行業 playbook
Insurance
典型請求
“Extract policyholder details and coverage limits from this new application PDF.”
在 Not Only Office 中如何運行
- 1
Upload application
Underwriting adds the signed PDF and product brochure to Knowledge.
- 2
Field extraction
AI pulls name, ID, sum insured, riders, and effective dates into a table.
- 3
Validate against rules
Agent checks required fields against your underwriting checklist document.
- 4
Analyst review
Underwriter confirms extracted values and flags missing disclosures.
- 5
System entry
Clean JSON or spreadsheet exports to policy admin — no auto-bind without approval.
內建 playbook——註冊後在您自己的文件與會議上運行此工作流。