PolicyPilot
  • Intake
  • Actions
  • Output
  • History
  • Audit Log
  • Connectors
  • LLM Costs

Audit Log

|
TimestampUserActionDetails
Mar 19, 11:00 AMcmng1alp...APPROVED

Approved by Sarah Johnson — ready for delivery

Mar 19, 9:25 AMSystemTEMPLATE_FILLED

COI template filled with extracted data — GL, WC sections populated

Mar 19, 9:22 AMSystemAUTO_APPROVED

All checks passed — auto-approved for issuance

Mar 19, 9:21 AMSystemEPIC_MATCH

Matched policy GL-2025-001234 (Hartford Insurance) in EPIC

Mar 19, 9:20 AMSystemEXTRACTED

AI extracted 12 fields from Acme Corp GL renewal — confidence 95%

TimestampUserActionDetails
Mar 18, 4:00 PMcmng1alp...APPROVED

Approved by Sarah Johnson — ready for delivery

Mar 18, 3:00 PMSystemTEMPLATE_FILLED

COI template filled — GL, Auto sections populated

Mar 18, 2:37 PMSystemAUTO_APPROVED

All checks passed — auto-approved

Mar 18, 2:36 PMSystemEPIC_MATCH

Matched policy GL-2025-002345 (Chubb Insurance) in EPIC

Mar 18, 2:35 PMSystemEXTRACTED

AI extracted 10 fields from Stellar solar COI — confidence 92%

TimestampUserActionDetails
Mar 17, 2:30 PMcmng1an3...APPROVED

Approved by Mike Chen — ready for delivery

Mar 17, 11:00 AMSystemTEMPLATE_FILLED

COI template filled — GL, Auto sections populated

Mar 17, 10:07 AMSystemAUTO_APPROVED

All checks passed — auto-approved

Mar 17, 10:06 AMSystemEPIC_MATCH

Matched policy GL-2025-004567 (Berkshire Hathaway) in EPIC

Mar 17, 10:05 AMSystemEXTRACTED

AI extracted 10 fields from Nullbrains annual COI — confidence 91%

TimestampUserActionDetails
Mar 16, 3:00 PMcmng1alp...PAUSED

Paused by Sarah Johnson — verifying new umbrella limit ($10M) with Zurich

Mar 16, 12:00 PMcmng1alp...APPROVED

Approved in actions by Sarah Johnson

Mar 16, 9:00 AMSystemTEMPLATE_FILLED

COI template filled — GL, Auto, WC, Umbrella sections populated

Mar 16, 8:52 AMSystemAUTO_APPROVED

All checks passed — auto-approved

Mar 16, 8:51 AMSystemEPIC_MATCH

Matched policy GL-2025-005678 (Zurich Insurance) in EPIC

Mar 16, 8:50 AMSystemEXTRACTED

AI extracted 16 fields from Pacific Freight full COI — confidence 88%

TimestampUserActionDetails
Mar 15, 3:27 PMSystemAUTO_APPROVED

All checks passed — auto-approved, moved to actions

Mar 15, 3:26 PMSystemEPIC_MATCH

Matched policy WC-2025-005678 (Travelers Insurance) in EPIC

Mar 15, 3:25 PMSystemEXTRACTED

AI extracted 9 fields from Acme Corp WC renewal — confidence 94%

TimestampUserActionDetails
Mar 14, 2:05 PMSystemPAUSED

System paused — certificate holder 'WindPath Energy Partners LLC' not found in EPIC records

Mar 14, 2:00 PMcmng1alp...APPROVED

Manually approved by Sarah Johnson in intake

Mar 14, 11:36 AMSystemEPIC_MATCH

Matched policy GL-2025-002345 (Chubb Insurance) in EPIC

Mar 14, 11:35 AMSystemEXTRACTED

AI extracted 18 fields from Stellar wind farm COI — confidence 90%

TimestampUserActionDetails
Mar 12, 4:05 PMSystemPAUSED

System paused — policy GL-2026-NEW-789 not found in EPIC. Carrier change to Nationwide.

Mar 12, 4:00 PMcmng1an3...APPROVED

Manually approved by Mike Chen in intake

Mar 12, 1:50 PMSystemEXTRACTED

AI extracted 12 fields from Riverside renewal — confidence 85%

TimestampUserActionDetails
Mar 10, 8:11 AMSystemPAUSED

System paused — confidence below 70% threshold, manual review required

Mar 10, 8:10 AMSystemEXTRACTED

AI extraction completed with low confidence (58%) — scanned document quality poor

TimestampUserActionDetails
Mar 8, 10:00 AMcmng1alp...PAUSED

Paused by Sarah Johnson — checking with underwriting if highway project requires additional endorsements

Mar 8, 9:36 AMSystemEPIC_MATCH

Matched policy GL-2025-003456 (Liberty Mutual) in EPIC

Mar 8, 9:35 AMSystemEXTRACTED

AI extracted 8 fields from Riverside highway COI — confidence 93%

TimestampUserActionDetails
Mar 6, 11:35 AMSystemFAILED

Extraction failed — low quality scanned PDF, unable to read text

TimestampUserActionDetails
Mar 19, 2:30 PMcmng1an4...LOGIN

Admin user logged in

Mar 19, 9:00 AMSystemSYNC

Synced 10 new emails from Outlook inbox

Mar 15, 8:00 AMSystemSYNC

Synced 3 new emails from Outlook inbox

40 entries across 11 groups