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Form Enrollment Agent

Overview​

The FormEnrollmentAgent generates structured form definitions from documents containing questions and answers, such as insurance D&O submissions, renewals, or claim forms.

It parses documents, extracts sections, questions, sub-questions, and metadata, and stores the structured form data in a Vector Store index for further processing.

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In chat mode, users can upload a document directly.
When deployed, the agent processes files from the selected dataset.

How It Works​

After a document is processed:

  • Forms are not automatically saved to the selected index.
  • The agent presents the extracted sections and questions for user review.
  • Users can:
    • Edit section titles or question text
    • Remove sections or questions
    • Add new sections or questions
    • Assign or modify weightage for questions (used later by the Extractor).
  • In chat mode, this occurs immediately on the interface.
  • When deployed, the user who created the team receives a notification for approval.
  • The approval screen allows the same edits as in chat mode before saving the final form definition to the dataset.
  • If a form definition with the same identifier already exists, the agent will not save it and will show an "already exists" error.
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After saving, enrolled forms can be viewed using the FormDefinitions UI component.
Go to the FormDefinition UI Component page to learn how to configure and view forms.

Intended Usage​

The FormEnrollmentAgent and FormDefinitions component are primarily designed to define structured questions once and reuse them across similar documents.

This is especially useful for scenarios such as insurance D&O processing, where multiple documents follow the same structure but contain different answers.

How It Fits in a Workflow​

  • The FormEnrollmentAgent creates a structured form definition (sections, questions, sub-questions).
  • Saved form definitions can be retrieved .
  • Retrieved form definitions can be passed to an Extractor pipeline within a workflow.
  • The retrieved form definition can then be:
    • Passed to an Extractor pipeline in a workflow
    • Used to extract answers from similar documents that follow the same format
  • This avoids redefining questions for every document and ensures consistent extraction.

Adding the Agent to a Team​

Actions​

  • Open Team Builder
  • Create or select a team
  • Drag and drop FormEnrollmentAgent into the canvas

Connecting a Vector Store Dataset​

Required Configuration​

  • Drag and drop a Vector Store Dataset into the agent
  • Select the index where structured form data should be saved
  • Ensure the dataset contains a single document source

Deploying the Team (Optional)​

  • Select Dataset
  • Choose Datasource Type: File
  • Deploy the team to automatically process dataset files

Common Use Cases​

  • Insurance D&O submission forms
  • Policy renewal applications
  • Claim intake forms
  • Any document containing structured questions and answers

Summary​

The FormEnrollmentAgent converts unstructured insurance documents into validated, structured form definitions and stores them in a Vector Store index, supporting both interactive chat-based uploads and dataset-driven deployments.