BOT1 – CLOSER – PRICING RATE UPDATE
Product Release Document
TABLE OF CONTENTS
1 INTRODUCTION................................................................................................................................................. 3
1.1 Purpose..............................................................................................................................................................3
1.2 Objectives.......................................................................................................................................................... 3
1.3 Key Contacts..................................................................................................................................................... 3
1.4 History................................................................................................................................................................4
2 RELEASE CONTROL.......................................................................................................................................... 5
2.1 Release Identification.......................................................................................................................................5
2.2 Virtual Machines.............................................................................................................................................. 5
2.3 Applications...................................................................................................................................................... 5
2.4 Assets..................................................................................................................................................................5
2.5 Queues............................................................................................................................................................... 6
2.6 Libraries.............................................................................................................................................................6
2.7 Packages............................................................................................................................................................6
2.8 Processes........................................................................................................................................................... 7
2.9 Triggers.............................................................................................................................................................. 7
2.10 Config File Details.......................................................................................................................................8
2.11 Additional Steps..........................................................................................................................................9
2.11.1 Deploying Integration Service........................................................................................................ 9
3 RELEASE NOTES.............................................................................................................................................. 12
3.1 New releases...................................................................................................................................................12
3.2 Asset changes.................................................................................................................................................13
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1 INTRODUCTION
1.1 Purpose
The Production Release Document outlines the required configurations, assets, and queues in order
to successfully deploy a specific version of the process. The document contains a list of the steps
that need to be performed to set up the environment for correct process execution.
The PRD is a communication document between:
The Development team (represented by the Solution Architect and RPA Development Lead) and
the Deployment team (represented by the Deployment Administrator). The goal is to ensure that
the Deployment team has all the required information to correctly publish, run and validate the
process.
1.2 Objectives
The technical objectives and benefits expected by the Solution Architect after deployment of the
selected process are:
Publish correct process version
Publish any required libraries
Create required assets
Create required queues
Create required schedules
Set up production environment
Run initial process tests
1.3 Key Contacts
ROLE NAME EMAIL NOTES
SA RAJASEKHAR R R.Ravichandran@gr
eyco.com
DEV DHARANI SRI R d.srirachaputi@grec
o.com
BA SESHADRI s.venkataraman@gr
VENKATARAMAN eyco.com
SME ROB FISCHER rob.fischer@greyco.
com
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1.4 History
DATE VERSION AUTHOR NOTES
25-04-2022 Initial Version Rajasekhar
06-07-2022 First Version Rajasekhar V1.1
05-12-2022 Updated Based on Seshadri V1.2
Latest CR
02-01-2023 Changes in Assets Dharani V1.3
09-02-2023 Changes in Asset Dharani V1.4
and Config Values
21-03-2023 Instructions to Dharani V1.5
Deploy Integration
Services
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2 RELEASE CONTROL
This section contains all components required for the automation process.
2.1 Release Identification
Section contains general information about the automation.
ITEM DESCRIPTION
Master Project Name BOT1_Pricing Rate_Closer_App_Update
Automation Area Lending
To Transfer the Rates from Pricing Sheet to
Short Description
Closer Application
Deployment Date <To be filled by Business>
Robot Type Unattended
Scalable Yes
UiPath Version 2021.10.6
2.2 Virtual Machines
List all VMs used for both Dispatching and Performing. Under Notes specify if any individual configuration
is required.
VM Name VM IP NOTES
Robot Lending DEV
2.3 Applications
Install the following Applications on the target Virtual Machines.
APPLICATION VERSION NOTES
Excel 2009 To read the Input Excel Sheet
To update the Pricing Rates from the Excel
Closer Application
Sheet.
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2.4 Assets
Create the following Assets before deployment.
Learn how to manage Assets here: https://docs.uipath.com/orchestrator/docs/managing-assets-in-
orchestrator
ITEM TYPE VALUE DESCRIPTION
Rob.Fischer@greyco
Email to which all the
01_LoadQueue_Exception .com,
Text alerts are sent to this
_email s.venkataraman@gr
email ID
eyco.com
Username :
robotuser.lendprod The Closer App Login
01_ProcessQueue_Closer
Credential [email protected] details have to be
WebApp_Credentials
Password : provided here
LendGrey@123!
https://
01_ProcessQueue_Closer The URL for accessing
Text greystone.cjcsites.co
WebApp_URL the Closer App
m/
2.5 Queues
Create the following Queues before deployment.
Learn how to manage Queues here: https://docs.uipath.com/orchestrator/docs/managing-queues-in-
orchestrator
ITEM UNIQUE REF AUTO RETRY DESCRIPTION
The BOT reads the excel sheet
and loads it to the Queues’
01_LoadQueue_PGS-Rates Yes
transactions ready for
processing.
2.6 Libraries
Upload the following Libraries before deployment.
Learn how to manage Libraries here: https://docs.uipath.com/orchestrator/docs/managing-libraries
ITEM VERSION GIT URL
NONE
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2.7 Packages
Upload the following packages to the Tenant or Folder feed.
Learn how to manage Packages here: https://docs.uipath.com/orchestrator/docs/managing-packages
ITEM VERSION GIT URL
01_Update_CloserRat https://github.com/GreystoneIT/
1.0.47
es_LoadQueue 01_Update_CloserRates_LoadQueue
01_Update_CloserRat https://github.com/GreystoneIT/
1.0.57
es_ProcessQueue 01_Update_CloserRates_ProcessQueue
2.8 Processes
Create the following Processes based on the uploaded Packages.
Learn how to manage Processes here: https://docs.uipath.com/orchestrator/docs/managing-processes
ITEM ARGUMENTS ADDITIONAL SETTINGS
01_LoadQueue
02_Process Queue
2.9 Triggers
Create the following Triggers before deployment.
