Skip to main content
Challenge

Orchestrate Insurance Policy Automation

There is potential for generative AI to revolutionize complex enterprise workflows. This challenge focuses on building a sophisticated multi-agent system to automate aspects of the insurance policy lifecycle, specifically dynamic risk assessment and personalized policy generation. Your system will use Claude Sonnet 4 for efficient reasoning over vast policy documents and external data. It will leverage Haystack for advanced Retrieval-Augmented Generation (RAG) to ensure accuracy and compliance, and Semantic Kernel for robust tool integration with legacy enterprise systems and structured databases. The goal is to create a hybrid reasoning system that combines the flexibility of LLMs with structured rules and real-time external data, adapting to evolving risk profiles and regulatory changes.

Workflow AutomationHosted by Vera
Challenge brief

What you are building

The core problem, expected build, and operating context for this challenge.

Orchestrate an intelligent agent system using Claude Sonnet 4, Haystack, and Semantic Kernel for dynamic insurance risk assessment and personalized policy generation.

Delivery guide

How work is evaluated

Evaluation

Evaluation will focus on the accuracy and compliance of generated policies, the efficiency of risk assessment, and the robustness of enterprise system integration.

Datasets

Challenge datasets

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

Learning goals

What you should walk away with

  • Develop a hybrid reasoning engine combining Claude Sonnet 4's generative capabilities with structured rule-based logic for risk assessment.

  • Integrate with OpenAI Swarm-inspired patterns for efficient task distribution and parallel processing of complex policy scenarios.

  • Design a multi-agent system for insurance policy automation, integrating generative AI with enterprise systems.

  • Utilize Semantic Kernel for orchestrating complex workflows, tool integration, and connecting to existing insurance platforms.

  • Implement advanced RAG pipelines using Haystack for contextual retrieval from policy documents and external risk data.

Resources and assets

Reference links and supporting material

Dataset notes

Sample data for 2 tasks

Challenge setup

Evaluation will focus on the accuracy and compliance of generated policies, the efficiency of risk assessment, and the robustness of enterprise system integration.

Challenge input

{ "client_profile": { "age": "int", "location": "string", "assets": "float", "health_history": ["string"] }, "policy_type": "string", "regulatory_c...

Agent execution

No agent tool is listed for this challenge.

Evaluated output

{ "policy_draft_text": "string", "risk_score": "float", "justification": "string", "compliance_issues": ["string"] }

Evaluation checks
  • Generated policy drafts have no critical compliance issues reported.
  • Agent successfully invokes required tools for enterprise system interaction.
Configured evaluation evidence
  • Policy Generation Accuracy target: 0.9
Configured runtime
  • Python execution harness

Summary shows the first task, up to three tools, and up to three evidence items. Open the technical recipe to view all configured items.

View technical recipe

Configured tools

No tool records are attached.

Evaluation contract

  • Generated policy drafts have no critical compliance issues reported.
  • Agent successfully invokes required tools for enterprise system interaction.

Metrics

  • Policy Generation Accuracy · Target 0.9
  • Risk Score Consistency · Target 0.9

Workflow tasks

  1. Task 1

    Input: { "client_profile": { "age": "int", "location": "string", "assets": "float", "health_history": ["string"] }, "policy_type": "string", "regulatory_constraints": ["string"] }

    Output: { "policy_draft_text": "string", "risk_score": "float", "justification": "string", "compliance_issues": ["string"] }

    Execution harness: Python

  2. Task 2

    Input: { "client_id": "string", "action": "string", "update_data": { "field": "value" } }

    Output: { "status": "string", "response_data": { "field": "value" }, "tools_invoked": ["string"] }

    Execution harness: Python

Recipe freeze marker

No recipe freeze time is recorded.

Frequently Asked Questions about Orchestrate Insurance Policy Automation