When cloning an item from a transaction, we currently have the option to link the newly cloned transaction to the case and bring over LOB’s but there is no option to also bring over the sources from that transaction.
You may argue that the source is already in the case however we may not be linking this item to the case. It may go to a different department or business unit for further processing, sending out correspondence, etc. and we don’t want to confuse the processor or spend time having to figure out what needs to be looked at. We often link the sources directly to the transaction in this case even if it’s already link to other transactions.
Furthermore, we have instances where many sources need to be attached which is time consuming. The case that prompted this enhancement was that 22 statements needed to be sent to a client and the processor needed to find and link all 22 manually. I will admit that the processor didn’t know they could drag and drop the sources which is less time consuming than manually linking them so they did learn something new in the process. In either case, it’s still time spent doing something that could be automated and more streamlined. It’s not going to a huge time saving or money saving enhancement, but it is a nice to have from an associate standpoint.
Therefore, it would be nice to have a checkbox in that same area on the cloning screen to be able to include the attached sources of the transaction you are cloning to the new transaction you are creating.
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Status:
Under Consideration
Submitted on
23-05-22
02:01 PM
Submitted by
Brian_Hesse
on
23-05-22
02:01 PM
Add the ability to automatically deactivate the user
disable a user ID (should have distinct status).
move to work group
remove security (from groups or individual)
remove privileges (from roles and individual)
remove from team memberships (work select teams, case teams)
enable filter to show/hide user accounts from admin screens.
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Viruses and malware continue to affect documents entering Chorus. Almost half of all viruses world-wide are through Word and Excel documents, which are heavily used by our customers as objects.
We need a cloud-based solution (so it can be updated regularly as new viruses or malware are created) that checks all work objects prior to attachment. Areas that could be affected (not an exhausted list) include:
File upload
Capture methodologies (fax/scan/RIP/public links)
Email in/out (EQM)
The solution needs to scan the documents and store any document found to include a virus or malware and then notify someone (as determined by the client via admin) that a document has been found to contain a virus. Additionally a screen needs to show any details about the document (origin, where uploaded, who uploaded, etc.) that can be accessed by a client for follow-up with the originator of the document.
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As a Third-Party Administration (TPA) business I can receive instructions in various formats, mainly PDF, that contain multiple client instructions and I use the document splitter functionality to create multiple subdocuments and transactions for processing.
As a key control to ensure every page from the original document is included with a sub-document I require the annotations to be shared with the original document as per the functionality available with the desktop and applet versions of the content viewer.
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This currently takes us much longer to do development than what would be the norm.
Data Source names to be sorted, especially when you have maybe 80-100 variables to be mapped.
Please reference screen shots below for specific example from T. Rowe Price.
For the example “RDS NONFINANCL Process”
There are 4 PF flows that are used to set variables and pass as input into automated Service to generate a letter:
PF RDS NONFINANCL - Core Processing Step
PF RDS NONFINANCL - Complex Processing Step
PF RDS NONFINANCL - InfoBack Processing Step
PF RDS NONFINANCL - InfoBack Complex Processing Step
Focus on “Core Processing Step” for now as this module sets a variety of variables, based on the letter type selected and entered by the business. These variables will be passed to an automated service used to generate a communications letter.
Here is a screen shot of the Data Name output variables being passed from ‘PF RDS NONFINANCL – Core Processing Step’
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Unable to locate model after opening the Process in design studio, and after scrolling in all directions. Zoom in / out also does not help locate the model. Morgan Stanley
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Status:
Needs More Info
Submitted on
20-05-22
01:57 PM
Submitted by
Brian_Hesse
on
20-05-22
01:57 PM
Currently the print a duplicate file copy button is not available in the Communications Admin tool
A button does not come up for the end user/letter writer to select to produce a ‘File Copy’. The end user/letter writer has to highlight and copy the verbiage of the original letter and then paste it below the original letter and insert the proper page breaks and ‘File Copy’ on the letter
This is time consuming and prone for errors.
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When configuring an automated document in the communications cog the designer is forced to use drop-downs to define the document. The designer can not use a variable.
The automated configuration requires a task for each automated letter. BPO has a thousand or more automated letters and forcing this causes the service layer to become extremely complex and difficult to support.
