@claritylabs/cl-sdk 4.0.1 → 4.2.0

package/README.md

@@ -75,7 +75,7 @@ const extractor = createExtractor({ generateObject, sourceStore });
 const result = await extractor.extract(pdfBase64, "policy-123", { sourceSpans });
 ```
 
-When source spans are available, extraction returns `sourceTree`, `sourceSpans`, `operationalProfile`, `warnings`, `tokenUsage`, and `performanceReport`. The source tree is canonical for policy wording and hierarchy. The extractor groups parser-provided page, title, table, row, and text spans into declarations, policy forms, endorsements, sections, and schedules without running a separate form-inventory, page-map, or source-tree-organizer model call. The operational profile model receives a bounded packet of high-value declaration, schedule, premium, producer, endorsement, and coverage evidence rather than the full document wording. The operational profile contains model-extracted policy metadata, ACORD `linesOfBusiness`, parties, coverage units, nested coverage limit terms, deductibles/retentions, premiums, key dates, and endorsement-support facts, each with `sourceNodeIds` and `sourceSpanIds`. Source-backed identity records such as insurer, producer, contacts, named insured rows, endorsement parties, and standalone insured addresses must include non-empty `sourceSpanIds`. After extraction, a bounded model cleanup pass may keep, drop, or update existing coverage rows and terms by index; the SDK enforces the schema and rejects source IDs that are not present in the current source tree/spans. Endorsement schedules are modeled as whole endorsement coverage units with their own `limits[]` terms instead of unrelated flat rows like `Aggregate Limit`.
+When source spans are available, extraction returns `sourceTree`, `sourceSpans`, `operationalProfile`, `warnings`, `tokenUsage`, and `performanceReport`. The source tree is canonical for policy wording and hierarchy. The extractor groups parser-provided page, title, table, row, and text spans into declarations, policy forms, endorsements, sections, and schedules without running a separate form-inventory, page-map, or source-tree-organizer model call. The operational profile model receives a bounded packet of high-value declaration, schedule, premium, producer, endorsement, and coverage evidence rather than the full document wording. The operational profile contains model-extracted policy metadata, ACORD `linesOfBusiness`, parties, coverage units, nested coverage limit terms, deductibles/retentions, premiums, key dates, endorsement-support facts, and source-backed `declarationFacts` for named-insured identity details such as mailing address, DBA, entity type, tax ID, and additional named insured rows. Each fact keeps `sourceNodeIds` and `sourceSpanIds`. Source-backed identity records such as insurer, producer, contacts, named insured rows, endorsement parties, standalone insured addresses, and declaration facts must include non-empty `sourceSpanIds`. After extraction, a bounded model cleanup pass may keep, drop, or update existing coverage rows and terms by index; the SDK enforces the schema and rejects source IDs that are not present in the current source tree/spans. Endorsement schedules are modeled as whole endorsement coverage units with their own `limits[]` terms instead of unrelated flat rows like `Aggregate Limit`.
 
 CL SDK 4.0 replaces the old `PolicyType` enum and operational-profile `policyTypes` field with ACORD line of business codes. Use `AcordLobCode`, `AcordLobCodeSchema`, `ACORD_LOB_CODES`, `ACORD_LOB_LABELS`, `LEGACY_POLICY_TYPE_TO_LOB`, `PERSONAL_LOB_CODES`, `normalizeOperationalLinesOfBusiness`, and `resolveOperationalProfileLinesOfBusiness`. Serialized legacy profiles with `policyTypes` are still accepted by `PolicyOperationalProfileSchema` and normalize to `linesOfBusiness`.
