Insurance claims — document capture template

First notice of loss and claim documents: claim forms, repair estimates, invoices, police or incident reports and supporting correspondence are separated and classified within one claim batch. Policy number, claim number, incident date (not in the future), claimant and claimed amount are captured.

At a glance


Region	Global
Industry	Insurance
Document types	Claim form, Repair estimate, Invoice / receipt, Police / incident report, Supporting correspondence
Workflow	Scan → OCR, separation & classification → Classification → Extraction & validation → Index / Validate → PDF generation & export
Straight-through processing	No — every batch is checked on screen
Separation	each file, change of document type
Output	searchable PDF with JSON data
Dates read as	dd/MM/yyyy, d/M/yyyy, dd.MM.yyyy

Use this template

Go to Batch Setups and choose New Batch Setup.
Filter by Global or search for "Insurance claims", select it and choose Next.
Name the Batch Setup, choose the export folder and create it.
Try it with a few of your own documents on the Test tab, adjust fields and rules, then publish it — see Test a Batch Setup and Versions and publishing.

Batch fields

Entered once per batch, for example on the Scan screen.

Field	Type	Required	Found by	Checks
Claim number	Text	Yes	entered by the operator
Claim handler	Text		entered by the operator

Document types and fields

Claim form

Recognised by words such as "claim form", "policy number", "date of incident", "date of loss".

Field	Type	Required	Found by	Checks
Policy number	Text	Yes	label "Policy number", "Policy no", "Policy #"
Claimant	Text	Yes	label "Name of claimant", "Claimant", "Policyholder"
Date of incident	Date	Yes	label "Date of incident", "Date of loss", "Date of accident"	Not in the future
Claim type	Choice	Yes	entered by the operator	one of: Motor, Home / property, Travel, Health, Liability, Other
Amount claimed	Amount		label "Amount claimed", "Total claimed", "Estimated loss"	at least 0
Contact email	Email		label "Email", "E-mail"

Repair estimate

Recognised by words such as "estimate", "quotation", "labour", "parts".

Field	Type	Required	Found by	Checks
Repairer / supplier	Text		label "From", "Repairer", "Supplier"
Estimate total	Amount	Yes	label "Total", "Estimate total", "Grand total"	at least 0

Invoice / receipt

Recognised by words such as "invoice", "receipt", "amount due".

Field	Type	Required	Found by	Checks
Supplier	Text		label "From", "Supplier", "Vendor"
Total	Amount	Yes	label "Total", "Amount due", "Total paid"	at least 0

Police / incident report

Recognised by words such as "police", "crime reference", "incident report".

Field	Type	Required	Found by	Checks
Crime / incident reference	Text		label "Crime reference", "Crime number", "Incident number"

Supporting correspondence

Used for documents that match no other type; operators can also choose it in Classification.

Adapt it to your documents

Add or rename fields and change how they are found: Fields and data extraction, Finders and zones.
Improve document type recognition: Document classes and classification, Samples and classifier training.
Send the documents and data to your systems — folders and servers, SharePoint, Google Drive and other cloud drives, S3, document management (FileNet, Alfresco, M-Files, DocuWare), SAP, Dynamics 365, Salesforce, Xero, QuickBooks, SQL, REST or a C# script: Output and export, Cloud and business-system destinations.
Arrange the data entry screen: Screen designer.

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