UiPath Generative AI for Medical Records Summarization

My main use case for UiPath Platform involves most of the business functions across different domains such as banking, finance, insurance, and healthcare industry, and all the business processes are automated from end to end.

As a practice solutions lead, I am automating an end-to-end process.

A quick specific example of a process I have automated end-to-end with UiPath Platform comes from compliance use cases and KYC use cases, where I have been seeing a result of 60 to 70% automation. Now with the AI agentic leveraging, it is becoming more powerful, and I see the results from 70 to 80% now, especially the gap in the human in the loop, which requires a lot of learning system to be built.

I have been doing test automation in the cloud, which is another great product for leveraging testing automation across the agent lifecycle.

I use agentic automation for a long list of use cases, including invoice processing, KYC processing, intake processing, document verification, and IDP processing, and I am still actively working on these.

By leveraging agentic automation, I have achieved effort savings of 60% from a development perspective, with significant error reduction, optimizing and reducing around 20% of business errors.

In UiPath Platform, I am using the Cloud Code Agent to build agents quickly and at scale.

The best features UiPath Platform offers include Orchestrator, which I find particularly valuable as it connects RPA, agentic, and humans.

This integration has helped my team and business processes by trending towards or leaning towards zero-touch automation.

Anything which comes as part of an intake and as an RPA connects the systems for deterministic flows, whereas in the case of AI agents, they can proactively connect to multiple different systems including MCPR and RAG systems for knowledge systems, and tackle gaps associated with human in the loop.

I would like to add that the latest features about the Flow and Coding Agent complement the ability to build agents, which really helps from an end-to-end platform perspective, leading to productivity improvements of around 50 to 60% savings, making it a differentiator.

UiPath Platform has positively impacted my organization with a transformation. Typically, it started as an RPA, and now it becomes an agent, automating business processes from anywhere between 40 to 80%, which saves millions. Typically, we used to build any agent between $35,000 to $75,000, but with AI capabilities that come from automation within UiPath Platform, my efforts drop by 50 to 60%.

The cost savings and automation percentages have shifted my team's focus to getting major requirement gathering, while development, testing, and operation efforts have reduced. The only gap remains when there are business requirement exceptions.

Regarding improvements for UiPath Platform, I see a huge gap in observability, as I currently have to check the logs instead of having my own observability that connects the dots between the business and the agents.

I would like to mention that there is a need to address the cost associated with licensing, as multiple SKUs and products have created chaos when dealing with transactions since every business process is based on transactions.

I have been using UiPath Platform for almost four and a half years.

UiPath Platform is stable.

The scalability is impressive, as it can connect multiple host machines into the license, and how you structure and deploy it demonstrates its scalable architecture and components.

The customer support I encounter is okay for critical issues, but I see really good response levels with platinum support.

I previously used Blue Prism for some time, but the product scale was not happening, which is why I had to shift to UiPath Platform. Additionally, I was noticing trends asking why I should use UiPath Platform over open source.

I have seen a return on investment with significant changes, as my efforts in any business process have been reduced by 50%, allowing humans to regain about 50 to 60% of their effort, resulting in a productivity gain of 70%.

My experience with pricing, setup cost, and licensing has been challenging due to the various costs associated with basic platforms, bot costs, and the differences between attended and unattended bot costs, along with geographical differences in developer costs.

Before choosing UiPath Platform, I evaluated Blue Prism.

UiPath Platform has an ecosystem that securely handles data. However, if agents leverage LLMs and hallucinate, even one agent's hallucination can pose a problem, needing a governed agent to tackle it.

I would say the accuracy and reliability of output from UiPath Platform's AI capabilities are currently around 70%, varying based on the business case complexity. Some cases solve 80% or even 90%.

My advice for others looking into using UiPath Platform is to move away from traditional RPA and adopt a working model that views it as an agentic platform.

I give this review a rating of 8.

My primary use case for UiPath Platform is on the AR side of the business, but I plan on also integrating it into accounts payable.

