Assistance applications sorted by urgency, written up for the decision-maker
Each application arriving from your intake system is sorted by urgency and completeness, then set against your assistance criteria with the criteria quoted. The decision-maker starts from a consistent write-up, and the flow is instructed never to recommend an amount.
Operations · Pensions & retirement · Something arrives from another system · 10 steps · Reads your documents
When something arrivesIt arrives
RouteWhat kind of question?
RetrieveRetrieve — Urgent case
RetrieveRetrieve — Routine case
RetrieveRetrieve — What is missing
AnswerPolitely decline
AnswerUrgent case
AnswerRoutine case
AnswerWhat is missing
Answer shownAnswer shown
10 steps in the flowDrag the canvas, or any step, to move it around.
Why teams run it
Hardship and assistance applications arrive in every state of completeness, and an urgent case about housing or medical costs can sit behind routine ones until somebody reads the whole pile. Committees then spend their meetings working out what each application says instead of deciding it.
How it is governed
- Every path is instructed never to recommend an amount; deciding stays with people.
- Only a correctly signed webhook call can start a run.
- Every application, the path it took and its write-up are kept in the run history.
- Who runs it
- Assistance program administrators; Hardship committee members; Member services managers.
- What you supply
- A webhook from wherever applications arrive; Your assistance criteria as a knowledge source.
From template to a live agent
The same builder, tests and release review apply to a template as to anything built from scratch.
- Open it as a working flow
- Every step, source, branch and approval is already in place, and every one of them can be changed before it runs on your data.
- Prove it before it ships
- An evaluation set can gate the release, so a change that breaks an answer never reaches anyone. A question it cannot answer from the sources leaves the gate unproven, not passed.
- Keep a person on the decisions
- A run that needs a decision stops and says exactly what approving will do, and who it is waiting for.
- Publish where people work
- A form, an embedded widget, Microsoft Teams or a scheduled batch — with its own access and limits per deployment.
- What teams usually change
- Rewrite the categories to match how your committee triages cases; Point retrieval at your current assistance criteria and guidelines; Change the tone of the note that goes to applicants.
Questions buyers ask
- Does it decide who receives assistance?
- No. It sorts and writes up; every path is instructed not to recommend an amount, and the template has no step that records a decision or makes a payment. The decision-maker reads the write-up and decides.
- Where does the write-up go?
- It is the result of the run and appears in the Output queue, where it can be assigned to a reviewer and marked reviewed. A team that wants it delivered elsewhere adds that step in the builder.
- What if something arrives that isn’t an application?
- The routing step has a path for anything that fits none of the categories, which answers in one line that it does not look like an assistance application. Nothing is assessed against your criteria for it.
Related templates
All 60 templates- Retirement application reviewReads a retirement application against the plan rules, lists what is missing or inconsistent, and drafts the reply — which a person approves before anything is sent.OperationsA document or recording is attached6 stepsa person approvesa recorded run
- Enrolment completeness checkChecks each new enrolment an employer submits for the details the plan requires, and asks a person to chase the employer for anything missing before the member is set up.OperationsSomething arrives from another system5 stepsa person approvesa recorded run
- Member data qualityEvery Monday, finds member records with gaps or conflicts — no date of birth, no beneficiary, an identifier shared with another member — counts them by kind, and says which the fund can fix from what it already holds.OperationsOn a schedule5 stepsa recorded run
- Executive briefingA Monday-morning note for leadership: where the fund stands, what changed in the week, and the one thing that needs a decision — every figure cited.OperationsOn a schedule6 steps
See it run on your own data
We open it in the builder, point it at a sample of your documents and systems, and run it with you.