San Diego County - Health and Human Services AgencyRPA for Data Management


The HHSA’s two legacy systems were not able to communicate with each other automatically. 

  • Manual verification between the systems was performed for every application to their health and social programs. 

Agents routinely opened multiple forms on the screen at once, but only the most recently opened was visible. 

RPA Solution

RPA was used to automate the verification process:

  • Opened an user’s forms in one system
  • Determined the required combo of fields
  • Gathered documents from the other system to verify those fields


Fewer errors and countless hours saved by the 20+ employees involved in the verification process.  

No code changes to the legacy systems were needed.

Automated tasks run seamlessly on any computer.

Captures data from all active and non-active windows.

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