The Book Of Business Recon App

This app is designed specifically to help you perform your repetitive book of business checks.

Follow the instructions in the sections below to:

• Install the recon app
• Open the recon app
• Create a new recon
• Use an existing recon
• Get support from Mito

Installing the app on a new computer

Install Python

• If you don’t have Python 3.8-3.11 installed on your computer, install it here.
  • In the installer menu, make sure Add python.exe to PATH is toggled on
• Open Command Prompt
• Confirm that you’ve installed Python on your computer by running the command python –version

Set up the Book of Business Checker App

• Download the application folder from GitHub
• Unzip the folder and move it to your Desktop
• Open Command Prompt
• Run the following command to navigate to your Desktop

  cd OneDrive - MyPlanAdvocate Insurance Solutions\Desktop
  

• Run the following command to navigate to the recon app

  cd BookOfBusinessRecon-main
  

• Run the command following command to setup the recon app

  setup.bat
  

• Run the following command to open the recon app

  run.bat
  

Open the app after you’ve installed it

• Open the Command Prompt
• Run the following command to navigate to the recon app

  cd OneDrive - MyPlanAdvocate Insurance Solutions\Desktop\BookOfBusinessRecon-main
  

• Run the following command to open the recon app

  run.bat
  

Create a new recon

If the book of business that you need to check has a unique data structure from the previous recon automations that you’ve built, you’ll need to create a new recon automation. To do so:

• Open the recon app
• Click on the Start new automation button
• Import the two data sources that you want to compare
• Merge the data sources together by selecting a merge key. The merge key should uniquely identify each row in the dataframe.
• Create a new column, and use the =CHECK(column1, column2, [text to display if not matching]) spreadsheet function to compare the attributes from each dataset.
• Click the Save Automation button.

The next time you get similarly structured data (probably from the same provider), you’ll be able to rerun the checks without redoing those steps. See [Reuse Existing Recon Automation](#Reuse Existing Recon Automation) for instructions.

Reuse Existing Recon Automation

If you've already used this app to check a book of business from the same provider, automatically perform the same checks by:

• Open the recon app
• Click on the `Use Existing Automation' button
• Select the name of the saved analysis that you want to rerun
• Import the new datasets to compare
• Click run
• Download the resulting checks as a CSV or Excel file to continue processing.

Questions and Help?

Have questions? Want help managing your app or building a new recon? Here are a few resources that you might find useful:

• The Mito documentation contains an explanation of every piece of functionality available in Mito. If you’re looking to build a new recon and need to do some data cleaning before you compare that datasets, this is a good place to start. In particular you might find useful: spreadsheet formulas, filters, and column type changes.
• Your Mito customer success manager can always be reached at aaron@sagacollab.com to assist you with any questions.