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Get Executive Summary Report API Overview

1. Purpose​

  • The Executive Summary Report service provides a concise, easy-to-understand overview of a group health arrangement or business relationship.
  • It delivers a packaged report that summarizes key information—such as plan status, renewal details, and coverage highlights—designed to support business conversations and decision-making.

2. Who can use this service​

  • Approved business partners and aggregators who are part of the organization’s formal partner program.
  • Authorized users within those partner companies, such as:
    • Business analysts
    • Contract managers
    • Administrators
  • Access is granted following a formal onboarding process and is not available to the general public.

3. What information is available​

The report includes high-level categories of information, such as:

  • Plan or group overview – A snapshot of what the plan represents.
  • Renewal and quote summary – Top-level indicators of contract renewal status.
  • Coverage and eligibility highlights – General descriptions of what’s covered and for whom.
  • Additional summary items – May include customer demographics, usage patterns, and key dates to provide context for business decisions.
  • Note: This summary avoids technical details like field names, codes, or data formats.

4. Benefits of this service​

  • Quick access to key information – No need to compile data from multiple sources.
  • Supports strategic discussions – Helps partners focus on business outcomes rather than technical details.
  • Streamlined partner experience – Built around a clear, structured relationship model.
  • Flexible and future-ready – Can evolve to include new summary items without disrupting users.

5. Example uses​

  • A broker preparing for a quarterly review requests summaries for their client groups.
  • An administrator checks the status and coverage of a newly established plan.
  • A business analyst reviews summaries to identify upcoming renewals or major changes.
  • A contract manager verifies the status of an arrangement before a stakeholder meeting.

6. Important notes​

  • This overview is designed for a general audience. Technical specifications and integration details are available only to approved partners.
  • Access is restricted to those who have completed the onboarding process.
  • The content of the summary may change over time; partners should consult their relationship manager for updates.
  • All trademarks and proprietary rights are respected. Use of the report implies agreement with confidentiality and usage expectations.