Policy packet review without a custom dashboard

Operator Workflow

The processor turns PolDex from a pure API into a narrow operator cockpit: estimate, upload, process, inspect facts, review evidence, mark decisions, save notes, and download artifacts.

This describes the live product workflow. It is not a claim that a named customer has adopted it.

Status	Live product surface case
Audience	Operations teams, compliance reviewers, broker assistants, and founder-led insurance teams
Schema or surface	`processor`

All Case Studies Processor ->

Before / After

The job PolDex takes off the workflow.

The product boundary is narrow: turn messy insurance evidence or parser output into reliable, schema-controlled data that another system can use.

Before

Manual or generic extraction

Non-technical users need developers to call extraction APIs and interpret JSON.
Review decisions and field notes are easy to lose when QA happens in spreadsheets or screenshots.
Exporting structured data from a batch usually requires extra internal tooling.

After

PolDex output

Operators can process files, URLs, or pasted text from a browser while the same backend API remains the system of record.
Completed items can show extracted facts, evidence snippets, conflicts, missing fields, raw JSON, and artifact links.
Review decisions and notes can be saved against batch items for an audit-friendly workflow.

Workflow

How the proof path runs.

Estimate

Processor estimates pages and credits before work begins, matching the API credit model.

Run batch

The batch rail handles uploads, URLs, and text items through the same extraction backend.

Review evidence

Operators inspect facts, evidence snippets, conflicts, missing fields, and raw JSON side by side.

Save and export

Review decisions, field notes, JSON, CSV, XLSX, and ZIP artifacts stay connected to the job record.

Output

What downstream systems can use.

These are the fields or artifacts this case study is meant to make legible to databases, workflows, operators, and AI agents.

Structured output

Data contract

batch_id
item_id
estimated_credits
job_status
extracted_facts
evidence_snippets
review_decision
review_notes
json_artifact
csv_artifact
xlsx_artifact
zip_artifact

Proof

Evidence contract

Signed artifact links
Saved review metadata
Source text cleared after successful extraction when retention policy requires it
Webhook delivery state for downstream systems

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