Processes

Record and report CMS true-up

How record and report cms true-up are reshaped as AGI capability advances.

ProcessesRecord and report CMS true-up
Record and report CMS true-up — illustrated

Business-as-Code

Read as an executable program — the work decomposed into Code, Generative, Agentic, and Human.

Record and report CMS true-up sits inside a larger value-flow — 1 parent structure it composes into. The hierarchy is grounding, not the story: it tells you which aggregate exposure Record and report CMS true-up inherits.

Where Record and report CMS true-up sits

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How the work flows

Trigger: The close of the plan year or the receipt of preliminary settlement data from CMS initiates the reconciliation cycle.

  1. Aggregate annual claims and enrollment data
  2. Calculate estimated CMS risk and subsidy settlements
  3. Reconcile internal financial estimates with preliminary CMS reports
  4. Investigate and resolve membership or claims data variances
  5. Post financial true-up adjustments to the general ledger
  6. Transmit final true-up reports and attestations to CMS

Outcome: Final financial true-up adjustments are posted to the general ledger and formal reconciliation reports are accepted by CMS.

Measured by

Settlement Variance PercentageReconciliation Cycle TimeRegulatory Submission Compliance Rate