Commercial General Liability Section

This section describes how to build your custom OCR API to extract data from Commercial General Liability Insurance using the API Builder. A Commercial General Liability Insurance is a type of insurance policy document that provides coverage to a business for injuries and damages caused by the business’s operations, products, or injuries that occur on the business’s premises.

Prerequisites

You’ll need at least 20 Commercial General Liability Insurance images or pdfs to train your OCR.

Define Your Commercial General Liability Insurance Use Case

Using the Commercial General Liability below, we’re going to define the fields we want to extract from it.

Commercial General Liability

General Information

Agency
Carrier
Agency Customer ID
Policy Number
Effective Date
Applicant
NAIC Code
Date

Coverages

Property Damage Deductibles
Bodily Injury Deductibles per claim
Bodily Injury Deductibles per occurrence

Limits

General Aggregate Limit
Products & Completed Operations Aggregate
Personal & Advertising Injury
Each Occurrence
Damage to Rented Premises (each occurrence)
Medical Expense (any other person)
Employee Benefit

Premium

Premises Operations Premium
Products Premium
Other Premium
Total Premium

Schedule of Hazards

Loc #
Haz #
Classification
Class Code
Premium basis
Exposure
Terr
Premops Rate

Claims Made

Proposed Retroactive Date
Entry Date

Employee Benefits Liability

Deductible per Claim
Number of Employees
Number of Employees covered
Retroactive Date

Contractors

Paid to Subcontractor
% of work subcontracted
Number of Full Time Staff
Number of Part-Time Staff

Products / Completed Operations

Product
Annual Gross Sales
Number of Units
Time to Market
Expected Life
Intended Use
Principal Component

Additional Interest / Certificate Recipient

Name
Address
Rank
Reference

That’s it for this example. Feel free to add any other relevant data that fits your requirement.

Deploy Your API

Once you have defined the list of fields you want to extract from your Commercial General Liability Insurance, head over to the platform and follow these steps:

Click on the Create a new API button on the right.
Next, fill in the basic information about the API you want to create as seen below.

Set up your API

Click on the Next button. The following page allows you to define and add your data model.

Define Your Model

There are two ways to add fields to your data model.

Upload a JSON config file
- Manually add data

Data Model

Upload a JSON Config

To add data fields using JSON config upload.

Copy the following JSON into a file.

