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Admin workspace / Interactive demo

Review submissions.

Check the source certificate, resolve uncertain fields or adjust the requirements.

Selected submission

RDX-003 / COI 03

Needs review
Source certificate
Fictional ACORD 25 certificate 3 for Rubix Demo Insured LLC. General liability $1,000,000, auto liability $1,000,000, expires 2027-01-01. Not valid for insurance.

Select a check to highlight its source field. Both sample policies share the same dates. Additional-insured status and endorsements are outside this demo.

Checks against profile v1

  • General liabilityNeeds review

    General liability amount is unclear. Read the COI before deciding.

    Read as
    1,OOO,OOO
    Required
    At least $750,000
  • Auto liabilityCompliant

    $1,000,000 meets the $1,000,000 minimum.

    Read as
    $1,000,000
    Required
    At least $1,000,000
  • Policy datesCompliant

    Both sample policies are active on 2026-10-25.

    Read as
    2026-01-01 → 2027-01-01
    Required
    Active on 2026-10-25
  • Named insuredCompliant

    Named insured matches the demo profile.

    Read as
    Rubix Demo Insured LLC
    Required
    Rubix Demo Insured LLC
  • Certificate holderCompliant

    Certificate holder matches the demo profile.

    Read as
    Rubix Demo Operations
    Required
    Rubix Demo Operations
Review the extracted amount

The demo extraction reads 1,OOO,OOO with letter O's. The certificate shows $1,000,000. Confirm what you see, then run the rules again.

The rules still decide the outcome. A reviewer correction cannot bypass a failed check.

Carrier message preview Not sent
General liability amount is unclear. Read the COI before deciding. Please ask your insurance representative to review the requirements and supply the appropriate evidence.

Records the next step locally. The carrier message above is a preview.

Decision history 1 entry
  1. Seeded demo submissionNeeds review

    Profile v1 · General liability read as 1,OOO,OOO

    View saved checks and requirements
    • General liabilityNeeds review

      General liability amount is unclear. Read the COI before deciding.

      Read as
      1,OOO,OOO
      Required
      At least $750,000
    • Auto liabilityCompliant

      $1,000,000 meets the $1,000,000 minimum.

      Read as
      $1,000,000
      Required
      At least $1,000,000
    • Policy datesCompliant

      Both sample policies are active on 2026-10-25.

      Read as
      2026-01-01 → 2027-01-01
      Required
      Active on 2026-10-25
    • Named insuredCompliant

      Named insured matches the demo profile.

      Read as
      Rubix Demo Insured LLC
      Required
      Rubix Demo Insured LLC
    • Certificate holderCompliant

      Certificate holder matches the demo profile.

      Read as
      Rubix Demo Operations
      Required
      Rubix Demo Operations

Make it yours

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Rubix can help connect your intake, OCR, rules and follow-up. Bring the messy bits; that's usually where the useful work starts.

Let's build your COI tool
Saved in this browser · Profile v1Read the build guide

Rubix Labs

A few finishing touches.