Name: SS&C Blue Prism Chorus - Roadmapping the Future of Process Automation - Session 1
Uploaded: 2026-05-21T09:59:08.822Z
Duration: 43 min 8 s
Description: SS&C Blue Prism Chorus - Roadmapping the Future of Process Automation - Session 1

Transcript for "SS&C Blue Prism Chorus - Roadmapping the Future of Process Automation - Session 1": Presentation. My name is Patrick Tine, and I'm the vice president for SS and C's intelligent automation products. Over the past several weeks, my teams have worked hard to bring you the latest version of our road map focused on building strong business outcomes for your organizations. During this road map presentation, you will hear our planned intentions for deliverables with both strategy and product enhancement detail. This is being provided for informational purposes only, and the information in this presentation is confidential and proprietary to SS and C and may not be disclosed without prior written consent. We make no guarantee of any kind regarding the road map and the timing of development, release, and implementation for any feature, product, or functionality, including upgrades, shall be decided at SS and C's sole discretion and is subject to change. Before we begin, I wanna go through a few housekeeping items. First, a recording of this event will be made available to everyone who registered for these webinars. You can resize and use reactions to send live feedback regarding the content that's being shared. And if you like what you see, please let us know. If you have any questions whatsoever at any point during the presentation, you can use the live Q and A box on your screen to submit them to us as we have a team of product managers who are standing by and ready to answer your questions. And if we didn't have time to answer your question, we will make sure to follow-up privately after the webinar. So without further ado, we'll now take you to our road map. Thanks, Patrick, and hello, everyone. This is Kavitha, senior director on product, presenting you the spring chorus road map webinar. Before I dive into the road map details, I want to share the exciting news that we are yet again a leader on the process orchestration feat matrix. We are recognized for all what we stood for several decades around hybrid workforce orchestration, deep processes, case, and rule capabilities, work orchestration, enterprise governance, and scalable API first architecture. Not only that, we are recognized for our thought leadership and integrated delivery of AI and agile orchestration, embedding the philosophy of trusted AI delivery within the processes. For more details, please use the link on the slide to read the complete report. As a quick reminder to help you on the adoption journey, here is a recap of the main themes and deliverables in 2025. We're very excited and proud to see complex use case adoption in UX builder. To support your needs, we have enhanced the system of user experience with an integrated content viewing capabilities, templates, and localization. UXP is also announced as our integrated form and app development experience layer. For a better system of orchestration, we introduced AI and agent integration powered by AI Gateway. We showcased how you can leverage the dynamic output from AI and agents into the processes to deliver dynamic orchestration of your work logic. To support Chorus as a system based functionality for a seamless integration experience. Further, in order to accelerate your adoption of Chorus releases, we have brought the feature parity between old and new processor workspaces, comms, and content viewers among others. We're also focusing on delivering to you the solutions that can accelerate adoption of AI like document data extraction, email AI, and Chorus Connector app. Let's recap what we have embarked upon in 2026. The advent of AI as a new workforce element compelled us to focus on system of orchestration in the year of 2026. The market has rapidly evolved on the orchestration continuum with AI and agent in integrations. Chorus already delivered for you intelligent orchestration with case management, events, AI, and analytics support in 2025. In 2026, we are adopting this market trend of agents by rapidly progressing on adaptive orchestration journey with the infusion of AI agents, LLMs, context, and trust as fundamental concepts. Here is the snapshot of road map presented to you at the onset of 2026. Let us now look into, what the progress for the 2026 had been like. We've looked at our road map to integration of the new and evolving workforce element called as agent. With agent came two very important themes, human agent collaboration and system agent collaboration. Agent integration leads us to adaptive or agile orchestration with dynamic outcomes from agents handled gracefully and within the compliance purview with the right human intervention to deliver faster results while maintaining control. To support seamless integration with agents and other systems, we require complex data transfer. We have data objects as the the next fundamental theme. We have put in efforts to deliver jump start Chorus solutions to accelerate your AI journey with email AI, document data extraction, and Chorus Connect. And finally, the Copilot. Copilot for process generation in order to augment Chorus implementation consultant efficiencies. It can help you in wipe coding the Chorus processes. During this webinar, we will go through each of these themes to share the progress and remaining work for the rest of the year. At a very, very high level, here is a snapshot of the progress across the themes. We are set to deliver version 26 dot one in a couple of months with all the items marked with the green tick mark. The items against EloStar are set for delivery in version 26 dot 1 dot one scheduled for November 2026. WorkHQ integration is a net new topic, and is scheduled for delivery along with twenty