Inbox / policy_copy_0046_term.pdf
Policy intake
Needs reviewDocument workspace
What Policy Bridge read from policy_copy_0046_term.pdf, next to the original.
| Field | Extracted value | Confidence |
|---|---|---|
| Policy Number | 90% | |
| Policyholder Name | Missing | |
| Plan Name | 70% | |
| Sum Assured | Missing | |
| Premium Amount | Missing | |
| Policy Start Date | Missing | |
| Policy End Date | Missing | |
| Nominee Name | Missing | |
| Contact Number | Missing | |
| Missing |
Field mapping
Where each value lands in Zoho CRM once this record is synced.
| Extracted field | Zoho CRM field |
|---|---|
| Policy Number | |
| Policyholder Name | |
| Plan Name | |
| Sum Assured | |
| Premium Amount | |
| Policy Start Date | |
| Policy End Date | |
| Nominee Name | |
| Contact Number | |
Document queue
4 policy copies in the pipeline.
| File name | Status | Confidence | Last updated |
|---|---|---|---|
| policy_copy_0046_term.pdf 172 KB | Needs review | 42% | 22 Sept, 9:02 am |
| policy_copy_0042.pdf 209 KB | Needs review | 74% | 22 Sept, 8:14 am |
| policy_copy_0039_motor.pdf 184 KB | Queued | 91% | 21 Sept, 4:40 pm |
| policy_copy_0044_health.pdf 197 KB | Synced | 97% | 19 Sept, 11:05 am |
Sync log
What has actually landed in Zoho CRM — every line here is confirmed.
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Created
19 Sept, 11:12 am · Deal · Dev Nair — Family Health Optima
Record created in the Policies module and confirmed by Zoho.