Skip to main content

Web Macro Exercise - Get Interest Rate​

Use an RPA Web Macro to pull an interest rate from a bank website​

Walkthrough Video

Instructions​

Create the Job and Task​

  1. In the RPA Tray Client, click Add Job.
  2. Within the new Job add a new Web Macro Task

Create a User Variable​

  1. Navigate to the Variables section (bottom left of the interface).
  2. Click Add a User Variable.
  3. Name the variable: 30YearFixedRate.
  4. Set the initial value to TEST.
  5. Click Add to create the variable.
  6. Confirm the variable appears with the correct name and value.
  7. Click Close.

Record the Automation Steps​

  1. Navigate to Web Macro > Actions to view the Action Sequence

You have two options:

info

In this exercise we will use the Record Feature

Drag and Drop: Manually drag actions from the left panel to the right sequence panel.

or

Record Feature (Recommended):

  1. Click the Record button.
  2. If a new window opens on another screen, drag it into view.
  3. Begin recording your actions.
  1. In the recording window, go to citi.com.

Observe that:

  • Actions are logged on the right.
  • As you hover over elements, OpCon RPA highlights what it will capture.

Capture the Mortgage Rate​

  1. Navigate to Home Lending.
  2. Click on 'View Purchase Rates', scroll to find the 30-year fixed rate.
  3. Right-click the rate and select Add Extract Data Action.
  4. On the Extract data tab, select and confirm the element (e.g., “InnerText: 6.75”) is correctly identified.
  5. Select the Destination tab and set the destination to the 30 year fix rate variable.
  6. Click OK to confirm.
  7. Stop the recording.

Save and Test​

  1. Save your automation.
  2. Check the variable — it should still show test.
  3. Run the automation by clicking Test run:
  4. Watch OpCon RPA step through the process.
  5. It should navigate to the site, find the rate, and extract it.
  6. After completion, check the variable again — it should now contain the actual rate value.