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Service Specification Stub
Document Intake & Indexing
Transform unstructured carrier documents—dec pages, loss runs, driver schedules, and SOVs—into structured data inside Applied Epic without repetitive manual retyping.
Page Architecture & Implementation Outline
This page specifies how Quantana takes repetitive document extraction off your account managers' plates.
1. Supported Ingestion Formats & Document Classes
- Declaration Pages: Line-of-business limits, policy numbers, effective dates, premium breakdowns, and endorsement schedules.
- Loss Runs: Valued dates, claim status (open/closed), paid vs. incurred indemnity, expense reserves, and loss descriptions.
- Statements of Values (SOVs): Building values, BPP, business income, construction class, protection class, and year built across multi-location schedules.
- Endorsements & Audits: Premium audit adjustments, named insured changes, and mortgage clause amendments.
2. Precision Extraction Pipeline
- Optical character recognition (OCR) and layout-aware document vision parsing.
- Confidence scoring: high-confidence extractions populate Epic fields automatically; edge cases route to Quantana human reviewers.
- Deterministic validation rules (e.g. verifying that itemized location values sum exactly to total insured value).
3. Applied Epic Document Management
- Files filed directly into correct client accounts using standard agency naming taxonomies.
- Automatic attachment tags: Policy, Line of Business, Policy Term, and Document Category.
- Zero manual file handling or desktop folder drag-and-drop required by account managers.
4. Security & Data Intentions (TODO: confirm with security policy)
- We design for minimal retention of sensitive document payloads after processing and successful Applied Epic synchronization. (TODO: confirm with security policy)
- We intend that agency and insured data is never used to train public foundation models. (TODO: confirm with security policy)
- Data encrypted in transit and at rest. (TODO: confirm with security policy)