Process Intelligence 2.0: March 2023

SS&C | Blue Prism® Process Intelligence 2.0 can now be integrated with SS&C | Blue Prism® Chorus version 22.1 and later.

A new Simulation analysis module allows users to experiment with process performance by altering the number of transactions initiated per unit of time, by varying processing times, or by changing the available resources. This feature allows users to simulate potential changes in processes in a complex way, and to evaluate the impact of these changes on the entire business process. This helps users assess the effectiveness of their decisions before implementing the solution in the real world, which saves both time and money.

The Simulation analysis module is based on the Milestone view schema, and allows users to change the resources involved while preserving the process structure and saving them as scenarios. Running the simulation recalculates data according to the reallocated resources and displays the results as process metrics (for example, duration or cost). It also allows for the creation of multiple scenarios with resources redistributed to try different approaches. Users can compare these scenarios, find the most effective ones, and export them to share with other stakeholders.

The Process view replaces the previous Process schema as this functionality has been greatly extended.

• A new Primary path view schema type allows users to see the most frequent and common flow of events.
• A new Primary path graph allows users to find deviations from the common flow and the reasons for such deviations.

This feature brings together a new schema, and an interactive board which displays interactive tiles with customizable metrics and statistics. The following options are available:

• Primary path view – Displays the typical flow of events in timelines on the graph.
• Milestone view – Displays the most common path of an organization's business processes while displaying the auxiliary process flows.
• Board – Displays tiles which allow users to configure elements such as charts, dimensions, metrics, intervals, or event data.

Views and boards are co-dependent, which means that data changes in tiles will impact the views, and if the schema structure is altered the data on the board is recalculated accordingly. This interaction guarantees the displayed data is up-to-date and gives users freedom of action in their analysis tasks.

Task attributes now can be exported to a Process Definition Document (PDD) as task descriptions. This document outlines the task and its properties in a PDF or Word format, and is the basis for creating automation solutions. It allows users to assess the common workflow, such as which systems are involved in the process, the frequency of events occurring, and any decision points affecting performance. This provides an ideal image of the process and converts the result into development requirements.

A new Discover task feature allows users to choose the forms they want to include in a task and create a task instantly. It enables users to experiment with multiple tasks without the need to configure them. Users can make necessary updates themselves, which leads to increased efficiency and accuracy.

Larger tasks can now be divided into subtasks, for example, concurrent tasks can be detached from a task. Subtasks can also be used as objects of analysis on the task definition step.

Project cloning is now available – an existing project including all its data can be cloned to a new one using the Duplicate project option. This allows users to make necessary adjustments without recreating a project from scratch or affecting the initial project. Blue Prism Process Intelligence complies with the privacy and data protection regulations adopted in different countries, so no sensitive information is transferred during cloning. The Duplicate project option is disabled by default when creating a new public project.

The Web Recorder now supports Manifest V3, which allows all Recorder versions to be in one browser extension.

An accessibility statement has been added to the Help section.

A new Repositories tab in the account settings enables users to see a list of all the repositories belonging to the project. The table displays general configuration data for the repositories without the need to switch to the repository view.

It is now possible to export data (for example, owner, events, timelines, users, last upload) in CSV format from the Users, Projects, and Repositories tabs of the account settings.

The account settings now display how many timelines and projects are currently in the account compared to the maximum set allowed by a user's subscription limits.

An additional unique ID for subscriptions and licenses is now available, to identify customer licenses and match them with the data in CRM systems or databases.

Forecast and Deadline training now work as expected.

X-axis value labels are now correctly displayed in the tooltips shown in bar charts in dashboards.

Blue Prism Process Intelligence can now connect to Salesforce. For more information, see Connect to Salesforce as a data source.

The Report an issue button now redirects to the support page where users can raise an issue. Previously, the Report bug window was opened directly in the application.

A new list of user roles on the Sharing tab on the Project Details screen  allows users to determine which roles in their project should be allowed to clone projects and export their data.

The recording quality and precise screenshot selection have been improved.

JPG format is now supported for screenshots.

For sensitive data protection, administrator users can now add Recording Service users to a separate group with restricted permissions. Such users will either only have access to obfuscated data, or will not see any sensitive information at all.

An SQL injection vulnerability has been fixed.

The Task Ranking complexity calculation has been improved. This enables users to prioritize the number of task instance variations and permutations inside them, to consider the minimum and maximum number of events, and to use controls to improve the accuracy of the results. The parameters ranked as most essential are used to assess the automation potential.

Logs without screenshots cannot be uploaded to the application. Previously, this issue was not handled correctly and was causing task definition functions to not work as expected.