The Toronto-Dominion Bank
MANAGEMENT OF QUEUED APPOINTMENT WORKFLOW USING ROBOTIC PROCESS AUTOMATION AND TEMPLATE-BASED DOCUMENTS

Abstract:

The disclosed embodiments include computer-implemented processes that manage adaptively queued appointment workflow through a virtualization of robotic process automation (RPA) techniques and an implementation of template-based document generation processes. For example, an apparatus may obtain an element of appointment data that includes a customer identifier The apparatus may implement one or more virtualized RPA techniques to (i) access a graphical interface of an application program executed by a first computing system, and (ii) request, through the accessed graphical interface, data associated with the customer identifier. Based on appointment-specific elements of template data, the apparatus may generate a portion of a guidance document for a corresponding appointment that includes at least a portion of the requested, and received, data associated with the customer identifier, and the apparatus may transmit the guidance document to a second computing system associated with the corresponding appointment.