UiPath Documentation
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Financial Services Solutions user guide
  • Overview
    • About financial services solutions
  • Financial Crime Compliance (FCC) solutions
  • Loan Origination Solution

Licensing

Licensing model for the Loan Origination Solution, covering Lending Units, supported pricing models, platform prerequisites, and consumption per loan package.

The Loan Origination Solution is a licensed offering. The Loan Setup and Quality Control (QA/QC) capabilities are licensed together as part of the solution, on an outcome-based model: the solution is consumed per loan package processed, rather than by metering the individual agents, orchestration, and tools it uses internally.

You pay per loan processed, not for infrastructure, seats, or individual rules and checks. This is a single per-loan rate that scales directly with the value the solution delivers to your business.

How licensing works

Access to the solution is unlocked through dedicated lending units. Processing a loan package draws down on those units. Consumption depends on the capability used and the size of the loan package being processed, so higher-volume or larger loan packages consume more units.

During implementation, UiPath provides the consumables needed to run the solution in your UAT environment. In production, your institution must have sufficient lending units to process loans.

The solution is available under two pricing models, aligned with the broader UiPath platform:

ModelLending unit typePooling
Unified PricingLending Platform UnitsCan be pooled with your existing Platform Units
FlexLending UnitsUsed only for the Loan Origination Solution; not pooled with Agent or AI Units

Consumption rates and entitlements depend on the capability (Loan Setup or QA/QC) and the loan package tier. For current rates, minimum purchase, and pricing, contact your UiPath representative.

QA/QC pricing

QA/QC is licensed at a standard per-loan rate, covering up to 600 configured rules and checks per loan. There are no separate per-check or per-rule charges within this boundary: the customer-facing metric is per loan. Pricing reflects the nature of your lending operation, including expected loan mix, loan complexity, and annual volume.

Loan Setup pricing

Loan Setup is licensed at a standard per-loan rate for each completed loan setup package, covering up to 250 checks per loan. As with QA/QC, there are no separate per-check charges within this boundary. Pricing reflects loan complexity and expected volumes, with a simple per-loan metric.

Platform prerequisites

Lending units do not replace the platform foundations the solution runs on. To deploy and use the Loan Origination Solution, you also need:

RequirementDetail
Platform tierAt least the Standard platform tier, required for the Maestro orchestration the solution depends on
User licensesBasic Users for the people interacting with the solution
DeploymentAutomation Cloud only
Professional ServicesRequired for implementation of the solution

Your institution also builds the RPA integrations that connect the solution to your core systems. These require the supporting platform licenses, such as Automation Developer licenses, Robots, and certain consumables, described in Implementation requirements.

Get started

Request a demo to connect with the UiPath team about the Loan Origination Solution.

  • How licensing works
  • QA/QC pricing
  • Loan Setup pricing
  • Platform prerequisites
  • Get started
  • Related topics

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