Gradient AI Health Benefits

The Gradient AI Health Benefits API in ClientSpace allows you to receive assessments of your offered benefits plans by using Gradient AI's artificial intelligence models to compare your submissions to its large database of offered benefits submissions from other PEOs in your area.

Why do I care about this?

The Gradient AI Health Benefits API can help you determine whether you are overpricing or underpricing benefits based on your underwriting groups and region.

What does it do and how do I use it?

To receive an assessment of your offered benefits plan, you must submit your offered benefits and Health Census information to Gradient AI. There are two ways to do this:

  • Initiate the Submit Action Manually - Complete a Gradient Health Census report using a template we provide. Attach the completed health census report to the Benefits Batch dataform in the Completed Health Census file upload field. Then, click the Submit to Gradient AI link to submit your offered benefits and Health Census information to Gradient AI.

  • Automate the Submit Action - If your organization can configure Salesforce to export completed Health Census reports to ClientSpace and attach them to the correct Benefits dataforms in the Completed Health Census file upload field, you can use the _GAICensusValidation ClientSpace business rule method on the Salesforce API pipeline to submit offered benefits and Health Census information to Gradient AI. Submissions occur when the Completed Health Census file upload field is populated (i.e., "Not Empty" and "Is Dirty".)

Even if you choose to automate submissions, the Submit to Gradient AI link remains available for use.

To use the manual submission method:

  1. Go to a workspace and open a Benefits Batch dataform to record the benefits you want to offer to your client's employees.

  2. Then, click the Gradient Health Census link and fill out the form.

    The Gradient Health Census report is an Excel spreadsheet template used to add pertinent employee information such as employee names, employee IDs, dates of birth, residence zip codes, coverage types and underwriting groups.

  3. Enter all employees that you want to include in your submission to Gradient AI.

    When completed, the Gradient Health Census appears similar to the following:

  4. Next, attach the Gradient Health Census report to the Benefits Batch Dataform by clicking Attach File in the Completed Health Census file upload field.

  5. When you are ready to submit offered benefits and Health Census information to Gradient AI, click the Submit to Gradient AI link.

    ClientSpace validation runs to ensure coverage types are not blank and that there are valid subscribers and underwriting groups. If an error is found, it will display at the top of the Benefits Batch form. You must correct these errors and resubmit again.

     

    Once you successfully submit the Health Census data to Gradient AI, Gradient AI checks the data more extensively. For instance, specific coverage types are validated. You will receive an "Accepted" "Succeeded" or "Failed" email notification based on Gradient's analysis.

  6. Click the Gradient AI Health Results link on the Benefits Batch dataform to view the Gradient AI Health Results dashboard. If the submission was successful, the dashboard lists a record for each underwriting group included in the submission.

    7. The same notification details that you receive via email are also logged on the Gradient AI Health Results window in the Validation section.

  7. Click (Open) next to a line item to view the results for an underwriting group. If a record in the submission has a Status of "Failed", review the Log field for validation errors and other error details.

Note: A summary of key findings also displays in the widgets located at the top of the Benefits Batch window.

To configure the automated submission method:

Work with your Salesforce system administrator to set up Salesforce to insert health census data into the Completed Health Census file upload fields of the correct Benefits Batch dataforms in ClientSpace.

When this is done, complete one-time business rule configuration in ClientSpace. Once the ClientSpace business rule configuration is complete, offered benefits and Health Census information will be submitted to Gradient AI when the Completed Health Census file upload field on the Benefits Batch dataform is populated (i.e., "Not Empty" and "Is Dirty").

  1. Go to System Admin > Advanced > Manage Rules.

    The Custom Logic Rules dashboard opens.

  2. Locate the Benefits Batch "Health Census Validation (Salesforce API)" rule and click (Open)next to it.

  3. Verify the following settings, editing if necessary.

    Method

    _GAICensusValidation
    Primary Trigger Field

    Completed Health Census
    Primary Trigger Operator Not Empty

    Secondary Trigger Field

    Completed Health Census

    Secondary Trigger Operator

    Is Dirty

    Pipeline

    Salesforce API

    Save Action

    Insert

    System

    Checked

  4. Click Save.

To track automated submissions and view results:

With the manual method, the logged in user who clicks the Submit to Gradient AI link is the Submitted By user and only the Submitted By user receives "Accepted", "Succeeded" and "Failed" notifications. These email notifications are not sent for the automated method since a business rule is initiating submissions instead of a logged in user. However, all notifications are still recorded on the Gradient AI Health Results window in the Validation section:

  1. Access the Gradient AI Health Results window by clicking the Gradient AI Health Results link on the Benefits Batch dataform to view the Gradient AI Health Results dashboard.

    If a submission was successful, the dashboard lists a record for each underwriting group included in the submission.

  2. Click (Open) next to a line item to review the Gradient AI notification details in the Status and Log fields. If a record in the submission has a Status of "Failed", review the Log field for validation errors and other error details.

Miscellaneous notes

  • The Gradient Health Benefits API returns an assessment for each unique underwriting group listed in the Offered Benefits Plan (as reflected in the Gradient Health Census report).

  • If the Gradient Health Benefits API is not able to return an assessment due to an issue with the submission, such as Gradient AI underwriting group not matching an underwriting group you entered in the Gradient Health Census report, a "Failed" status is logged in the Validation section (Log field) of the Gradient AI Health Results window. If the submission was manual, the Submitted By user will also receive an email notification.

  • For manual submissions, Gradient AI Health Benefits notifications are only sent to the user who clicked the Submit to Gradient AI link (i.e., the Submitted By user). The Submitted By user name displays on the Benefits Batch dataform in the "Gradient AI Benefits" section.

Implementation procedure overview

A relationship and contract with Gradient AI is necessary to utilize the Gradient AI Health Benefits API in ClientSpace. To integrate the Gradient AI Health Benefits API proposal, you must work with ClientSpace Professional Services. For assistance, log an Extranet case. The following table lists the tasks and responsible group for implementing the ClientSpace Gradient AI Health API integration.

Task Who performs this task?

Set up the API configuration

Professional Services

Enable the business rules

Professional Services

Review the Gradient AI Health Benefits dataform security

Client

Configure the Benefits Batch dataform links to Gradient AI

Available in the application. May be enabled by Professional Services.

Identify and set up the workflow processes

Client

Demonstration

Professional Services