Setting Up the Bot

In Druid ChatBot Portal:

Step 1: Configure the Bot

Note:  Financial Services default language is set to EN-US and additional language is set to RO. If you want to add additional languages on Financial Services, make sure to add the language of choice as additional bot language and add the according training phrases, synonyms and conditions.

To configure the bot for Financial Services, you need to set Live Chat timeouts and Special Flows, enable the bot for Live Chat integration and configure the connection strings.

Set Live Chat timeouts

In the bot’s Details page, click the General section header. The General settings area expands.

Set the parameters for the Route-to-Human functionality:

  • LiveChatQueueWaitingTimeoutMins - The amount of time in minutes that a client could wait until an agent accepts the incoming live chat request. When the time limit is reached, the live-chat-waiting-message-in-the-queue flow is triggered.
  • LiveChatConversationIdleTimeoutMins - The idle time limit for which a client can be idle (i.e. does not respond) in an ongoing conversation with an agent. Once the time limit is reached, the dialog times out and the client is automatically returned to bot context.

Save the bot. For more information on how it works and how to configure Live Chat, see Live Chat.

Set special flows

Click the Special Flows section header and select the following special flows:

Special Flow Select
Welcome welcome
IntentNotFound intent-not-recognized
LiveChatClientDisconnectedFlowId live-chat-feedback-client
LiveChatAgentDisconnectedFlowId live-chat-agent-disconnect
LiveChatClientConnectedFlowId live-chat-client-connected
ExceptionFlowId exception-handling

In production, you can configure these flows based on your needs.

Enable BotApi

For live chat integration you need to enable BotApi at your tenant level. To do so, on the main menu, click Administration > Settings. Click the BotApi tab and tick the Is enabled check box.

Set the Connection Strings (Apps) Details

Financial Services provides you with a wide range of apps for integration with various systems to demo various processes. Set up only the apps used by your organization or the ones dedicated to the particular processes you want to demo / use.

Druid App App Type Integrates Druid with Integration Purpose Mandatory app
Druid-apps SQL Your Database. Connects Druid to your DB. Yes
Druid-apps-db-setup SQL Your Database. Sets up your DB with test data. Used for demo purposes, it helps you see Financial Services in action prior to using it in a production environment. Yes
UiPathDruidsoft1 UiPath UiPath robots Allows the chatbot and UiPath robots to work seamlessly together to fulfill customers service and employee requests. Yes
UiPathOrchApi REST UiPath Orchestrator API Druid integration with UiPath Orchestrator API. Yes
UiPathAutomationHub REST UiPath Automation Hub   Yes
Namirial_Victor_REST REST eSign from Namirial Allows the electronic signature of a digital document generated for the onboarding process. Yes
Victor OCR CALL REST Druid AI Services Performs OCR and data extraction from Romanian Identity Cards and Australian driving licenses. Yes
SendGrid SendGrid Your SMTP Server Sends emails No. (only if you need to send emails)
PXL REST REST Pixel Vision Enables the chatbot to capture and extract data from European identity documents with a special machine-readable zone (MRZ) and verify their authenticity. Yes
PXL Download File REST REST Pixel Vision Used by Druid to send the documents uploaded by the clients to PXL Vision. Yes. No setup is needed.
Doqument REST Doqument Enables the chatbot automatically convert unstructured data of Romanian balance sheets into accurate, structured and relevant information. No
Keysfin REST KeysFin Enables the chatbot instantaneously check any Romanian company via Credit & KeysFin reports. No
Note:  To run the Financial Services setup flow, you only need to set up the two SQL apps.

For information on how to set the connection strings, click on the configuration section specific to the app you want to set:

Prerequisite

To configure the SQL connector to your DB, from Financial Services Apps, click Druid-apps. The Edit Connector page appears.

Make the following settings:

Setting Description
ClientType Select SqlServer.
DataSource Enter the name of the SQL server.
InitialCatalog Enter the name of the database used by the connection string, which is located on the server that you specified in the DataSource field.
UserID and Password The credentials (user name and password) of your SQL Server account.

Click Save and Close.

Prerequisite

To configure the SQL connector to your demo data, from Financial Services Apps, click Druid-apps-db-setup. The Edit Connector page appears. Make the same settings as for Druid-apps SQL connector.

Setting Description
ClientType Select SqlServer.
DataSource Enter the name of the SQL server.
InitialCatalog Enter the name of the database used by the connection string, which is located on the server that you specified in the DataSource field.
UserID and Password The credentials (user name and password) of your SQL Server account.

Click Save and Close.

Prerequisites:

  • Go to the UiPath Cloud Services Portal (https://cloud.uipath.com/<tenancyName>/portal_/serviceinstances), under Admin > Services, click the API Access option corresponding to the desired service and write down the following details: UserKey, Account Logical Name, Tenant Logical Name and ClientId.
  • Set up the Orchestrator Victor_Unattended Next Best Deal process.

To configure the UiPath connector, from Financial Services Apps, click UiPathDruidsoft1. The Edit Connector page appears.

Enter the Cloud Orchestrator details (the ones noted in the prerequisites):

Important!  To have Druid read all the folders from your UiPath Orchestrator, after you provide the UiPath connection strings to the UiPath Cloud Orchestrator, click the Get UiPath folders button.

For more information on how to configure the UiPath connector, see Triggering an Unattended Process or Creating the UiPath Connection Strings.

After you finish setting up the UiPath connector, click Save and Close.

