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Available as a managed pilot

Eligibility Screening

Eligibility Screening gives immigration firms and visa-service providers a consistent way to collect relevant applicant facts before adviser review. It applies versioned route logic, communicates limitations clearly and routes matters requiring professional judgement to an authorised adviser.

Available through a scoped managed pilot with agreed routes, policy versions and professional-escalation controls.

Book an eligibility-tool call
Who it is for
  • Immigration firms
  • Visa-service providers
  • Partner platforms
The problem

Early enquiries arrive without the facts needed for review

Basic circumstances, route-relevant details and obvious limitations are often collected inconsistently. Advisers then repeat the same questions before they can decide what requires professional attention.

What it produces

Consistent screening before professional review

The product creates a structured factual record and a clear handoff without deciding eligibility or predicting an application outcome.

  • Structured enquiry summary aligned to the selected route
  • Versioned factual screening outcome
  • Limitations and risk flags explained to the user
  • Unsupported matters routed appropriately
  • Escalation to an authorised adviser for professional judgement
Deployment options

Delivered within the enquiry journey

Screening can be hosted by Operisys, embedded into an existing website or connected to a partner workflow. Routes and policy versions are agreed for each managed pilot.

  • Hosted form
  • Embedded widget
  • API access
  • Partner-branded version
  • Existing intake integration

Privacy and regulatory boundaries

Data: A non-persisting mode is the default design pattern, so answers do not need to be stored in order to return a result. Any retained data requires an agreed purpose, access model and retention period.

Use: The output provides structured factual information and communicates possible limitations. It does not decide eligibility, predict an application outcome or replace advice from an authorised professional.

Read about Operisys controls

Discuss Eligibility Screening

Discuss the routes, enquiry channels and professional-review points that the screening journey needs to support.

Book an eligibility-tool call