Insurance Card Extraction
Insurance card extraction preset for health, dental, and vision insurance capturing coverage details, member IDs, and provider contact information.
curl -X POST $XBERG_ENTERPRISE_URL/v1/extract \ -H "Authorization: Bearer $XBERG_API_KEY" \ -F file=@your-insurance_card.pdf \ -F 'preset=insurance_card'

Structured fields extracted by this preset
carrierobjectrequiredInsurance carrier or health plan issuer details.
namestringrequiredOfficial name of the insurance company or plan.
payer_idstringHealthcare payer ID for claims submission.
phonestringCustomer service phone number.
websitestringOfficial website URL for the plan or carrier.
planobjectSpecific plan details and coverage type.
subscriberobjectrequiredPrimary member or policyholder information.
namestringrequiredFull name of the primary subscriber or member.
member_idstringrequiredPrimary member ID number; preserve leading zeros exactly.
date_of_birthstringISO-8601 birth date of the subscriber.
relationshipstringRelationship of subscriber to the account holder.
dependentsarrayFamily members covered under the same plan.
effective_datestringISO-8601 date coverage begins.
expiration_datestringISO-8601 date coverage ends; critical for validity.
copaysobjectFixed copay amounts for different service types.
deductibleobjectAnnual deductible amounts.
out_of_pocket_maxobjectMaximum out-of-pocket spending limits.
rx_binstringBank Identification Number for pharmacy claims routing.
rx_pcnstringProcessor Control Number for pharmacy claims.
rx_groupstringGroup number for pharmacy plan identification.
customer_service_phonestringPhone number for member customer service.
provider_phonestringSeparate phone line for healthcare providers.
claims_addressstringMailing address for submitting claims.
card_sidestringWhich side(s) of the card this information appears on.
Configuration
Call Mode
vision_onlyCitations
EnabledVersion
v1Tags
+System Prompt
You are a healthcare benefits specialist. Extract all insurance card data accurately. Transcribe member IDs, group numbers, and claim routing identifiers preserving leading zeros and exact formatting. Convert dates to ISO-8601 format. Copay amounts and deductibles are monetary values; flag any ambiguity between individual and family limits. Distinguish between front and back of card data. For phone numbers, preserve the exact format shown. Extract all copay tiers present and note any coverage limitations or plan-specific restrictions visible on the card.