How divyaprasad-sahu/marsh-policy-intelligence works
Marsh Policy Intelligence supports an advisor-led workflow: research a client company, confirm its profile and requirements, compare supplied health-policy brochures, generate a cited recommendation pitch, review and revise its evidence audit, then approve and export. The graph separates frontend workflow stages from backend services and workflow state. Sampled source confirms key API calls and audit behavior; some subsystem wiring is inferred only at the documented capability level, so uncertain internal links are omitted.
Main entry points: main.py HTTP API · AdvisoryJourney.tsx Advisory journey · api.ts API client · analysis.py Advisory analysis
Components 19
Advisor workspace
- Advisory journey
frontend/src/components/AdvisoryJourney.tsx - API client
frontend/src/api.ts - Pitch workspace
frontend/src/components/PitchWorkspace.tsx - Audit panel
frontend/src/components/AuditPanel.tsx
Advisory services
- HTTP API
backend/app/main.py - Company research
backend/app/generation.py - Requirement extraction
backend/app/generation.py - Policy document processing
backend/app/documents.py - Policy brochures
backend/data/policies - Policy facts
backend/app/policy_facts.py - Advisory analysis
backend/app/analysis.py - Pitch generation
backend/app/generation.py
Review and delivery
- Pitch workflow
backend/app/workflow_store.py - Evidence audit
backend/app/audit.py - Pitch and report exports
backend/app/pdf_export.py - PowerPoint export
backend/app/pptx_export.py
Other components
- Insurance advisor
- Public company source
- Gemini API
Connections 21
- Insurance advisor → Advisory journey: provides client inputs
- Advisory journey → API client: requests research and analysis
- Advisory journey → Pitch workspace: reviews pitch
- Advisory journey → Audit panel: reviews audit
- API client → HTTP API: sends API requests
- HTTP API → Company research: requests company research
- Company research → Public company source: looks up company
- HTTP API → Requirement extraction: extracts requirements
- Requirement extraction → Gemini API: requests structured extraction
- HTTP API → Policy document processing: parses uploaded documents
- Policy document processing → Policy brochures: reads policy documents
- HTTP API → Advisory analysis: requests policy comparison
- Advisory analysis → Policy facts: uses policy evidence
- Advisory analysis → Policy brochures: compares supplied brochures
- HTTP API → Pitch generation: generates recommendation pitch
- HTTP API → Pitch workflow: stores and retrieves pitch state
- HTTP API → Evidence audit: runs pitch audit
- Evidence audit → Pitch workflow: updates audit state
- HTTP API → Pitch and report exports: exports audit reports
- HTTP API → PowerPoint export: exports pitch slides
- API client → HTTP API: requests edits and approval