 

package/dist/application.d.mts

@@ -1,2 +1,2 @@
-export { s as AcroFormMapping, t as AcroFormMappingSchema, u as AnswerParsingResult, v as AnswerParsingResultSchema, w as ApplicationClassifyResult, x as ApplicationClassifyResultSchema, y as ApplicationContextProposal, z as ApplicationContextProposalSchema, C as ApplicationEmailReviewSchema, E as ApplicationField, F as ApplicationFieldSchema, H as ApplicationListFilters, J as ApplicationNextQuestions, K as ApplicationPacket, N as ApplicationPacketAnswer, R as ApplicationPacketAnswerSchema, V as ApplicationPacketSchema, W as ApplicationPipelineConfig, X as ApplicationQualityArtifactSchema, Y as ApplicationQualityIssueSchema, Z as ApplicationQualityReportSchema, _ as ApplicationQualityRoundSchema, $ as ApplicationQuestionCondition, a0 as ApplicationQuestionConditionSchema, a1 as ApplicationQuestionGraph, a2 as ApplicationQuestionGraphSchema, a3 as ApplicationQuestionNode, a4 as ApplicationQuestionNodeSchema, a5 as ApplicationRepeat, a6 as ApplicationRepeatSchema, a7 as ApplicationState, a8 as ApplicationStateSchema, a9 as ApplicationStore, aa as ApplicationTemplate, ab as ApplicationTemplateListFilters, ac as ApplicationTemplateSchema, ad as ApplicationTemplateStore, ae as AutoFillMatch, af as AutoFillMatchSchema, ag as AutoFillResult, ah as AutoFillResultSchema, ak as BackfillProvider, al as BuildApplicationPacketInput, am as BuildApplicationPacketResult, aq as ContextProposalResult, av as CreateApplicationRunInput, aN as FieldExtractionResult, aO as FieldExtractionResultSchema, aP as FieldType, aQ as FieldTypeSchema, aR as FlatPdfPlacement, aS as FlatPdfPlacementSchema, aU as LookupFill, aV as LookupFillResult, aW as LookupFillResultSchema, aX as LookupFillSchema, aY as LookupRequest, aZ as LookupRequestSchema, b7 as ParsedAnswer, b8 as ParsedAnswerSchema, bg as PriorAnswer, bh as ProcessApplicationInput, bi as ProcessApplicationResult, bj as ProcessReplyInput, bk as ProcessReplyResult, bl as QuestionBatchResult, bm as QuestionBatchResultSchema, bp as ReplyIntent, bq as ReplyIntentSchema, bN as applyApplicationAnswers, bO as buildApplicationPacket, bP as buildQuestionGraphFromFields, bQ as createApplicationPipeline, bR as createApplicationRun, bS as extractQuestionGraphFromFields, bT as flattenQuestionGraph, bU as getActiveApplicationFields, bV as getNextApplicationQuestions, bW as normalizeApplicationQuestionGraph, bX as planNextApplicationQuestions, bY as proposeContextWrites, b_ as validateApplicationPacket } from './index-Cte-BzHF.mjs';
+export { s as AcroFormMapping, t as AcroFormMappingSchema, u as AnswerParsingResult, v as AnswerParsingResultSchema, w as ApplicationClassifyResult, x as ApplicationClassifyResultSchema, y as ApplicationContextProposal, z as ApplicationContextProposalSchema, C as ApplicationEmailReviewSchema, E as ApplicationField, F as ApplicationFieldSchema, H as ApplicationListFilters, J as ApplicationNextQuestions, K as ApplicationPacket, N as ApplicationPacketAnswer, R as ApplicationPacketAnswerSchema, V as ApplicationPacketSchema, W as ApplicationPipelineConfig, X as ApplicationQualityArtifactSchema, Y as ApplicationQualityIssueSchema, Z as ApplicationQualityReportSchema, _ as ApplicationQualityRoundSchema, $ as ApplicationQuestionCondition, a0 as ApplicationQuestionConditionSchema, a1 as ApplicationQuestionGraph, a2 as ApplicationQuestionGraphSchema, a3 as ApplicationQuestionNode, a4 as ApplicationQuestionNodeSchema, a5 as ApplicationRepeat, a6 as ApplicationRepeatSchema, a7 as ApplicationState, a8 as ApplicationStateSchema, a9 as ApplicationStore, aa as ApplicationTemplate, ab as ApplicationTemplateListFilters, ac as ApplicationTemplateSchema, ad as ApplicationTemplateStore, ae as AutoFillMatch, af as AutoFillMatchSchema, ag as AutoFillResult, ah as AutoFillResultSchema, ak as BackfillProvider, al as BuildApplicationPacketInput, am as BuildApplicationPacketResult, aq as ContextProposalResult, av as CreateApplicationRunInput, aN as FieldExtractionResult, aO as FieldExtractionResultSchema, aP as FieldType, aQ as FieldTypeSchema, aR as FlatPdfPlacement, aS as FlatPdfPlacementSchema, aU as LookupFill, aV as LookupFillResult, aW as LookupFillResultSchema, aX as LookupFillSchema, aY