six dot one dot one. We we also would be starting the delivery of items marked with the the hourglass symbol with feature delivery completing in 2027. And finally, for Chorus Connect and agent metrics via operational analytics, We have a slight change in the direction and timelines respectively. We will dwell into the details around these as we go through the webinar. We are in regular touch with our stakeholders every six to eight weeks through the stakeholder webinars. During the March stakeholder webinar, we presented a detailed feature walk through of the 26.1 deliverables. Please use the link on this slide to access the webinar details. Our next webinar is scheduled for July, and please do watch out for the invites that will land into your inboxes starting June. Let us now dive into the 2026 themes to begin with email AI. By now, all of you are familiar with email AI as a concept. Email AI solution aims at automating email intake, classification, extraction, and routing of the work to the right queue instantly without having to wait for human intervention. We have several releases delivered and planned for email AI. This timeline shows the vision and release progress for Email AI with four major milestones listed. Delivered January 2026 is a milestone which is called as email AI version one dot o early available, and it has the core capabilities of extractions, classification, extraction, and routing of the work to Chorus work item. The second milestone, email AI one dot o GA release adds extensibility and scalability, allowing email AI to be used by Blue Prism RPA clients as a multi client deployment scenario. Next milestone, Email AI two dot o, introduces the multi tenant email AI with data orchestration and monitoring capabilities. It helps you in tracking the utilization of email AI, and the final milestone evolves it into the independent, universally consumable product. Let's delve into each of these phases. January 2026 email AI early available release has delivered the core capabilities of classification and extraction, tightly integrated with AI Gateway. This release established the foundational intelligence layer for email processing, enabling, automated triage and structured data capture from unstructured communications, thereby improving the operational efficiency and reducing the manual intervention across enterprise workflows. We now have several e eight lines with couple of them in pretty advanced stages of taking their use case to UAT. July 2026, we have our next release of Email AI scheduled. It's called as Email AI one dot o GA release. The GA release focuses on performance and extending the capabilities to both Chorus as well as RPA clients. It introduces an asynchronous AI gateway call to prevent latency from impacting Chorus performance and ensuring the resilient orchestration. It adds multi client support, enabling email AI to be offered as a hosted service for the Blue Prism clients with integration into BPE, BPC, and WorkHQ digital workers. I will let you observe the screenshots. This set of screenshots highlights email AI one dot o capabilities, GA capabilities, focusing on integration with digital workers across DPC, BPE, and WorkHQ. There are also screenshots that showcase multitenancy feature, including configuration controls to enable and disable multi tenant support. Additionally, it includes prompt configuration screens allowing users to define and manage prompts for AI operations, enhancing the flexibility and control in email processing workflows. Email AI two dot o version focuses on the data object driven asynchronous communication with AI, meaning the data object feature would be integrated into communicating with the AI gateway. It improves the data consistency and orchestration flexibility, and it enables WorkHQ agent flow integration alongside the monitoring dashboards for auditing, tracking usage, and delivering actionable insights into the AI performance and adoption. On the screenshot here, you see a sample email AI dashboard visualization showing the utilization metrics, including the emails received, AI process volume, and overall throughput. It highlights exceptions with drill down by business case and provides insight on the token consumption and efficiency rates, enabling performance monitoring, optimization, and improved operational decision making. That's the detail around email AI one dot one, two dot o set for being GA in 2026. Moving on to the email AI three dot o version, it evolves email AI into independent product with direct integration into the capture product. We envision to consolidate email AI app and document data extraction app into a unified solution, enhanced with ML based classification and prompt ops integration for advanced AI driven automation. The release date for version three dot o will be announced along with the version two dot o delivery. Now let's look into the next theme, data objects. Data objects and data models enable seamless management and persistence of complex process and application data. They provide compliant, reusable, and auditable models unified across processes, services, and UX builder to simplify API and agent integrations. They accelerate the development through reuse and offer optional persistence with reduced maintenance overhead. Data object functionality will evolve through phased 2026 milestones. In the twenty six point one release, we introduced the core data object designer with integration across processes, services, and UX builder. The twenty six dot one dot '1 release focuses on standardization and scale, adding end to end data lineage for audit and governance, searchable audit changes, and seamless UX binder API integration, with the output spot established in '26 dot one itself. Future milestones without committed dates, target extending data objects for operational analytics and reporting and enabling complex data object models that unify multiple