AI EDI Error Resolution Agent

How Cassidy automates this using AI

Step 1: Trigger on new acknowledgment or error report

The Workflow activates when a TA1, 999, 277CA, or carrier-specific error file lands in your SFTP inbox or arrives via webhook from your clearinghouse.

Step 2: Parse and decode the acknowledgment

Cassidy extracts IK3/IK4/IK5/AK9 segments and maps error codes to the original 834's control numbers, loops, and elements translating cryptic codes into actionable findings like "Loop 2300 REF01 missing; expected 'X9' for policy number per carrier companion guide."

Step 3: Match errors to companion guide rules

Cassidy references your Knowledge Base of trading-partner companion guides to determine whether the error stems from TR3 non-compliance, partner-specific requirements, or upstream data issues.

Step 4: Auto-remediate and regenerate the 834

For fixable errors missing qualifiers, incorrect maintenance codes, date formatting, control number alignment Cassidy applies corrections, runs SNIP validation, and generates a new 834 with updated control numbers ready for resubmission.

Step 5: Route unresolved issues for human review

Errors requiring upstream data fixes (missing SSNs, invalid plan mappings) are routed to the appropriate team via Slack, Teams, or your ticketing system with full context and suggested resolution steps.

Step 6: Resubmit and track to effectuation

Cassidy sends corrected files via your secure transport, correlates subsequent acknowledgments to the original submission, and updates dashboards to confirm effectuation closing the loop with a complete audit trail.