Data Extractions

Unstructured data in PDF format is widely-used within the quote-and-bind workflow and in the insurance industry broadly.

For example, many brokers collect quote applications with an application form. Others may require the insureds to submit financial statements or location summary as part of the application. As a result, in many cases, the data that carriers require to generate quotes is already captured by brokers in this unstructured format.

This feature gives the ability to extract the unstructured data directly for easy use with Herald’s API.

[.icon-circle-blue][.icon-circle-blue] This feature is in Beta and is subject to change. If you are interested in accessing it, please reach out to your Herald Customer Success representative.

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What files can Herald extract data from

Type:

• Application forms

Format:

• PDF

[.icon-circle-blue][.icon-circle-blue] For additional file type and format needs, please reach out to Herald’s Customer Success representative.

How data extraction works

Upload a PDF file via /files endpoint, and we will return the extracted data mapped to Herald parameters. You will not receive data that cannot be mapped to Herald parameters or fail our input validation.

You then are able to do whatever you’d like with the extracted data, including creating a new application with pre-filled content via POST /data_extractions/{data_extraction_id}/applications.

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