Refund Request Triage
What it does
'You charged me twice' tickets cannot be taken at face value - the customer might have misread their statement, or might genuinely have been double-charged. Deciding means looking up the real bank record for each one. This robot scans the bank once, groups the charges by reference, then works the refund queue: two charges is a real duplicate it approves, one charge it escalates to a human with the evidence - never an automatic denial.
Triage that pairs a clear rule with a hard check against the source of truth is exactly where RPA earns trust: it clears the obvious cases fast and hands the ambiguous ones to a person with the proof already gathered.
Related use cases
See allBank Reconciliation
Reconcile the payments finance could not tie out: read the ERP's exceptions, then check each one against the real bank statement and label every discrepancy - missing payment, transposed amount, double payment or unapplied cash.
Bulk Shipment Tracking Sweep
Check ~200 shipment tracking numbers at once with 8 parallel workers pulling from a shared queue. Write a full status file plus an exceptions-only file for the customs holds, delays and failed deliveries.
Clinic Eligibility Morning Run
Run insurance-eligibility checks for a clinic's whole appointment worklist on 9 parallel browsers. Read back each coverage answer and flag the lapsed and not-covered patients the front desk has to chase.