When new letters are added for Automation use we will no longer have to update the service with a new Communication Cog. We would want to require the use of a variable to pass the document name. The service could require some modifications and the current Communication Cog may the ability to be “Refreshed” to pull in any new Data Sources that may be added for use within the letter.
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When opening a CSD, launch a process, run a search, create a relationship, or create work in the modern processor workspace, it always opens to the same default window size, with is generally too small.
A good example of a process that is impacted is the Caller Authentication guided process, which is run by the GIDS phone team for every single phone call. Currently, the associate would have to resize the window for every single phone call.
There appears to be a couple needs here:
Windows for work objects should open to the size of the CSD or workflow form, or maximum window size.
When we resize a work type, it should retain that size for all instances of the same work type. Currently, Chorus only retains it for the specific instance that was resized.
Search results and relationship windows should retain their preferred size for new searches/relationships. Also, the default size should be at least large enough to display 3 or 4 items.
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We are working on automating a few use cases through Decipher. For some of them, we don't require any manual intervention and therefore we need the Batch to bypass Data verification tab, whereas for others we need the manual intervention to be performed by the business users, and therefore the data verification tab needs to be turned on. However with the way the current configuration settings work, once we turn on the automatically skip data verify tab, the setting becomes applicable for all the batches. We would like the ability to enable/disable this setting based on the exact use case/batch as per the business requirements.
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It would be nice to have a search bar for system settings. Similar to what we have in the studio area to search for any process/object.
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Blue Prism should include a Save Draft feature to all forms. I used the Raise Submission action to submit a form to a user. The user found this request in their inbox, but they noticed they did not have an option to save draft. (The Save Draft feature only exists when creating a new submission from a blank form on the Home screen).
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Currently using BP v6.9 in a multi-language environment in which Windows display language is either English or German. Blue Prism client is always in English (to achieve this we had to delete the localization folder). Our session logs are always in English (except for OS messages those are of course passed through by BP). Our audit logs have mixed languages. eg login/logout are always in English. Changes to schedules are based on Windows language settings, so either in English or German. Date and number formats in logs differ depending on local regional settings in Windows and BP client / resource. This affects all types of analysis, querying of log data. Language in logs should be consistent in all types of logs and for all types of events. This could be achieved by either always be in English (except OS messages) or according to server language setting. Even better would be a own BP system language & region settings that are applied to all logs. This way the text and formats may differ to local BP client settings but at least they would be consistent. (And our colleagues don't need Google translate for messages generated by BP client running on German Windows 😉 )
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Blue Prism should include recommended Process/object templates when we do fresh installation of blue prism. So that Users/Entry level developers will understand how a process should be designed. Other Vendors has already these type of templates eg. Background process Template, Robotic Enterprise Framework. It would be great, if blue prism provides these similar templates as per their standards.
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As of now, we can set up auto force retry on exception items by increasing the retry count on queue settings. But this will force retry all exception items. I see a possibility to add some intelligence in the tool to only force retry specific exception items and not all of them. The user should have 2 options to enter keywords for Exception Type & Exception Details. So users need to configure keywords. So if BP encounters an exception item and it has a keyword match present in Exception Details then only it will force retry automatically. If there is no match in a keyword from what user set and what BP throw then there will be no auto force retry.
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Instead of creating separate schedules, when a schedule is completed ,it should trigger another schedule.
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Currently, In Blue Prism, Users can edit the Status for Queue items which are loaded already into the Queue.
Similarly, Blue Prism has to allow users to edit the Priority of the Work Queue Pending status items. This will help us to meet if urgent work has to be done for the Queue items.
basically, Priority can be modified even after loaded into the Queue. Similarly, We need Edit Priority option as well
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The idea is to have a list of weekdays (Mon-Sun) to select from when specifying the time plan for a Schedule. This way it is easy to let a Schedule run eg every Mon, Wed of a week. This is an enhanced version of the current 'weekly' time plan, where only one day can be selected. Currently (BP v6.9 for us) there are two options to achieve several runs on different weekdays: - create weekly schedule and duplicate for each weekday - create a new calendar and select the wanted weekdays only Both ways are not very intuitive and more difficult to maintain
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