---
title: "Index a disability-benefit claim file"
url: "https://ailawframework.com/practice/superannuation/build-a-knowledge-mining-index-for-super-disability-claims/united-states"
type: "task_jurisdiction_version"
site: "AI Law Framework"
id: "A27-B6-2-US"
practice_area: "Superannuation"
tier: "green"
lawyer_review: "required"
jurisdictions: ["US"]
last_reviewed: "2026-10-22"
---

# Index a disability-benefit claim file

> Index each document by date, source and a short label of what it is. Add no narrative.

Canonical page: https://ailawframework.com/practice/superannuation/build-a-knowledge-mining-index-for-super-disability-claims/united-states  
Last reviewed: 2026-10-22

Site index for agents: https://ailawframework.com/llms.txt

## Key facts

| Fact | Value |
| --- | --- |
| Practice area | [Superannuation](https://ailawframework.com/practice/superannuation.md) |
| Human involvement | Green: AI drafts, lawyer checks |
| How AI is used | Index each document by date, source and a short label of what it is. Add no narrative. |
| What the lawyer must review | The index is a finding aid inside a fixed template: date, source, label. It adds no fact beyond the document. Opinion 512 still requires a check that the index does not invent a document. The claim itself is decided under the plan and under 29 U.S.C. § 1133, which requires written reasons and a full and fair review. The index is not that notice and not the decision. Keep the file out of a public tool (Model Rule 1.6). |
| Written for | United States |
| Applies to | [Build a knowledge-mining index for super disability claims](https://ailawframework.com/practice/superannuation/build-a-knowledge-mining-index-for-super-disability-claims.md) |

## Checking plan

- What the AI does: Index each document by date, source and a short label of what it is. Add no narrative.
- Basis: Checked against the linked sources on 22 October 2026. Confirm the current instrument before reliance.

## Notes

- The index adds no medical conclusion.
- It is not the denial notice.

## Sources

- [ABA Formal Opinion 512, Generative Artificial Intelligence Tools (29 July 2024)](https://www.americanbar.org/content/dam/aba/administrative/professional_responsibility/ethics-opinions/aba-formal-opinion-512.pdf) (checked 2026-10-22)
- [ABA Model Rule 1.6, Confidentiality of information](https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_6_confidentiality_of_information/) (checked 2026-10-22)
- [29 U.S.C. § 1133, Claims procedure](https://www.law.cornell.edu/uscode/text/29/1133) (checked 2026-10-22)

*Practice guidance for planning and review. Confirm current primary sources and the requirements of the actual matter. This is general information, not legal advice.*