Attended Automation | UiPath REFramework | Desktop UI Automation
The fourth and final stage in the Meridian Loan Processing pipeline. This attended automation prepares an underwriter's daily workspace by opening a browser-based application review dashboard for each assigned application, then automatically opening federal verification tabs (IRS, OFAC, SSA, CFPB) -- eliminating manual tab-switching and structuring the underwriter's morning prep.
- Attended Workspace Setup -- Runs in the underwriter's logged-in session, using their entitlements and browser context
- Application Dashboard -- Opens each application's review page in Edge at
localhost:3000/dashboard/app.html?appId={AppId}, displaying applicant data with simulated pulled data side-by-side - Automated Verification Tabs -- Opens four federal verification sites in new browser tabs via keyboard automation:
- IRS -- Get Transcript (income verification)
- OFAC -- Sanctions Search (Treasury Department)
- SSA -- Identity Verification (Social Security Administration)
- CFPB -- Adverse Action Notice Resources (Consumer Financial Protection Bureau)
- List-Based Transaction Processing -- Iterates through a
List(String)of Application IDs rather than an Orchestrator queue, suitable for the attended use case where assignments are known at process start - REFramework Foundation -- Even as an attended automation, uses the full REFramework lifecycle for consistent initialization, exception handling, and logging
Start
|
v
[Initialize]
|- Load Config.xlsx settings + Orchestrator Assets
|- Load list of assigned Application IDs
|
v
[Get Transaction Data]
|- Index into Application ID list
|- If no more IDs --> End Process
|
v
[Process Transaction]
|- Open Edge browser (attach if already open)
|
|- Navigate to application dashboard:
| http://localhost:3000/dashboard/app.html?appId={AppId}
|
|- Open new tab (Ctrl+T)
|- Navigate to IRS Get Transcript
| https://www.irs.gov/individuals/get-transcript
|
|- Open new tab (Ctrl+T)
|- Navigate to OFAC Sanctions Search
| https://sanctionssearch.ofac.treas.gov/
|
|- Open new tab (Ctrl+T)
|- Navigate to SSA Identity Verification
| https://www.ssa.gov/number-card/identity-verification
|
|- Open new tab (Ctrl+T)
|- Navigate to CFPB Adverse Action Resources
| https://www.consumerfinance.gov/compliance/...adverse-action-notices/
|
v
[Set Transaction Status] --> Loop to next AppId
|
v
End Process
| Tab | URL | Purpose |
|---|---|---|
| Dashboard | localhost:3000/dashboard/app.html?appId={id} |
Application review with applicant vs. pulled data comparison |
| IRS | irs.gov/individuals/get-transcript |
Income and tax return verification |
| OFAC | sanctionssearch.ofac.treas.gov |
Treasury Department sanctions/watchlist screening |
| SSA | ssa.gov/number-card/identity-verification |
Social Security identity verification |
| CFPB | consumerfinance.gov/.../adverse-action-notices |
Adverse action notice compliance reference |
| Component | Technology |
|---|---|
| RPA Platform | UiPath Studio 26.0 (Windows target) |
| Framework | REFramework (Robotic Enterprise Framework) |
| Browser | Microsoft Edge (UI Automation / Application Card) |
| UI Interaction | Keyboard Shortcuts (Ctrl+T, Ctrl+L, Enter) via Hardware Events |
| Dashboard | Local web application (localhost:3000) |
| Database | MongoDB (via InternalLabs.MongoDB.Activities) |
| Config | REFramework Config.xlsx + Orchestrator Assets |
| File | Purpose |
|---|---|
Main.xaml |
REFramework state machine entry point |
Framework/GetTransactionData.xaml |
Indexes into List(String) of Application IDs; returns Nothing when list is exhausted |
Framework/Process.xaml |
Opens dashboard + 4 verification tabs per application via Edge browser automation |
Framework/SetTransactionStatus.xaml |
Reports Success / Exception back to framework |
| Setting | Purpose |
|---|---|
RetryNumberGetTransactionItem |
Retry count for transaction retrieval |
Application IDs are loaded into io_dt_TransactionData (List(String)) during initialization, with the transaction number used as an index for sequential processing.
- Attended by design -- This automation runs in the underwriter's logged-in session, using their entitlements and browser cookies. This is genuinely attended -- it needs the user's identity context to access verification systems that require authenticated access.
- Keyboard shortcuts over URL navigation -- Each verification tab is opened via
Ctrl+T(new tab),Ctrl+L(address bar focus), type URL,Enter. This is more reliable than programmatic tab management and works across Edge configurations. - REFramework for attended -- The framework's value isn't just transactional processing -- it's the consistency of initialization, config loading, exception handling, and logging. Using it uniformly reduces cognitive overhead for maintainers and gives every flow the same shape.
- List-based iteration -- Unlike the unattended performers that pull from Orchestrator queues, this uses a simple
List(String)of AppIds. For an attended process where the underwriter's assignments are known at start, this is simpler and doesn't require queue infrastructure. - Structured for evolution -- The tab layout cleanly supports Week 2 evolution into agent-assisted verification where AI could pre-populate comparison data or flag discrepancies between applicant-stated and pulled data.
This is Stage 4 of the Meridian Loan Processing pipeline:
[Email Processor] --> [Loan Prescreen] --> [Loan Assigner] --> [Underwriter Dashboard]
Intake Triage/Route HITL Assignment (this)
The upstream Loan Assigner creates Action Center tasks for underwriter review. This attended automation prepares the workspace so the underwriter has all verification tools and application data immediately available when reviewing assigned applications.
InternalLabs.MongoDB.Activities [1.0.1]
UiPath.Excel.Activities [3.5.1]
UiPath.System.Activities [26.2.5]
UiPath.Testing.Activities [25.10.2]
UiPath.UIAutomation.Activities [25.10.31]