Enrolment rows
Enrolment records returned by Unum UK, including plan name and status when the row includes them.
Connect Unum UK so PaperThread can answer enrolment questions and flag missing or lapsed coverage from the rows that come back.
Enrolment records returned by Unum UK, 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 Unum UK.
Answer enrolment questions from the Unum UK 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 Unum UK connection cannot finish the action.
Answers for this connection, including what PaperThread can read and what still needs a person.
Answer enrolment questions from Unum UK, flag missing or lapsed coverage, and keep anything unfinished with a person.