Overview

Quandri can run using multiple Epic user logins in parallel (also known as “multi-bot”). This increases processing throughput for high-volume teams by having multiple processes work from the same shared pool of activities.

What you'll do

• Create additional Epic users (one per login)
• Add each Epic login to the Quandri platform, setting up MFA if applicable
• Create an Epic workgroup containing all users
• Update Epic activity configuration so activities are assigned to the workgroup, not an individual user

Before you begin

You will need:

• An Epic admin who can create users and workgroups
• Epic usernames and passwords for each user
• An IT admin if your Epic login requires MFA/2FA

This guide references the Renewal Reviewer Implementation Guide.

Step 1: Create additional Epic users

Create one Epic user login per process you want running in parallel.

Recommended approach:

• Copy an existing working Quandri user — this is the fastest way to keep permissions consistent.
• Give each new user a distinct User Code (for example: QUAND02, QUAND03).

Minimum setup checklist (per new user):

• Assign an Epic license
• Set User type to "User"
• Ensure correct database access
• Uncheck "Force password change"
• Ensure an Employee Code is assigned
• Ensure required permissions are granted — copy permissions from the original Quandri user to ensure they are identical
• Ensure the columns visible on every user's Home Base include "Entered On" and "Code," and that the column "Contact Via" is removed
• Ensure the columns visible on every user's Policies screen include "Line Downloaded Premium," "Policy Estimated Premium," "ICO," and "PPE"

Reference the Employee Account/Login Setup section in the Implementation Guide.

Step 2: Add credentials in Quandri

In the Quandri platform on the Login Setup page, add each Epic login as a separate set of credentials under the product's Epic-related settings.

For each Epic credential set, enter:

1. Login
2. Password
3. Leave the OTP Secret Key field blank

Step 3: Create an Epic workgroup

In Epic, create a workgroup that contains every Epic user added in Step 2.

The workgroup acts as the shared queue Quandri will pull activities from. Create one workgroup per pool or product.

Step 4: Update Epic activity settings

Update Epic so the Quandri activities are assigned to the workgroup, not a specific individual user.

For each activity code Quandri should process, update the activity's owner/assignment settings so the owner is the workgroup (not "Specific Person").

Reference the Interface Settings section in the Implementation Guide.

Validation checklist

After completing the steps above, confirm the following:

• Each Epic user can log in successfully
• Activities are appearing under the workgroup's queue
• The new user(s) can see the required columns