BMF Financial Automation
RPA for the financial calculation of exchange operations
A robot that runs every day at 11:30 pm on the CRK and Topaz legacy systems, CVM-compliant and running on holidays too.
IMPACT METRICS
Savings
0.5 FTE
saved
Quality
100%
error reduction
Frequency
Daily
runs at 11:30 pm
- Technologies
- Tungsten AutomationKofax Kapow
THE PROJECT
RPA automation of the financial calculation for Commodities and Futures Exchange (BMF) operations in a bank's CRK system, built on Tungsten Automation (Kofax Kapow).
The robot runs every day at 11:30 pm, sparing operators the manual login, the menu navigation and the wait for a process that can take up to 30 minutes. Errors such as unregistered quotes or unprocessed pre-slips are detected and lead to a controlled finish, with the status recorded.
STRATEGIC IMPACT
- CVM compliance
- Runs on holidays
- Traceability
- Error prevention
HOW IT WORKS
Architecture
01Automation (RPA)
Automated login, navigation through the CRK menu tree, calculation scheduling, processing monitoring and handling of multiple windows.
02Exception handling
Tells error pop-ups apart from the success screen and closes each run with the right status: success or error.
03Quality control
Before every critical action, the robot checks the screen state. If the expected screen doesn't appear in time, the recovery routine takes over, so no run gets stuck.
04Governance and audit
Detailed logs, validation screenshots and traceability for regulatory compliance. The run history feeds the analysis of process stability.
Step by step
- 1Start-up and loading of the environment settings.
- 2Login to the CRK system with encrypted credentials.
- 3Navigation to Commodities and Futures Exchange → Operations → Financial.
- 4Calculation triggered and monitored continuously.
- 5Smart wait, up to 30 minutes, for the completion screen or an error window.
- 6On success, it confirms, closes the windows and logs SUCCESS; on error, it logs ERROR, captures the evidence and finishes in a controlled way.
- 7Logs and evidence recorded, and the session closed cleanly.
KEY CHALLENGES
- Legacy systems (CRK/Topaz)How we solved it: Automation based on robust graphical interface recognition, with no dependence on APIs.
- Variable processing time (5 to 30 min)How we solved it: A dynamic loop with a configurable timeout and continuous checks of the application state.
- Unpredictable modal windowsHow we solved it: Exception scenarios mapped, with conditional logic for each variation.
- Unsupervised overnight runsHow we solved it: Scheduled at 11:30 pm, with detailed logs and organised folders for the daily audit.
- Evidence for complianceHow we solved it: Automatic screenshots at critical points: login, error and success.
BUSINESS IMPACT
- No more overnight shifts for operators to run the batch process.
- 100% reduction in human navigation errors and forgotten steps.
- Full traceability for regulatory audits (CVM/Bacen), with evidence.
- Processing guaranteed on holidays and weekends, with no dependence on staff.
- Inconsistencies, such as pending quotes and unprocessed slips, flagged before completion.
- Immediate ROI by freeing up 0.5 FTE.
