Demo · For carriers

A carrier endpoint, set up in 30 minutes.

Watch a real carrier go from companion-guide upload to receiving production 834s. Every screen below is the actual portal — no mocked aesthetics.

01 · Companion guide upload

Drop the PDF. Claude reads the rules.

Aetna, Cigna, Anthem — each carrier publishes a companion guide with the field-level rules they expect on every 834. You upload the PDF, paste the text, or point Velora at the URL. Claude extracts the rules into structured JSON. You review and edit anything the AI got wrong.

POST /api/v1/carrier/companion-guide
$ curl -X POST https://velora-edi.vercel.app/api/v1/carrier/companion-guide \
  -H "Authorization: Bearer vk_live_..." \
  -F "guide=@aetna-companion-guide-2026.pdf"

# response (truncated)
{
  "carrier_code": "AETNA",
  "rules_extracted": 247,
  "confidence_high": 231,
  "confidence_review": 16,
  "required_fields": ["INS01", "INS02", "DTP*348", ...],
  "validation_rules": [
    { "field": "DMG03", "rule": "enum:M|F|U" },
    { "field": "NM109", "rule": "ssn_format" }
  ],
  "next_step": "Review 16 medium-confidence rules, then submit SFTP credentials."
}

What just happened

Claude read 247 validation rules out of a 38-page PDF in under 12 seconds. The 16 medium-confidence rules land in your review queue — every other rule is auto-applied. You went from a static document to executable validation logic.

02 · SFTP credentials

Paste your host. Velora verifies.

Host, port, username, public key fingerprint. Velora verifies the host against the PHI-grade allowlist, confirms the SSH connection, and exchanges PGP keys inline if your guide requires PGP-wrapped transmissions.

Carrier portal · SFTP setup
# Carrier portal · /carrier/setup/sftp

HOST           edi.aetna.com
PORT           22
USERNAME       velora_prod
FINGERPRINT    SHA256:7f4e1a...c8d2
PGP PUBLIC KEY [uploaded · 4096-bit]

# verification
✓ Host on PHI allowlist
✓ SSH handshake completed
✓ Fingerprint matches stored value
✓ Test write to /inbound succeeded
✓ PGP encryption round-trip verified

STATUS         READY · awaiting sandbox runs

What just happened

Five verification steps ran in parallel. The host allowlist enforcement is the load-bearing security primitive — Velora will never write to an SFTP host that hasn't been pre-vetted, even if the carrier portal accepts the credentials.

03 · Sandbox runs

Three clean runs. Auto-promotion to live.

Velora generates three sandbox 834 files using your companion-guide rules and a synthetic group of test members. Each file lands at your /inbound endpoint. You acknowledge with a 999. Three clean acks and your account flips to production — no admin review queue, no waiting on us.

Sandbox progress
# /carrier/sandbox/runs

RUN 01  ✓ accepted  834.20260501.001.x12  · 47 members · 999 ack received in 1m12s
RUN 02  ✓ accepted  834.20260501.002.x12  · 32 members · 999 ack received in 0m44s
RUN 03  ✓ accepted  834.20260501.003.x12  · 58 members · 999 ack received in 0m51s

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
STATUS         PROMOTED TO PRODUCTION
EFFECTIVE      2026-05-01 14:23:07 UTC
BROKERS ROUTED 14 brokers · 1,247 active groups
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

# 14 brokers can now transmit production 834s to AETNA

What just happened

AETNA went from no Velora connection to receiving production 834 enrollments from 14 brokers in under 30 minutes. Every broker on the network unlocked simultaneously when the third sandbox 999 came back clean.

04 · Voice-guided onboarding

Or just talk Velora through it.

Don't want to click through the portal? Press the voice button. The Vapi-powered agent walks you through the same flow — asks for your companion guide, ingests it, asks for your SFTP host, verifies it, kicks off the sandbox runs. Every interaction recorded against your tenant audit log.

Voice agent transcript
AGENT  (0:00)  Hi, I'm Velora's onboarding agent. Are you setting up
          a new carrier endpoint, or troubleshooting an existing one?

YOU    (0:08)  New endpoint. We're Aetna.

AGENT  (0:11)  Got it. I'll need three things: your companion guide PDF,
          your SFTP host details, and a contact email for the audit
          log. Can you upload the companion guide first, or paste
          a public URL to it?

YOU    (0:18)  I'll paste the URL.

AGENT  (0:21)  Perfect. Once I have it, I'll read through it and
          flag any rules that need your review.

━━━ recording continues ━━━

END   (31:42)  Carrier endpoint provisioned. Sandbox runs queued.
          You'll see the first 999 ack within 90 seconds.

What just happened

31 minutes of voice-guided setup, ending with the carrier endpoint live and 14 brokers routed. The full transcript and audio are stored in your tenant's audit log — every action the agent took is logged and reversible.

That’s the demo. Ready to try it?

Self-serve signup, or talk to us about your specific timeline and integration shape.