Enrolment rows
Enrolment records returned by Maxwell Health, including plan name and status when the row includes them.
Connect Maxwell Health so PaperThread can answer Sun Life enrolment questions and flag missing or lapsed coverage from the rows that come back.
Enrolment records returned by Maxwell Health, 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.
Maxwell Health is the Sun Life enrolment record. Plan name and coverage tier are read only when the row includes them.
PaperThread does not write enrolment or coverage back to Maxwell Health.
Answer Maxwell Health Sun Life enrolment questions from the 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 Maxwell Health 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 Maxwell Health question also needs retirement context.
The private DM where a Maxwell Health question or approval can be sent.
Approved policy files that sit alongside Maxwell Health enrolment context.
Payroll context when a Maxwell Health enrolment question also needs pay.
Answer Maxwell Health Sun Life enrolment questions, flag missing or lapsed coverage, and keep anything unfinished with a person.