To watch the video, click here: https://loom.com/share/29c4004d87f545f8ba98876e9e5862fb

Step-by-Step Instructions

1. Introduction to AI Feature 0:01

  • Perceptive has a powerful AI feature for uploading adoption agreements.

  • The AI reads the agreement and populates the plan features page.

  • Effectiveness ranges from 75% to 90%.

 

2. Accessing the Feature 0:40

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  • Navigate to a plan in the system.

  • Click on 'Features' using the menu option.

 

3. Uploading the Adoption Agreement 1:32

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  • Upload a PDF of the adoption agreement by clicking 'Upload'.

  • The processing time is approximately 1-2 minutes.

 

4. Reviewing Upload Status 1:54

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  • Once processing is complete, the upload status will turn green.

  • The system will display extracted data points from the agreement.

 

5. Making Updates 2:21

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  • Review the extracted data for accuracy (typically 75-90% accurate).

  • Make any necessary updates, such as changing early retirement age or loan limits.

 

6. Saving Changes 3:40

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  • After making updates, click 'Save'.

  • You will now have a comprehensive view of the plan design features.