as LookupRequest, aZ as LookupRequestSchema, bb as ParsedAnswer, bc as ParsedAnswerSchema, bk as PriorAnswer, bl as ProcessApplicationInput, bm as ProcessApplicationResult, bn as ProcessReplyInput, bo as ProcessReplyResult, bp as QuestionBatchResult, bq as QuestionBatchResultSchema, bt as ReplyIntent, bu as ReplyIntentSchema, bR as applyApplicationAnswers, bS as buildApplicationPacket, bT as buildQuestionGraphFromFields, bU as createApplicationPipeline, bV as createApplicationRun, bW as extractQuestionGraphFromFields, bX as flattenQuestionGraph, bY as getActiveApplicationFields, bZ as getNextApplicationQuestions, b_ as normalizeApplicationQuestionGraph, b$ as planNextApplicationQuestions, c0 as proposeContextWrites, c2 as validateApplicationPacket } from './index-C9XfOdmx.mjs';
 import 'zod';

package/dist/application.d.ts

@@ -1,2 +1,2 @@
-export { s as AcroFormMapping, t as AcroFormMappingSchema, u as AnswerParsingResult, v as AnswerParsingResultSchema, w as ApplicationClassifyResult, x as ApplicationClassifyResultSchema, y as ApplicationContextProposal, z as ApplicationContextProposalSchema, C as ApplicationEmailReviewSchema, E as ApplicationField, F as ApplicationFieldSchema, H as ApplicationListFilters, J as ApplicationNextQuestions, K as ApplicationPacket, N as ApplicationPacketAnswer, R as ApplicationPacketAnswerSchema, V as ApplicationPacketSchema, W as ApplicationPipelineConfig, X as ApplicationQualityArtifactSchema, Y as ApplicationQualityIssueSchema, Z as ApplicationQualityReportSchema, _ as ApplicationQualityRoundSchema, $ as ApplicationQuestionCondition, a0 as ApplicationQuestionConditionSchema, a1 as ApplicationQuestionGraph, a2 as ApplicationQuestionGraphSchema, a3 as ApplicationQuestionNode, a4 as ApplicationQuestionNodeSchema, a5 as ApplicationRepeat, a6 as ApplicationRepeatSchema, a7 as ApplicationState, a8 as ApplicationStateSchema, a9 as ApplicationStore, aa as ApplicationTemplate, ab as ApplicationTemplateListFilters, ac as ApplicationTemplateSchema, ad as ApplicationTemplateStore, ae as AutoFillMatch, af as AutoFillMatchSchema, ag as AutoFillResult, ah as AutoFillResultSchema, ak as BackfillProvider, al as BuildApplicationPacketInput, am as BuildApplicationPacketResult, aq as ContextProposalResult, av as CreateApplicationRunInput, aN as FieldExtractionResult, aO as FieldExtractionResultSchema, aP as FieldType, aQ as FieldTypeSchema, aR as FlatPdfPlacement, aS as FlatPdfPlacementSchema, aU as LookupFill, aV as LookupFillResult, aW as LookupFillResultSchema, aX as LookupFillSchema, aY as LookupRequest, aZ as LookupRequestSchema, b7 as ParsedAnswer, b8 as ParsedAnswerSchema, bg as PriorAnswer, bh as ProcessApplicationInput, bi as ProcessApplicationResult, bj as ProcessReplyInput, bk as ProcessReplyResult, bl as QuestionBatchResult, bm as QuestionBatchResultSchema, bp as ReplyIntent, bq as ReplyIntentSchema, bN as applyApplicationAnswers, bO as buildApplicationPacket, bP as buildQuestionGraphFromFields, bQ as createApplicationPipeline, bR as createApplicationRun, bS as extractQuestionGraphFromFields, bT as flattenQuestionGraph, bU as getActiveApplicationFields, bV as getNextApplicationQuestions, bW as normalizeApplicationQuestionGraph, bX as planNextApplicationQuestions, bY as proposeContextWrites, b_ as validateApplicationPacket } from './index-Cte-BzHF.js';
+export { s as AcroFormMapping, t as AcroFormMappingSchema, u as AnswerParsingResult, v as AnswerParsingResultSchema, w as ApplicationClassifyResult, x as ApplicationClassifyResultSchema, y as ApplicationContextProposal, z as ApplicationContextProposalSchema, C as ApplicationEmailReviewSchema, E as ApplicationField, F as ApplicationFieldSchema, H as ApplicationListFilters, J as ApplicationNextQuestions, K as ApplicationPacket, N as ApplicationPacketAnswer, R as ApplicationPacketAnswerSchema, V as ApplicationPacketSchema, W as ApplicationPipelineConfig, X as ApplicationQualityArtifactSchema, Y as ApplicationQualityIssueSchema, Z as ApplicationQualityReportSchema, _ as ApplicationQualityRoundSchema, $ as ApplicationQuestionCondition, a0 as ApplicationQuestionConditionSchema, a1 as ApplicationQuestionGraph, a2 as ApplicationQuestionGraphSchema, a3 as ApplicationQuestionNode, a4 as