The strategy field determines what processing steps Silna runs and what inputs are required.
See the Payor Inference Overview for a detailed explanation of each strategy.
Strategy
Use When
Required Inputs
Confirmation
Speed
BASE
You have an insurance card
patient_document_file_ids and/or text
Yes
Minutes
NEAR_REALTIME
You need fast results from an insurance card
patient_document_file_ids and/or text
No
Seconds
CONFIRMATION
You already have plan details (no document)
individuals
Yes
Seconds
Previously, BASE and NEAR_REALTIME behaved identically. BASE now includes a payor confirmation step and may take longer to complete.
Document-Based Strategies (BASE and NEAR_REALTIME)
For BASE and NEAR_REALTIME, upload insurance card images using the File Upload API
first, then pass the returned file IDs in patient_document_file_ids. You can also provide a text field with
insurance details as an alternative to — or alongside — document uploads.
BASE produces the highest-quality results because it confirms extracted plan details directly with the payor and returns
any corrections. NEAR_REALTIME is faster but does not include payor confirmation.
For CONFIRMATION, you provide the plan details directly in the individuals array instead of uploading documents.
Silna submits these details to the payor for confirmation without any document processing.
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