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Insurance Risk Assessor

by recued-core v2 45 views

Use “Insurance Risk Assessor” in Recued. Analyzes coverage amount, claim history, and geographic risk factors to determine application risk level and underwriting recommendations.

How it works 19 steps

Inspect the data fetches, transforms, gates, and output this recipe runs.

Data fetch
▼ deal recued-core.hubspot.deal.read
Read deal on hubspot
▼
Process (18 steps)
⚠ guard_deal guard
Stop if deal result properties is empty
■ coverage_risk math
Calculate: min(100, max(0, ({{step.deal.result.properties.requested_coverage_amount}} / {{config.high_coverage_threshold}}) * 100))
■ claim_history_risk math
Calculate: min(100, {{step.deal.result.properties.prior_claims_count}} * 20)
■ geographic_risk math
Calculate: min(100, ({{step.deal.result.properties.is_in_flood_zone}} * 25) + ({{step.deal.result.properties.is_in_wildfire_zone}} * 25) + ({{step.deal.result.properties.is_in_hurricane_zone}} * 25))
■ total_risk weighted_score
Weighted score from: coverage risk (50%), claim history risk (30%), geographic risk (20%)
■ is_low compare
Check if total risk is less than
■ is_medium_cond1 compare
Check if total risk is at least
■ is_medium_cond2 compare
Check if total risk is less than
■ is_medium all
Check if all conditions are true
■ is_high compare
Check if total risk is at least
■ risk_level_low template
Generate text from a template
skip: step.is_low equal false
■ risk_level_medium template
Generate text from a template
skip: step.is_medium equal false
■ risk_level_high template
Generate text from a template
skip: step.is_high equal false
■ risk_level coalesce
Use the first available value from: risk level low, risk level medium, risk level high
■ risk_checklist to_checklist
Format results as an actionable checklist
■ summary_metrics to_summary
Format results as a summary card
■ ai_prompt_text template
Generate text from a template
✦ recommended_actions core.ai.prompt
AI generates a response from a custom prompt
▼
Output
checklist risk_checklist
summary summary_metrics
ai_analysis recommended_actions
Settings 1 configurable

Configurable at install. Defaults shown — change them anytime in Recued.

high coverage threshold number = 500000

Uses (2 operations)

Pack operation Read deal on hubspot recued-core.hubspot.deal.read
AI models AI generates a response from a custom prompt core.ai.prompt

Trust & control

What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.

What it's allowed to do

Read AI models core.ai.prompt read-only

1 more isn't listed here. You'll see it at install.

Data it touches

SurfacesAI models

About

Tags

hubspot insurancerisk-assessmentunderwritinghubspot

Details

19 steps 1 configurable settings recipe_id: assess-insurance-application-risk-hubspot