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extract-insurance-claim-data

Extract structured fields from insurance claim documents.

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iterationlayer/skills
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Extract Insurance Claim Data

Insurance teams use this recipe to extract Insurance Claim details without manually rekeying policy, claim, coverage, and loss information into claims systems.

APIs Used

Document Extraction (1 credit per page)

Prerequisites

You need an Iteration Layer API key. Get one at platform.iterationlayer.com during the 7-day trial.

For full integration guidance (SDKs, auth, MCP, error handling), see the Iteration Layer Integration Guide.

Implementation

curl -X POST https://api.iterationlayer.com/document-extraction/v1/extract \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
  "files": [
    {
      "type": "url",
      "name": "insurance-claim.pdf",
      "url": "https://example.com/documents/insurance-claim-sample.pdf"
    }
  ],
  "schema": {
    "fields": [
      {
        "name": "policyholder_name",
        "type": "TEXT",
        "description": "Policyholder or insured name"
      },
      {
        "name": "policy_number",
        "type": "TEXT",
        "description": "Policy number"
      },
      {
        "name": "claim_or_certificate_number",
        "type": "TEXT",
        "description": "Claim number or certificate number"
      },
      {
        "name": "insurer_name",
        "type": "TEXT",
        "description": "Insurance carrier or administrator"
      },
      {
        "name": "loss_or_effective_date",
        "type": "DATE",
        "description": "Loss date, effective date, or certificate date"
      },
      {
        "name": "coverage_type",
        "type": "TEXT",
        "description": "Coverage or claim type"
      },
      {
        "name": "coverage_or_loss_lines",
        "type": "ARRAY",
        "description": "Coverage limits, loss entries, or claim line items",
        "fields": [
          {
            "name": "description",
            "type": "TEXT",
            "description": "Coverage, loss, or claim line description"
          },
          {
            "name": "amount",
            "type": "CURRENCY_AMOUNT",
            "description": "Line amount, limit, reserve, or paid value"
          }
        ]
      },
      {
        "name": "total_amount",
        "type": "CURRENCY_AMOUNT",
        "description": "Total claim, paid, reserve, or coverage amount"
      }
    ]
  }
}'

import { IterationLayer } from "iterationlayer";

const client = new IterationLayer({ apiKey: "YOUR_API_KEY" });

const result = await client.extractDocument({
  "files": [
    {
      "type": "url",
      "name": "insurance-claim.pdf",
      "url": "https://example.com/documents/insurance-claim-sample.pdf"
    }
  ],
  "schema": {
    "fields": [
      {
        "name": "policyholder_name",
        "type": "TEXT",
        "description": "Policyholder or insured name"
      },
      {
        "name": "policy_number",
        "type": "TEXT",
        "description": "Policy number"
      },
      {
        "name": "claim_or_certificate_number",
        "type": "TEXT",
        "description": "Claim number or certificate number"
      },
      {
        "name": "insurer_name",
        "type": "TEXT",
        "description": "Insurance carrier or administrator"
      },
      {
        "name": "loss_or_effective_date",
        "type": "DATE",
        "description": "Loss date, effective date, or certificate date"
      },
      {
        "name": "coverage_type",
        "type": "TEXT",
        "description": "Coverage or claim type"
      },
      {
        "name": "coverage_or_loss_lines",
        "type": "ARRAY",
        "description": "Coverage limits, loss entries, or claim line items",
        "fields": [
          {
            "name": "description",
            "type": "TEXT",
            "description": "Coverage, loss, or claim line description"
          },
          {
            "name": "amount",
            "type": "CURRENCY_AMOUNT",
            "description": "Line amount, limit, reserve, or paid value"
          }
        ]
      },
      {
        "name": "total_amount",
        "type": "CURRENCY_AMOUNT",
        "description": "Total claim, paid, reserve, or coverage amount"
      }
    ]
  }
});

from iterationlayer import IterationLayer

client = IterationLayer(api_key="YOUR_API_KEY")