ApplicationQuestionNodeSchema, a5 as ApplicationRepeat, a6 as ApplicationRepeatSchema, a7 as ApplicationState, a8 as ApplicationStateSchema, a9 as ApplicationStore, aa as ApplicationTemplate, ab as ApplicationTemplateListFilters, ac as ApplicationTemplateSchema, ad as ApplicationTemplateStore, ae as AutoFillMatch, af as AutoFillMatchSchema, ag as AutoFillResult, ah as AutoFillResultSchema, ak as BackfillProvider, al as BuildApplicationPacketInput, am as BuildApplicationPacketResult, aq as ContextProposalResult, av as CreateApplicationRunInput, aN as FieldExtractionResult, aO as FieldExtractionResultSchema, aP as FieldType, aQ as FieldTypeSchema, aR as FlatPdfPlacement, aS as FlatPdfPlacementSchema, aU as LookupFill, aV as LookupFillResult, aW as LookupFillResultSchema, aX as LookupFillSchema, aY as LookupRequest, aZ as LookupRequestSchema, bb as ParsedAnswer, bc as ParsedAnswerSchema, bk as PriorAnswer, bl as ProcessApplicationInput, bm as ProcessApplicationResult, bn as ProcessReplyInput, bo as ProcessReplyResult, bp as QuestionBatchResult, bq as QuestionBatchResultSchema, bt as ReplyIntent, bu as ReplyIntentSchema, bR as applyApplicationAnswers, bS as buildApplicationPacket, bT as buildQuestionGraphFromFields, bU as createApplicationPipeline, bV as createApplicationRun, bW as extractQuestionGraphFromFields, bX as flattenQuestionGraph, bY as getActiveApplicationFields, bZ as getNextApplicationQuestions, b_ as normalizeApplicationQuestionGraph, b$ as planNextApplicationQuestions, c0 as proposeContextWrites, c2 as validateApplicationPacket } from './index-C9XfOdmx.js';
 import 'zod';

package/dist/application.js

@@ -1541,6 +1541,40 @@ var SourceBackedValueSchema = import_zod3.z.object({
   sourceNodeIds: import_zod3.z.array(import_zod3.z.string().min(1)).default([]),
   sourceSpanIds: import_zod3.z.array(import_zod3.z.string().min(1)).default([])
 });
+var OperationalAddressSchema = import_zod3.z.object({
+  street1: import_zod3.z.string().optional(),
+  street2: import_zod3.z.string().optional(),
+  city: import_zod3.z.string().optional(),
+  state: import_zod3.z.string().optional(),
+  zip: import_zod3.z.string().optional(),
+  country: import_zod3.z.string().optional(),
+  formatted: import_zod3.z.string().optional()
+});
+var OperationalDeclarationFactSchema = import_zod3.z.object({
+  field: import_zod3.z.enum([
+    "namedInsured",
+    "mailingAddress",
+    "dba",
+    "entityType",
+    "taxId",
+    "additionalNamedInsured",
+    "policyNumber",
+    "insurer",
+    "broker",
+    "effectiveDate",
+    "expirationDate",
+    "premium",
+    "other"
+  ]),
+  label: import_zod3.z.string().optional(),
+  value: import_zod3.z.string(),
+  normalizedValue: import_zod3.z.string().optional(),
+  valueKind: import_zod3.z.enum(["string", "number", "date", "money", "address", "list", "unknown"]).default("string"),
+  address: OperationalAddressSchema.optional(),
+  confidence: import_zod3.z.enum(["low", "medium", "high"]).default("medium"),
+  sourceNodeIds: import_zod3.z.array(import_zod3.z.string().min(1)).default([]),
+  sourceSpanIds: import_zod3.z.array(import_zod3.z.string().min(1)).default([])
+});
 var OperationalCoverageTermSchema = import_zod3.z.object({
   kind: import_zod3.z.enum([
     "each_claim_limit",
@@ -1563,6 +1597,7 @@ var OperationalCoverageTermSchema = import_zod3.z.object({
 });
 var OperationalCoverageLineSchema = import_zod3.z.object({
   name: import_zod3.z.string(),
+  lineOfBusiness: AcordLobCodeSchema.optional(),
   coverageCode: import_zod3.z.string().optional(),
   limit: import_zod3.z.string().optional(),
   deductible: import_zod3.z.string().optional(),
@@ -1615,6 +1650,7 @@ var PolicyOperationalProfileSchema = import_zod3.z.preprocess(
     expirationDate: SourceBackedValueSchema.optional(),
     retroactiveDate: SourceBackedValueSchema.optional(),
     premium: SourceBackedValueSchema.optional(),
+    declarationFacts: import_zod3.z.array(OperationalDeclarationFactSchema).default([]),
     coverages: import_zod3.z.array(OperationalCoverageLineSchema).default([]),
     parties: import_zod3.z.array(OperationalPartySchema).default([]),
     endorsementSupport: import_zod3.z.array(OperationalEndorsementSupportSchema).default([]),