Automated eligibility analysis with human-in-the-loop oversight — from upload to client communication.
Client submits documented proof through the portal, triggering the AI agent
Analyzing uploaded document in real-time
The AI agent securely retrieves the client's uploaded document from the portal and prepares it for analysis against the case requirements.
Client PortalCross-references the document against structured eligibility criteria — verifying required fields, supporting evidence, dates, and compliance thresholds.
AI Analysis EngineProduces a determination — Valid, Invalid, or Review Required — along with a confidence score indicating how strongly the evidence supports that classification.
AI Analysis EngineBased on the classification, the agent drafts a tailored communication — confirmation, corrective guidance, or escalation notice — ready for partner review.
AI DraftingDelivers the full analysis summary — classification, confidence score, supporting rationale, and drafted communication — to the assigned partner for review.
Partner DashboardPartner reviews, approves, or overrides the determination
The agent does not finalize outcomes independently. A partner or designated reviewer approves (or overrides) the AI's determination. Once approved, the agent automatically triggers the appropriate communication.
Upon partner approval, the agent automatically sends the appropriate communication to the client through the portal — eliminating the second layer of administrative drafting and follow-up.
Client Portal — Auto-Send