Prerequisites:

  • You need a UiPath Orchestrator admin account.
  • You need to set up the Orchestrator Victor_Unattended Next Best Deal process.
  • Make sure that you know the following UiPath Orchestrator integration variables: client_id, refresh_token, UiPath_Account and UiPath_Tenant. To find out these variables, access cloud.uipath.com, log in and click Manage.

    • Click on the tenant you are working on.

    Click on API Access and write down the client_id (mapped as Client Id), UiPath_Account (mapped as Account Logical Name), UiPath_Tenant and TenantName (both mapped as Tenant Name), refresh_token (mapped as User Key).

    To get the OrganizationUnitId, access the process folder in your Orchestrator and write down the FID provided in the URL field.

To configure the REST connector, from Financial Services Apps, click UiPathOrchApi. The Edit Connector page appears.

Set up the following Custom security details:

In the Variables section, add the integration context variables as follows:

Variable Description
UserEmail The email address associated to a UiPath Orchestrator admin account. The user should have access to both Orchestrator and to the folders in which the UiPath unattended process is configured.
client_id The Client Id from Cloud UiPath Orchestrator.
UiPath_Account The Account Logical Name from Cloud UiPath Orchestrator.
UiPath_Tenant The Tenant Name from Cloud UiPath Orchestrator.
refresh_token The User Key from Cloud UiPath Orchestrator.
OrganizationUnitId The FID in your Orchestrator process folder.

Click Save and Close.

Prerequisites:

  • You need to have an organization account on the UiPath Automation Hub.
  • Generate AutomationHubAccessToken and write down its value. To do so, log into the UiPath Automation Hub, go to Admin Console > Platform Setup > Open Api and click the Generate Token button.

    • The system generates a new access token to your environment, AutomationHubAccessToken. Write down the access token you will need it to set up the Druid Connector.

To configure the REST connector, from Financial Services Apps, click UiPathAutomationHub. The Edit Connector page appears.

In the Base URL field, enter https://automation-hub.uipath.com/api/v1/openapi.

From the SecurityType drop-down, select Custom and from the AuthorizeRequestConnectorApp drop-down, select AutomationHub-Authorize.

In the Variables section, add the integration context variable AutomationHubAccessToken and enter the value of the access token generated in UiPath Automation Hub (the one from the prerequisites).

Click Save and Close.

Prerequisites:

  • You need to have an eSign subscription with Namirial.
  • You need to know the Namirial organizationKey (your organization API key). To find out the Namirial organization, in Namirial Digital Transaction Management Platform, go to Settings > Api Tokens and Apps.

To configure the REST connector used for electronic signature of documents generated for the onboarding process, from Financial Services Apps, click Namirial_Victor_REST. The Edit Connector page appears.

In the Base URL field, enter the URL of the Namirial Digital Transaction Management Platform, https://saas.esignanywhere.net and from the SecurityType drop-down, select None.

In the Variables section, add the integration context variables associated to your organization’s Namirial account, userLoginName (your Namirial login e-mail address) and organizationKey.

Click Save and Close.

In Financial Services, you can use two types of OCR solutions:

  • Druid AI Services for OCR of Romanian identity cards and Australian driving licenses.
  • UiPath AI Center for OCR of any ID document that complies with the MRZ standard.

This section describes the connection strings required if you are using Druid AI Services. If you are using UiPath AI Center, follow the instructions described in section Setting Up AI Center.

Prerequisites:

  • In order to use the Druid AI Services, you need the URL and access token of the instance on which the Druid OCR is running. To get the URL and access token, contact Druid Tech Support.
Note:  Druid Tech Support generates the access token per tenant and environment.

To configure the REST connector to Druid AI Services, which performs OCR of Romanian identity cards, from Financial Services Apps, click Victor OCR CALL. The Edit Connector page appears.

In the Base URL field, enter the URL provided by Druid Tech Support.

In the Variables section, add the token provided by Druid Tech Support.

Click Save and Close.

Prerequisites:

  • You need to have an email service and know the API Key. To find out the API Key, you might need to contact your system administrator.

To configure the SendGrid connector, which sends emails, from Financial Services Apps, click SendGrid. The Edit Connector page appears.

In the ApiKey field, enter the API Key received from your email service provider.

Click Save and Close.

Prerequisite:

To configure the PXL REST connector used for OCR of European identity documents, from Financial Services Apps, click PXL. The Edit Connector page appears.

In the Base URL field, enter https://srv.pxl-vision.com/api/v1/.

In the Variables section, add the integration context variables associated with your PXL Vision service account, email and password. They are used in the calls to the PXL Vision authorization APIs.

Click Save and Close.

Prerequisite:

  • You need to register for a Doqument account.

To configure this REST connector, from Financial Services Apps, click doqument. The Edit Connector page appears.

In the Base URL field, enter https://portal.doqument.ro.

In the Variables section, add the integration context variables associated with your doqument account, client_id and client_secret. They are used in the calls to the Doqument authorization APIs.

Click Save and Close.

To configure the REST connector for Druid integration with KeysFin, from Financial Services Apps, click Keysfin. The Edit Connector page appears.

In the Base URL field, enter https://testarews.keysfin.com/service.asmx.

Click Save and Close.

Important!  In order for the chatbot integration with the apps to be up and running, you need to publish the connector actions. To do so, from the main menu, click Integrations and click the Publish button.

Step 2: Run Setup Flow

Open chat land bot page and send the message “setup-victor”. This command sets up all the DB tables needed in Financial Services.

Click Done. If the SQL connection strings are properly set, Financial Services setup completes successfully.

You can now train the entities and the bot, set up the webchat in HTML page and add service account and add Druid users.