What this category of data looks like
Coverage liability data comes from two primary sources. First, structured storage in insurance company core business systems. Second, parsed text extracted from scanned paper materials including policy PDFs and application confirmation documents.
The system pulls data synchronously when a claim case is created. The system updates the data only when the associated policy is endorsed during the case’s lifecycle.
Structured data includes these fields: coverage liability ID, corresponding insurance type name, payout limit, deductible, and liability scope description. Unstructured data consists of parsed text paragraphs of the corresponding policy clauses.
Payout limits and deductibles use Chinese Yuan (RMB) as their unit. Liability scope description is plain text paragraphs.
What constraints these characteristics impose on workflow orchestration
Precise field requirements for structured coverage liability data require the workflow to include a front-end field validation node. This node validates numerical fields such as payout limits and deductibles for compliance. It stops non-compliant values from moving to later calculation steps.
Unstructured parsed text from policy clauses has format variations. The workflow needs a keyword extraction node. This node accurately identifies paragraphs related to liability scope.
The real-time data update feature tied to claim cases requires the workflow to pull the latest data via the policy interface each execution. Do not enable local caching.
The requirement that all fields use RMB as their unit means all monetary calculation nodes in the workflow must use Yuan as the pricing unit. This avoids errors from cross-unit conversion.
How to set configurations
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
PARSE_FILE_TIMEOUT_SECONDS | 300 seconds | Policy PDFs related to coverage liability typically have limited pages. Conventional parsing time does not exceed 5 minutes. |
RECALL_TOP_K | Top 3 results | Core content of policy clauses related to coverage liability is concentrated in the first 3 parsed results. Excessive recall will introduce redundant information. |
UPLOAD_FILE_MAX_SIZE | 20 MB | File size of a standard single policy PDF typically does not exceed 20 MB. Files outside this range are mostly non-standard materials. |
WORKFLOW_CONTEXT_MODE | Current node context only | Workflow nodes for coverage liability claim initial review do not require cross-node context sharing. This avoids interference from redundant historical information. |
API_REQUEST_TIMEOUT | 60 seconds | Conventional response time for policy interfaces and file parsing interfaces does not exceed 1 minute. Timeout will cause workflow execution interruption. |
MAX_RETRIES | 2 times | Occasional failures in file upload or interface calls can be recovered via retry. Excessive retries will extend workflow execution duration. |
The parameter values provided on this page are general recommendations to serve as a starting point for configuration. Actual values are affected by material format, data volume, and business rules. Specific issues require specific analysis, and it is recommended to test on your own samples before finalizing settings.
Three common mistakes
- Symptom: The workflow throws a
Failed to create post presigned urlerror. It cannot complete claim-related file uploads. Cause:UPLOAD_FILE_MAX_SIZEis not configured to a value adapted to policy file sizes, or storage bucket permission configuration errors cause pre-signed URL generation to fail. - Symptom: When the workflow calls the knowledge base node, retrieval results include coverage liability data from unrelated policies. Cause: The policy ID of the current claim case is not passed as a pre-parameter to the knowledge base retrieval node. This means the retrieval scope is not limited to the corresponding coverage liability data.
- Symptom: Outputs from multiple nodes in the workflow include irrelevant historical claim case information. Cause:
WORKFLOW_CONTEXT_MODEis not configured to use only current node context. Global context sharing is enabled, leading to redundant context.
How to confirm correct configuration
- Upload a standard-sized policy PDF. Verify that the file upload node has no errors, and the parsed result includes fields related to coverage liability.
- Trigger workflow execution. Check that knowledge base recall results only return coverage liability data corresponding to the current claim case.
- View workflow logs. Confirm that API request timeout and retry times match preset configurations, with no abnormal errors.
- Adjust the
WORKFLOW_CONTEXT_MODEconfiguration. Verify that there is no cross-node context interference during multi-node execution.
Question material comes from public community discussions. Configuration values are common starting points and should be measured against your own samples. Verified on 2026-09-14.