Purpose: Larger asks that would reshape what VALOR can do on top of Neos and eliminate workarounds Kailey is stuck in. These are NOT submitted yet — waiting for Kailey BLUF review so the business case is framed in her legal-workflow voice before going to Assembly.
Last updated: 2026-04-20
Kailey's current pain: OSDRI generates 4138s, 526EZs, 0995s, HLR appeals, and letters via custom Python scripts that duplicate the Templates feature Assembly ships in admin UI. Every time the legal team updates a template in Neos admin, OSDRI has to manually update our Python code too. Two sources of truth.
What we want: API endpoints to render Neos Templates programmatically. GET /v1/templates, POST /v1/templates/{id}/render, POST /v1/cases/{id}/documents/from-template.
Time saved: ~8 hrs/week + eliminates template drift risk.
VALOR unlock: auto-draft 4138 the moment claim data is sufficient.
Kailey's current pain: Neos has NeosAI Chat, AI Tags, and AI Prompts in admin UI but no API to invoke them. EC workflow today: download doc from Neos → upload to PageAI (external) → read analysis → copy-paste findings into Neos Note. ~10 hrs/week of human glue between Neos and external AI.
What we want: POST /v1/ai/invoke (run prompt against case), POST /v1/cases/{id}/documents/{id}/analyze (apply AI Tags to doc), GET/POST/PATCH on /v1/ai/tags and /v1/ai/prompts.
Time saved: ~10 hrs/week + eliminates PageAI subscription + JotForm dependency.
VALOR unlock: bring AI analysis in-platform; single source of truth.
Kailey's current pain: Claims are buried in UserCaseData. Every per-claim update requires GET full case → mutate one entry → PUT full case back. Slow. Race conditions with UI edits. No per-claim webhook events.
What we want (updated): Neos already has a DynamicForms pattern — uncapped, first-class custom entities on a case, already used for Line Item, Receipt, Medication, Medical Condition, Examinations, etc. Ask Assembly to migrate Claims from UserCaseData to DynamicForms. Uses existing architecture; same outcome without inventing a new Claims API.
Operational win: "show me all claims with Merit Rating 1 awaiting filing" becomes a single query instead of per-case iteration.