I favor the RPA feature of UiPath Platform the most because that is all I have been introduced to up until this point, but I plan on leveraging the agentic capabilities as well.

The features of UiPath Platform that I appreciate in terms of robotic automation are that they understand the business and what our needs are, and they are able to leverage all the different service platforms that we use and utilize. I appreciate how they are able to pull it all together and fully integrate everything.

I have realized benefits from using UiPath Platform so far, including a reduction in FTE as a result of some of the RPAs I have put in process. I also have the ability of leveraging seven days a week with something automated, and I do not have vacations to worry about or people being sick. I have scheduled jobs and they run as they can.

UiPath Platform could be improved by having a better relationship with the customer and understanding their business and what their needs are, with an approach where they come to us instead of us coming to them. I would appreciate a little bit more customer relations.

I have been using UiPath Platform for the past two years.

More proactive customer service would make it a ten for me.

Prior to UiPath, I was not using another solution to address similar needs.

I would describe my experience with deploying UiPath Platform as lacking direct involvement since I have not worked directly with them because I am going through our IT department. I think our IT department has struggled in possibly not utilizing the skill set that is necessary to keep our business going forward. That is why we really need UiPath to come in and help give us that direction.

I have not evaluated other RPA solutions.

I would advise someone in another organization who is considering UiPath to be patient, as the process is long. You cannot expect to get a robot or RPA or agentic processing in place within two weeks. It is a journey, and you have to have a committed, dedicated resource to help through that process. I provided this review with a rating of eight.

My main use case for UiPath Platform is deterministic RPA flows, agentic reasoning, and document extraction.

At BJ's, we have a gas section of our business, so we receive multiple invoices from our vendors for gas deliveries, and we leverage IXP for AI-based data extraction off of the invoices to key into our payment systems.

I use agentic automation, and we're really looking at it from a reasoning standpoint; we're trying to think about how it can be implemented in a controlled fashion, which UiPath Platform has helped with, but we are trying to not overcomplicate processes and keep them simple where they can be.

We are using agentic automation for communications mining, particularly in inbound and outbound calls.

By leveraging agentic automation, we have achieved streamlined processes; for inbound and outbound calls, we had a very complex process where there was a lot of noise with the process being based on keyword alerts, and using agentic automation, we were able to filter out more incoming calls and actually realize what data should be passed on for human review rather than ignored.

We largely use the healing agent for our automations, which helps with brittle selectors.

In my opinion, the best features UiPath Platform offers include the ease of use, training, and onboarding, which have been great; generally, their core products of Studio, Orchestrator, governance, and logging have been phenomenal, and it is a very supportive and resourceful company.

Regarding the training and onboarding experience, UiPath Academy has great features, both hands-on work and the community forums are also very helpful for debugging and helping solve issues at a community level; Studio itself is one of the better UI-laid out RPA systems and also offers a vast variety of options and ways of performing specific actions, and the integration services with things like SAP have been phenomenal.

UiPath Platform has positively impacted my organization by streamlining processes, reducing manual time, and shifting efforts from monotonous work onto more high-value work for various teams.

I think UiPath Platform can be improved with a focus on training business users with the new agentic capabilities and having them more up to par with technological literacy and different uses that UiPath Platform can perform.

I feel that some products are pushed out earlier than a comprehensive system should be; for IXP, the group methodology for the extractions doesn't relay currently in the GA features for human validation, and it's displayed as a data table rather than a drop-down, which creates a barrier for business review.

I have been using UiPath Platform for four years.

For the most part, I find UiPath Platform stable.

UiPath Platform's scalability is great.

The customer support for UiPath Platform is great.

I have previously used Power Automate and various other RPA tools, and I consider UiPath Platform to be the most refined.

Over the past year of working for my current company, I have saved or developed 5,500 plus hours from my work.

Before choosing UiPath Platform, I evaluated other options, including Power Automate and Blue Prism.

