Payer Portal Automation (RPA) — Integration Documentation

Spec: PM-51 Created: 2026-04-07 Status: 📝 Planned

---

​

Overview

PM-51 provides browser-based RPA (Robotic Process Automation) for payer portal interactions: claim status checks, remittance/EOB downloads, and eligibility verification for payers without EDI support. It operates as an automation layer that extends PM-08, PM-02, and PM-09 with portal-sourced data.

---

​

Platform Foundation Dependencies

---

​

Event Contracts

​

Published Events

1. pm.rpa.execution_completed

• Publisher: PM (RPA — durable worker job rpa-execute-bot)
• Subscribers: PM-08 (claim status refresh), PM-09 (staged documents available)
• Payload:
  {
    execution_id: string;
    bot_configuration_id: string;
    bot_type: 'claim_status' | 'remittance_download' | 'eligibility_check';
    status: 'success' | 'partial' | 'failed';
    records_updated: number;
    records_failed: number;
    organization_id: string;
  }
  
• Status: 📝 Planned

2. pm.rpa.consecutive_failures

• Publisher: PM (RPA — rpa-failure-alerter Edge Function)
• Subscribers: PF-10 (Notifications)
• Payload:
  {
    bot_configuration_id: string;
    bot_name: string;
    payer_name: string;
    consecutive_failure_count: number;
    last_error_summary: string;
    organization_id: string;
  }
  
• Status: 📝 Planned

---

​

Same-Core Dependencies (PM Internal)

---

​

Edge Functions

Durable Worker Job: rpa-execute-bot (FW-46) — Headless browser execution with PF-75 credential decryption, navigation engine, data extraction.

---

​

Security Considerations

• Portal credentials decrypted only at bot execution time via pf_retrieve_credential() SECURITY DEFINER function
• Execution logs contain claim/member identifiers only — no clinical PHI
• Error screenshots stored with RLS and auto-purged after 30 days
• Legal/compliance review required per payer before production deployment (ToS compliance)

---

​

Contract Validation

• Event payloads match schema (pm.rpa.execution_completed, pm.rpa.consecutive_failures)
• PF-75 credential vault FK and decryption pattern validated
• FW-46 durable worker job interface confirmed
• PF-10 notification delivery verified
• PM-08 claim status update with source = 'rpa_portal' attribution