Benefits Analysis Agent

Agent Description:

The Benefits Analysis Agent provides personalized benefit plan recommendations to employees. It fetches employee profile data (such as salary and dependents) from an SQL database and benefit plan details (such as cost and coverage) from a JSON source. The agent analyzes the employee’s needs against plan features to rank their suitability. Finally, it generates specific recommendations, such as “Best Overall” or “Most Cost-Effective” plans.

Purpose and Components
  • Purpose: To provide automated, personalized benefit plan recommendations to employees by analyzing their specific profile (salary, dependents, role) against the features, costs, and coverage of available plans.
  • Components:

    • Employee Data Reader: An agent to fetch and validate employee profile data from an SQL database.

    • Benefit Plan Reader: An agent to fetch and parse available benefit plans from a JSON source.

    • Analysis Engine: A component within the Benefits Plan Reader that ranks plans based on suitability (cost, coverage) for the specific employee.

Supported Capabilities

  • Connecting to an SQL database to read employee records (salary, dependents, job role, current benefits).

  • Validating the consistency of employee data.

  • Formatting extracted employee data into structured JSON.

  • Reading a JSON file of benefits plans via a GET request.

  • Parsing plan details like cost, coverage percentage, features, and performance score.

  • Validating the completeness of plan data (e.g., ensuring cost and coverage values exist).

  • Cross-referencing an employee's profile (salary, family size) with the parsed benefit plans.

  • Analyzing and ranking plans based on cost suitability, coverage adequacy (health, family, retirement), and features.

  • Generating specific recommendations, such as "Best Overall Plan," "Most Cost-Effective Plan," and "Family-Oriented Plan."

  • Outputting the final analysis as both a JSON object and a human-readable summary.

LLM Used

  • GPT_4O_MINI

    Note: To learn more about the LLM and to modify its behavior, refer to the Configuring LLM settings section.

Sub-Agents

1. Employee Data Reader Agent

  • Role: Data Reader

  • Scope: Fetch data from the SQL database containing employee profiles.

  • Description: This agent initiates the workflow by connecting to the employee SQL database. It reads a specific employee's records, including salary, dependents, and current benefits, validates this data for consistency, and then formats it into a structured JSON for the next agent to use.

  • LLM Used: Default (Inherits from parent agent).

  • Tools Used: SQL - Toolkit

2. Benefits Plan Reader Agent

  • Role: Data Extractor

  • Scope: Parse JSON input containing benefit plan details.

  • Description: This agent receives the employee's profile from the first agent. It then uses its GET tool to fetch the list of available benefit plans from a JSON source. It parses these plans, validates them, and performs the core analysis by cross-referencing the employee's needs (salary, family size) with the plan features. It then generates the final recommendations (e.g., "Best Overall," "Most Cost-Effective") and outputs the result.

  • LLM Used: Default (Inherits from parent agent).

  • Tools Used: Request - Get

Tools Used:

  • SQL - Toolkit (SQLite) – Executes queries against a SQLite database to retrieve employee profile data.

  • Request - Get Tool – Fetches the list of available benefit plans from a remote JSON endpoint.

Note: For details on modifying the Tools, refer Tools Library section.
Agent Workflow Behavior Summary

  1. The Employee Data Reader Agent (start node) receives a request for an employee and queries the SQL database to get that employee's profile (salary, dependents, etc.).

  2. It passes this employee JSON data to the Benefits Plan Reader Agent.

  3. The Benefits Plan Reader Agent (end node) then uses its Request - Get tool to fetch all available benefit plans.

  4. It analyzes the employee's profile against all the plans, ranks them according to suitability, and generates a final report with recommendations like "Best Overall Plan," "Most Cost-Effective Plan," and "Family-Oriented Plan."

Sample Questions:

  • Analyze and recommend the best benefit plans for employee 'E1001'.

  • What is the most cost-effective plan for an employee with 3 dependents?