Temasek Polytechnic

School of Informatics and IT

Diploma in Financial Business Informatics
AY 2019/2020

Major Project Reflection Report

Project Title:

<Robotic Process Automation (Uipath)>

Submitted To:

<FBI>< Mrs. Ho LG>, School of Informatic, Temasek Polytechnic

Submitted By:

<Lin XinWei>, <1702116Cr>

Supervisor:

<Assist Vice President> <Mr. Ng Yok Kwang>, <OCBC>

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DIPLOMA IN FINANCIAL BUSINESS INFORMATICS
TEMASEK POLYTECHNIC, SCHOOL OF INFORMATICS & IT

Students’ Declaration of Originality

I hereby declare that the course work(s) submitted, is a result of my own efforts.
I affirm that there is NO plagiarism and copying, either partially or entirely, from
someone else’s design and works, without giving proper credit and
acknowledgement to the source(s)/author(s).

I am aware that I shall be subjected to disciplinary actions deemed appropriate

by the School of Informatics & IT and Temasek Polytechnic if I am found to have
committed or abetted the offence of plagiarism in relation to this submitted work.

<XW>
<Lin Xinwei >
<1702116C >
<20/01/2020>

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DIPLOMA IN FINANCIAL BUSINESS INFORMATICS
TEMASEK POLYTECHNIC, SCHOOL OF INFORMATICS & IT

Table of Contents
Major Project Reflection Report..........................................................................................0
Students’ Declaration of Originality....................................................................................1
Table of Contents.................................................................................................................2
Acknowledgements..............................................................................................................3
Abstract................................................................................................................................3
Chapter 1 Introduction....................................................................................................4
Chapter 2 Reflection: Planning......................................................................................4
Chapter 3 Reflection: Execution....................................................................................4
Chapter 4 Reflection: Deliverable..................................................................................4
Chapter 5 Conclusion.....................................................................................................4
References/ Bibliography....................................................................................................6
Appendix A1: Terms of Reference.....................................................................................1
Appendix A2: Project Plan.................................................................................................2
Appendix A3: Weekly Progress Reports............................................................................3
Appendix A4: MP Subject Survey.....................................................................................4

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DIPLOMA IN FINANCIAL BUSINESS INFORMATICS
TEMASEK POLYTECHNIC, SCHOOL OF INFORMATICS & IT

Acknowledgements
I would like to express our gratitude to my supervisor, Mr. Ng Yok Kwang and
Ms. Kunjamai D/O Sockalingam, for his/her guidance and active participation
during the development of the project. Without his guidance, insightful input and
numerous suggestions, the project would not have been a success.

Abstract
To resolve the issue of efficiency and human error in bank, my department
(OCBC card operation and Investment operation) came out with Robotic
Process Automation, which is to build a robot and it will imitate human
action with the codes. A team member of 9 was assigned to be taking part
in this RPA project and there are 3 different roles. They are Business
analytics, Developers and QA. These three roles will work to together to
help and produce stable and accurate processes for the whole department.

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DIPLOMA IN FINANCIAL BUSINESS INFORMATICS
TEMASEK POLYTECHNIC, SCHOOL OF INFORMATICS & IT

Chapter 1 Introduction
The banking processes nowadays are all currently handled by human, such as in Card
operation department, entering invoice information into their database system
(SIBS_PROD) or checking report annotation on credit card application. There many
processes in department that are simple but repetitive and requires user (person doing the
process) to have 100% accuracy, no errors allowed. RPA Uipath was introduced, it not
only increases the accuracy but it also the efficiency of the processes as the user who is
doing the process will be replaced by robot and he/she may do other things while the
robot run.

Therefore, the objective of the project is to build RPA robots that will provide a high
accuracy and high efficiency business process for the bank. There is an RPA team
assigned to this project, we are to help the two department (card and investment op) to
develop processes they requested as soon as possible.

Chapter 2 Reflection: Planning

I was requested by my supervisor to get the Uipath Developer Certification. My
supervisor explained to me that I will taking part in a department wide project. The RPA
project will help to automate process among the whole department. I was requested by
my supervisor study on Uipath and get their “Advanced Developer Certification” in two
weeks’ time. This is period of time, I also need to get familiar with each role of the RPA
team, who are the Business analytics, what does the Quality Assurance(Tester) do and
how do Business analytics, Developer and Tester can work together to achieve the
objective we have set. First is to let Business analytics gather the information needed
(steps and screenshots of the process) and they will present in the form of user guide to
the developer. Then developer will code based on that user guide to build RPA robot.
Lastly, once the robot is done, Tester will test the robot based on the testing scenario to
make sure that the robot is stable and good enough to go live.

The team also needs to plan on the priority of the process on which is to be developed
first, the team decided that, we will start with the short and important processes first, and
then to the longer time-consuming ones. And those that are less important and very time
consuming will be put to the last to do. The team also decided to hire one experienced
Uipath developer to help with the codes, which will make the code of three 0 experience
developer including me much more efficient and accurate.

