AI EAP Utilization Reporting Agent

How Cassidy automates this using AI

Step 1: Trigger on new data feed

The Workflow activates when eligibility census files or EAP service data arrive via secure SFTP or API webhook, ensuring the Knowledge Base always reflects the latest covered lives and case activity.

Step 2: Validate and de-identify incoming data

Cassidy applies schema validation, PII/PHI tagging, and tokenization enforcing small-cell suppression thresholds and k-anonymity checks so no individual can be re-identified in downstream reporting.

Step 3: Compute metrics and benchmark against norms

The Workflow calculates utilization rates, access SLAs, channel mix, and WOS outcome deltas, then compares results against internal trends and industry benchmarks to flag meaningful shifts.

Step 4: Generate HIPAA-compliant dashboards

Cassidy assembles executive and HRBP views with locked filters, embedded KPI definitions, and automatic suppression warnings delivering "patterns, not people" visibility into program performance.

Step 5: Route alerts and scheduled reports

Proactive alerts for crisis surges, SLA slippage, or emerging presenting issues route to named owners with runbooks, while monthly and quarterly utilization packs are automatically distributed to leadership and works councils.

Step 6: Model ROI and maintain audit trail

Cassidy monetizes productivity improvements using LPT reduction and wage assumptions, generates scenario models for leadership review, and logs every access and transformation for HIPAA/GDPR audit readiness.