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RPA Requirements

Christa Mason
Updated

Summary

RPA refers to the automation of data captured in Aiwyn to be "written back" into the firm's Practice Management System using a bot. Aiwyn Payment Reconciliation, Billing, and Engagement data writeback automations require access to the firm's Practice Management System. This article will outline the methods and requirements for this access.

Included in this article:

Access Methods

If API’s are not available, the following Access Method options are what Aiwyn recommends for our bot automation. Choose one of the following access methods and provide the credentials to Aiwyn upon request.

  1. VPN + RDP
  2. Azure Virtual Desktop
  3. Citrix Virtual App
  4. (Potential) SSH + RDP

In all options for access, there are two components:

  • Access to Virtual Machine
  • Access to Practice Management System

 

VPN

The firm should create VPN credentials for Aiwyn to connect to a Remote Desktop.

Aiwyn will have two IP’s for the firm to whitelist:

Aiwyn recommends a IPsec v2 method. The firm should provide back:

  • IP Location
  • Username
  • PSK - Private Shared Key

Some firms have used other third party VPN sources to create access for Aiwyn (ex. openVPN). In this case, provide Aiwyn with the: 

  • Vendor
  • VPN file install instructions
  • Access Credentials

 

RDP

The firm should create a remote desktop within a firm hosted VM. 

The firm should create and provide the following:

  • User/Auth credentials
  • Remote Desktop Address
  • Optional:
    • Whitelist VPN (created in section above)
    • MFA - via sms text, email
      • Use generic integration email
      • Use clicksend numbers for sms

 

Azure Virtual Desktop

Set-up details here: 

https://learn.microsoft.com/en-us/azure/virtual-desktop/getting-started-feature?tabs=new-aadds

Firm should provide back: 

  • Virtual Deskop IP
  • Any additional log-in criteria/location
    • UI for log-in provide location
    • If account differs from email, send account information
    • Optional:
      • MFA - via sms text, email
        • Use generic integration email
        • Use clicksend numbers for sms

 

Citrix Virtual App

Aiwyn will require the firm to grant access via a newly created user for the PM system.

Set-up details here: https://docs.citrix.com/en-us/citrix-virtual-apps-desktops/install-configure.html

Firm should provide back: 

  • Critix gateway
  • Any additional log-in criteria/location
    • UI for log-in provide location
    • If account differs from email, send account information
    • Optional:
      • MFA - via sms text, email
        • Use generic integration email
        • Use clicksend numbers for sms

 

Practice Management System Access

Regardless of access point, Aiwyn requires the firm to add Ui Path to their environment and create a user license for the Aiwyn bot in the Practice Management System.

To install Ui Path Remote Run on the VM use the docs below:

The newly created user should have access to:

  • Production
  • Dev/Staging/Test environments
  • Have Read and Write permissions to all objects.

The Firm should provide back:

  • Log-in user credentials
  • Authentication methods
  • Optional:
    • MFA - via sms text, email
      • Use generic integration email
      • Use clicksend numbers for sms

 

Additional Information

Aiwyn will use the following integration set-up to best align with security standards:

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