Extract the employee, coverage tier, elected health, dental and vision plans, beneficiaries, and effective dates from a benefits enrollment form PDF.
The full guide: Benefits enrollment coverage tier and elections
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The form number and date, the employee name, ID, date of birth, department, job title, email, and phone, the employer name, the enrollment period or plan year, the coverage tier selected (individual, family, spouse, or domestic partner), and the effective and expiration dates for the elections.
The selected health plan, dental plan, and vision plan each come back as fields (by name or code), and an elected benefits table returns each benefit type with its plan name, coverage tier, and effective and expiration dates, so the full set of elections is captured.
Yes. The beneficiaries table returns each beneficiary name, relationship, and date of birth, and a coverage details table returns each coverage type with its plan code, monthly contribution, employer contribution, deductible, and covered dependents, so contributions reconcile per plan.
Whether the employee acknowledged reading the plan documents and waivers comes back as a boolean, and the employee signature (or digital authorization), the employment start date, and the employee address (city, region, postal code, and country) are read too.
The form is processed via the Talonic API for extraction only, is not retained for training, and is not shared. Redact dates of birth and other personal details where you can. PDF only, up to 10MB and 100 pages.
The tool reads a single document. The platform reads the whole estate once and keeps it queryable — the same engine, with a memory.
See document data extraction if you run this for people and payroll teams, or the extraction API if you are building it in.