Every Monday, a count of member records that need fixing
Early every Monday the flow queries your administration system for records with gaps or conflicts, counts them by issue in code, and says which the fund can usually fix itself. Data problems reach your team as a weekly count, not as a surprise at retirement.
Operations · Pensions & retirement · On a schedule · Every Monday at 06:30 · 5 steps · Your database
On a scheduleOn a schedule2 ms
Query a databaseFind the records with issues128 ms6 rows
Work out the numbersCount by issue10 ms3 rows
AnswerWrite the report2.1 s
Answer shownThe answer
5 of 5 steps ran2.3 s end to end$0.002 model costDrag the canvas, or any step, to move it around.
Asked: “Which member records need attention this week?”
The member records that need attention this week are those with the following issues, listed from most common to least common:
- No email address for an active member - 863 records. This issue can usually be fixed from records the fund already holds if there are other contact details available, or it may require the member to supply their email address.
- A second, different address for a member - 267 records. This issue typically needs the member or their employer to confirm the correct address.
- Same name and date of birth as another member - 8 records. This issue usually requires verification from the member or their employer to ensure the correct identification of the individuals involved.
Why teams run it
Member data degrades quietly: a date of birth never captured, a beneficiary never named, the same national identifier on two records. Nobody notices until a benefit has to be paid, and by then the fix means tracing a member or employer who may be hard to reach.
How it is governed
- Read-only: SELECT queries through a connection an administrator sets up.
- Counts are computed in code; the model is told never to recalculate them.
- It reports and changes no member record.
- Every run is kept in the run history.
- Who runs it
- Pension administrators; Data quality leads; Pension operations managers.
- What you supply
- A read-only database connection to your member administration system, with the checks pointed at your own tables.
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
- Add checks of your own, such as missing addresses or stale salaries; Move the schedule to suit when your team plans its week; Rewrite the queries for your own member and beneficiary tables.
Questions buyers ask
- Does it fix the records it finds?
- No. It reads and counts; the connection is read-only and the template has no step that writes back. Correcting a record stays with your administrators.
- Can we see which members are affected, not just the counts?
- The report as shipped gives counts by issue. The query already returns the member numbers, so the flow can be changed in the builder to list them.
- Can we run it outside the schedule?
- Yes. Anyone with access can start it by hand, and switching the schedule off keeps its settings while nothing fires it automatically.
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
- Assistance application triageSorts hardship and assistance applications by urgency and completeness, and writes each one up for the person who decides. It never decides an award itself.OperationsSomething arrives from another system10 steps
- 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.