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RPA Security Checklist - Evolvous

RPA Security Checklist  

Are you considering introducing RPA (robotic process automation or bots) as part of your digital transformation? The RPA security checklist will assist you in utilizing this expanding trend safely and to your advantage.  

RPA frequently works with a lot of sensitive company information. To automate routine business operations like file transfers, order processing, and payroll, RPA’s software robots process data from various corporate databases and log into various accounts using provided credentials. In this method, the automation platform gets access to the data of a company’s employees, clients, and suppliers (inventory lists, passwords, and so on).  

It should be helpful to use this checklist to make sure your robotic process automation (RPA) system is secure:  

  1. Constantly employ a safe authentication method for bot access. 
  2. Establish a central, encrypted password vault to house the login information for each bot in your company. 
  3. Each bot needs a unique set of login information. 
  4. Don’t leave any private information on a bot that has been taken out of production. 
  5. To add an additional layer of security to the system, use two-factor authentication for administrative accounts. 
  6. Only let people who need access to sensitive information, and routinely check user permissions to ensure they still have it. 
  7. Use multifactor authentication to only allow authorized users with valid credentials access to the robotic process automation system (2FA). 

RPA (Robotic Process Automation) security best practices  

The secret to controlling security threats with RPA is to treat it just like any other system, employee, or even member of the organization. A company can lower the security risks posed by bots running on the network by using RPA security best practices. The following is a summary of several recommended RPA security practices.  

Pick your RPA wisely:

RPA developers come in many shapes and sizes. Information security and functionality must be considered when selecting a new RPA system. A bot with poor coding may have security flaws or malicious programs. Before connecting an RPA solution to the network, request security assurances from RPA suppliers and conduct code reviews or penetration tests.  

Establish a security governance framework for RPA:

It’s critical to manage the security risks associated with RPA using specific rules. Employees in charge of the RPA must comprehensively understand their security obligations, which include restricting access to the environment, logging and tracking activity, and more. There should be clear roles and duties for conducting routine evaluations of the RPA’s information security compliance and a security requirement checklist kept up to date for the RPA technologies in use. Regular risk analyses and audits of RPA processing activities must be part of an RPA governance structure.  

For RPA systems, implement password management controls:

Bots use passwords to log in too many platforms. Network administrators create and update these passwords, and several personnel in charge of the RPA may need access. RPA security best practices advise keeping RPA credentials in a centralized, encrypted location that only a small group of employees may access (for example, in a password vault).  

Define the RPA’s tasks and responsibilities in relation to managing people:

Every RPA in the organization should have a defined role and access to systems depending on that function, just like every employee does. The tasks of the bot should be used to determine access privileges, and the role of the bot should be used to separate access to data. Bots should only be given advanced access to systems or admin privileges if it is necessary.  

The RPA workflow should be managed by a dedicated bot administrator who will also manage bot schedules, track progress, and perform security checks, audits, and updates. A strong change management procedure that identifies who oversees making changes, evaluating risk, evaluating performance, and approving new tasks or backups is required.  

Before you complete your RPA bot development, let’s move forward and clarify a few points. You’re happy with your work and want to deploy your bots in the real world so they can deliver the promised benefits.

The euphoria, though, could rapidly turn into a scurry to rectify what you’ve just released if you have yet to carry out all the essential checks to guarantee your bots adhere to your company standards and, more crucially, remain under control. A production entry checklist is essential for ensuring that your bots comply with company policies, standards, and any laws to which your company is subject.  

RPA security Checklist - Evolvous

The following 5 RPA security checks must be carried out for every bot that is ready to be released in production:  

  1. Security mechanisms and procedures have been made possible: Make sure that bot access is authorized, regulated, and allowed. Before deploying a bot in a production environment, it is crucial to ensure that the proper security procedures are activated (this should be a one-time readiness operation for each system/application). Bots will interact with a wide variety of systems/applications. System owners and the relevant security team may need to modify their current system access policies and procedures to define how bot accounts will be established, managed, and monitored. 
  2. Traceability has been Created/Maintained: You must ensure that your bot can be traced back to its source. You should be able to rapidly locate particular deliverables using your planning/process modelling tool, for instance, if you are utilizing an RPA platform to support the development of your bot (a design document, a scheduling plan, a business continuity plan, a test script, etc.). 

The main benefit of traceability in this situation is the ability of developers and operators of bots to refer back to all pertinent documentation while maintaining, re-calibrating, or enhancing bots. Unsurprisingly, accountability and compliance considerations make being able to track back all approval workflows essential.  

  1. Risk analysis has been performed: Assure that a risk assessment is conducted for each and every bot by the relevant IT and/or business compliance oversight function. You can use this test to assess whether your bot is “important” (i.e. bot executing a SOX control, bot reading and processing sensitive personal data, etc.). More monitoring measures should be set up, and the more crucial your bot is. This is an important check, especially if your company operates in a highly regulated market worldwide. 
  2. A defined and distributed business continuity plan: Make sure that a business continuity plan has been formally created and accepted by all necessary parties (in particular, Process Owners, IT Service Management and Business Service Management functions). The business continuity plan aims to outline the business process and contacts, as well as a set of contingencies and recovery time objectives, that are necessary to minimize potential risk or harm to the company in the case of a catastrophic failure. Every bot should have a unique action protocol that directs bot operators through operation recovery and problem-solving. 
  3. An evaluation of resilience has been conducted: Make sure a recognized approach has been used to evaluate and compare bot resilience. As a general rule, the less robust your bot is, the more monitoring tools you should implement. In addition to the resilience factor, you need to consider the criticality factor (see my first point). The kind and scope of monitoring processes should ultimately depend on how resilient and crucial a system is. 

Let’s now consider what makes a bot not resilient.  

  1. Interfacing between non-static internal and external applications 
  2. Process changes that occur frequently 
  3. Unstable or unpredictable data formats 
  4. A volatile environment for bot runtimes 

To identify changes to the bots’ environment, you need to set up a mix of manual and automated change communication channels.  

Protocols for automated vs. manual change:  RPA security Checklist.

Using manual procedures or processes that heavily rely on human input, a manual change communication protocol flags change. To identify impending technical changes, for instance, participating in technical design authority boards or creating a technical monitoring board with all bot owners. Before deciding on bot re-calibration efforts, these impending changes can be identified and cascaded to the appropriate teams so they can conduct an impact assessment and understand the influence on bots and other downstream processes.  

A methodology for automated change communication focuses on automatically identifying changes without the need for human intervention. The capability to have information about regulatory changes automatically filled into your business process modelling application as changes occur is an example of a continuous monitoring method that might be useful here.  


To prevent security risks and the exploitation of crucial data, RPA implementation should be done appropriately and carefully. Its bots may only produce accurate results and errors if they are properly monitored regularly. Because the bot could need to access private information, appropriate security measures should be implemented.

For security reasons, logs must be added, password vaults must be utilized, and a suitable framework must be employed. Utilizing these techniques. The performance of its bots can be increased, and by doing so, the risk to the business will decrease. Our team is skilled in leveraging effective RPA for your company. Contact us to implement RPA successfully.


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