ATLAS — Third Party Administrators

Data Architecture

Source Files

Convex Queries

listTPAs — Filter by category, active status
getTPA — Single TPA with all fields
getClaimsSummary — Totals by status, amounts (total paid, outstanding)
listClaims — Filter by TPA, status, limit
getClaim — Single claim with TPA name, timeline timestamps

Convex Mutations

createTPA — All TPA fields (name, category, contact, submission, terms, requirements)
updateTPA — Partial update by tpaId
deactivateTPA — Soft delete (sets isActive = false)
createTPAClaim — Link to TPA + job, claim #, policy, financial estimates
updateClaimStatus — Status transition + amount updates + notes

Claim Status Flow

Key Design Decisions

Contractor palette throughout — terracotta accent, IconCircle styles B/D/F/G + semantic J/K/L
Outstanding receivables alert uses IconCircle J (warning tint) for financial urgency
Timeline uses success (completed), terracotta (current), cream (future) dot states
Terminal statuses (denied/disputed/closed) shown below timeline with dedicated indicator
Status update via bottom-sheet modal — keeps context while editing
Requirements reminder on new claim form uses warning left-border card pattern