User Guide
Step 1: Initiate Claim Analysis
Open a chat with the MarvelX Claims Agent and describe the customer's claim:
Example prompts:
"New bike theft claim - customer reported stolen bicycle"
"Auto accident claim - rear-end collision, 2 vehicles"
"Homeowner's claim - water damage from burst pipe"
"Process claim for customer John Smith - property damage"
Step 2: Upload Customer Documents
The agent provides you with a secure, single-use upload link.
"To process your claim, please upload your supporting documents using this secure link:
http://your-domain.com/api/v1/ibm/file-upload/web/7b2275706c6f61645f6964223a2233396...c7a
Supported formats: PDF, DOCX, TXT, MD, HTML, Images (JPG, PNG, GIF, BMP, WEBP)
Important: This link expires after you upload files OR after 30 minutes (whichever comes first). "
Typical claim documents:
📄 Police reports, incident reports, or accident reports
📸 Photos of damage, theft, or accident scene
🧾 Receipts, invoices, or proof of purchase
📋 Medical records (for injury claims)
📝 Customer statements or witness statements
🆔 Customer identification and policy documents
Click the link and upload all customer-provided documentation in one session.
Step 3: Request Analysis & Review Assessment
After uploading the documents:
Return to the chat and ask the agent to analyze the claim
Example prompts: "Process this claim", "Analyze the documents", or "Review the uploaded files"
The agent analyzes all uploaded files and provides an instant professional assessment:
✅ Identifies potential red flags or inconsistencies
⚠️ Highlights missing documentation or gaps
📋 Suggests additional evidence needed
🔍 Points out areas requiring further investigation
Note: The agent provides analysis only—you make the final decision
Step 4: Collaborate with the AI
Documents persist throughout the session. Use the agent to:
✅ Investigate specific concerns: "What does the police report say about the incident time?"
✅ Verify details: "Are the damage photos consistent with the customer's statement?"
✅ Check completeness: "What additional documents should I request from the customer?"
✅ Compare information: "Does the invoice date match the claim date?"
✅ Draft responses: "Help me write a request for additional documentation"
No need to re-upload files! The agent maintains context throughout your workflow.
Important Notes
Security & Privacy:
Upload links are single-use and time-limited (30 minutes)
Links expire immediately after file upload
All files are securely stored and encrypted
Supported formats:
Documents: PDF, DOCX, TXT, MD, HTML
Images: JPG, PNG, GIF, BMP, WEBP
Best practices:
Upload all relevant files in one session
Use clear, descriptive filenames
Ensure documents are legible and complete
✅ Faster processing
Instant document analysis vs. manual review.
✅ Better Accuracy
AI identifies inconsistencies you might miss
✅ Improved documentation
Know exactly what additional evidence to request
✅ Reduced workload
Spend less time on paperwork, more on decision-making
✅ Consistent quality
Every claim gets thorough analysis