Part 2 - Loan Application Processing | Step by Step Code | Practice UiPath Projects | Use Case

Loan Application Processing
Banking Use Case Automation
End to End use case Building
Practice UiPath use cases
Build Projects Step By Step

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👉 Here is a general overview of the process of applying for a loan from a bank.

Determine your borrowing needs: Consider the purpose of the loan, the amount of money Customer need, and the repayment terms that will work best for customer.
Bankers gather required documents: Most banks will require to provide documentation such as proof of income, employment, and assets, as well as information about your credit history.

Once Submitted the application via online, by phone, or in person at a bank branch. The lender will review the application and credit history and make a decision about whether to approve your loan.

This is a Manual Process which we are targeting to automate here
Bot would Review and accept the loan offer: If loan is approved, the bank would generate a Loan Id and will provide with a loan offer outlining the terms and conditions of the loan.

►►►►►► This Video covers the Following ◀◀◀◀◀◀◀◀

► Timestamps ◀
0:00 Introduction
0:50 : Agenda
2:22 : Download Framework and Files
4:20 : Blank Template for REF with Datatable
5:57 : Initialization State
11:00 : Kill Process xaml
16:00 : Init All Application xaml
22:07 : End State
28:42 : Get Transaction Data
31:59 : Read Transaction Data
40:24 : Comfigure GetImap Mail Message Activity
1:08:09 : Download Attachments
1:21:05 : Pass Transaction Data
1:35:30 : Process Transaction
1:54:57 : Code Business Validations
2:14:30 : Insert Data into the Bank Application
2:27:44 : Set Transaction Status
2:42:39 : Process Execution
2:27:44 : Set Transaction Status
2:53:49 : Sending Success Emails
3:06:06 : Publish and Schedule

►►►►►► Links to Refer ◀◀◀◀◀◀◀◀

👉👉Part 1 - Loan Application Processing | Practice UiPath Projects | PDD | SDD | Banking Use Case

👉👉RE Framework Complete Playlist

👉👉Convert ReFramework to work with DataTable

👉 Use Case : Create Card | Re Framework without Orchestrator Queue | With Excel Data table

👉 UiPath 2022.10 Updates | Data Manager in UiPath | Global Variables | Constants

👉 Triggers in UiPath Orchestrator

👉 UiPath Exception Handling Playlist

👉 UiPath All About Selectors Playlist

👉Excel Automation Playlist

👉Get IMAP Mail Messages | Server Address & Settings | Download Email attachments

Happy Automation!

►►►►►► Social Media Links ◀◀◀◀◀◀◀◀

#UiPath #PracticeUSeCases #StepByStep #RPA #Automation #mukeshkala #Discover #UiPathCommunity #UiPath
#RPA #RoboticProcessAutomation #Automation #ProcessAutomation #BusinessAutomation #WorkflowAutomation

►►►►►► Tags ◀◀◀◀◀◀◀◀
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Practice Banking Usecase

[paultran]

very organized, well thought out professional videos. the best that a professional developer would do. Thank you. As for myself: I am a retired Electronics Engineer and Senior Software Engineer.

[shivanisharma-qtbf]

I saw this 2 times it feels me confident that if i try then i can do this Thanks Mukesh

[RAHULPATEL-ozvg]

Hi Mukesh,

This is the best UiPath video tutorial I have came across in Internet.

You are a wonderful teacher.

Thank you for being awesome.!!!!

[muktharvalli]

Hi mukesh, take a bow to u r patience 👏👏🙏

[Ramesh..]

Great explanation sir👍, I was looking this king explanation since long time. I have completed this framework successfully, now I am very confident in RE framework with excel, thanks for this video🙌

[srinivaschary-zglj]

How can i thank you man this is best ..best best video of uipath ...u explained very clearly …and iam happy

[raghvendrayadav]

After a long time found a good video Thanks a lot mukesh for uploading such a good video

[dekenedaagoons]

Absolutely useful!!! Great job here Mr Mukesh. I really like the way the project is organized. I have been facing a lot of issues with exception handling on my processes. I shall build my next automation using RE framework.

[ahmadfirdosh]

Very useful real time use case, great work brother.

[rajurec]

Excellent👍👍👍. Thanks for your efforts to making understandable

[parvatia]

Hi Mukesh . What are the challenges faced in the loan application process . What all should we hightlight . Please help us to answer this question as it can be asked when we talk about this automation . Thanks for helping us!!!

[vaibhavraundhal]

Hi mukesh..
Thanks for your efforts. And videos.
Could you please make such videos for us like these types of scenarios. but that should be iterative process and without re framework.
Because you haven't made any video like that.. so that we can get the idea how and where we can apply the exception while making the big project.
Thank you..

[muktharvalli]

Mukesh, If possible Do video on citrix automation, its my humble request becz I joined in Ericsson company 😊

[vigneshr]

When I open the customize datatable template which you sent and finish the init and end process, run in debug mode. It shows " system . Data. Datarow " in assembly

[gangareddy]

Hi Mukesh,
we can't use click, typeinto activities outside application scope in the modern design then in this case how to initialize the application in the intialAllApp workflow and click, typeinto activities inside the process workflow. Please tell me how to do it using modern design activities

[crazyvenky]

Subject of date format might get change in future so it can also read from config na and also in subject "-" is missing. I think it will also create an issue right.

[rashmivsangal]

Trigger.
I have a question: If at all there is breakdown of system ( like system shutdown) then what will happen to the data ? Will it start from the beginning ??( ps: this question was asked to me in an interview)


Thank you so much for a detailed video on RE framework. 🙏🏻

[dattaveeravalli]

Mukesh Here why you are using Excel application scope instead of workbook?

[priyankabhojne]

Hi Mukesh please make the video on how to handle the Popup scenerios whn we r working on web ..many popups vil come some vil known & some are unexpected pls make tutorials on it

[ganeshhsonune]

Hi Sir, Thank you So much for this content it really helps in our careers,
Only Thing I want to know is, in which video you have converted the Queue item to Datatable?