Vapi

Lookup Client For Insurance Adjuster

Changed on

Look up a client on behalf of a calling insurance adjuster.

Vapi custom tool. Expects arguments:

  • first_name: the client's first name
  • last_name: the client's last name
  • date_of_birth: the client's date of birth (YYYY-MM-DD, optional)
  • date_of_loss: the incident date (YYYY-MM-DD, optional)

Same matching pipeline as the medical-provider tool (at least one date required; date of loss primary when both given, DOB corroborating). On an exact match, returns the client's info sheet read entirely from the local mirror: demographics (address, phones, email), SSN last-4 (confirm-only — the full SSN is never stored or returned), and per-case facts of loss, injuries, and treating medical providers. Contacts not yet through fullInfo enrichment return ssn_on_file=null with synced fallbacks. When no name matched but one client matches both dates, that client is returned with name_matched=false.

post/vapi/lookup-client-for-insurance-adjuster

Request

  • Base URL: https://api.openintake.ai (the document declares no server; this is the origin it was published from)
  • URL: https://api.openintake.ai/vapi/lookup-client-for-insurance-adjuster
  • Auth: HTTP bearer

Request body

Response

Successful Response

Changes

    • info

      added the new optional request property /

    • info

      added the new optional request property /