ACORD125 - document type

Overview

Acord 125 form known as the Commercial Insurance Application is used to record general client information including things like business location and contact details, business description, prior insurance, and loss history.

This Document Understanding^TM skill can process ACORD125 forms from 2011 to 2016 and extracts information about the applicant, insurance policy, and other parties involved in the process (up to 68 fields plus items).

Particularities

The model automatically detects data such as:

• Agency Name, Address, Contact, Customer ID,
• Carrier Name, Policy Number,
• Applicant Information: Name Insured, Mailing Address, Organization Type, GL, SIC, NAICS, FEIN,
• Premises Information: Street, City, ZIP, Interest,
• Prior Carrier Information: Year, Carrier, Policy Number, Premium Amount, Effective and Expiration Date,

Extracted fields

note

If you are using using public endpoints, such as https://du.uipath.com/ie/invoices, all fields are available. However, if you are using custom-trained extractors, the availability of extracted fields is dependant on the version you are currently using. You can also check the list of fields and types on any endpoint in the /info/model object. To access this, simply add /info/model to any endpoint, like so: https://du.uipath.com/ie/invoices/info/model. For an enhanced reading experience of the fields list, it's recommended to install a JSON viewer extension in your browser.

Table 1. List of extracted fields for ACORD125

Display Name	Field Name	Field Type	Content Type
Document Date	date	regular	date
Carrier Name	carrier	regular	string
Company Policy or Program Name	comp-policy-or-prog-name	regular	string
Policy Number	policy-no	regular	id-no
Status of Transaction	transaction	regular	string
Transaction Type	transaction-type	regular	string
Transaction Date	transaction-date	regular	date
Agency Name	ag-name	regular	string
Agency Contact Name	contact-name	regular	string
Agency Phone	contact-phone	regular	phone
Agency Fax	contact-fax	regular	phone
Agency Email	contact-email	regular	string
Agency Customer ID	ag-customer-id	regular	id-no
Attachments	attachments	regular	string
Policy Proposed Effective Date	policy-eff-date	regular	date
Policy Proposed Expiration Date	policy-exp-date	regular	date
Policy Billing Type	policy-billing-type	regular	string
First Applicant Name and Address	ai1-name	regular	string
First Applicant Type	ai1-type	regular	string
First Applicant SIC	ai1-sic	regular	id-no
First Applicant NAICS	ai1-naics	regular	id-no
First Applicant FEIN or SOC SEC	ai1-fein-soc-sec	regular	id-no
First Applicant Phone	ai1-phone	regular	phone
First Applicant Website	ai1-website	regular	string
First Contact Type	ci1-type	regular	string
First Contact Name	ci1-name	regular	string
First Contact Phone	ci1-phone1	regular	phone
First Contact Email	ci1-email	regular	string
Nature of Business	nature-of-business	regular	string
Date Business Started	date-business-start	regular	date
Description of Business Operations	business-operation-desc	regular	string
Additional Interest Type	interest	regular	string
Additional Interest Name and Address	ai-name	regular	string
Additional Interest Rank	ai-rank	regular	number
Additional Interest Evidence Doc	ai-evidence	regular	string
Producer's Signature	producer-signature	regular	string
Producer's Name	producer-name	regular	string
First Applicant GL Code	ai1-gl	regular	id-no
Premises Info - LOC#	prem-info-loc	items	number
Premises Info - BLD#	prem-info-bld	items	id-no
Premises Info - Street	prem-info-street	items	string
Premises Info - City	prem-info-city	items	string
Premises Info - State	prem-info-state	items	string
Premises Info - Zip	prem-info-zip	items	id-no
Premises Info - County	prem-info-county	items	string
Premises Info - City Limits	prem-info-city-limits	items	string
Premises Info - Interest	prem-info-interest	items	string