Documentation-Driven RPA Script Generation for Banking Processes

Resolve Bottlenecks,
Find Innovative SolutionsGenerate Solutions

Solution Overview

Problem

Creating robotic process automation for banking and insurance organizations is time-consuming and error-prone due to the large number of processes involved, requiring significant developer time and effort.

Innovation Solution

Utilizing existing documentation, such as manuals and videos, through natural language processing and machine learning to derive robotic process automation scripts, which are then tested and executed by a robotic process automation system.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Productivity

If robotic process automation is created manually for banking and insurance processes, then the automation can be customized and executed, but the process is time-consuming and requires significant developer time and effort

Engineering Contradiction:

Improvespeed of creating robotic process automationVSAvoiddeveloper time and effort

Core Design Contradiction:

ProductivityVSLoss of time

Solution Approach 1:

The patent copies existing documentation (manuals, videos, presentations) to automatically generate robotic process automation scripts. Instead of manually creating automation from scratch, the system replicates the information already captured in organizational documentation and transforms it into executable automation code, significantly reducing developer time and effort

Inventive Principle:

Principle #26Copying

Solution Approach 2:

The patent performs preliminary action by capturing and storing process information in documentation format before automation is needed. When automation is required, the system retrieves this pre-captured documentation and converts it into automation scripts, eliminating the need to re-document processes and reducing the time required to create automation

Inventive Principle:

Principle #10Preliminary action

2Adaptability or versatility

If extensive coding is performed to create robotic process automation, then the automation can be customized to specific processes, but the process becomes error-prone and requires significant developer effort

Engineering Contradiction:

Improvecustomization of automated processesVSAvoiderror rate in automation creation

Core Design Contradiction:

Adaptability or versatilityVSReliability

Solution Approach 1:

The patent replaces the mechanical system of manual coding with an automated natural language processing system. Instead of developers manually writing code (mechanical process), the system uses AI to interpret documentation and generate automation scripts automatically, reducing human error while maintaining customization capabilities through flexible document input

Inventive Principle:

Principle #28Mechanics substitution (Replace mechanical system)

3Loss of information

If manual documentation is created and maintained for banking and insurance processes, then the processes can be documented in various forms, but the documentation is not effectively utilized for automation

Engineering Contradiction:

Improveutilization of existing documentationVSAvoidefficiency of process automation creation

Core Design Contradiction:

Loss of informationVSProductivity

Solution Approach 1:

The patent merges documentation management with automation creation by integrating natural language processing capabilities that directly consume existing documentation (manuals, videos, presentations) and transform them into automation scripts. This consolidation eliminates the separate steps of documenting processes and then separately creating automation, ensuring documentation is fully utilized while improving productivity

Inventive Principle:

Principle #5Merging (Combining)

Data Source

PatentUS12554249B1Systems and methods for generating robotic process automation (RPA) via documentation

Publication Date: 2026.02.17 UNITED SERVICES AUTOMOBILE ASSOCIATION (USAA)

AI summary

Documentation may be used to automatically create a set of scripts to be executed by a robotic process automation system. A machine learning engine may be used to identify patterns in a first documentation and to then derive a flowchart descriptive of a documented process, subprocess, or combination thereof. The flowchart is compiled into a script executable by the robotic process automation system.