Check fee and disclosure flows against your requirements
Checks fee timing and disclosure language across enrollment and billing flows against the requirements you configure.
Trigger: Invoked from the AI assistant chat, a docket action, or any workflow step.
Every step, in plain English
This is the exact flow that runs — no black box. Edit any step after you install it.
- 1Invoke skillTrigger
Triggered from chat, a docket action, or a workflow step — with the entity context attached.
- 2Check requirementsAI
AI compares fee timing and disclosure language against your configured requirements.
- 3Return findingsEnd
Reports pass or fail with the specific requirements at issue.
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Drawn from the platform’s 196 workflow node types and 72 AI skills — fully editable in the automation builder.
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Questions about this template
Checks fee timing and disclosure language across enrollment and billing flows against the requirements you configure.
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