Learn how to manage Triggers here: https://docs.uipath.com/orchestrator/docs/managing-triggers
ITEM INTERVAL PARAMETERS NOTES
01_Load Queue 0.5 Hours
02_Process Queue None Based on Data from
Queue
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2.10Config File Details
Verify the following Config file details before deployment.
ITEM VALUE NOTES
Closer
02_ProcessQueue_CloserWebApp_Cr Credentials
CloserWebApp_Credentials edentials from Asset
Root Folder
RootFolder C:\Users\ Path
The Folder
Path were the
\Documents\BOT1- Screenshots
01_Update_CloserRates_Load_Proces are being
ScreenshotPath s_Queues\Error ScreenShot\ saved
The folder
Path were the
\Documents\Project GREYSTONE\ Pricing Sheet
DownloadPath Pricing Sheet Downloads\ is Saved
FiveYearsTreas FIVEYEARTREAS Closer Rate
SevenYearsTreas SEVENYEARTREAS Closer Rate
TenYearTreas TENYEARTREAS Closer Rate
ThirtyYearTreas THIRTYYEARTREAS Closer Rate
OneMonthCME 1MCMETERMSOFR Closer Rate
ThirtyDaysAvg 30-DAYSOFRAVG Closer Rate
OneMonthLibor 1MLIBOR Closer Rate
ThreeMonthLibor 3MLIBOR Closer Rate
TenYearSwapRateLIBORbased TENYEARSWAPRATE%(LIBORBASED) Closer Rate
TenYearSwapRateSOFRbased TENYEARSWAPRATE%(SOFRBASED) Closer Rate
FiveYearsWap FIVEYEARSWAP Closer Rate
The Local
Folder were
\Documents\BOT1- the Rate/Error
01_Update_CloserRates_Load_Proces Screenshots
ResultScreenShotPath s_Queues\Error ScreenShot\Results\ are saved
InputFolderPath \Documents\Project GREYSTONE\ The Local
Pricing Sheet Downloads\ Folder were
the Pricing
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Sheets are
Stored
No. of times
the browser
needs to be
RetryCount 10 restarted
Sharepoint
URL to Upload
all the
https://greycogit.sharepoint.com/ Screenshot to
CloudURL teams/DebugLogs Cloud
Fetch the
Secret and
AppID from
Office365_API Global_Office365_API Asset
Fetch Tenant
Azure_TenantID Global_Azure_TenantID ID fro Asset
2.11 Additional Steps
2.11.1 Deploying Integration Service
1. Creating the trigger in Integration Service
a. Go into the VM on the bot account, go to site
https://cloud.uipath.com/greystone/Production, select Prod tenant on the top right
then navigate to Integration Service > Connections
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b. Select “Manage Triggers” in the dropdown on the Microsoft Outlook 365 connector
c. Go to the web version of Outlook on the VM, select the folder “Unprocessed” under
“Inbox” > 08_Agency_BridgerChecksInCloser” and retrieve the GUID from URL (the GUID
is everything after “mail/”).
Replace every “%3D” in the GUID with =
Replace every “%2F” in the GUID with –
Replace every %2B in the GUID with _
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d. Create a new trigger with the following settings and select “Add Trigger”
- The “Connection” drop down should be the Prod bot account
- The “Value” field in “Parent Folder ID” is the GUID retrieved from above
- The “Input Arguments” may look different from the below screenshot, that is
normal.
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3 RELEASE NOTES
In this section any new version releases will be documented together with the required steps to
deploy and configure the environment.
3.1 New releases
DATE PACKAGE VERSION NOTES
25-Apr-2022 ProjectGREYSTONE- First Version to be deployed to
1.0.31 Production
LoadQueue
25-Apr-2022 ProjectGREYSTONE- First Version to be deployed to
1.0.30 Production
ProcessQueue
06-07-2022 01_Update_CloserR 1.0.43 Second Version to be Deployed to
ates_LoadQueue Producion
06-07-2022 01_Update_CloserR 1.0.44 Second Version to be Deployed to
ates_ProcessQueue Production
05-12-2022 Updated version with error
01_Update_CloserR
1.0.45 screenshot capture and Rates
ates_LoadQueue
Validation
05-12-2022 Updated version with error
01_Update_CloserR
1.0.54 screenshot capture and Rates
ates_ProcessQueue
Validation
02-01-2023 01_Update_CloserR Changes in Asset Values
1.0.46
ates_LoadQueue
02-01-2023 01_Update_CloserR Changes in Asset Values
1.0.56
ates_ProcessQueue
09-02-2023 01_Update_CloserR Changes in Assets and Config
1.0.47 Values
ates_LoadQueue
09-02-2023 01_Update_CloserR Changes in Asset and Config
1.0.57 Values
ates_ProcessQueue
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3.2 Asset changes
DATE ASSET VALUE NOTES
09-Feb- 01_LoadQueue_Pricin s.venkataraman@gre Email Alerts are being sent
2023 g_email yco.com,d.srirachapu
[email protected] 02-Jan-2023 01_LoadQueue_Except CloserSupport@greyc Email Alerts are being sent
ion_email o.com,rob.fischer@gr
eyco.com,d.srirachap
[email protected],s.ven
[email protected] om
02-Jan-2023 01_LoadQueue_Pricin [email protected] Email Alerts are being sent
g_email om,s.venkataraman@
greyco.com,d.sriracha
[email protected] 02-Jan-2023 01_ProcessQueue_Co CloserSupport@greyc Email Alerts are being sent
mpletion_email o.com,rob.fischer@gr
eyco.com,d.srirachap
[email protected],s.ven
[email protected] om
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