@claritylabs/cl-sdk 4.1.0 → 4.3.0

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, 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`.
+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, policy-party, operations-description, endorsement, and coverage evidence rather than the full document wording. The operational profile contains model-extracted policy metadata, ACORD `linesOfBusiness`, a source-backed insured operations description, policy-scoped parties and their available structured addresses, 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`. The compatibility document projection materializes complete named-insured, producer, and insurer addresses while partial and MGA/administrator addresses remain available in `operationalProfile.parties`. 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, 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-BzrY6OMD.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-DhA-5jZy.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, 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-BzrY6OMD.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-DhA-5jZy.js';
 import 'zod';

package/dist/application.js

@@ -1597,6 +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(),
@@ -1612,6 +1613,7 @@ var OperationalCoverageLineSchema = import_zod3.z.object({
 var OperationalPartySchema = import_zod3.z.object({
   role: import_zod3.z.string(),
   name: import_zod3.z.string(),
+  address: OperationalAddressSchema.optional(),
   sourceNodeIds: import_zod3.z.array(import_zod3.z.string().min(1)).default([]),
   sourceSpanIds: import_zod3.z.array(import_zod3.z.string().min(1)).default([])
 });
@@ -1649,6 +1651,7 @@ var PolicyOperationalProfileSchema = import_zod3.z.preprocess(
     expirationDate: SourceBackedValueSchema.optional(),
     retroactiveDate: SourceBackedValueSchema.optional(),
     premium: SourceBackedValueSchema.optional(),
+    operationsDescription: SourceBackedValueSchema.optional(),
     declarationFacts: import_zod3.z.array(OperationalDeclarationFactSchema).default([]),
     coverages: import_zod3.z.array(OperationalCoverageLineSchema).default([]),
     parties: import_zod3.z.array(OperationalPartySchema).default([]),