AI-assisted mapping
Header names vary by broker. The AI reads your columns and samples, then proposes a canonical mapping with confidence scores. You review and adjust before anything is committed.
New feature
Upload premium or claims bordereaux from your brokers as CSV or XLSX. Our AI suggests the column mapping, a human approves every field, and the records are normalized into a clean, tenant-scoped format you can export or review.
Header names vary by broker. The AI reads your columns and samples, then proposes a canonical mapping with confidence scores. You review and adjust before anything is committed.
No mapping is applied without explicit confirmation. Every canonical field is shown with sample values, so the person reviewing the file knows exactly what the system will normalize.
Dates, amounts, currencies, and required fields are checked row by row. Issues are surfaced in full text, never truncated, so your team can fix the source file or decide what to do.