Workflow templatePattern — compile it from your own recording

Automate insurance eligibility and coverage checks

For agencies, billers, and back-office teams: the repeated carrier-portal lookup — member or policy number in, coverage answer out — demonstrated once, compiled into a deterministic program, and replayed per case with halting instead of silent wrong answers.

This is a workflow shape, not a canned connector: you compile it from a recording of your own team in your own applications. The execution and verification mechanics it relies on are proven on the linked reference templates.

Runs on

Your organization’s own carrier portals and systems, from a recording of your team performing one check. No canned carrier connectors are implied — each workflow is compiled from your demonstration and qualified against your applications. The underlying mechanics — policy resolution against a live insurance system and database-verified writes — are proven on the openIMIS reference.

Source in openadapt-flow →

The demonstrated steps

1Sign in to the carrier portal — credentials are secret parameters, redacted from the recording and injected from the environment at replay
2Look up the member or policy — the per-case parameters
3Open the coverage, benefits, or status view
4Read the fields your process needs
5Record the answer into your system of record or worksheet

Parameters: member or policy number · any per-case identifiers your team demonstrated — recorded values are the defaults; every replay can override them.

How the outcome is verified

The compiled program verifies target identity before every consequential action — the wrong policyholder on screen is a halt, not a wrong answer written downstream. Anything the demonstration never covered (an unexpected modal, a changed portal state) halts and asks. Where the answer is written into a system with a database, API, or file export, that write is bound to an effect contract and confirmed against the system of record.

pre-action target-identity checks
halt on undemonstrated state
effect contract on the downstream write where a system of record exists

Proven on

Automate health insurance claim intake in openIMISProven reference Automate loan application entry in Frappe LendingProven reference

Try it from the command line

The compiler and runtime are open source and MIT licensed. Healthy runs are local and make no model calls.

pip install openadapt-flow

Install the open-source compiler and runtime.

openadapt-flow record --url https://your.app --out rec

Open a headed browser on your app and demonstrate the workflow once; Ctrl-C to finish.

openadapt-flow compile rec --out bundle --name my-task

Compile the recording into a deterministic bundle with auto-classified risk per step.

openadapt-flow lint bundle && openadapt-flow certify bundle --policy permissive

Surface coverage gaps, then gate the bundle against a policy before it ever deploys.

openadapt-flow replay bundle --url https://your.app --param name=value

Replay against your app; recorded values are defaults and --param overrides them.

Put this workflow into production

Bring your version of this workflow and the record that proves its outcome. We'll map the deployment, verification, shadow run, and supervised rollout.

Insurance claims execution Book a demo