Bot Integration API: Status Transition Webhooks, DMS Linking, and Quality Check Workflows for RPA-Extracted Data

How InsightUW ingests Marine Hull & Machinery submissions from RPA bots, tracks document management URLs, and runs a CBP quality check before any extracted data reaches an underwriter.

The Problem

Carriers investing in RPA (Robotic Process Automation) face a paradox: bots extract data faster than humans, but nobody trusts the output. A bot pulls vessel specifications from a Marine Hull & Machinery application — tonnage, hull material, class society, flag state — and pushes it into the underwriting system. But who verifies it?

In most shops, the answer is "nobody until something blows up." The bot pushes data directly into the policy admin system. Three months later, a claims adjuster discovers the hull material was misread as "steel" when the application clearly stated "aluminum composite." The reserve is wrong. The reinsurance ceding is wrong. Everything downstream is wrong.

The root causes:

1. No status machine — bots push data once; there's no intermediate "pending review" state
2. No DMS linkage — the bot extracted from a document, but there's no link back to the source page
3. No quality check queue — extracted data goes straight to the underwriter's screen with no CBP verification layer
4. No reject/correction flow — when a human spots an error, there's no structured way to send it back for re-extraction
5. No audit trail — which bot, which version, which document, which field — none of it is tracked

The cost: A single misextracted limit field on a Marine Hull policy can swing exposure by $10M+.

The InsightUW Bot Integration Architecture

InsightUW treats bot-extracted data as untrusted input that must pass through a structured quality gate before it enters the underwriting workflow.

The Status Machine: 6 States, Zero Ambiguity

Every bot-sourced submission moves through a strict state machine. No state can be skipped. Every transition fires a webhook and logs an audit event.

The Scenario

A broker submits a Marine Hull & Machinery application for a Panamax bulk carrier. The submission arrives in the company's document management system (DMS), and a UiPath bot picks it up for extraction.

The Vessel:
- Name: MV Pacific Meridian
- Type: Panamax Bulk Carrier
- Year Built: 2019
- Flag State: Marshall Islands
- Class Society: Lloyd's Register
- Gross Tonnage: 82,400 GT
- Hull Value: $38,000,000
- Machinery Value: $12,000,000
- Total Insured Value: $50,000,000
- Trade Area: Worldwide excluding war zones

Step 1: Bot Creates the Submission

The UiPath bot calls the InsightUW API to register a new submission:

Step 2: System Queues for Quality Check

The system detects that trade area has confidence 0.87 (below the 0.90 threshold). InsightUW automatically:

1. Sets status to quality check
2. Assigns to next Underwriting Assistant in the QC rotation (Maria Santos)
3. Flags the low-confidence field with a yellow highlight
4. Links the DMS document URL so Maria can view the source

Step 3: CBP Reviews in the QC Queue

Maria opens her QC work queue:

She clicks into SUB-2026-MH-0042 and sees the extraction results side-by-side with the DMS document:

Maria clicks the DMS link, navigates to page 4, and reads: "Trading area: Worldwide excluding war zones and high-risk areas as defined by the Joint War Committee (JWC) listed areas."

The bot truncated the value. Maria corrects it:

Step 4: CBP Approves (or Rejects)

Approve flow:

Reject flow (if the extraction was fundamentally wrong):

On rejection, the status reverts to extraction pending, the bot receives a webhook notification, and a new extraction cycle begins.

DMS URL Tracking

Every bot submission carries a dms document url that links back to the source document in the carrier's document management system (NetDocuments, iManage, SharePoint, or custom DMS). This creates a permanent chain of custody:

At every stage — QC review, underwriter analysis, quote generation, audit — any user can click the DMS link and see the exact source document the bot extracted from.

Webhook Notifications

Every status transition fires a webhook to registered listeners (bot orchestrators, DMS systems, downstream policy systems):

Webhook events fired for MV Pacific Meridian:

Auto-Notification to CBP via FIFO

When a bot submission enters the quality check state, InsightUW's FIFO engine assigns it to the next available Underwriting Assistant on the QC rotation — separate from the general submission intake rotation. This ensures QC work doesn't compete with new submission triage.

Maria has the oldest last qc assigned at timestamp — she gets the MV Pacific Meridian QC review. A push notification appears in her app header bell within 1 second.

Confidence Thresholds Configuration

Administrators configure per-LOB confidence thresholds. Fields below the threshold require manual QC review; fields above are auto-approved:

Marine H&M has the highest threshold because vessel specifications are safety-critical — a misread gross tonnage can invalidate classification society requirements.

The Full Timeline: MV Pacific Meridian

Total time from bot extraction to UW review: 10 minutes. Of that, 7 minutes was human QC review.

Key Metrics

InsightUW's Bot Integration API turns RPA from a black box into a trusted, auditable pipeline — with human quality checks where they matter most. Request a demo to see the QC workflow in action.