My advice to others looking into using UiPath Platform is to approach it from a long-term view of how documentation will be stored, written, and maintained, and to explore a federated model. I would rate UiPath Platform an 8 out of 10.

UiPath Platform is used in many areas and different approaches at Equifax. For my use case in my business unit, it is mainly the dispute lifecycle managed at Equifax, specifically Dispute Resolution, and very focused on the RPA part.

For example, we have an RPA robot that is in charge of receiving disputes in a process called Referrals. We have a process that is responsible for receiving disputes for blocked credit files from other credit bureaus such as Experian and TransUnion. We are in charge of receiving those disputes, reading an image with the dispute coming from one of those bureaus and basically creating the dispute according to what that image contains. Whether it is a dispute on an ID, on a tradeline, on a collection, or whatever the person is disputing at the other credit bureau, we file the dispute on the Equifax side.

In addition to that, we also manage a complaints process where items are extracted through the CFPB Portal platform. Items are extracted and the entire complaint lifecycle is completed, whether that is setting the required response, resolving it, giving a response to the consumer, and finally closing the case in the CFPB portal. That robot is split into four different sub-bots or processes. That is another major area where we work with this part.

UiPath Platform provides a cloud ecosystem and everything is focused there—the assets, libraries, packages, and the whole orchestration part that UiPath Platform offers is definitely one of the major features that the platform offers us.

Mainly, we haven't seen a specific benefit within the development team itself, which is my area, but at the infrastructure level, I think the cloud orchestration has helped us a lot not to have to deal with on-prem infrastructure. It gives us more ease to make releases, to have the latest versions up and running, and not to have blockers or issues with different updates or migrations to the most current versions. I think that is mainly where the benefit lies.

Honestly, I haven't noticed a before-and-after type of improvement in implementing UiPath Platform itself because it has been implemented since I started working at Equifax. I think it is mainly been the constant improvements they have made over the years. The improvements have been the new technologies that have emerged over the years and that we have been incorporating into our processes.

I would like to focus to some extent a bit more on the Agentic, Maestro, and other such technologies, not so much RPA, which has been the area I have been working in over these years. I think overall that is not directly related to UiPath Platform itself. I do not really have any improvements in mind at the moment.

Approximately six years.

Over the years I have used UiPath Platform very consistently and it has always delivered very good performance, so I think it is quite stable.

The CFPB solution has been constant and has received monthly increases since I joined the company. It has been very scalable in that we just keep adding licenses and virtual machines to run whatever number of solutions we need. I think it is quite scalable.

Equifax pays for Diamond Support, so it has been very good. They are always very attentive and available almost at all times. I would say it is very good, although I have not used it very frequently.

I could not say, since from the time I joined the company everything has been done with UiPath Platform, so I do not have a reference to share.

It is mainly private cloud. Libraries are obtained from UiPath Platform's own platform to some extent. However, it is mainly private.

The implementation team was not external.

There have been improvements, including staff reduction and savings in time and money. I do know that our VP has shared those numbers with us, but I do not have the exact metric to share.

In my current position I do not handle that type of cost information, so I really do not know. However, it has been a good experience and I think we have used them well, but at the cost level I really do not have any reference to share.

I could not say, given that since I joined the company UiPath Platform has been used.

I would rate UiPath Platform a nine because we have seen once in a while some bug with logs or maybe the real-time information or graphs being displayed a bit out of sync or not showing the correct information at that specific moment. I think those are normal bugs for a live cloud platform. Overall it is a very good platform.

All systems have some point for improvement. Sometimes those small bugs happen, but I do not think there is anything else to highlight.

Initially I used the community when it came to detecting errors a few years ago. Now with the implementation of AI I do not really use the community, since I mostly handle troubleshooting, errors, and code best practices through AI, whether that is Gemini or ChatGPT.

My organization has used Agentic Automation, but I have not. I mainly work with RPA. There have been use cases such as for billing disputes and other kinds of case identification. I think it is mainly been in other areas of the team that do not involve my processes.

