Read groups
Automated employer
record reconciliation
For employee benefits captive managers, Mage connects employer records, learns your program rules and reuses that knowledge to reconcile plans and dates, then prepare your employer roster and review queue.
Read plans
Read partners
Match IDs
Check programs
Check dates
Publish roster
Route exceptions
Employer program rosterEmployer-specific plans · Apr 2027
Roster v04Checked128
Matched124
Awaiting review4
| Employer | Plan | Program | Effective | Check |
|---|---|---|---|---|
| GRP-1042 | PLAN-1042 | CAP-27 | 01 Apr | Matched |
| GRP-1087 | PLAN-1087 | CAP-27 | 01 Apr | Matched |
| GRP-1124 | PLAN-1124 | CAP-28 | 01 Apr | Matched |
| GRP-1176 | PLAN-1176 | CAP-28 | — | Review |
Roster population124 + 4 = 128
Give every team a dependable employer roster
Match employer identifiers across the agreed sources, check program details and keep unresolved records visible before they enter the next workflow.
Employer records matched across sources
Match employer and partner identifiers to an approved group ID. Retain each employer’s own plan, captive-program reference and effective period beside the accepted mapping.
One mapping, reused across workflows
Use the accepted group ID in both the employer roster and renewal review. Keep unresolved records separate for the responsible team.
Every group count, traced to its source
Trace the matched population to its contributing program registers. Keep the source basis available for your team’s roster review.
Keep employer changes moving with the right context
Use one
employer roster
Give operations, renewal and finance teams the same accepted employer identifiers, program assignments and effective dates.
Send gaps
to the right owner
Keep missing fields and conflicting records in a review queue with the information each responsible team needs to resolve them.
Trace each
record change
Retain the source version, mapping rules and accepted changes so your team can explain how the current roster was prepared.
How Mage fits
Connect the records your captive business already uses
Connect your employer CRM, program register and agreed partner exports. We implement your identifiers, source priorities and checks, then deliver the roster into the tools your team uses.
Your systems
Employer records
Group identifiers and responsible teams
Plans & programs
Employer-specific plans and captive-program references
Partner updates
Agreed exports and source versions
The workflow between your tools
- 1Match group IDs
- 2Check program dates
- 3Publish accepted records
Prepared outputs
Checked roster
Accepted groups and program details
Review queue
Conflicting records and missing fields
Change history
Source references and accepted changes
Your team approves employer and program changes; the workflow prepares records and routes conflicts for review.
Keep employer records current as sources change
We connect the agreed records, implement your reconciliation rules and launch the roster refresh with checks and a review queue your team can use.
Explore all solutionsEmployer program rosterEmployer-specific plans · Apr 2027
Roster v04Checked128
Matched124
Awaiting review4
| Employer | Plan | Program | Effective | Check |
|---|---|---|---|---|
| GRP-1042 | PLAN-1042 | CAP-27 | 01 Apr | Matched |
| GRP-1087 | PLAN-1087 | CAP-27 | 01 Apr | Matched |
| GRP-1124 | PLAN-1124 | CAP-28 | 01 Apr | Matched |
| GRP-1176 | PLAN-1176 | CAP-28 | — | Review |
Roster population124 + 4 = 128
Learn
Define the group record
Map group IDs and program fields. Agree the sources and roster your team needs.
Design
Set reconciliation rules
Set matching and date rules. Agree exception owners, checks and source history.
Automate
Run the roster refresh
Validate the full roster cycle. Agree the refresh schedule and clear review queues.
Make employer records ready for the next workflow
Show us the systems holding employer IDs, program assignments and effective dates. We’ll scope the matching rules, review queue and first checked roster.