First time working together in a business team, I am exposed to a methodology. As back

in school, when we do coding, we only need to worry about the codes, if it is working
and user-experience or data protection are just for credit. However, in real life user-
experience and especially date protection is as important as the codes.

The biggest challenge that I faced during this stage was getting the Uipath developer
certification, which is a totally new program for me. Furthermore, I only allowed to learn
it everyday afterwork, as we are not allowed to bring our own computer into the office.
Exhausted during after the day’s work and still need to continue studying for Uipath
during the night. But I feel that it is worth paying all the hard work because this

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DIPLOMA IN FINANCIAL BUSINESS INFORMATICS
TEMASEK POLYTECHNIC, SCHOOL OF INFORMATICS & IT

experience will benefit me in learning more knowledge and it is my own good to get a
Uipath certification in my hand.

Through the planning stage, I have learned the importance of planning before doing. The
importance of getting yourself ready of the project, letting every member in the team to
know what they will be doing and what objective they need to achieve. This allows the
RPA team to be mentally and physically prepared for the project and when it comes, it
will help us save a lot of time on unnecessary issues.

Chapter 3 Reflection: Execution

During the execution stage, I first worked as the Business analytics to help and gather
information from users (person who do the bank process) the BA team did around 30 user
guides and flowcharts for the developer to code with. After that I then worked as a
developer, the processes I took part in coding around 6 processes which is building 6
robots, and this role took the most time of my intern. And lastly, I worked as a tester,
which is the quality assurance, to test the robots on their accuracy and stability.

During the role of being BA, everything was fine and fluence. The users are all very
friendly when we asked for their time to show us how they do their processes and help us
take down screenshots. It only took us around 2weeks time to finish almost 30 user
guides and flowcharts. The team worked very well together, the developers and testers all
came in to help as during the first part, before the user guides are done, the developers
and testers had nothing to do. During the role of being Developer, although I really
struggle with the codes but the team of developer and Indian developer hire by the
company are all very kind and friendly person willing to help me on the codes and share
their knowledge with me.

The first challenge I faced was during BA, our role is to interact with users and
developer, get information from user and provide to developer. However, for a person to
be able to do a user guide for a process, first he/she has to be good or at least familiar
with the process, but for BA, we usually only has one or two times to meet with the user
and let them teach me how the process works. Sometimes, I am already struggling to
understand the process, but my job requires me to do a user guide to teach developer on
how the process works, for example, the process “3 – Daily morning reconciliation”, it is
a very long process and many steps to do. But the good thing is that, I have overcome the
fear of disturbing or “wasting” user’s time, the most important is to make sure that the
user guide and flowchart has 100% accuracy.

The second challenge I faced was during role of Developer. This role took most of my
time of intern. As this is my first experience doing such program, I really faced a lot of
problem with my codes during the development. I am not a professional, the codes are
not systematic but messy, selector issue when use the banking system (SIBS PROD
1989) Uipath is unable to detect the cursor, when doing the Banking database system
(Intellistor) the website is not stable and selector of the Intellistor website is really messy
very hard for me to find and set them as unique. These are all the issues I find it very hard
for me to solve and it is disturbing me all along, until one day, the Indian developer that
our company hires directly for this project reported to the office. I start to approach him
for resolution, and he was kind enough that he not only helps on the issues I faced but

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DIPLOMA IN FINANCIAL BUSINESS INFORMATICS
TEMASEK POLYTECHNIC, SCHOOL OF INFORMATICS & IT

also teach me how to build a systematic RPA process. He also creates a template that I
can use on Uipath to build all of my processes.

Lastly as a tester, during this period of time, the job was not really easy but is not a
challenge too. I will need to discuss with the users, asking them what in specifically do
they need me to test on their own processes, and the only one challenge could be one of
the user for the process 3-Morning reconciliation request me to test for 4 month of their
record, so I had to test the dates for all past 4 month and send the output to her.

Through this execution stage, I learned that what I learned from the book maybe much
difficult when you do in a real live system. There are a lot of things that the Uipath
academy did not teach, it is through experience that I will learn. Furthermore, is not be
afraid to ask, at first, I was afraid to ask about the issues with my codes from the Indian
developer because I am afraid that he will look down on me. In the end, he really helped
me a lot on the codes and gives me free lesson during work to teach me Uipath.

Chapter 4 Reflection: Deliverable

In the end, I manage to finish 30 user guides for the BA team, participate in building 6
process (6 robot) for the Developer and lastly do testing on process 9 GST, 10 GL, 11 TC
and 12 VA for tester.

I feel that the biggest strength of our deliverables is that all the processes used the same
template to develop, it is very systematic, user friendly and easily readable. Furthermore,
most of the RPA processes are coded by developer who is familiar with UiPath. This
project is overlooked by two people, one of them is a manager in the bank, Jia da,
graduated from NUS computer science and the higher in command will be my supervisor,
Mr. Ng. Such arrangement allows no low-quality codes as Jia Da will overlook on the
code quality assurance and my supervisor will overlook on the data protection and user-
experience part of the processes.