objects into a single reusable structure, driving consistency, reuse, and enterprise grade data orchestration. In '26 dot '1 release, data object designer introduces a dedicated workspace for JSON based design and management with schema validation before publish, version control life cycle, reuse of customer aids, and publishing for design studio and UX builder. These native data objects can help unify the data exchange across the Chorus portfolio, simplifying the persistence and eliminating all the man multiple manual mappings to accelerate a scalable solution design. You can associate data objects with processes. They can be used across processes and services as well. You have a new rotation as seen here in the screenshot to associate a data object with the process design. You can view that structure in the data sources and leverage the built in functions for data operations within the service designer. Enabling, this enables reusable data objects that simplify orchestration, streamlining of the data handling, and improving efficiency across process and service designs. You can also associate data objects with forms and apps. You can accelerate the UX development with reusable data models and seamless data orchestration in UI and UX by associating the data objects with apps and forms. It helps in capturing the structured input, passing data objects to Chorus work items, navigating the nested structures, and auto generating the user interfaces from data object schemas. In twenty six point one release, API responses can be read into the data objects. However, the input association is planned for 26 dot one dot one release. Here is a compilation of various screenshots from data object designer implementation in 26 dot one. In version 26 dot one dot one release, we are set to address the auditability and searchability capabilities in data objects. These features ensure auditable, visible, and seamless API driven data orchestration through enhancements, including end to end data lineage for governance, lookup functionality within the data objects, searchable audit changes in the processor workspace, a defined retention period, support in external user steps, and integration of data objects into UX builder API requests. This enables controlled, transparent, and scalable enterprise data management. Post 26 dot one, two additional milestones will deliver reporting on data objects and evolve data models with composite models that aggregate multiple data objects into a unified view. Let us now look into the Design Studio enhancement that enables system and agent collaboration with AI agent integration into the process layer. AI agent integration drives dynamic adaptive processes and business agility. In twenty six dot one, we enable agent integration via invocation of Chorus Cognitive Services and AWS Bedrock agents. In twenty six dot one dot one, we extend it to WorkHQ agent workflow integration, embedding intelligence seamlessly into the process design and execution. Cognitive services in Chorus introduce native AI and agent orchestration with full control, monitoring, and auditability, ensuring compliant, secure, and reliable enterprises. You now have specialized cogs that enable configuration of AI or LLM and agent access. You have features to configure SLAs. These time bound wait activities allow human intervention if agents fail to respond within definitive threshold limits, ensuring resilience and governance. Once defined, cognitive services can be invoked via the new agent task in Design Studio, similar to human tasks. Agent tasks support error and time warp tracking to ensure SLA adherence. Designers can attach cognitive services as tools, enabling agents to execute AI driven actions within controlled and trackable process steps. The same work step, agent work step, and agent cog can be used for integration into AWS Bedrock agents or WorkHQ agents in future. I will let you watch a few screenshots around agent definition, authentication, configuration, capability definition, and association with agents. Agents can be linked up to the agent task via the configuration panel, and the invocation of multiple agents is all governed through the process designs. In twenty six dot one dot one, we enable integration with WorkHQ agent workflows, allowing you to orchestrate AI agents, humans, and systems seamlessly within a single process. This brings true end to end automation where processes can dynamically adapt based on agent outcomes. You can trigger agent workflows directly, pass data objects as execution context, and maintain synchronized status updates, ensuring full visibility and control. Exception handling is built in, with detailed feedback loops enabling graceful recovery and informed decision making. Critically, human in the loop scenarios are preserved, allowing work to be routed back into Chorus when needed. With pause and resume capabilities, you can gain flexibility to manage long running or dependent tasks, ensuring resilient, compliant, and continuously, resilient, compliant, and continuously optimized process execution. In 26.1.one, we expand agent history to provide deeper visibility and governance. Building on basic tracking in 26.one, enhancements include a dedicated cognitive history tab, drill down execution insights with deep links to agent platforms, and capture of meta information, tokens, citations, and decisions. You can track exceptions, retries, performance, and you can record human in the loop actions and force secure access and export data to CSV or PDF to ensure transparency, compliance, and operational control. Finally, the roadmap for system agent collaboration progresses from enhanced agent history into advanced monitoring and analytics. We introduce the agent fact table by agent user type to power visibility and insights. This is followed by adaptive decision making, embedding agent capabilities into case management, parallel