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 Policy Checking Implementation Guide.

Step 1: Create additional Epic users

(Implementation Guide — Part 1.1)

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"

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 Configure Activity section of Part 1.2 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