One of Indio's main goals is to reduce the amount of redundant data entry done by insurance agents. Indio accomplishes this by mapping all common data fields across applications and forms within the same submission. The way this works is that when forms are created by our form building team, our technology guides our team through easily making associations of questions and linking them with questions on other applications. The effect of this is that fields such as name, address, FEIN, etc will all be mapped together. This applies to all question types -- including everything from basic demographic information to complex underwriting questions.
We map data across entities within submissions and when new submissions are created they leverage previous submissions data. However, when a new submission or any of the applications is edited it doesn't retroactively edit the previous submission.
It is important to note that Indio takes a highly conservative approach to the data mappings between forms. For questions to be mapped together, they will need to be "substantially similar". What this means is that someone has looked at the questions and made a logical judgement that the two questions are asking the exact same thing. There may be slight differences in wording, but the questions need to be asking the same thing.
You may notice instances where data mapping has not been applied but questions are exactly the same. Please draw our attention to these scenarios. We try to limit them as much as possible but given that our form building team is human, there are times when potential mapping connections are overlooked.
Still have questions? Feel free to chat with our support team using the chat feature located in the bottom right-hand corner of the platform or email firstname.lastname@example.org.
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