execution, and dynamic word prioritization, and orchestration algorithms for true agentic orchestration. Let us now dive into the Chorus Copilot capabilities. Process generator is the Chorus Copilot capability. It improves consultant efficiency in the process and service design as well as configuration. In twenty six dot one, the NVP establishes a foundational framework. It enables seamless switching between AI and human modes. The MVP release also supports definition of the core process elements such as queues, statuses, and gateways. It accelerates the initial design and configuration of a process for greenfield implementations as well as for reengineered efforts. We will further enhance this in twenty six dot one dot '1 by extending the Copilot capabilities into service design and configuration, including support for expression vendor, configurations and data object driven service design. It enables more intelligent, automated, and efficient development through the Copilot mode by incorporating the best practices of process design. Here are a few screenshots from process generate. And finally, here is the timeline view of process generator. Let us now dive into the human agent collaboration team. Human agent collaboration enables seamless handoffs between AI and humans, evolving from human in the loop to human on the loop. It begins with API based agent invocation for simplifying the complex form and app development when there are a lot of services to be invoked APIs to be invoked. It is followed by agent response review for validation and control. Embedded chat and UX builder supports both standalone AI interactions as well as integrated context aware conversations with data exchange between the forms and agents. It drives faster decisions, improved user experience, and more efficient governed human agent experiences. API integration in UX builder enables direct API invocation without relying on the UX services. It simplifies the development of complex forms where lot of system integrations are required. It allows API responses to bind to complex data elements, supports direct LLM and agent invocation, and leverages data object integration for inputs and outputs. It makes complex data handling more seamless, structured, and efficient. Moving on to AI agent response review. This is a foundational capability supporting the shift from the human in the loop to the human on the loop. It enables humans to make informed decisions augmented by AI insights, while still remaining in control through a structured review. The inline contextual links enhance explainability and transparency. They provide a mechanism to capture human feedback. This drives continuous improvement in AI accuracy, trust, and overall decision quality. Here's the 2026 timeline for human agent collaboration. We begin with API based integration in UX builder, complemented by data object integration to enable seamless data exchange. In the same phase, we introduce agent response review within UX builder to support governed AI augmented decisions. In the next milestone, we launched an independent AI chat experience. This is followed by a fully integrated AI chat capability, enabling dynamic and bidirectional data exchange between the forms and chatbots with built in validations, driving a more contextual, interactive, and intelligent user experience. Let's move on to some other Chorus enhancements. Here are some significant enhancements across three key product components, particularly in content and communications section. These release, these releases focus on achieving security while strengthening the core capabilities. Through phased updates across the year, we aim to ensure consistency, improved usability, and more unified experience, enabling customer to leverage fully modernized and functionally aligned platform. Moving on to the Chorus Connect. Chorus Connect, the product which is built on Chorus portfolio, it enables unified contact center work management by consolidating customer data interactions from multiple systems while ensuring select initially positioned as a product, we have devoted to a professional services offering to which highly configurable nature and flight specific integrations. This allows this approach allows rapid deployment and flexibility. We continue to track key capabilities for future productization with plan play in July and q four for asset initiating it into a standardized Chorus offering. As part of the next road map, we're productizing inbound connectivity with NICE Telephony to support seamless inbound and outbound tasks. Integration with NICE Telephony enables color identification, validation, along with transcription and summarization post op. The solution will also determine next best actions using prior interactions, keywords, and sentiment analysis while supporting cross region operations, allowing multi skilled agents to efficiently manage diverse lines or to publish in languages. This capability lays the foundation for a reusable connect framework within porous connect, enable enabling standardizing the integration across telephony, AI, and downstream systems. It allows faster onboarding of new clients, reduces complexity of implementation, and promotes promotes consistency while creating a scalable model for shared and extended connectors across cross deployments. It accelerates the future customer onboarding experience. Another key capability we are productizing is federated search or federated lookup. This enables users to query across multiple Chorus databases without duplicating the data, ensuring a single source of truth. It also enforces regulated access, allowing only authorized users to retrieve relevant information, supporting the compliance, reducing data redundancy, and improving efficiency in customer servicing workflows. Across the 2026 road map, the IDP domain is addressed through multiple products in our portfolio, each targeting