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insuranceintermediate25 min setupby Mantle

First notice of loss: extract, validate, triage

A claim notification arrives by webhook; AI extracts the loss details, the payload is validated, an adjuster triages it and the claim is opened in Iris.

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How it works

What it does

  • Webhook fnol receives the free-text loss description (plus policy ref / reporter email).
  • Extract loss details → Validate extraction guarantees loss_type and loss_date are present before a person sees it.
  • Adjuster triage pauses the run for a decision (24 h timeout); Open claim in Iris or Refer to SIU.

Setup

  • AI connection on the extractor; Iris connection on Open claim in Iris (adjust entity_type / payload); SendGrid/SMTP on the referral email.

Nodes 7

  1. 01Loss notificationtrigger.webhookTrigger
  2. 02Extract loss detailsai.extractAI
  3. 03Validate extractiondata.json_validateData
  4. 04Adjuster triagehuman.promptHuman
  5. 05Accepted?control.branchLogic
  6. 06Open claim in CRMhttp.requestHTTP
  7. 07Refer to SIUmail.sendDestination
View template JSON
{
  "format": "mantle-workflow/v1",
  "id": "insurance-fnol-triage",
  "name": "First notice of loss: extract, validate, triage",
  "graph": {
    "nodes": [
      {
        "id": "webhook",
        "type": "trigger.webhook",
        "label": "Loss notification",
        "config": {
          "slug": "fnol",
          "input_schema": {
            "required": [
              "description"
            ],
            "properties": {
              "description": {
                "type": "string"
              },
              "policyReferenceId": {
                "type": "string"
              },
              "reporterEmail": {
                "type": "string"
              }
            }
          }
        },
        "connection_id": null,
        "worker_type": "generic-worker",
        "position": {
          "x": 60,
          "y": 220
        }
      },
      {
        "id": "ai_extract",
        "type": "ai.extract",
        "label": "Extract loss details",
        "config": {
          "model": "claude-sonnet-4-5",
          "temperature": 0,
          "text": "{{ $json.description }}",
          "schema": {
            "type": "object",
            "required": [
              "loss_type",
              "loss_date"
            ],
            "properties": {
              "loss_type": {
                "type": "string",
                "enum": [
                  "collision",
                  "theft",
                  "fire",
                  "water",
                  "liability",
                  "other"
                ]
              },
              "loss_date": {
                "type": [
                  "string",
                  "null"
                ]
              },
              "location": {
                "type": [
                  "string",
                  "null"
                ]
              },
              "estimated_amount": {
                "type": [
                  "number",
                  "null"
                ]
              },
              "injuries": {
                "type": "boolean"
              }
            }
          }
        },
        "connection_id": null,
        "worker_type": "ai-worker",
        "position": {
          "x": 380,
          "y": 220
        }
      },
      {
        "id": "validate",
        "type": "data.json_validate",
        "label": "Validate extraction",
        "config": {
          "path": "response",
          "schema": {
            "type": "object",
            "required": [
              "loss_type",
              "loss_date"
            ],
            "properties": {
              "loss_type": {
                "type": "string"
              },
              "loss_date": {
                "type": "string"
              }
            }
          },
          "on_fail": "error"
        },
        "connection_id": null,
        "worker_type": "generic-worker",
        "position": {
          "x": 700,
          "y": 220
        }
      },
      {
        "id": "adjuster_triage",
        "type": "human.prompt",
        "label": "Adjuster triage",
        "config": {
          "prompt_text": "New {{ steps.ai_extract.response.loss_type }} loss on {{ steps.ai_extract.response.loss_date }} (est. {{ steps.ai_extract.response.estimated_amount }}). Injuries: {{ steps.ai_extract.response.injuries }}.\n\nAccept the claim or refer it?",
          "options": [
            {
              "id": "accept",
              "label": "Open claim"
            },
            {
              "id": "refer",
              "label": "Refer to SIU"
            }
          ],
          "timeout_seconds": 86400
        },
        "connection_id": null,
        "worker_type": "generic-worker",
        "position": {
          "x": 1020,
          "y": 220
        }
      },
      {
        "id": "branch_accept",
        "type": "control.branch",
        "label": "Accepted?",
        "config": {
          "mode": "first_match"
        },
        "connection_id": null,
        "worker_type": "generic-worker",
        "position": {
          "x": 1340,
          "y": 220
        }
      },
      {
        "id": "create_claim",
        "type": "http.request",
        "label": "Open claim in CRM",
        "config": {
          "method": "POST",
          "url": "https://crm.example.com/api/claims",
          "json": {
            "policyReferenceId": "{{ steps.webhook.policyReferenceId }}",
            "lossType": "{{ steps.ai_extract.response.loss_type }}",
            "lossDate": "{{ steps.ai_extract.response.loss_date }}",
            "estimatedAmount": "{{ steps.ai_extract.response.estimated_amount }}",
            "description": "{{ steps.webhook.description }}"
          }
        },
        "connection_id": null,
        "worker_type": "generic-worker",
        "position": {
          "x": 1660,
          "y": 30
        }
      },
      {
        "id": "send_referral",
        "type": "mail.send",
        "label": "Refer to SIU",
        "config": {
          "to": "siu@example.com",
          "subject": "Referral: {{ steps.ai_extract.response.loss_type }} loss, policy {{ steps.webhook.policyReferenceId }}",
          "body_text": "{{ steps.webhook.description }}"
        },
        "connection_id": null,
        "worker_type": "generic-worker",
        "position": {
          "x": 1660,
          "y": 410
        }
      }
    ],
    "edges": [
      {
        "from": "webhook",
        "to": "ai_extract"
      },
      {
        "from": "ai_extract",
        "to": "validate"
      },
      {
        "from": "validate",
        "to": "adjuster_triage"
      },
      {
        "from": "adjuster_triage",
        "to": "branch_accept"
      },
      {
        "from": "branch_accept",
        "to": "create_claim",
        "branch": "true",
        "condition": {
          "match": "all",
          "rules": [
            {
              "left": "response",
              "op": "equals",
              "right": "accept"
            }
          ]
        },
        "label": "open"
      },
      {
        "from": "branch_accept",
        "to": "send_referral",
        "branch": "false",
        "label": "refer",
        "priority": 1
      }
    ]
  }
}

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