Overview

Annuity Application is a workflow for processing retirement annuity applications and verifying retiree details so pension teams can review requests quickly and consistently.

It extracts retiree identity and retirement details from submitted documents and produces a structured record your team can validate, edit, and export.

What you get: a structured table of extracted fields you can review, edit, and export.

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To set up the workflow (creating sessions, uploading documents, running a workflow, and exporting), see Setting Up a Workflow for a comprehensive guide.

This page focuses on what’s specific to Annuity Application.

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When to use Annuity Application

Use Annuity Application when you need a consistent first-pass review of retirement annuity requests, including:

• Retiree identity verification
• RSA and demographic details
• Employer and retirement details
• Pension amount validation
• Eligibility and compliance checks (where applicable)

Step-by-step usage

1. Navigate to Workflows > Template gallery and select Annuity Application.
2. Upload the client documents (PDF only).
3. Click Run to begin extraction.
4. Review the extracted fields and edit anything that is incorrect.
5. Export results (CSV or Excel) for reporting or downstream processing.

Inputs