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.
- VPN + RDP
- Azure Virtual Desktop
- Citrix Virtual App
- (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:
- Staging: 35.209.166.248
- Production: 34.31.1.106
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
- MFA - via sms text, email
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
- MFA - via sms text, email
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:
- Install guide: https://docs.uipath.com/studio/standalone/2023.4/user-guide/about-uipath-remote-runtime
- File to install: https://download.uipath.com/versions/22.10.4/UiPathRemoteRuntime.msi
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
- MFA - via sms text, email
Additional Information
Aiwyn will use the following integration set-up to best align with security standards:
- Aiwyn can connect to the firms VM using an Aiwyn hosted VM
- IP and access handled within Google Console
- https://console.cloud.google.com/compute/instancesDetail/zones/us-central1-a/instances/uipath-windows?project=an-staging-302521
- Aiwyn will support MFA via
- Generic Aiwyn integration emails (not tied to personal accounts)
- Business communication software for SMS text
- Aiwyn bot will leverage UiPath to capture VM items on the screen (works with element selector - not a hidden off-shore manual entry factory).