One pass · census + benefits + claims
Start a case. Drop the broker file.
Census, incumbent TOBs, DHA claims report — analysed together into one review-ready workspace.
01
▤
Census
Member list — .xlsx / .csv
any column layout
Census_List.xlsx · 986 rows
02
⇄
Incumbent TOBs
Any insurer's format — .pdf
multiple categories supported
Cat_A_TOB.pdf · Cat_B_TOB.pdf
03
◐
Claims report
DHA / DoH format — .pdf / .xlsx
min 9 months
DHA claims record · 9.5 months
Stage all three inputs — or load the sample case — to analyse.
Building the case workspace