UiPath Data Reconciliation Use Cases

Before we Directly Jump on the Hands-on Exercise on Building Data Reconciliation Use cases with UiPath. It would first be Good to understand a bit more about Data Reconciliation.

What is Data Reconciliation ?

Data reconciliation is defined as a process of verification of data. two sets of data are compared typically referred to as source and destination. the aim is to have consistent data across multiple systems and sources

When It is Required ?

• Incorrect data
• Duplicate data records
• Migration of data
• Missing links of data

What are the Different Sectors where we can use Data Reconciliation?

1. Banking
   • Duplicate entries
   • multiple transactions
   • data discrepancies
   • new data source
   • audits

2. Insurance
   1. Benefit reconciliation
   2. disbursements
   3. over payments
   4. duplicates claims
   5. intercompany reconciliation

3. Misc
   • Data migration
   • reports and reviews
   • transaction matching
   • classification
   • data quality

Various Sources and Destinations we can have?

1. Excel to Excel
2. Web to database
3. Database to Excel
4. ERP Application to database
5. Emails to Excel

Now That we have an Idea about Data Reconciliation, Let’s have a look at 2 Use cases we are going to Build

Use Case 1: Web to Excel Reconciliation

This Use case will be Web to Excel Reconciliation – We will get the Vendor Data from a website and Reconcile it with the Data we are already having in the system in Excel Sheet. The Video Attached Demonstrates all the steps one by one, You can follow along with the video and you should be able to make this also 🙂

Use Case 2: Excel to Excel Reconciliation

This Use case will be Excel to Excel Reconciliation – Here we will have 2 sets of Data in Excel File, As a Requirement, we have to match and paste the Data. The Video Attached Demonstrates all the steps one by one, You can follow along with the video and you should be able to make this also 🙂

A Video Guide