Enhanced Insurance Surrender Field Detection

EnateAI for IDP's 'Insurance Surrender' Model has awareness of over thirty commonly used fields, integrated into the data extraction pipeline powered by Azure Form Recognizer (AFR). These fields are designed to capture essential information from insurance surrender documentation, ensuring accurate and consistent data extraction.

Here’s the full list of the standard fields for the Insurance Surrender Model:

  • Policy Number

  • Policy Holder

  • Policy Holder Occupation

  • Address Including Postcode

  • Residential Address

  • Reason for Payment

  • Reason for original Investment

  • Payment Options

  • Payment Options Data

  • Payment Type

  • Bank Name of Account Holder

  • Bank Account Number

  • Bank Sort Code

  • Bank Building Society Roll Number

  • Bank BIC SWIFT Code

  • Bank IBAN

  • Bank Name

  • Bank Address Including Postcode

  • Policyholder Trustee 1 Signature

  • Policyholder Trustee 1 Number

  • Policyholder Trustee 1 Full Name

  • Policyholder Trustee 1 Address

  • Policyholder Trustee 1 Post Code

  • Policyholder Trustee 1 Date

  • Policyholder Trustee 2 Signature

  • Policyholder Trustee 2 Number

  • Policyholder Trustee 2 Full Name

  • Policyholder Trustee 2 Address

  • Policyholder Trustee 2 Post Code

  • Policyholder Trustee 2 Date

This standardized approach ensures better structure, better data consistency and smoother integration across various platforms.

Last updated

Was this helpful?