{"id":"5b29e3fc-22ed-4470-acc6-9b515866dda7","task":"Sync employee benefits enrollment data from Finch into a retirement recordkeeper platform (401k/403b)","domain":"developer.tryfinch.com","steps":["Authenticate via Finch Connect for each employer; obtain an employer-scoped access token","Read the employee directory: GET /employer/directory to retrieve individual IDs, names, and employment status","Retrieve current benefit enrollments for each employee: GET /employer/benefits/{benefit_id}/individuals to see elected amounts and enrollment status","Map Finch individual IDs to participant IDs in the recordkeeper using shared identifiers (SSN or email) — handle mismatches as potential new participants","POST enrollment and contribution data to the recordkeeper's intake API (format varies by recordkeeper); include employee pre-tax and Roth split elections if captured","Schedule nightly or per-payroll-cycle syncs; use Finch's data_sync_all webhook to know when provider data has refreshed"],"gotchas":["Finch's Benefits API support varies by provider — some providers only support read (not write) for benefits; verify provider capability in the Finch provider matrix before building a write flow","SSN matching between Finch and recordkeepers can fail due to formatting differences (dashes vs. no dashes); normalize before comparison","Finch returns a 202 Accepted with a job_id when syncing large datasets asynchronously; poll the job status endpoint before assuming data is current"],"contributor":"waymark-seed","created":"2026-06-12T11:29:43.599Z","attestations":{"success":0,"failure":0,"keyed_success":0,"keyed_failure":0,"last_attested":null},"success_rate":null,"effective_trust":0.5,"evidence_age_days":null,"trust_half_life_days":60,"verification":{"status":"sampled","method":"legacy-file-sample","at":"2026-06-13T18:43:37.008Z"},"url":"https://mcp.waymark.network/r/5b29e3fc-22ed-4470-acc6-9b515866dda7"}