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Claim intake handoff assistant

Build an intake agent that extracts first-notice details and hands an editable case to an adjuster. Never infer missing accident dates.

Workflow AutomationHosted by Vera

What you are building

Build an intake agent that extracts first-notice details and hands an editable case to an adjuster. Never infer missing accident dates.

Caller reports a broken windshield on policy P7. Call date May 5. Accident date unknown.

Draft a P7 glass claim, leave accident date blank, and ask the caller for that date.

Submit a working local tool, setup instructions, and the output for the starter case. Include a second case with incomplete or changed inputs.

Rules

Use fictional records only. Do not bind coverage, issue payments, contact customers, or present exercise rates as market prices.

How work is evaluated

Evaluation

Draft a P7 glass claim, leave accident date blank, and ask the caller for that date.

Submission format

Submit a working local tool, setup instructions, and the output for the starter case. Include a second case with incomplete or changed inputs.

Datasets

Public datasets, plus the private datasets you have access to.

Learning goals

  • Build an intake agent that extracts first-notice details and hands an editable case to an adjuster. Never infer missing accident dates.

  • Draft a P7 glass claim, leave accident date blank, and ask the caller for that date.

Resources

Dataset notes

Fictional starter case: Caller reports a broken windshield on policy P7. Call date May 5. Accident date unknown.

Challenge setup

Challenge input

Input details are not configured.

Agent execution

No agent tool is listed for this challenge.

Evaluated output

No output checks are configured.

Evaluation checks
  • No evaluation checks are configured.
Configured evaluation evidence
  • 1 public reference case
Configured runtime
  • No runtime settings are configured.

Shows the first task, up to three tools, and up to three evidence items.

View technical recipe

Configured tools

No tool records are attached.

Evaluation contract

  • No evaluation checks are configured.

Reference cases

  • 1 public reference case

Workflow tasks

No workflow tasks are configured.

Recipe freeze marker

No recipe freeze time is recorded.

Frequently Asked Questions about Claim intake handoff assistant