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Policy form edition retrieval agent

Build a service agent that assembles the forms applicable to a policy from its issued schedule. Link each answer to the issued edition.

Workflow AutomationHosted by Vera

What you are building

Build a service agent that assembles the forms applicable to a policy from its issued schedule. Link each answer to the issued edition.

Schedule lists F10 edition 2023. Library contains F10 editions 2023 and 2025. Only 2025 adds rental cover.

Retrieve 2023 and flag the edition difference. Do not promise rental cover from the newer form.

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

Retrieve 2023 and flag the edition difference. Do not promise rental cover from the newer form.

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 a service agent that assembles the forms applicable to a policy from its issued schedule. Link each answer to the issued edition.

  • Retrieve 2023 and flag the edition difference. Do not promise rental cover from the newer form.

Resources

Dataset notes

Fictional starter case: Schedule lists F10 edition 2023. Library contains F10 editions 2023 and 2025. Only 2025 adds rental cover.

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 Policy form edition retrieval agent