Personalized Benefits Answers Using Employee Eligibility Data

Goes beyond generic policy answers: it looks up the employee's plan tier, location, and eligibility from a Postgres record, then answers their Teams question using the matching Confluence policy. "What's my deductible?" returns their actual plan's number, not a list of all plans.

When your benefits vary by tier, region, or employment class and generic answers cause confusion. Use it once you have a trustworthy eligibility table and want the bot to give each person the answer that applies to them.

1. 1An employee asks a benefits question in Teams.
2. 2The flow looks up the employee's profile and plan tier in Postgres using their Teams identity.
3. 3It searches the HR Confluence space for the policy pages relevant to the question and that tier.
4. 4A logic step confirms an eligibility match was found; if not, it falls back to a generic answer with a note.
5. 5OpenAI composes a personalized answer grounded in the policy text and the employee's specific plan details, with citations.
6. 6The tailored answer is delivered privately in the Teams thread.