How rasa-customers/starterpack-insurance-en works
This is a Rasa CALM insurance customer-service assistant. The main workflow collects claim details, summarizes and submits a claim; separate flows check claim status and retrieve policy information. Custom actions read customer, policy, and claim CSV data, while the README also documents FAQs and Enterprise Search. The README supports the conversation-level links below; sampled code shows action-to-CSV reads. Flow internals and several integrations were not sampled, so their implementation-level connections are not asserted.
Main entry points: flow_file_claim.yml File claim · policies.csv Policy records · flow_view_policies.yml View policies · flow_check_claim_status.yml Check status
Components 17
Conversation flows
- File claim
data/claims/flow_file_claim.yml - Check status
data/claims/flow_check_claim_status.yml - View policies
data/policies/flow_view_policies.yml - FAQs
data/general/general.yml
Custom actions
- Claim summary
actions/action_claim_summary.py - Date validation
actions/validate_incident_date.py - Select policy
actions/action_ask_policy_num.py - Claim lookup
actions/action_check_claim_status.py - List policies
actions/action_list_policies.py - Policy details
actions/action_view_policies.py - Customer lookup
actions/actions_get_customer_data.py
Customer records
- Claims records
db/claims.csv - Policy records
db/policies.csv - Customer records
db/customers.csv
Knowledge and interface
- Search documents
docs - Chat widget
chatwidget/index.html
Other components
- Customer
Connections 18
- Customer → File claim: files claim
README.md - File claim → Claim summary: summarizes details
README.md - File claim → Date validation: validates date
README.md - File claim → Select policy: selects policy
README.md - Customer → Check status: checks status
README.md - Check status → Claim lookup: retrieves claim
README.md - Claim lookup → Claims records: reads claims
actions/action_check_claim_status.py - Customer → View policies: requests policies
README.md - View policies → Policy details: retrieves details
README.md - Policy details → Policy records: reads policies
actions/action_view_policies.py - View policies → List policies: lists policies
README.md - List policies → Policy records: reads policies
actions/action_list_policies.py - File claim → Policy records: offers active policies
- Select policy → Policy records: reads policies
actions/action_ask_policy_num.py - Customer lookup → Customer records: reads customers
actions/actions_get_customer_data.py - Customer → FAQs: asks questions
README.md - FAQs → Search documents: searches knowledge
README.md - Customer → Chat widget: uses interface
README.md