{
  "problem_type": {
    "classificator": { "features": [], "features_name": [] },
    "selector": {
      "features": [
        {
          "cfg": { "filter": { "alpha": -1, "numeric": 0 } },
          "handwritten": false,
          "name": "agency",
          "public_name": "Agency",
          "semantics": "word"
        },
        {
          "cfg": { "filter": { "alpha": -1, "numeric": 0 } },
          "handwritten": false,
          "name": "carrier",
          "public_name": "Carrier",
          "semantics": "word"
        },
        {
          "cfg": { "filter": { "alpha": -1, "numeric": -1 } },
          "handwritten": false,
          "name": "agency_customer_id",
          "public_name": "Agency Customer ID",
          "semantics": "word"
        },
        {
          "cfg": { "filter": { "alpha": -1, "numeric": -1 } },
          "handwritten": false,
          "name": "policy_number",
          "public_name": "Policy Number",
          "semantics": "word"
        },
        {
          "cfg": { "filter": { "convention": "US" } },
          "handwritten": false,
          "name": "effective_date",
          "public_name": "Effective Date",
          "semantics": "date"
        },
        {
          "cfg": { "filter": { "alpha": -1, "numeric": 0 } },
          "handwritten": false,
          "name": "applicant",
          "public_name": "Applicant",
          "semantics": "word"
        },
        {
          "cfg": { "filter": { "is_integer": -1 } },
          "handwritten": false,
          "name": "naic_code",
          "public_name": "NAIC Code",
          "semantics": "amount"
        },
        {
          "cfg": { "filter": { "convention": "US" } },
          "handwritten": false,
          "name": "date",
          "public_name": "Date",
          "semantics": "date"
        },
        {
          "cfg": { "filter": { "is_integer": -1 } },
          "handwritten": false,
          "name": "property_damage_deductibles",
          "public_name": "Property Damage Deductibles",
          "semantics": "amount"
        },
        {
          "cfg": { "filter": { "is_integer": -1 } },
          "handwritten": false,
          "name": "bodily_injury_deductibles_per_claim",
          "public_name": "Bodily Injury Deductibles per claim",
          "semantics": "amount"
        },
        {
          "cfg": { "filter": { "is_integer": -1 } },
          "handwritten": false,
          "name": "bodily_injury_deductibles_per_occurrence",
          "public_name": "Bodily Injury Deductibles per occurrence",
          "semantics": "amount"
        },
        {
          "cfg": { "filter": { "is_integer": -1 } },
          "handwritten": false,
          "name": "general_aggregate_limit",
          "public_name": "General Aggregate Limit",
          "semantics": "amount"
        },
        {
          "cfg": { "filter": { "alpha": -1, "numeric": -1 } },
          "handwritten": false,
          "name": "products_completed_operations_aggregate",
          "public_name": "Products & Completed Operations Aggregate",
          "semantics": "word"
        },
        {
          "cfg": { "filter": { "alpha": -1, "numeric": -1 } },
          "handwritten": false,
          "name": "personal_advertising_injury",
          "public_name": "Personal & Advertising Injury",
          "semantics": "word"
        },
        {
          "cfg": { "filter": { "alpha": -1, "numeric": -1 } },
          "handwritten": false,
          "name": "each_occurrence",
          "public_name": "Each Occurrence",
          "semantics": "word"
        },
        {
          "cfg": { "filter": { "alpha": -1, "numeric": -1 } },
          "handwritten": false,
          "name": "damage_to_rented_premises_each_occurrence",
          "public_name": "Damage to Rented Premises (each occurrence)",
          "semantics": "word"
        },
        {
          "cfg": { "filter": { "alpha": -1, "numeric": -1 } },
          "handwritten": false,
          "name": "medical_expense_any_other_person",
          "public_name": "Medical Expense (any other person)",
          "semantics": "word"
        },
        {
          "cfg": { "filter": { "alpha": -1, "numeric": -1 } },
          "handwritten": false,
          "name": "employee_benefit",
          "public_name": "Employee Benefit",
          "semantics": "word"
        },
        {
          "cfg": { "filter": { "is_integer": -1 } },
          "handwritten": false,
          "name": "premises_operations_premium",
          "public_name": "Premises Operations Premium",
          "semantics": "amount"
        },
        {
          "cfg": { "filter": { "is_integer": -1 } },
          "handwritten": false,
          "name": "products_premium",
          "public_name": "Products Premium",
          "semantics": "amount"
        },
        {
          "cfg": { "filter": { "is_integer": -1 } },
          "handwritten": false,
          "name": "other_premium",
          "public_name": "Other Premium",
          "semantics": "amount"
        },
        {
          "cfg": { "filter": { "is_integer": -1 } },
          "handwritten": false,
          "name": "total_premium",
          "public_name": "Total Premium",
          "semantics": "amount"
        },
        {
          "cfg": { "filter": { "is_integer": -1 } },
          "handwritten": false,
          "name": "loc",
          "public_name": "Loc #",
          "semantics": "amount"
        },
        {
          "cfg": { "filter": { "is_integer": -1 } },
          "handwritten": false,
          "name": "haz",
          "public_name": "Haz",
          "semantics": "amount"
        },
        {
          "cfg": { "filter": { "alpha": -1, "numeric": 0 } },
          "handwritten": false,
          "name": "classification",
          "public_name": "Classification",
          "semantics": "word"
        },
        {
          "cfg": { "filter": { "is_integer": -1 } },
          "handwritten": false,
          "name": "class_code",
          "public_name": "Class Code",
          "semantics": "amount"
        },
        {
          "cfg": { "filter": { "alpha": -1, "numeric": 0 } },
          "handwritten": false,
          "name": "premium_basis",
          "public_name": "Premium basis",
          "semantics": "word"
        },
        {
          "cfg": { "filter": { "is_integer": -1 } },
          "handwritten": false,
          "name": "exposure",
          "public_name": "Exposure",
          "semantics": "amount"
        },
        {
