Robotic process automation

You can use robotic process automation (RPA) to automate repetitive and unattended back-office activities directly from your Pega Platform application. Using process automations can help you to batch process large volumes of cases faster and with fewer errors compared to manual handling.

For example, you can queue an automation to process one or more stages of an automobile insurance claim. After a claim is submitted, the claim can immediately be routed to a robotic automation virtual machine (VM). The VM runs an automation that analyzes the information submitted with the claim, looks up and verifies policy holder information, and updates web and desktop applications with case information.

When you use automations with your case type, case assignments are first routed to robotic work queues. A VM retrieves the assignment from the queue, obtains the case data associated with the assignment, and performs the specified automation. After it processes the assignment, any modified data is sent back to the case, and the robotic automation VM retrieves the next assignment to process.

Any information that you want to share between your Pega Platform application and the automation must be marked as relevant records.