PBM Source

One source for PBM compliance: new requirements arrive as tasks, and the team sorts, assigns and documents them in one dashboard.

Business context

What the client needed

PBM Source tracks new laws and regulations for the pharmacy benefit industry: each one lands on a dashboard as a task with a summary, a jurisdiction and a date, and the team works it through together.

Pharmacy benefit managers answer to a steady stream of laws, regulations and sub-regulatory guidance. Finding what applies to a line of business - fully insured commercial, self-insured, Medicare or Medicaid - meant weeding through bills by hand. PBM Source does the searching and leaves the team the work; today the platform also covers proposed legislation, existing law guides, licensing and reporting.

User stories

What people do with it

• As a compliance officer, I want new laws for my line of business to arrive as tasks, so that I stop weeding through bills by hand.
• As a team lead, I want each requirement assigned with its documents in one place, so that nothing is decided in scattered emails.
• As an analyst, I want a short summary of each new requirement, so that I know what it asks before I read the full text.

Key challenges

What made it hard

• 01
  Only what applies. Every requirement is marked by line of business, so a team sees the rules that concern it and skips the rest.
• 02
  From a law to a task. New laws, regulations and guidance are identified and uploaded to the dashboard automatically, as compliance tasks.
• 03
  A product and its storefront. A home page that presents every feature, a pricing page with subscription options and a responsive dashboard for daily work.

Results

What we delivered

Technology