          "cfg": { "filter": { "is_integer": -1 } },
          "handwritten": false,
          "name": "terr",
          "public_name": "Terr",
          "semantics": "amount"
        },
        {
          "cfg": { "filter": { "is_integer": 1 } },
          "handwritten": false,
          "name": "premops_rate",
          "public_name": "Premops Rate",
          "semantics": "amount"
        },
        {
          "cfg": { "filter": { "convention": "US" } },
          "handwritten": false,
          "name": "proposed_retroactive_date",
          "public_name": "Proposed Retroactive Date",
          "semantics": "date"
        },
        {
          "cfg": { "filter": { "convention": "US" } },
          "handwritten": false,
          "name": "entry_date",
          "public_name": "Entry Date",
          "semantics": "date"
        },
        {
          "cfg": { "filter": { "is_integer": -1 } },
          "handwritten": false,
          "name": "deductible_per_claim",
          "public_name": "Deductible per Claim",
          "semantics": "amount"
        },
        {
          "cfg": { "filter": { "is_integer": -1 } },
          "handwritten": false,
          "name": "number_of_employees",
          "public_name": "Number of Employees",
          "semantics": "amount"
        },
        {
          "cfg": { "filter": { "is_integer": -1 } },
          "handwritten": false,
          "name": "number_of_employees_covered",
          "public_name": "Number of Employees covered",
          "semantics": "amount"
        },
        {
          "cfg": { "filter": {} },
          "handwritten": false,
          "name": "retroactive_date",
          "public_name": "Retroactive Date",
          "semantics": "date"
        },
        {
          "cfg": { "filter": { "is_integer": -1 } },
          "handwritten": false,
          "name": "paid_to_subcontractor",
          "public_name": "Paid to Subcontractor",
          "semantics": "amount"
        },
        {
          "cfg": { "filter": { "is_integer": 1 } },
          "handwritten": false,
          "name": "of_work_subcontracted",
          "public_name": "% of work subcontracted",
          "semantics": "amount"
        },
        {
          "cfg": { "filter": { "is_integer": 1 } },
          "handwritten": false,
          "name": "number_of_full_time_staff",
          "public_name": "Number of Full Time Staff",
          "semantics": "amount"
        },
        {
          "cfg": { "filter": { "is_integer": 1 } },
          "handwritten": false,
          "name": "number_of_part_time_staff",
          "public_name": "Number of Part-Time Staff",
          "semantics": "amount"
        },
        {
          "cfg": { "filter": { "alpha": -1, "numeric": 0 } },
          "handwritten": false,
          "name": "product",
          "public_name": "Product",
          "semantics": "word"
        },
        {
          "cfg": { "filter": { "is_integer": -1 } },
          "handwritten": false,
          "name": "annual_gross_sales",
          "public_name": "Annual Gross Sales",
          "semantics": "amount"
        },
        {
          "cfg": { "filter": { "is_integer": -1 } },
          "handwritten": false,
          "name": "number_of_units",
          "public_name": "Number of Units",
          "semantics": "amount"
        },
        {
          "cfg": { "filter": { "is_integer": -1 } },
          "handwritten": false,
          "name": "time_to_market",
          "public_name": "Time to Market",
          "semantics": "amount"
        },
        {
          "cfg": { "filter": { "is_integer": -1 } },
          "handwritten": false,
          "name": "expected_life",
          "public_name": "Expected Life",
          "semantics": "amount"
        },
        {
          "cfg": { "filter": { "alpha": -1, "numeric": 0 } },
          "handwritten": false,
          "name": "intended_use",
          "public_name": "Intended Use",
          "semantics": "word"
        },
        {
          "cfg": { "filter": { "alpha": -1, "numeric": 0 } },
          "handwritten": false,
          "name": "principal_component",
          "public_name": "Principal Component",
          "semantics": "word"
        },
        {
          "cfg": { "filter": { "alpha": -1, "numeric": 0 } },
          "handwritten": false,
          "name": "name",
          "public_name": "Name",
          "semantics": "word"
        },
        {
          "cfg": { "filter": { "alpha": -1, "numeric": -1 } },
          "handwritten": false,
          "name": "address",
          "public_name": "Address",
          "semantics": "word"
        },
        {
          "cfg": { "filter": { "is_integer": -1 } },
          "handwritten": false,
          "name": "rank",
          "public_name": "Rank",
          "semantics": "amount"
        },
        {
          "cfg": { "filter": { "alpha": -1, "numeric": -1 } },
          "handwritten": false,
          "name": "reference",
          "public_name": "Reference",
          "semantics": "word"
        }
      ],
      "features_name": [
        "agency",
        "carrier",
        "agency_customer_id",
        "policy_number",
        "effective_date",
        "applicant",
        "naic_code",
        "date",
        "property_damage_deductibles",
        "bodily_injury_deductibles_per_claim",
        "bodily_injury_deductibles_per_occurrence",
        "general_aggregate_limit",
        "products_completed_operations_aggregate",
        "personal_advertising_injury",
        "each_occurrence",
        "damage_to_rented_premises_each_occurrence",
        "medical_expense_any_other_person",
        "employee_benefit",
        "premises_operations_premium",
        "products_premium",
        "other_premium",
        "total_premium",
        "loc",
        "haz",
        "classification",
        "class_code",
        "premium_basis",
        "exposure",
        "terr",
        "premops_rate",
        "proposed_retroactive_date",
        "entry_date",
        "deductible_per_claim",
        "number_of_employees",
        "number_of_employees_covered",
        "retroactive_date",
        "paid_to_subcontractor",
        "of_work_subcontracted",
        "number_of_full_time_staff",
        "number_of_part_time_staff",
        "product",
        "annual_gross_sales",
        "number_of_units",
        "time_to_market",
        "expected_life",
        "intended_use",
        "principal_component",
        "name",
        "address",
        "rank",
        "reference"
      ]
    }
  }
}

