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  • Overview
    • About Healthcare solutions
  • Medical Record Summarization
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Healthcare Solutions user guide

Last updated Apr 20, 2026

System components

Medical Record Summarization (MRS) is built on several UiPath platform services that work together to ingest medical records, generate clinical summaries, and store results for downstream access. This page describes each component, the Data Fabric entities MRS provisions in your tenant, the storage buckets it uses, and the OAuth scopes required by the application.

UiPath platform components

ComponentTypeRole
MRS Pro-code ApplicationReact 19 SPA (Vite + TypeScript)User interface for file ingestion, clinical review, template authoring, test runs, export, and administrative configuration
MRS Run Job ProcessOrchestrator processJob scheduler that distributes work across N concurrent summarization workers using modulo-based assignment
MRS Agentic ProcessOrchestrator agentic BPMN processPer-worker orchestrator: queries PdfPackets, retrieves files, invokes the MRS Agent, writes results to Data Fabric, and deletes processed files
MRS AgentAI agentCore summarization agent: performs JIT DeepRAG context grounding against the source PDF and calls the Large Language Model (LLM) to generate a structured clinical summary with inline citations
MRS Discovery Storage BucketOrchestrator processScans the ingestion storage bucket on a cron schedule for files newer than the last processed date, creates PdfPackets records, and starts the Run Job process
MRS Agent - Test PromptsAI agentRuns template prompts against persistently indexed sample files to validate output quality before a template version is published
MRS Agent - Generate PromptsAI agentReverse-engineers system and user prompts from an uploaded example summary, used to seed a new template
Agentic - Update IndexOrchestrator agentic processIngests sample files into Enterprise Content Services for persistent DeepRAG indexing (2-hour timeout, 30-second polling interval)
Agentic - Test PromptsOrchestrator agentic processOrchestrates test prompt runs: reads template version prompts, invokes MRS Agent - Test Prompts against the persistent index, and saves results to MRSTemplateTestResultOutput
Agentic - Generate Prompts From SummaryOrchestrator agentic processDownloads the uploaded example summary and invokes MRS Agent - Generate Prompts to reverse-engineer system and user prompts, then saves results to MRSTemplateInitialPrompts
Agentic - Get Index StatusOrchestrator agentic processPolls Enterprise Content Services to check persistent index ingestion status during the Update Index flow
Context Grounding (DeepRAG)UiPath AI serviceGrounds the LLM against medical record content. Used in JIT mode for production summarization and Persistent Index mode for template testing
Enterprise Content ServicesUiPath AI serviceIndexes sample files for persistent DeepRAG queries during template testing
GenAI ActivitiesUiPath AI serviceGenerates clinical summaries and citations from grounded context

Data Fabric entities

MRS provisions 12 entities in your Data Fabric tenant at deployment time.

EntityPurpose
PdfPacketsOne record per source document queued for processing. Tracks status, modulo assignment, template ID, and ingestion source
MRS_OutputOne record per completed summarization. Contains generated summary files, citations, override content, reviewer assignment, OutputStatus, and timestamps. See MRS output data
MRSTemplateMaster template records
MRSTemplateVersionVersioned template configuration: system prompt, user prompt, concurrent job count, and published status
MRSApplicationConfigApplication-level configuration including feature flags and developer overrides
MRSManualBatchTracks manual batch uploads initiated through the application
MRSIngestionSourceDefines the storage bucket name and root path for automated discovery deployments
IngestionStateTracks the last processed folder date for scheduled discovery, enabling incremental processing
MRSPacketSamplesSample files uploaded for template testing, including indexing status
MRSTemplateInitialPromptsAI-generated prompts produced by the Generate Prompts agent from an uploaded example summary
MRSTemplateTestResultOutputResults from test prompt runs, stored per template version
MRSAssignmentHistoryAudit record of reviewer assignments and reassignments for each MRS_Output record

Storage buckets

Three Orchestrator storage buckets are provisioned within the Orchestrator folder selected for MRS during deployment.

BucketContentsNotes
MRSMainBucketIngested medical record PDFs awaiting or in-progress summarizationFiles are deleted by the cleanup workflow after summarization completes. For automated discovery, organize files in date-based subfolders (YYYY/MM/DD/)
MRSSamplesBucketSample PDFs uploaded by template authors for persistent index testingManaged through the template editor
MRSSummarizationPacketsOutput packet archives produced by the summarization pipelineRead by the export functionality in the MRS application

OAuth scopes

The MRS application (MRSApp) is registered as a non-confidential OAuth application in your UiPath tenant and uses PKCE for authentication. The following scopes are required.

ScopeService
InsightsInsights
PM.Group PM.Group.Read PM.User PM.User.ReadPlatform Management
OR.Administration OR.Execution OR.Folders OR.Jobs OR.Machines OR.Robots OR.SettingsOrchestrator
DataFabric.Data.Read DataFabric.Data.Write DataFabric.Schema.ReadData Fabric

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