Integrations and source ownership

• Carrier or policy administration source. Bring confirmed policy identifiers and endorsement receipts into the policy record with a stable source reference.
• Medical review source. Bring the insurer-confirmed preauthorization evidence and decision authority into the request review path.
• Payment provider. Match paid benefit events and premium receipts by provider event identifier before verification.
• Identity source. Map sign-in users to active team members and organization scope for review and access checks.

For each source, agree who owns the identifier, which acknowledgment counts as confirmation and how retries are recognized. Preserve provider event identifiers and operation keys across delivery attempts. A timeout should lead to a read of existing effects before a new action is made. Keep source credentials in the approved secret store and restrict the connector to the required records.

Use the implementation plan.