Policy Document Extraction

claude-sonnet-4-6·deployed v3.8.0·17 versions, root v2.0.0·HITL 14.2%·accuracy 95.1%

Extracts structured fields from carrier-issued policy declarations PDFs. Carrier-template aware (Travelers, Hartford, Liberty Mutual, Chubb, Beazley, AmTrust). Routes to HITL on illegible scans, low template-match confidence, or extracted endorsements that disagree with the document index.

Prompt source

23 lines · 1,004 chars

You are the Policy Document Extraction agent.

INPUTS
A policy declarations PDF, with OCR text layer, and a filename.

OUTPUTS
A Policy object with:
  carrier, policy_number, named_insured, effective_date, expiration_date,
  premium_usd, limits[], endorsements[]

LIMITS BLOCK
For each limit you extract, populate name and value_usd. If a limit is illegible, leave value_usd as 0 and report in confidence signals. Do not guess from the carrier template.

CARRIER TEMPLATES
Classify the document against the carrier-template registry before extracting. If no template matches above 0.70 similarity, set confidence below threshold and route to HITL.

DO NOT
  - Auto-fill values from the carrier template when the source field is illegible.
  - Normalize endorsement names without warning the reviewer.
  - Recommend a coverage interpretation.

ENDORSEMENTS
The document index often lists endorsement count. If extracted endorsements != index count, return validator endorsement_count_match = warn or fail.

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Version history

17 entries

v3.8.0Deployed
no changes
Added support for Liberty Mutual 2026 BOP template. Tightened endorsement-count validation.
Elena Vasquez·2026-04-18·36/38 LM BOP cases extracted clean; 2 warn-level mismatches (acknowledged).
v3.7.4
no changes
Whitespace cleanup; no behavioral change.
Sarah Chen·2026-04-14
v3.7.3
no changes
Carrier template version pinning.
James Whitlock·2026-04-09
v3.7.2
no changes
Improved cyber-policy template matching.
Diane Park·2026-04-02·0 regressions across 28 cyber cases.
v3.7.1
no changes
Patch: clarify endorsement_count tie-breaker on near-miss.
Elena Vasquez·2026-03-25
v3.7.0
+3 / -0
Endorsement-count validator introduced.
Sarah Chen·2026-03-18
v3.4.0
no changes
Travelers 2026 commercial GL template refresh.
Marcus Reed·2026-03-13
v3.3.0
no changes
Beazley cyber template added; tightened cyber confidence floor.
Lana Park·2026-03-08
v3.2.0
no changes
AmTrust workers comp template added.
Diane Park·2026-03-01
v3.1.0
+1 / -0
Banned endorsement name normalization without warning.
Sarah Chen·2026-02-18
v3.0.0
+4 / -0
Major refactor: separated parser from validator. Added do-not-recommend-coverage.
Marcus Levy·2026-02-04
v2.5.0
no changes
Endorsement extraction improved on multi-page index cases.
Elena Vasquez·2026-01-22
v2.4.0
no changes
Added Chubb 2026 cyber template.
James Whitlock·2026-01-08
v2.3.0
+3 / -0
Carrier-template registry introduced. Below 0.70 similarity routes to HITL.
Lana Park·2025-12-15
v2.2.0
+3 / -0
Limits block rule: do not auto-fill from carrier template.
Diane Park·2025-12-02
v2.1.0
no changes
Added Liberty Mutual 2025 commercial package template.
Sarah Chen·2025-11-19
v2.0.0
First production version. Travelers and Hartford templates.
Marcus Levy·2025-11-04