result = client.extract_document(**{
  "files": [
    {
      "type": "url",
      "name": "insurance-claim.pdf",
      "url": "https://example.com/documents/insurance-claim-sample.pdf"
    }
  ],
  "schema": {
    "fields": [
      {
        "name": "policyholder_name",
        "type": "TEXT",
        "description": "Policyholder or insured name"
      },
      {
        "name": "policy_number",
        "type": "TEXT",
        "description": "Policy number"
      },
      {
        "name": "claim_or_certificate_number",
        "type": "TEXT",
        "description": "Claim number or certificate number"
      },
      {
        "name": "insurer_name",
        "type": "TEXT",
        "description": "Insurance carrier or administrator"
      },
      {
        "name": "loss_or_effective_date",
        "type": "DATE",
        "description": "Loss date, effective date, or certificate date"
      },
      {
        "name": "coverage_type",
        "type": "TEXT",
        "description": "Coverage or claim type"
      },
      {
        "name": "coverage_or_loss_lines",
        "type": "ARRAY",
        "description": "Coverage limits, loss entries, or claim line items",
        "fields": [
          {
            "name": "description",
            "type": "TEXT",
            "description": "Coverage, loss, or claim line description"
          },
          {
            "name": "amount",
            "type": "CURRENCY_AMOUNT",
            "description": "Line amount, limit, reserve, or paid value"
          }
        ]
      },
      {
        "name": "total_amount",
        "type": "CURRENCY_AMOUNT",
        "description": "Total claim, paid, reserve, or coverage amount"
      }
    ]
  }
})

package main

import il "github.com/iterationlayer/sdk-go"

func main() {
	client := il.NewClient("YOUR_API_KEY")

	result, err := client.ExtractDocument(il.ExtractDocumentRequest{
		Files: []il.FileInput{
			il.FileInput{
				Type: "url",
				Name: "insurance-claim.pdf",
				Url: "https://example.com/documents/insurance-claim-sample.pdf",
			},
		},
		Schema: il.ExtractionSchema{
			Fields: []any{
				il.TextFieldConfig{
					Name: "policyholder_name",
					Type: "TEXT",
					Description: "Policyholder or insured name",
				},
				il.TextFieldConfig{
					Name: "policy_number",
					Type: "TEXT",
					Description: "Policy number",
				},
				il.TextFieldConfig{
					Name: "claim_or_certificate_number",
					Type: "TEXT",
					Description: "Claim number or certificate number",
				},
				il.TextFieldConfig{
					Name: "insurer_name",
					Type: "TEXT",
					Description: "Insurance carrier or administrator",
				},
				il.DateFieldConfig{
					Name: "loss_or_effective_date",
					Type: "DATE",
					Description: "Loss date, effective date, or certificate date",
				},
				il.TextFieldConfig{
					Name: "coverage_type",
					Type: "TEXT",
					Description: "Coverage or claim type",
				},
				il.ArrayFieldConfig{
					Name: "coverage_or_loss_lines",
					Type: "ARRAY",
					Description: "Coverage limits, loss entries, or claim line items",
					Fields: []any{
						il.TextFieldConfig{
							Name: "description",
							Type: "TEXT",
							Description: "Coverage, loss, or claim line description",
						},
						il.CurrencyAmountFieldConfig{
							Name: "amount",
							Type: "CURRENCY_AMOUNT",
							Description: "Line amount, limit, reserve, or paid value",
						},
					},
				},
				il.CurrencyAmountFieldConfig{
					Name: "total_amount",
					Type: "CURRENCY_AMOUNT",
					Description: "Total claim, paid, reserve, or coverage amount",
				},
			},
		},
	})
	if err != nil {
		panic(err)
	}

