Lanternfield IT Staffing

CV-0142FictionalHealth

Intake
Qualification
Estimate Preparation
Broker Review
Human Closing Handoff

Owner: Alex (AI intake assistant)
Next Step: Alex keeps collecting structured intake answers.

Demo Scope In scope. Selected demo scope: 2 to 50 W-2 employees. This is not an eligibility rule.
Completeness 4 of 14 required known, 1 in conflict
Eligibility Needs broker review

Runs

Alex (AI intake)Waiting on information2 decisionsNov 6, 2026, 15:51 UTC
Case version 1. Attempts 1. Trigger event evt-000001. Finished Nov 6, 2026, 15:51 UTC.
- missing_list_updated
  Explicit missing list: Health segment (unknown), Current carrier (unknown), Renewal date (unknown), Effective date (unknown), Current premium (unknown), Needs (unknown), Decision-maker role (unknown), Target jurisdiction (unknown).
  - Field: Health segment
  - Field: Current carrier
  - Field: Renewal date
  - Field: Effective date
  - Field: Current premium
- next_question_selected
  Next question from the field registry: Health segment.
  - Field: Health segment
Document intakeSucceeded1 decisionNov 6, 2026, 15:51 UTC
Case version 2. Attempts 1. Trigger event evt-000002. Finished Nov 6, 2026, 15:51 UTC.
- untrusted_fields_recorded
  Recorded 2 extracted fields from Lanternfield renewal notice (fictional) as untrusted.
  - Source: renewal_date, Renewal notice p. 1, first paragraph
  - Source: current_carrier, Renewal notice p. 1, header
Alex (AI intake)Waiting on information2 decisionsNov 6, 2026, 15:51 UTC
Case version 3. Attempts 1. Trigger event evt-000003. Finished Nov 6, 2026, 15:51 UTC.
- missing_list_updated
  Explicit missing list: Eligible employees (unknown), Enrolled employees (unknown), Coverage waivers (unknown), Employee states (unknown), Current benefits (unknown), Employer contribution (unknown), Effective date (unknown), Current premium (unknown), Needs (unknown), Decision-maker role (unknown), Target jurisdiction (unknown).
  - Field: Eligible employees
  - Field: Enrolled employees
  - Field: Coverage waivers
  - Field: Employee states
  - Field: Current benefits
- next_question_selected
  Next question from the field registry: Eligible employees.
  - Field: Eligible employees
Alex (AI intake)Waiting on information2 decisionsNov 6, 2026, 15:51 UTC
Case version 4. Attempts 1. Trigger event evt-000004. Finished Nov 6, 2026, 15:51 UTC.
- missing_list_updated
  Explicit missing list: Enrolled employees (unknown), Coverage waivers (unknown), Employee states (unknown), Current benefits (unknown), Employer contribution (unknown), Effective date (unknown), Current premium (unknown), Needs (unknown), Decision-maker role (unknown), Target jurisdiction (unknown).
  - Field: Enrolled employees
  - Field: Coverage waivers
  - Field: Employee states
  - Field: Current benefits
  - Field: Employer contribution
- next_question_selected
  Next question from the field registry: Enrolled employees.
  - Field: Enrolled employees
Alex (AI intake)Waiting on information2 decisionsNov 6, 2026, 15:51 UTC
Case version 5. Attempts 1. Trigger event evt-000005. Finished Nov 6, 2026, 15:51 UTC.
- missing_list_updated
  Explicit missing list: Coverage waivers (unknown), Employee states (unknown), Current benefits (unknown), Employer contribution (unknown), Effective date (unknown), Current premium (unknown), Needs (unknown), Decision-maker role (unknown), Target jurisdiction (unknown).
  - Field: Coverage waivers
  - Field: Employee states
  - Field: Current benefits
  - Field: Employer contribution
  - Field: Effective date
- next_question_selected
  Next question from the field registry: Coverage waivers.
  - Field: Coverage waivers
Document intakeWaiting on broker2 decisionsNov 6, 2026, 15:51 UTC
Case version 6. Attempts 1. Trigger event evt-000006. Finished Nov 6, 2026, 15:51 UTC.
- untrusted_fields_recorded
  Recorded 1 extracted fields from Lanternfield premium invoice (fictional) as untrusted.
  - Source: enrolled_count, Invoice p. 2, enrolled employees
- discrepancy_flagged
  The document states 33, and the record holds 31. Nothing was overwritten. A broker must resolve this.
  - Source: Enrolled employees, Invoice p. 2, enrolled employees
Document intakeSucceeded1 decisionNov 6, 2026, 15:51 UTC
Case version 7. Attempts 1. Trigger event evt-000007. Finished Nov 6, 2026, 15:51 UTC.
- untrusted_fields_recorded
  Recorded 1 extracted fields from Lanternfield summary of benefits (fictional) as untrusted.
  - Source: current_carrier, SBC p. 1, header
Renewal watchSucceeded1 decisionNov 6, 2026, 15:51 UTC
Case version 8. Attempts 1. Trigger event evt-000051. Finished Nov 6, 2026, 15:51 UTC.
- renewal_window_90
  Renewal is 87 days out, inside the 90-day window.
  - Field: Renewal date
  - Event: Clock tick