed in sequence and data can be transmitted correctly; Continuous testing is performed during the development process to ensure the stability and accuracy of the process.

6. A human-computer interaction method based on RPA executor as claimed in claim 5, characterized in that: Expanding the existing RPA process development framework includes adding new API interfaces and adjusting data processing logic.

7. The human-computer interaction method based on RPA executor according to claim 5, characterized in that: Continuous testing during the development process includes unit testing, integration testing and user acceptance testing.

8. The human-computer interaction method based on RPA executor according to claim 1, characterized in that: Step S3 includes: Set trigger conditions based on business needs; Use the RPA platform's built-in scheduling function or integrate a third-party scheduling system to configure scheduling tasks; Monitor the execution status of the process in real time to identify and handle problems in a timely manner.

9. The human-computer interaction method based on RPA executor according to claim 1, characterized in that: Step S4 includes: Display the interactive interface according to the intermediate data form and user needs; Display key data in the interactive interface to help users understand the current status; Provide operation guidance to ensure that users can correctly confirm data or make decisions; Collect user feedback on interactive sessions.

10. The human-computer interaction method based on RPA executor according to claim 1, characterized in that: Step S5 includes: Organize the data generated during the execution process; Present the results to users or related systems to ensure timely delivery of information; Save process execution logs for subsequent analysis and auditing; Optimize the automation process based on operation results and user feedback.