Upload once. Detect every plan.
Prefer the carrier Enrollment Kit / Guide. WorldOS identifies the document structure, detects one or many plans, and prepares each plan for Navigator scoring and the live Medicare catalog. A standalone Summary of Benefits can be used when the full kit is unavailable.
Plan Intake & Official Document Tools
Open only the workflow you need. Each section explains its purpose before you expand it. Existing processing and safeguards are unchanged.
01 PlanEnroll — County & Market IntakeImport PlanEnroll county HAR/JSON files, reconcile plans and prepare approval.USE WHEN: You have one or more PlanEnroll county captures to process.
PlanEnroll — County & Market Intake
Import PlanEnroll county captures, reconcile canonical Contract/PBP/Segment identities, analyze benefits, then approve and distribute reviewed plans.
Import County / Market Capture
Select the PlanEnroll JSON or HAR capture for one county ZIP, or select multiple captures for a larger state batch. WorldOS inventories ZIP/FIPS observations and canonical plan identities locally first.
Process, Analyze & Resolve
Deduplicate Contract/PBP/Segment records, validate product types, automatically analyze every usable SOB with concurrent enrichment, and surface only records that need human confirmation before approval.
Approve & Distribute
Build the final read-only report after SOB analysis. When every exception is resolved, an agency owner can approve the analyzed batch and distribute the approved records to Navigator, Medicare Plan Catalog, and the exact PlanEnroll handoff feed.
02 UnitedHealthcare — Official SOB DocumentsMatch official UHC PDFs to approved plans and attach them after validation.USE WHEN: You have official UnitedHealthcare PDFs or a UHC materials capture.
UnitedHealthcare — Official SOB Management
Select official carrier documents for approved WorldOS plans. PlanEnroll county files are not required for this section.
1 · Select Official Documents
Choose the UHC Materials catalog when available, and select the original official Summary of Benefits PDFs. File selection does not upload anything.
2 · Validate & Attach
Review exact PDF-to-plan identity, year, segment, approved status, state, and existing SOB records before any upload.
03 Universal Official SOB PreflightCheck whether official carrier PDFs match canonical plan identities without uploading.USE WHEN: You want a read-only safety check of documents from any carrier.
Universal Official SOB Intake — Read-Only Preflight
All states. Validates 2027 carrier PDFs against canonical WorldOS plan records. This pilot NEVER uploads or changes records; carrier authenticity beyond UHC requires review.
1 · Choose official SOB PDFs
2 · Verify without uploading
04 Manual Single Plan IntakeEnter and analyze one plan using its enrollment kit or Summary of Benefits.USE WHEN: You need to add or work on a single plan rather than a county batch.
Plan intake
Choose the market and upload the best official carrier source available. Enrollment Kit is preferred; standalone Summary of Benefits is the fallback. For the October Navigator workflow, use the Enrollment Kit whenever available; use the standalone Summary of Benefits only when the kit is unavailable.
Supporting plan documents — optional now, update anytime
Document analyzed
Detected plan identity — confirm before analysis
05 SOB Attachment ManagerFind existing approved plans, attach a verified SOB, or run a read-only key audit.USE WHEN: The plan is already in WorldOS but its official SOB needs review.
Universal SOB Attachment Manager
Find approved plans across all states. Verify documents and attach one approved Virginia pilot SOB with confirmation.
Louisiana / Multi-Carrier SOB Audit — Read Only
Paste exact plan keys (one per line), or import a CSV with a plan_key / planKey column. Checks exact 2027 contract, PBP, segment, approval, and live canonical SOB document references across carriers. Does not verify PDF contents or R2 availability. No attachment actions are performed.
| Plan key | Carrier / plan | D1 SOB status | Evidence / issue |
|---|---|---|---|
| No results yet. | |||
Louisiana Aetna — Official SOB Bulk Preflight (READ ONLY)
Select official 2027 Aetna English SOB PDFs. Read-only validation uses the Louisiana PlanEnroll HAR segment 000 evidence and exact publication codes, plus fresh repository checks. H5521-645 remains held for its earlier conflicting segment evidence. No uploads or production changes.
| Detected key | Live plan | Result |
|---|
Louisiana Aetna — Guarded Remaining Nine Attachments
Owner-only sequential attachment for nine remaining verified Louisiana Aetna plans. The completed H3239-030-000 pilot and H5521-645-000 conflict are excluded. Re-run full read-only preflight, verify the existing pilot SOB, and perform fresh PDF/repository checks before each document-only write. Stop on first uncertainty; never replace an SOB.
Louisiana Peoples Health — Bulk PDF Preflight (READ ONLY)
Select official 2027 Peoples Health SOB PDFs. Validate exact contract/PBP/segment against fresh approved records. No upload, R2 write, document registration, or benefit change is possible from this panel.
| Detected key | Live plan | Result |
|---|
Louisiana Peoples Health — Guarded Batch Attachment
Select the same official PDFs, run fresh read-only preflight, then explicitly authorize a sequential document-only batch. No existing SOB is replaced. Stop on the first uncertain write.
06 Official SOB Inventory — 2027Review SOB coverage and missing-document status without changing records.USE WHEN: You need to see which approved plans have an official SOB.
2027 Official SOB Inventory — Read Only
Approved Plan Intelligence records only. Matches state through the official market associations. This panel never attaches, syncs, analyzes, or publishes.
| Plan key | Official plan name | SOB status | Counties |
|---|---|---|---|
| Inventory not loaded. | |||
07 Bulk SOB Matching PilotPreview multiple Colorado/UHC PDF matches; attachment remains guarded and one at a time.USE WHEN: You are testing several official PDFs for exact plan matches.
Bulk SOB Matching Pilot — Guarded Attachment
Colorado / UnitedHealthcare pilot. Preview multiple official PDFs, then explicitly approve one eligible attachment at a time. Existing SOBs are never replaced.
| Approve | Detected plan key | Catalog plan | Preview result | |
|---|---|---|---|---|
| Choose PDFs and preview matches. | ||||
07A Louisiana 2027 SOB Preview — READ ONLYMulti-carrier identity and catalog matching; no attachment action.
Louisiana official SOB preview
Up to 12 PDFs. No uploads, registrations, or writes.
| Identity | Catalog plan | Result |
|---|
08 Current Intake QueueReview the current intake catalog and Navigator sync indicators.USE WHEN: You need to check recently ingested plans or refresh the intake queue.
Current 2027 intake queue
Intake catalog with Navigator sync status. “Navigator ✓” confirms the plan also exists in the canonical WorldOS catalog used by Navigator.
Approved Plan Repository — Search, Analyze & Owner Archive/Restore
Approved Plan Intelligence records can be analyzed directly here. The action builds the structured repository baseline, binds the official SOB, runs full analysis, and opens the enriched review.
Owner Archive Management — Archive / Restore
Owner-only actions. Archiving removes a plan from active distribution while retaining its official SOB and history. Restoring returns the plan to HOLD, not APPROVED; it will not reappear in Navigator until explicitly reviewed and approved. Confirm the exact plan key before every change.
2027 SOB Bulk Discovery · Aetna pilot (design stage)
This panel is a read-only preparation area. Automated browser discovery is not connected yet; no batch run or PDF attachment is performed here.
Initial target: Aetna · Pennsylvania · English 2027 Summary of Benefits · 5-plan pilot, then the remaining matching plans after verification.
Verified reference: Aetna H3959-053 plan documents. Browser-rendered discovery requires a separately configured service; do not deploy an unverified upload process.