Benefits Analyst - AI Agent

The Benefits Analyst is your AI-powered digital assistant, expertly guiding employees through their benefits options, enrollments, and provider details. This digital worker makes it effortless for employees to access up-to-date, accurate information about their benefits programs, policy details, and providers—all within a secure, conversational experience.

Built on Oracle’s AI Agent framework and powered by advanced large language models (LLMs), the agent interprets your natural language questions and delivers accurate, role-based information within your security permissions. 

With the Benefits Analyst, you can:

  • Instantly view your current benefits enrollments—including health, dental, vision, retirement, and other coverages
  • Access detailed information about benefit plan providers, including contact details, and policy numbers
  • See your coverage start dates, dependents, and coverage tiers at a glance

This assistant is:

  • Preconfigured: Ready to use immediately—no setup or configuration required
  • Secure: Employee access strictly follows your data access and role privileges
  • Context-aware: Remains in sync with your benefits eligibility, and enrollment status
  • Conversational: Responds to your requests in natural language, making it easy and intuitive to find information

By putting benefits details and provider information at your fingertips, the Benefits Analyst saves employees time, improves decision-making and satisfaction, and eliminates the need to navigate multiple screens or systems for answers.

Example Employee Questions the Benefits Analyst Can Answer:

  • What benefits am I currently enrolled in?
  • Who is my medical plan provider and how do I contact them?
  • What’s my dental policy number?
  • When does my coverage start?
  • Are my dependents covered in my medical plan?

Enhances Employee Understanding and Satisfaction

  • Empowers employees with instant, clear access to up-to-date benefits enrollments and provider details—reducing confusion and increasing confidence in their coverage.

Faster Issue Resolution

  • Instantly surfaces provider contact details and policy numbers, enabling quicker resolution of claims, appointments, or plan questions.

Reduces Benefits Representatives Workload

  • Automates routine benefits inquiries, freeing benefits administrators to focus on strategic programs.

Reduces Errors and Service Delays

  • Ensures employees access the correct information for their enrollments directly, reducing the risk of mistakes, missed deadlines, or coverage issues.

Real-Time, Role-Based Data Access:

  • Provides secure, accurate responses based on each user’s permissions and role, ensuring compliance and reducing access risks.

Accessible Anytime with Natural Language:

  • Provides a conversational, always-available assistant that responds in plain language—reducing the need for training and making it easy to use across global teams.

Steps to Enable

  • Your environment must have the appropriate services for Oracle Applications Platform deployed. For more information, see FAQ2521 on My Oracle Cloud Support. 
  • Set the Enable Security Console External Application Integration (ORA_ASE_SAS_INTEGRATION_ENABLED) profile option to Yes, and enable permission groups for the appropriate roles. See Access Requirements for AI Agent Studio.

To learn how to set up AI agents, see Create AI Agents Using Preconfigured Agent Team Templates.

Key Resources

Access Requirements

The agents you can view depend on the roles and privileges assigned to you. To access this agent, your role must be explicitly granted access to it by an AI Studio Administrator.