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Taking Automation Further with Human-in-the-Loop

Writer's picture: Sharyn CattSharyn Catt

Updated: Jan 9

Robotic Process Automation (RPA) is a transformative technology that automates repetitive tasks, freeing employees to focus on more strategic work. While RPA is extremely effective at processing structured data and handling routine tasks, certain processes do require human input. The concept of ‘human-in-the-loop’ (HITL) provides a mechanism to enhance the overall benefits of automation by involving human expertise in situations where RPA alone may fall short.


What Does Human-in-the-Loop Mean?

Human-in-the-loop refers to the active participation of humans alongside RPA robots in the automation process. In HITL setups, RPA robots take care of the bulk of routine tasks. However, when the process encounters scenarios that need human judgment or intervention, the automation pauses to allow a human worker to step in. After the human input is complete, the robot resumes its tasks.


Why HITL Matters in RPA

HITL takes automation to the next level by extending the capability of the digital workforce. Whilst it may sound contradictory, by adding a HITL step into an automated process, the scope for automation across the business expands.


There are several benefits to integrating HITL into RPA:


Better Decision-Making: In situations where complex decisions are required, human judgment adds a layer of sophistication that RPA alone cannot provide.


End-to-end processing: In certain use cases, adding a HITL step into an automated process can extend the overall scope and ensure a much wider range of tasks are automated.


Enhanced Customer Service: Automation can handle routine customer queries, but humans can offer personalised support in more complex cases, improving overall customer satisfaction.


Challenges of HITL in RPA

Despite its many advantages, implementing a HITL strategy can present some challenges. Human intervention increases operational costs and may slow down the process. Additionally, developing HITL solutions requires careful planning and may be time-consuming. However, the long-term benefits, such as increased accuracy and compliance, generally outweigh these challenges.


Tips for Implementing HITL in RPA

To implement a successful HITL strategy, organisations should focus on the following:

Identify suitable tasks: Not all tasks need human intervention. Focus on those processes where human input can provide significant value.

Carefully design processes: The HITL process should be efficient to avoid unnecessary delays in automation.


Provide training: Employees need adequate training to interact effectively with RPA systems.


Monitor and refine: Continuously monitor the HITL process to identify areas for improvement and make necessary adjustments.


Key Benefits of HITL


Exception handling: In dynamic business environments, exceptions are inevitable. Human intervention prevents automation bottlenecks and resolves issues efficiently.

Enhanced accuracy: Humans can validate critical decisions, ensuring compliance and accuracy where RPA might fall short.


Complex decision-making: While RPA excels in structured, repeatable tasks, humans can tackle complex, cognitive tasks requiring judgment.

Customer centric automation: By blending human expertise with RPA, organisations can deliver customer centric, personalised automation, which combines the speed of automation with human warmth and intellect.


Use Cases for HITL in RPA


Loan application processing: RPA can collect data and handle basic validation, while human officers review documents and make final decisions.


Invoice processing: RPA extracts and validates data, with human operators managing exceptions or discrepancies.


Customer service: Robots handle routine customer inquiries, but human agents manage escalated or complex cases.


Claims processing: RPA automates standard claims, while human adjusters resolve complex or disputed claims.


Fraud detection: Humans review suspicious transactions flagged by RPA for further analysis.


The human-in-the-loop approach combines the strengths of human expertise and RPA, ensuring greater efficiency, accuracy, and decision-making capabilities. This strategy not only optimises process management but also allows employees to focus on high-value tasks. As automation evolves, HITL will remain a critical component, driving innovation and enhancing the future of work by blending human intelligence with digital transformation.

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