	_ = result
}

{
  "name": "Extract Insurance Claim Data",
  "nodes": [
    {
      "parameters": {
        "content": "## Extract Insurance Claim Data\n\nInsurance teams use this recipe to extract Insurance Claim details without manually rekeying policy, claim, coverage, and loss information into claims systems.\n\n**Note:** This workflow uses the Iteration Layer community node (`n8n-nodes-iterationlayer`). Install it via Settings > Community Nodes on self-hosted n8n, or add it directly on n8n Cloud with Verified Community Nodes enabled.",
        "height": 280,
        "width": 500,
        "color": 2
      },
      "type": "n8n-nodes-base.stickyNote",
      "typeVersion": 1,
      "position": [
        200,
        40
      ],
      "id": "extract-insurance-claim-data-overview",
      "name": "Overview"
    },
    {
      "parameters": {},
      "type": "n8n-nodes-base.manualTrigger",
      "typeVersion": 1,
      "position": [
        250,
        300
      ],
      "id": "extract-insurance-claim-data-trigger",
      "name": "Manual Trigger"
    },
    {
      "parameters": {
        "resource": "documentExtraction",
        "schemaInputMode": "rawJson",
        "schemaJson": "{\n  \"fields\": [\n    {\n      \"name\": \"policyholder_name\",\n      \"type\": \"TEXT\",\n      \"description\": \"Policyholder or insured name\"\n    },\n    {\n      \"name\": \"policy_number\",\n      \"type\": \"TEXT\",\n      \"description\": \"Policy number\"\n    },\n    {\n      \"name\": \"claim_or_certificate_number\",\n      \"type\": \"TEXT\",\n      \"description\": \"Claim number or certificate number\"\n    },\n    {\n      \"name\": \"insurer_name\",\n      \"type\": \"TEXT\",\n      \"description\": \"Insurance carrier or administrator\"\n    },\n    {\n      \"name\": \"loss_or_effective_date\",\n      \"type\": \"DATE\",\n      \"description\": \"Loss date, effective date, or certificate date\"\n    },\n    {\n      \"name\": \"coverage_type\",\n      \"type\": \"TEXT\",\n      \"description\": \"Coverage or claim type\"\n    },\n    {\n      \"name\": \"coverage_or_loss_lines\",\n      \"type\": \"ARRAY\",\n      \"description\": \"Coverage limits, loss entries, or claim line items\",\n      \"fields\": [\n        {\n          \"name\": \"description\",\n          \"type\": \"TEXT\",\n          \"description\": \"Coverage, loss, or claim line description\"\n        },\n        {\n          \"name\": \"amount\",\n          \"type\": \"CURRENCY_AMOUNT\",\n          \"description\": \"Line amount, limit, reserve, or paid value\"\n        }\n      ]\n    },\n    {\n      \"name\": \"total_amount\",\n      \"type\": \"CURRENCY_AMOUNT\",\n      \"description\": \"Total claim, paid, reserve, or coverage amount\"\n    }\n  ]\n}",
        "files": {
          "fileValues": [
            {
              "fileInputMode": "url",
              "fileName": "insurance-claim.pdf",
              "fileUrl": "https://example.com/documents/insurance-claim-sample.pdf"
            }
          ]
        }
      },
      "type": "n8n-nodes-iterationlayer.iterationLayer",
      "typeVersion": 1,
      "position": [
        500,
        300
      ],
      "id": "extract-insurance-claim-data-extract",
      "name": "Extract Data",
      "credentials": {
        "iterationLayerApi": {
          "id": "1",
          "name": "Iteration Layer API"
        }
      }
    }
  ],
  "connections": {
    "Manual Trigger": {
      "main": [
        [
          {
            "node": "Extract Data",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  },
  "settings": {
    "executionOrder": "v1"
  }
}

Extract insurance claim data from the file at [file URL]. Use the extract_document tool with these fields:

- policyholder_name (TEXT): Policyholder or insured name
- policy_number (TEXT): Policy number
- claim_or_certificate_number (TEXT): Claim number or certificate number
- insurer_name (TEXT): Insurance carrier or administrator
- loss_or_effective_date (DATE): Loss date, effective date, or certificate date
- coverage_type (TEXT): Coverage or claim type
- coverage_or_loss_lines (ARRAY): Each with description (TEXT), amount (CURRENCY_AMOUNT)
- total_amount (CURRENCY_AMOUNT): Total claim, paid, reserve, or coverage amount

Response

{
  "success": true,
  "data": {
    "policyholder_name": {
      "value": "Policyholder Name",
      "confidence": 0.97,
      "citations": [
        "POLICYHOLDER NAME"
      ]
    },
    "policy_number": {
      "value": "Policy Number",
      "confidence": 0.97,
      "citations": [
        "POLICY NUMBER"
      ]
    },
    "claim_or_certificate_number": {
      "value": "Claim Or Certificate Number",
      "confidence": 0.97,
      "citations": [
        "CLAIM OR CERTIFICATE NUMBER"
      ]
    },
    "insurer_name": {
      "value": "Insurer Name",
      "confidence": 0.97,
      "citations": [
        "INSURER NAME"
      ]
    },
    "loss_or_effective_date": {
      "value": "2026-04-15",
      "confidence": 0.97,
      "citations": [
        "15 Apr 2026"
      ]
    },
    "coverage_type": {
      "value": "Coverage Type",
      "confidence": 0.97,
      "citations": [
        "COVERAGE TYPE"
      ]
    },
    "coverage_or_loss_lines": {
      "value": [
        {
          "description": {
            "value": "Description",
            "confidence": 0.96,
            "citations": [
              "DESCRIPTION"
            ]
          },
          "amount": {
            "value": {
              "amount": "1234.56",
              "currency": "USD"
            },
            "confidence": 0.96,
            "citations": [
              "$1,234.56"
            ]
          }
        }
      ],
      "confidence": 0.97,
      "citations": [
        "COVERAGE OR LOSS LINES"
      ]
    },
    "total_amount": {
      "value": {
        "amount": "1234.56",
        "currency": "USD"
      },
      "confidence": 0.97,
      "citations": [
        "$1,234.56"
      ]
    }
  }
}

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