5a277f4885fa2b69d35caf4d446b81894b4981ec
5
Commits
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d645ba51d3 |
feat(policy-ocr): read A.N.A. Seguros' two policy faces
A.N.A. is the Rosarito office's tourist auto book and the second carrier
the policy OCR pipeline reads. It ships two unrelated faces, and the split
is different from GMX's: GMX ships two documents about one policy, A.N.A.
ships two products.
AUTOMOBILE (SPECIAL POLICY FOR TOURISTS) insures a car; vehicle table,
9 numbered sections, one
LIMIT OF LIABILITY column
DRIVER'S POLICY (the office: "licencia") insures up to 5 named drivers;
no vehicle at all, 6 unnumbered
sections in a different order,
SUM INSURED + PREMIUM columns
The four automobile products the office sells (amplia / responsabilidad
civil, annual / by-the-day) are the same layout with different numbers, so
they get one parser rather than four.
These are born-digital portal PDFs, so pdftotext -layout returns exact
columns and the driver's-policy parser uses that: its two value columns
print the same shape (100,000.00 usd. / 18.70 usd.) with no per-row label,
so horizontal position is the only thing separating them. The split comes
from the header's own offsets, not a constant, because they shift between
products; when it can't be read every amount is reported as a sum insured
and the reviewer is told, rather than half the premiums being filed as
coverage limits.
Three things the layout will punish a naive read for:
- Each PDF prints its face two or three times (ORIGINAL, AGENT COPY, then
a receipt and three travel cards) and the pipeline concatenates every
page before parsing. The coverage walk is bounded to the first copy and
the driver list to the first POLICY HOLDER block. Unbounded, the licencia
returns the same person three times, which reads as a three-driver policy
rather than as a bug.
- The money row is read positionally off its header. An unused DISCOUNT
prints as a bare "-", so "find the six amounts" shifts every value one
column left on a discounted policy.
- Two five-digit numbers sit in the header band and only one is the agent
clave; the agent's street address is "BENITO JUAREZ 25 No.50 INT 38",
three lines above the No. cell holding the policy number.
Sections 6-8 print a PREMIUM where the others print a limit, so
ParsedCoverage gains an optional `premium` (GMX never fills it) and the
review table a column: $40 is what legal aid cost, not a $40 liability
limit. Exclusions follow the GMX rule and go in the risk label with a null
amount -- which matters more here, since a responsabilidad-civil policy
prints 0.00 for material damage and the two are identical on the page.
Also in this change:
- coveragePeriodDays is parsed and written. A.N.A. sells 3- and 4-day
policies; Policy.coveragePeriodDays defaults to 365, so a weekend policy
left at the default sits in the renewals window a year out. Derived from
the dates, cross-checked against the printed DAYS cell, disagreement
noted not resolved.
- Vehicles and named drivers are parsed, shown read-only in review, and
written as Vehicle / InsuredDriver rows on confirm, skipping any already
on the policy (VIN then plate; licence then name). The case that forces
the skip is confirming a renewal onto an existing policy. Nothing is ever
updated or deleted -- a changed plate lands as a second row for a human.
- Batch.provider is set from what the parsers actually claimed instead of
being hardcoded "GMX", so a mixed upload is labelled as mixed and the
header can never contradict its own documents. PolicyDocument.documentType
follows the same rule (was hardcoded GMX_POLICY).
- matchNote becomes TEXT. It was VARCHAR(191) and the note trail was sliced
to 190 chars, which cut the tail notes -- the "could not read X" ones.
- The policy detail page renders an array coveragesJson as a table. Both
shapes have always been possible there, but the object renderer was the
only one, so an OCR-confirmed policy showed a row per array index labelled
"0", "1", "2" with [object Object] as the value. ANA makes that routine.
GMX is untouched behaviourally; its two parsers now spread a shared empty
base instead of listing every null field. 29 new parser cases against
verbatim pdftotext output of three real ANA PDFs, 53 in the suite.
Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
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14c4d44acb |
docs(policy-ocr): vigencia/agente/prima are keyed in by hand on the PVL layout
Confirmed with Luz, who handles GMX policies at the office: the three
fields the especificación does not carry are entered manually. The review
screen already supports it — all three are editable and `postPremium`
enables off the typed premium, so no code change was needed.
The parser's note said "esos datos están en la carátula de la póliza",
which now sends the reviewer looking for the wrong document. It says
"captúrelos a mano" instead, and names the consequence of leaving the
vigencia blank: `Policy.policyTo` is nullable and the renewals window
filters `policyTo: { gte, lte }`, so a policy confirmed without one never
matches and never gets a renewal notice — silently, permanently, with
nothing downstream erroring.
Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
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45be0ad77d |
feat(policy-ocr): read GMX's Spanish PVL especificación layout
GMX ships two unrelated documents for the same policy and the office downloads both from the same portal. The parser only knew the English caratula, so a `…-CondicionesParticulares.pdf` parsed to an almost entirely empty row — including the policy number, which the matcher needs. `parseGmx` becomes a dispatcher over `parseGmxCaratula` (unchanged behaviour) and the new `parseGmxEspecificacion`. Both still report `provider: "GMX"`: the matcher keys on the policy number alone and must not care which artifact was uploaded. The especificación has no tables. Coverages are found by anchoring on `Límite … Responsabilidad:` and walking backwards for the heading, where a heading is a short line *preceded by a blank line* — length alone cannot tell one from the wrapped tail of the paragraph above it, and without that condition coverages get named after the last word of the preceding prose. Also fixed, both pre-existing: - The policy number's group widths are not the same across the two families (`007-037-…-0000-02` vs `07-037-…-00000-01`). The pinned-width regex is replaced by a shape, so both read. - The caratula's ZIP fallback pushed a note saying it had read the ZIP from the address, then never assigned it. Verified against the full ten-page real document: all 17 coverages, amounts, deductibles and the excluded earthquake section match what is printed. 24 parser tests (was 8), four of them regressions for ways this layout can silently attach the *wrong* value rather than none. Co-Authored-By: Claude Opus 5 <noreply@anthropic.com> |
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ec139737be |
docs: as-built reference for the statement OCR capture
Gives receipt capture the same treatment policy OCR just got: a doc that records what is in the code, separate from the spec that records what was designed. RECEIPT_CAPTURE_SPEC.md §2 had accumulated three BUILT notes totalling ~120 lines of findings, which is the right place for the evidence but the wrong place to look up how the matcher picks a column. docs/STATEMENT_OCR.md covers the pipeline, the OCR seam and its text-layer-first rule, all eight parsers and the ordering constraints between them, the matcher's two governing rules and the scopedRefField table, confirm-through-BillingService, the learning write-back, and the API surface. Weight goes to the things that are load-bearing and invisible from the code shape: brand detection must run to completion before layout because Tijuana bills predial and zona federal off the same treasury header; scopedRefField is exported because three call sites must agree or a reference gets learned into a column nothing searches; FEDERAL_ZONE's accountNumber holds a peso amount, so it fails the null-guards as well as the lookup; a misread `$` is the dangerous failure, not a missing one. Also records that CFE/CESPT/Telnor have no unit suite — they predate the gas/predial extension and were only verified end to end. Cross-linked from the spec, POLICY_OCR.md, PLAN.md, README and RESUME.md. Co-Authored-By: Claude Opus 5 <noreply@anthropic.com> |
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872a661051 |
docs: document policy OCR capture, the feature no spec proposed
Policy OCR shipped 2026-08-01 (
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