Click on Upload a JSON config.
The data model will be automatically filled.
Click on Create API at the bottom of the screen.

Document Data Model filled

Manually Add Data

Using the interface, you can manually add each field for the data you are extracting. For this example, here are the different field configurations used:

General Information

Agency: type String that never contains numeric characters.
Carrier: type String that never contains numeric characters.
Agency Customer ID: type String without specifications.
Policy Number: type String without specifications.
Effective Date: type Date with US format.
Applicant: type String that never contains numeric characters.
NAIC Code: type Number without specifications.
Date: type Date with US format.

Coverages

Property Damage Deductibles: type Number without specifications.
Bodily Injury Deductibles per claim: type Number without specifications.
Bodily Injury Deductibles per occurrence: type Number without specifications.

Limits

General Aggregate Limit: type Number without specifications.
Products & Completed Operations Aggregate: type String without specifications.
Personal & Advertising Injury: type String without specifications.
Each Occurrence: type String without specifications.
Damage to Rented Premises (each occurrence): type String without specifications.
Medical Expense (any other person): type String without specifications.
Employee Benefit: type String without specifications.

Premium

Premises Operations Premium: type Number without specifications.
Products Premium: type Number without specifications.
Other Premium: type Number without specifications.
Total Premium: type Number without specifications.

Schedule of Hazards

Loc #: type Number without specifications.
Haz #: type Number without specifications.
Classification: type String that never contains numeric characters.
Class Code: type Number without specifications.
Premium basis: type String that never contains numeric characters.
Exposure: type Number without specifications.
Terr: type Number without specifications.
Premops Rate: type Number that is always an integer.

Claims Made

Proposed Retroactive Date: type Date with US format.
Entry Date: type Date with US format.

Employee Benefits Liability

Deductible per Claim: type Number without specifications.
Number of Employees: type Number without specifications.
Number of Employees covered: type Number without specifications.
Retroactive Date: type Date with US format.

Contractors

Paid to Subcontractor: type Date with US format.
% of work subcontracted: type Number that is always an integer.
Number of Full Time Staff: type Date with US format.
Number of Part-Time Staff: type Date with US format.

Products / Completed Operations

Product: type String that never contains numeric characters.
Annual Gross Sales: type Number without specifications.
Number of Units: type Number without specifications.
Time to Market: type Number without specifications.
Expected Life: type Number without specifications.
Intended Use: type String that never contains numeric characters.
Principal Component: type String that never contains numeric characters.

Additional Interest / Certificate Recipient

Name: type String that never contains numeric characters.
Address: type String without specifications.
Rank: type Number without specifications.
Reference: type String without specifications.

Once you’re done setting up your data model, click the Create API button at the bottom of the screen.

Document Data Model filled

Train your Commercial General Liability Section OCR

You’re all set! Now it's time to train your Commercial General Liability Section deep learning model in the Training section of our API.
Train your model

Upload one file at a time or a zip bundle of many files.
Click on the field input on the right, and the blue box on the left highlights all the corresponding field candidates in the document.
Next, click on the validate arrow for all the field inputs.
Once you have selected the proper box(es) for each of your fields as displayed on the right-hand side, click on the validate button located at the right-side bottom to send an annotation for the model you have created.
Repeat this process until you have trained 20 documents to create a trained model.

To get more information about the training phase, please refer to the Getting Started tutorial.

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