AI ATS Data Reconciliation Agent

How Cassidy automates using-ai

Step 1: Trigger on record event

The Workflow activates when a new candidate enters the ATS, a status changes, or a scheduled reconciliation runs—capturing applications, requisitions, and self-ID data in real time or via batch sync.

Step 2: Normalize and map fields

Cassidy maps source fields to your canonical data model, harmonizing picklists for stages, disposition codes, job categories, and location hierarchies across both systems.

Step 3: Resolve identity and dedupe

The agent matches records using deterministic keys and fuzzy matching, applies survivorship rules to determine the golden record, and routes low-confidence matches to an exception queue with Human-in-the-Loop review.

Step 4: Sync statuses bidirectionally

Cassidy pushes status updates between ATS and HRIS based on your defined precedence rules—ensuring hired candidates appear in HRIS with correct employee IDs and start dates, while HRIS data flows back to close requisitions and finalize dispositions.

Step 5: Validate and log for compliance

Each transformation is validated against required fields and picklist rules, then logged with full data lineage. The Workflow maintains Applicant Flow Logs, flags missing self-ID responses, and generates audit-ready exports for EEO-1, VETS-4212, and OFCCP reviews.