specific document types and use cases. Document automation handles structured and handwritten documents. Decipher focuses on semi structured data, and AI gateway supports unstructured processing. Complementing these, find solutions such as document data extraction, email AI, and specialized agents leverage LLM capabilities, together delivering a comprehensive, flexible, and scalable document intelligence ecosystem. This spectrum illustrates the range of document types from structured to unstructured and corresponding diversity in processing needs. It highlights how different use cases align to specific products within the portfolio, helping guide selection of the right solution based on the document complexity, format, and business requirement. It ensures optimal fit and efficiency while not compromising on the accuracy for the straight through processing. Across 2026, our document automation roadmap delivers incremental high impact enhancements. In q one, we focused on operational efficiency and review workflow improvements, including field library CSV enhancements, review reporting sorting, review report sorting, API updates, and dashboard search. In q two, we introduced analytics, governance, and organizational controls such as analytics only roles and utilization reporting. In q three, we advanced template life cycle management and template promotion capabilities and utilization insights while also expanding AI driven document intelligence through LLM based classification and AI based AI gateway integration. As part of the roadmap, we are simplifying the portfolio by unifying structured and unstructured document automation capabilities to a single comprehensive and cohesive front end. This approach reduces the fragmentation, streamlines user experience, and enables customers to leverage multiple document processing capabilities from a single user interface, driving efficiency, consistency, and easier adoption across the enterprise use cases. We have major release, that is planned for, Blue Prism Decipher in h two twenty twenty six with a comprehensive set of enhancements. Given the time constraints, we will not be able to cover each feature in detail today during the road map. However, we are presenting detailed materials to help you understand, evaluate, and effectively adopt these capabilities. We are tracking this space, and we are having a few significant announcements due in h two. And moving on to the last theme, BPPI, we have focused to set up enhancements, plan to strengthen process intelligence and analytics capabilities. These will further enhance visibility into the process performance, enable deeper insights for optimization, and support data driven decision making. Our vision is to transform operational data into real time intelligence, enabling organizations to understand, improve, optimize processes at scale. This is delivered across three significant themes. One is enterprise scale process intelligence. Second, high performance process analysis. And third, platform security with enterprise grade readiness. All these ensuring scalable, secure, and highly insightful driven operations. Across the b to p I road map, our vision is delivered through three strategic themes. Enterprise scale intelligence is focused on handling massive process datasets with, with high throughput ingestion, scalable data management, and seamless migrations enabling, a true enterprise wide visibility. High performance process analysis enhances speed and usability with faster loading, data execution, improved visualizations, and deeper queue and wait time insights. Platform security and enterprise readiness ensures modernization, stability, and compliance supporting secure and large scale production deployments. Here is a timeline view of the delivery schedule for what we call as the billion events ingestion. We're closely tracking the rapidly evolving process intelligence space, which is expanded into three key subdomains, process intelligence, task intelligence with a growing focus and emphasis on agent intelligence, and process repositories. Each is emerging as a deep specialization area. We are engaging with tap partners across these domains and will share more details and road map updates in the coming session. Thank you for your time and attention and appreciate your, focus throughout. With that, I will hand this back to Patrick. Over to you. And that brings us to the end of our presentation. So let's go over some key takeaways from the Chorus roadmap. Chorus provides the process background that connects and governs how work gets done while enabling new layers of intelligence to be integrated responsibly. This foundation also ensures that organizations can adopt AI confidently, maintaining control, compliance, and visibility across every step of their business operations. And Chorus is evolving to recognize agentic entities, support agent integration, and enable human agent collaboration directly within your existing process orchestration. This means faster responsiveness, adaptive decisioning, and more resilient operations, all while retaining the governance you rely on. And new applications such as email AI and the Connect application reflect our solution led innovation approach designed to deliver sustained acceleration through ready to use integrated Chorus capabilities. So on behalf of our team, I wanna thank you for attending today. Please take a few moments to complete the survey at the end of the webinar. Additionally, if you'd like to hear more about our product roadmaps, you can sign up to replay these recordings from the link section of your viewing console. And if you have any suggestions for our products, please go to the community and aviation site where you can provide your ideas for future road map items. Also, feel free to contact any of the product management team listed here with further questions. Thank you again, and enjoy your day.