Follow the Money - Easy

This is the challenge page where you will review the alerts assigned to you and see the results of the agent in action.

https://pathfinder.automationanywhere.com/challenges/training/TrustworthyBank/RedFlags.html

This is the link to the control room you will be performing all hands on activities within.

https://aa-community.cloud.automationanywhere.digital/

Steps:

1. Navigate to Bots/BAA/FollowTheMoney/Easy/GetCRMData and click the name to open it.
2. Look inside the authentication step. Don't change anything here. Just note what is happening to get the authentication details.
3. Expand the MCP handshake step by clicking the arrow to the left of it.
4. Click the Rest Web Services call on line 7. In the properties on the right, find Enter the parameters and paste the following:

   {
     "jsonrpc": "2.0",
     "id": 1,
     "method": "initialize",
     "params": {
       "protocolVersion": "2024-11-05",
       "capabilities": {},
       "clientInfo": {
         "name": "AAIRestClient",
         "version": "1.0.0"
       }
     }
   }

Steps:

1. Click line 8. In the properties section, scroll down to Custom headers and click Add header.
   • Name:

     mcp-session-id

   • Under Value, click Insecure string and enter:

     $mcp-session-id$

   • Click Add.
2. Paste the following into the block under Enter the parameters:

   {
     "jsonrpc": "2.0",
     "method": "notifications/initialized"
   }

3. Click line 9. Paste the following into the block under Enter the parameters:

   {
     "jsonrpc": "2.0",
     "id": 2,
     "method": "tools/call",
     "params": {
       "name": "FSC_Client_Lookup_1",
       "arguments": {
         "message": "Find the banking client with tax ID $CustomerTaxID$"
       }
     }
   }

4. Take note of the output variable mapped at the bottom in Mapped variables.

Steps:

1. Examine the Data parsing step. Click line 11. In the Source input section, click Payload and replace the text with:

   $CRMResponse$

2. Add a breakpoint to line 13. Either click line 13 and press F9, or click just to the left of the number 13.
3. Click Debug. In the Watched variables section, click the small x+ in the top right. Check the box next to CRMResponse and click Apply.
4. At the top of the debug modal, press the play button. Check the box next to CustomerTaxID and input one of the following SSNs:

   • 211-67-8944

   • 910-49-2568

   • 443-24-2841

   • 573-76-4874

5. Click confirm to begin debugging.
6. When execution reaches the break point, click CRMResponse under watched variables to see the response from Salesforce.