Enrolment rows
Enrolment records returned by Businessolver, including plan name and status when the row includes them.
Connect Businessolver so PaperThread can answer enrolment questions and flag missing or lapsed coverage from the rows that come back.
Enrolment records returned by Businessolver, including plan name and status when the row includes them.
Missing or lapsed coverage is flagged from the enrolment rows that come back, including a row marked waived, pending, or terminated.
Plan name and coverage tier are read only when the enrolment row includes them.
PaperThread does not write enrolment or coverage back to Businessolver.
Answer enrolment questions from the Businessolver rows that come back.
Prepare a follow-up when missing or lapsed coverage is flagged.
Send the next step to the person who owns it.
PaperThread does not write enrolment or coverage back. A gap the read cannot close stays open with a person.
Assign a person when the Businessolver connection cannot finish the action.
Answers for this connection, including what PaperThread can read and what still needs a person.
A pension scheme when a Businessolver question also needs retirement context.
The private DM where a Businessolver question or approval can be sent.
Approved policy files that sit alongside Businessolver enrolment context.
Payroll context when a Businessolver enrolment question also needs pay.
Answer enrolment questions from Businessolver, flag missing or lapsed coverage, and keep anything unfinished with a person.