Roosevelt Innovations, a subsidiary of Delta Dental of Michigan, develops software for insurance processing. Based in Okemos, Michigan, they support over 23 million customers with their reliable software platforms. With years of experience, Roosevelt helps health and dental insurers streamline group rate calculations and claims processing.

When a new business user transfers data to Roosevelt’s applications, they must translate the terminology of their insurance to a standardized format that the Roosevelt platform uses. This is a time-consuming process, since the files containing insurance information are lengthy and differ in formatting depending on the insurance company. During this process, the user often has to read and reference this insurance file multiple times to extract all of the required information.

Our Intelligent Benefits Parser and Knowledge Assistant software solves this problem through a web application that automatically extracts important insurance information from insurance benefit documents.

The extracted information is stored and displayed in fields on a validation page. Users on the validation page review and adjust the data to align with Roosevelt Innovations’ standardized format. The software includes storage and organization for many PDFs, enabling users to work within many different sessions.

The application is also equipped with a knowledge assistant chatbot. The knowledge assistant provides relevant, context-specific answers when asked about the content within an insurance document.

Our system’s front end is built using the Angular framework. The back end utilizes FastAPI. All data for our application is stored on MongoDB Atlas. The knowledge assistant runs on the OpenAI API.