OpenAdapt
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Workflow templatePattern for your 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.

Compile this workflow shape from your team’s recording. The related references show its execution and verification mechanisms.

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 →

Steps to record

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

Related measured references

Automate health insurance claim intake in openIMISMeasured referenceAutomate loan application entry in Frappe LendingMeasured reference

Try it from the command line

The compiler and runtime are open source and MIT licensed. The default healthy path runs locally and makes no generative-model API calls.

pip install openadapt

Install the OpenAdapt launcher, compiler, and included browser capability.

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

Record one browser tab and same-origin route set; Ctrl-C to finish. A task that crosses an origin, tab, application, or backend needs separately qualified bundles and external orchestration.

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 --strict

Report coverage gaps. Complete the required identity, effect, idempotency, and postcondition contracts before governed use.

openadapt flow replay bundle --url https://your.app

Rehearse locally. This command does not certify the bundle. Governed certification and execution also require a deployment configuration with the declared policy, identity, effect, and runtime bindings.

Qualify this workflow

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

Evaluate a workflowRead docs