The weakness of the RPA processes is, it is not environment scalable, which means that it
cannot be put to the other OS (operation system) apart from the OS on which it has being
developed, It could be caused by the different IP address between different OS and
Uipath is unable to detect or it could be due to different screen size. One of the biggest
issue/weakness is that the RPA processes now are all build based on window 7 system
and once the processing computer (OS) is upgraded to window 10, the codes will not
work, due to the different user-interface and even the excel interface is different between
window 7 and window 10 system. Furthermore, as company is not using Uipath
Orchestrator, like a cloud that you can publish the process and manage it, it is difficult to
accomplish below requirements like:
Publish management, deployment scalability, version control, automatic scheduling and
execution overwatch.

Looking back to the user guides I have done during my role as BA, I feel that I should
have be more precise when doing the user guides as some of the user guides happen to
have some minor mistakes and caused the development to slow down. Furthermore, for
the 6 RPA process I have developed, I feel that they could be better. My processes could

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DIPLOMA IN FINANCIAL BUSINESS INFORMATICS
TEMASEK POLYTECHNIC, SCHOOL OF INFORMATICS & IT

be more user-friendly and flexible, I will build an extra RPA process for window 10 for
all the 6 process I have developed as my processes are all based on window 7 system and
it will not work on window 10 computer if the company plans to upgrade all operation
system to window 10 , they may need to hire a developer to change the code.

Other than the codes, the communication between the user (person who do the process),
BA and developer. The user are always adding requirements to the RPA process and the
BA will accept and tell us( including me) the developers to do it, but some of the
requirement are really hard to achieve, like for example user requires the Uipath robot to
auto login but does not want the account number and password to be saved in the Uipath
program. And sometimes, after I have made the requirements the user wanted, the BA
will bring other new requirement requested by the same user and the progress of the
whole project is being dragged down. So, if next time, I happen to be another project, I
will request for all the requirement at once, and reject requirements that are not possible
to accomplish.

Chapter 5 Conclusion
In conclusion, through this RPA major project I learned about RPA and how to code
using Uipath. After getting the Uipath developer certification, I have not only learned
how to code Uipath or the knowledge on RPA, but it is the perseverance of nothing
giving and work hard for the goal that I set. Working in a team also allows me to learn
how to communicate well with people because my supervisor and my manage are all my
teacher. What should I do as a leader if the work is too much for the team but yet must
meet the target? Tell them the truth seriously but comfort them later by buying foods or
talking to them. When should the leader be serious, when should chill the atmosphere
down and talk some joke? These are all the manage that I learned by watching and it will
be useful for my future.

If I would repeat this intern again, first I would have been even more hardworking on
learning Uipath programing because I have suffered too much from doing the codes. This
time I will go and make friend with all the users that I need to interact with in any of the
three role I was in. In such way, asking them to make time to teach me the processes will
be much easier and if I have doubt with the process or any question it is easier for me to
ask them. Lastly on my codes, some of the code really took me very long time to figure
out before the Indian developer came in, this time after the knowledge and experience
from the Indian developer and the project, I will be able to build the processes more
easily and higher stability.

At the end of the report, I want to say that, this Major project experience really benefits
me a lot, not only the knowledge and skills on RPA coding but also in life, to set an
objective and achieve it.

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DIPLOMA IN FINANCIAL BUSINESS INFORMATICS
TEMASEK POLYTECHNIC, SCHOOL OF INFORMATICS & IT

References/ Bibliography
[List the references used in the development of the project in alphabetical order.
A good guide to writing references/bibliography can be found at
http://www.dicksonc.act.edu.au/Library/bibliog.html].

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DIPLOMA IN FINANCIAL BUSINESS INFORMATICS
TEMASEK POLYTECHNIC, SCHOOL OF INFORMATICS & IT
IT

Appendix A1: Terms of Reference

[Attach the original terms of reference that was developed for this project]
Will be in ZIP

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 MAJOR PROJECT REFLECTION REPORT
DIPLOMA IN FINANCIAL BUSINESS INFORMATICS
TEMASEK POLYTECHNIC, SCHOOL OF INFORMATICS & IT

Appendix A2: Project Plan

[Attach the project plan (with project schedule) that was developed for this
project].
Will be in ZIP

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DIPLOMA IN FINANCIAL BUSINESS INFORMATICS
TEMASEK POLYTECHNIC, SCHOOL OF INFORMATICS & IT

Appendix A3: Weekly Progress Reports

[Attach the weekly progress reports here]

Will be in ZIP

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DIPLOMA IN FINANCIAL BUSINESS INFORMATICS
TEMASEK POLYTECHNIC, SCHOOL OF INFORMATICS & IT

Appendix A4: MP Subject Survey

[Attach the completion of MP subject survey screenshot here]

Will be in ZIP

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