Benefits Assistant Interface

The Benefits Assistant helps employees with their queries on benefits-related information such as their plan details, plan costs, administrator contacts, provider/vendor contacts, life events and open enrollment dates.

Note:

The Benefits Assistant provides answers for queries related to Open Enrollment only for organizations with the PeopleSoft Benefits Administration.

The Benefit Details Navigation Collection users can access the Benefits Assistant as a widget. The Benefit Details Tile dashboard users get the tile system delivered on the Benefit Details Tile dashboard and as a widget on all the fluid Benefits pages.

Note:

The roles and permission lists are part of the standard PeopleTools security administration, used to grant access to components and pages. The roles and permission lists are discussed in detail in the PeopleTools: Security Administration documentation.

Examples of Use Cases	Benefits component from which the chatbot retrieves information
Tell me about my life insurance. I want to know about my short term disability plan. I want to know the plan detail for savings plan/ 401(K) plan/profit sharing/retirement/pension plans/vacation benefits/legal services?	Benefit Plan Detail
What is my insurance? What is my health plan? Tell me about my benefits. I want to know the benefit plans I am enrolled in. Show me my benefits summary.	Benefit Plan Category Benefit Plan Type
List my Dependents Who all have I enrolled as beneficiaries?	Dependents/Beneficiaries
I want to know the provider for my medical plan. Tell me my provider details.	Benefit Vendor Information
I need an Admin contact Health admin contact details Ben admin Contact details	Administrator Contacts