Flagging and managing cases requiring manual intervention

Purpose

1.1. Automates the detection and flagging of pension administration and benefit processing cases that require manual review, exception handling, or compliance validation.
1.2. Automates routing flagged cases to appropriate personnel or teams for resolution.
1.3. Automates escalation protocols and ensures compliance with regulatory requirements for timely intervention.
1.4. Automates communication workflows to notify staff, generate audit logs, and document case statuses.

Trigger Conditions

2.1. Automatable detection of data inconsistencies, incomplete documentation, or errors in pension processing.
2.2. Automated exception triggers such as age or payment anomalies, regulatory violation alerts, or beneficiary discrepancies.
2.3. Automator-initiated triggers via missed deadlines, unverified forms, or failed integrations with third-party providers.
2.4. Automated escalation on repeated failed attempts at automated resolution or pre-defined rule violation.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automate sending SMS alerts to assigned staff; configure “Programmable Messaging API”.
3.2. SendGrid
• Feature/Setting: Automated email notifications; use “Mail Send” endpoint for incident communication.
3.3. ServiceNow
• Feature/Setting: Automates ticket creation and assignment; use “Table API” for case records.
3.4. Microsoft Power Automate
• Feature/Setting: Automates triggers and approvals; utilize “Create Item” and “Start an Approval” actions.
3.5. Slack
• Feature/Setting: Automate real-time team alerts; integrate with “Incoming Webhooks” for flagged cases.
3.6. Jira Service Management
• Feature/Setting: Automates case flag as an issue; configure “Create Issue” API endpoint.
3.7. Zendesk
• Feature/Setting: Automated ticket generation; connect via “Tickets API” for flagged interventions.
3.8. Salesforce Service Cloud
• Feature/Setting: Automates task assignment; use “Case” object API for intervention handling.
3.9. Workday
• Feature/Setting: Automated HR notifications for manual review; utilize “Business Process Framework”.
3.10. Google Workspace (Gmail & Sheets)
• Feature/Setting: Automates email and log sheet entries; configure “Apps Script Triggers”.
3.11. PagerDuty
• Feature/Setting: Automated escalation and paging; use “Events API v2” for incident creation.
3.12. Microsoft Teams
• Feature/Setting: Automated team notifications; deploy “Webhook Connector” for flagged events.
3.13. DocuSign
• Feature/Setting: Automates document status alerts; use “Envelope Status” webhook for exception flags.
3.14. HubSpot
• Feature/Setting: Automated ticket and workflow creation; configure “Tickets API” for intervention tracking.
3.15. Freshdesk
• Feature/Setting: Automates flagged ticket creation; use “Create Ticket” API endpoint.
3.16. Asana
• Feature/Setting: Automated task assignment for flagged cases; configure “Tasks API”.
3.17. Monday.com
• Feature/Setting: Automates status board updates; use “Create Item” in “Boards API”.
3.18. Trello
• Feature/Setting: Automated card creation for intervention; connect via “Cards API”.
3.19. SAP SuccessFactors
• Feature/Setting: Automates HR notifications; use “Employee Central API” for case review assignment.
3.20. AWS SNS (Simple Notification Service)
• Feature/Setting: Automate SMS/email alerts for flagged cases; configure “Publish” action in SNS API.

Benefits

4.1. Automates manual intervention detection, reducing errors and missed cases.
4.2. Automated escalation and notification optimize staff response time.
4.3. Automation ensures compliance by enforcing intervention protocols and generating auditable records.
4.4. Automator-driven process reduces workload through repeatable, automatable flows for case management.
4.5. Automating communications and tracking enables higher transparency and better customer service.