They should consider implementing Agentic. UiPath Platform's biggest advantage is orchestration, so I think it is a very good solution for applying Agentic. However, they should consider the limitations in integration with other technologies.

The questions are fine and the system of using a virtual agent is very good. I rate UiPath Platform a nine out of ten overall.

A lot of the work that we do at the bank regarding account management involves creating accounts, updating accounts, and similar tasks with UiPath Platform.

Studio is my favorite feature of UiPath Platform. While probabilistic approaches with Agentic AI are exciting and show promise for the future, I believe the deterministic approach with UiPath Platform and Studio represents the true bread and butter of what RPA is at its core.

The benefits of these features for my organization are straightforward: time and money saved. When someone comes to me and says they are spending two or three hours a day on a task, and I can write an automation that removes that work from their plate—work that is very monotonous and tedious—it frees them up for two or three extra hours a day to do more meaningful work that requires critical thinking.

I do not necessarily believe that UiPath Platform needs improvement. UiPath does an excellent job of listening to customer feedback. In a world of highly evolving technology, UiPath needs to continually listen to feedback and align that with the evolution of how the industry is changing, building technology that supports that evolution.

I have used UiPath Platform for all five years that I have been a developer, and all of my developer experience has been with UiPath Platform.

My experience with deploying UiPath Platform has been excellent. The platform is easy to use and user-friendly, and I find that UiPath support is exceptional. They do not abandon you to figure things out on your own; instead, they are a pleasure to work with.

Prior to adopting UiPath Platform, I was not using another solution to address similar needs.

My experience with deploying UiPath Platform is seamless.

What makes it seamless is that it is easy to use, user-friendly, and built for the user experience; it simply makes sense. When you examine many technologies, you often step back and realize they are not very user-friendly and do not make sense, but UiPath excels at aligning their technological advancements with what users ultimately want.

We are not yet at the point of realizing ROI for the time saved extracting data points with Agentic AI, but that is in progress.

What stood out to me during my evaluation process, both positively and negatively, when comparing options is orchestration. There are other tools that I have seen other users work with, and I have witnessed firsthand the shortcomings of those tools that exist beyond simply writing scripts and automations.

I was not necessarily involved in using UiPath Platform as a tool with any of the companies I have worked with, and while I know there are other competitors in the space, I believe UiPath Platform is truly light years ahead of competitors and makes for a seamless, no-brainer decision to work with the company.

My advice to other organizations considering UiPath Platform is that if you have many back-end, highly repetitive, tedious processes that are time-consuming for team members within your organization, UiPath Platform is an excellent tool with substantial benefits that can truly benefit your organization as a whole.

I have been using UiPath Platform for all five years that I have been a developer, and all of my developer experience has been with UiPath Platform. We are slowly starting to work with Coded Agents, which relates to my use of Agentic AI.

I believe Agentic AI's ability to extract data points is quite decent. When assessing that ability, I paused briefly and then recognized I had more to add to my assessment. We are exploring UiPath Agentic Automation capabilities, but we do not currently use them.

My overall experience using UiPath Agentic Automation capabilities is in progress, and I believe it is an exciting technology with significant potential. When you work in the financial services industry, which is highly regulated, you must be mindful and careful about the governance component, the audit component, and the compliance component, because you are ultimately dealing with very sensitive client data and must ensure that the agent operates within the bounds of what it is supposed to do.

I have used UiPath Academy courses provided by the vendor. The biggest benefits I have seen from UiPath Academy is that it was my foundation for learning how to become a developer and taught me everything I ultimately know today, ultimately coming down to education. As the world has evolved with AI resources, the value gained by being part of UiPath's user community is that it is easier than ever to find answers, and UiPath forums and community have always served as an excellent resource and tool to help those who have experienced something align with people who have not yet experienced those issues.

My overall review rating for UiPath Platform is nine out of ten.