Policy Data from AMS

Summary

MuleSoft’s Robotic Process Automation product (RPA) enables the end-to-end automation of business and IT processes that would have normally required manual intervention from a person. This drives efficiency, increases productivity and improves speed to market.

This RPA process template enables the automated retrieval of data from any AMS (Agency Management System) platform and loads that data into either a PDF or CSV file, which enables easy consumption by Anypoint APIs.

The RPA Process template simulates logging in to the AMS (Agency Management System), retrieving the necessary policy details and then can send that to an SFTP location or data store.

How to use this template

Download the template and import the file into your RPA Builder. The RPA Process templates can be imported into RPA Builder as projects and are customizable before deploying to RPA bots.

Refer to the Setup Guide.

Resources

This template is part of the Financial Services Accelerator solution and additional details and accompanying assets can be found on our Financial Services Accelerator page.