Data Fields
Data fields define what information Kantilever extracts from submission documents. Configure fields to capture the data most relevant to your underwriting workflow.Field Types
Creating Fields
- Navigate to your desk’s Data Fields tab
- Click + Add Field
- Configure the field:
- Name - Identifier used in rules and API
- Display Name - Human-readable label
- Type - Select from available types
- Required - Whether this field must be extracted
- Description - Help text for extraction AI
Enum Fields
For enum fields, define the allowed values:Extraction Behavior
When a submission is created, Kantilever:- Processes all documents (email body, attachments)
- Extracts text from PDFs and images
- Uses AI to identify field values based on your schema
- Populates fields with extracted values and confidence scores
Confidence Scores
Each extracted value includes a confidence score (0-100%). Review low-confidence extractions for accuracy.Custom Prompts
Add custom extraction prompts to guide the AI:“For TIV, sum all building values and contents values. Include business income if specified.”
Computed Fields
Create fields that calculate values from other fields:- Click + Add Computed Field
- Define the computation logic
- Reference other fields in your formula
Total Premium = Base Premium * (1 + Tax Rate)
Best Practices
Start Simple
Begin with essential fields and add more as needed:- Insured Name
- Effective Date
- Expiration Date
- Total Insured Value
- State/Location
Use Clear Names
Field names should be unambiguous:- Good:
policy_effective_date - Avoid:
date1
Provide Context
Add descriptions to help the AI understand what to extract:- “The named insured, not the broker or agent name”
- “Total property value including all locations”