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AI agent for human resources specialists

Open Enrollment Configuration Test Agent

Plan configuration proven correct against the rules for every scenario before employees see it

Quality controlIT and developmentHuman resources
See how it worksGet access
Open Enrollment Configuration Test Agent: what goes in, what the agent does and what you get

What it does

A wrong deduction or a missing eligibility rule shows up when the first employee enrolls, and by then hundreds are affected. This agent reads the plan rules for the coming year, such as eligibility, waiting periods, costs and coverage tiers. It then creates test employees for each scenario in a test system: new hire, part-time worker, family coverage, a person turning 26 and others. It runs enrollment for each one and compares the resulting plans, costs and deductions with the rules. Mismatches are listed with the test case and the expected and actual values. After the specialist fixes the configuration, the agent retests the failed cases and a set of earlier ones. The specialist approves go-live. Edge case: a rule that differs by state is tested once for each state with employees.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedYes, continueApprovedNoNo 1 STARTS WHEN Plan year configuration finished 2 USES A TOOL Read plan rules and rate tables 3 DOES Build the list of scenarios and test employees 4 USES A TOOL Create the test employees in the test system 5 USES A TOOL Run enrollment for each scenario and record theresults 6 CHECKS THE RESULT Do eligibility, cost and deductions match the rules? If not: list each mismatch with expected and actualvalues. Back to step 4. 7 YOU APPROVE Specialist fixes or approves each correction 8 USES A TOOL Retest the failed cases and a sample of earlierpasses 9 CHECKS THE RESULT Do all cases pass, including earlier ones? If not: find the change that broke a case and rerun.Back to step 8. 10 YOU APPROVE Specialist approves go-live 11 RESULT Test report and signed-off configuration
Read the steps as a list
  1. Plan year configuration finished
  2. Read plan rules and rate tables
  3. Build the list of scenarios and test employees
  4. Create the test employees in the test system
  5. Run enrollment for each scenario and record the results
  6. Do eligibility, cost and deductions match the rules?If not: list each mismatch with expected and actual values. Back to step 4.
  7. Specialist fixes or approves each correctionThe agent waits here for your OK.
  8. Retest the failed cases and a sample of earlier passes
  9. Do all cases pass, including earlier ones?If not: find the change that broke a case and rerun. Back to step 8.
  10. Specialist approves go-liveThe agent waits here for your OK.
  11. Test report and signed-off configuration

How it decides

A case passes only if eligibility, cost and deductions all match the rules for that employee profile.

  • Test every plan and coverage tier at least once
  • Test each state or country with its own rules
  • Include age and date boundary cases
  • Retest 20 percent of earlier passes after any fix

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Scenarios and age boundaries
  • States or countries
  • Share of earlier cases to retest (default 20 percent)
  • Test environment

What keeps you in control

It always asks you first

  • Correcting configuration items
  • Go-live of the enrollment setup

Hard limits

  • Uses only test employees in a test system
  • Never changes live configuration

It stops when

  • Done: all scenarios pass and go-live is approved
  • Stop: the test system does not match the live setup

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensThe agent built 64 scenarios. Case 41, an employee with spouse coverage in Ohio, showed a $212 deduction against the rule of $188 per period. The check failed. The agent traced it to a tier table in a duplicated row. The specialist fixed it, and the retest and a sample of 13 earlier cases passed. All 64 passed on the third round, and go-live was approved.

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