AI Benefits Census Generator

How Cassidy automates this using AI

Step 1: Trigger on census file upload

The Workflow activates when a new census file arrives—via secure upload, SFTP drop, or API push—from any client or worksite employer.

Step 2: Detect structure and map fields

Cassidy auto-detects the file's delimiter, header rows, and column layout, then applies client-specific field mappings to align source headers (like "EE ID" or "M/Male") to canonical fields and system codes.

Step 3: Normalize and transform data

The Workflow standardizes formats (dates, SSNs, addresses), translates codes (coverage tiers, classes, locations, deduction codes), and derives fields like FTE status, eligibility dates, and waiting period calculations.

Step 4: Validate against business and system rules

Cassidy runs pre-flight validation—checking required fields, conditional logic, cross-field consistency, and target-system rules—flagging hard errors for remediation and auto-fixing soft warnings with full audit logging.

Step 5: Route exceptions for human review

Rows with validation errors route to an exception queue for review, while clean records proceed. Human-in-the-Loop approval ensures business-critical data is verified before export.

Step 6: Generate import-ready exports

Cassidy produces PrismHR CSV/TXT files bound to your saved Import Field Mapping and EN Demographic Updates templates with per-row change effective dates—formatted for direct Map/Audit/Commit processing.

Step 7: Log and reconcile

Every import batch is logged with timestamps, row-level diffs, and before/after snapshots. Cassidy generates summary counts of creates, updates, and terms—plus discrepancy reports for downstream reconciliation with carriers and payroll.