# Certificate of Currency Bulk Validator — Renewal Cross-Check (`armourylabs/insurance-certificate-bulk-validator`) Actor Cross-checks already-extracted certificate of currency data against a broker renewal schedule. Field-by-field matching of insurer, policy number, expiry and coverage limits with tolerant normalisation. Does not read PDFs. One dataset item per certificate validated. - **URL**: https://apify.com/armourylabs/insurance-certificate-bulk-validator.md - **Developed by:** [Christopher Smith](https://apify.com/armourylabs) (community) - **Categories:** Automation, Developer tools - **Stats:** 1 total users, 0 monthly users, 0.0% runs succeeded, 0 bookmarks - **User rating**: No ratings yet ## Pricing $20.00 / 1,000 certificate validateds This Actor is paid per event. You are not charged for the Apify platform usage, but only a fixed price for specific events. Learn more: https://docs.apify.com/platform/actors/running/actors-in-store#pay-per-event ## What's an Apify Actor? Actors are a software tools running on the Apify platform, for all kinds of web data extraction and automation use cases. In Batch mode, an Actor accepts a well-defined JSON input, performs an action which can take anything from a few seconds to a few hours, and optionally produces a well-defined JSON output, datasets with results, or files in key-value store. In Standby mode, an Actor provides a web server which can be used as a website, API, or an MCP server. Actors are written with capital "A". ## How to integrate an Actor? If asked about integration, you help developers integrate Actors into their projects. You adapt to their stack and deliver integrations that are safe, well-documented, and production-ready. The best way to integrate Actors is as follows. In JavaScript/TypeScript projects, use official [JavaScript/TypeScript client](https://docs.apify.com/api/client/js.md): ```bash npm install apify-client ``` In Python projects, use official [Python client library](https://docs.apify.com/api/client/python.md): ```bash pip install apify-client ``` In shell scripts, use [Apify CLI](https://docs.apify.com/cli/docs.md): ````bash # MacOS / Linux curl -fsSL https://apify.com/install-cli.sh | bash # Windows irm https://apify.com/install-cli.ps1 | iex ```bash In AI frameworks, you might use the [Apify MCP server](https://docs.apify.com/platform/integrations/mcp.md). If your project is in a different language, use the [REST API](https://docs.apify.com/api/v2.md). For usage examples, see the [API](#api) section below. For more details, see Apify documentation as [Markdown index](https://docs.apify.com/llms.txt) and [Markdown full-text](https://docs.apify.com/llms-full.txt). # README ## Certificate of Currency Bulk Validator — Renewal Cross-Check Cross-check batches of **already-extracted** certificate of currency data against your renewal schedule in seconds. Every certificate is compared field-by-field — insurer, policy number, expiry date, coverage limit, class of insurance — and comes back as a clear PASS/FAIL with the exact mismatches listed. In the US these are certificates of insurance (COI) - same documents, same checks; only the name changes. Built for insurance brokers, MGAs, corporate risk managers, and insurance ops teams - AU certificate of currency and US COI workflows alike - who spend renewal season re-keying and eyeballing dozens of certificates against a schedule. **This tool does not read PDFs.** It takes structured records you have already extracted (by your OCR or document-AI step, or by hand) and does the tedious cross-checking half of the job — consistently, every field, every certificate. ### What does the Certificate of Currency Validator check? - **Insurer name** — case-insensitive match - **Policy number** — tolerant of dashes and spaces (`POL-2024-001` matches `POL2024001`) - **Expiry date** — many formats accepted; expired certificates are flagged even when the dates match - **Coverage limit** — normalises `$5,000,000`, `5M`, and `5 million` before comparing - **Class of insurance** — case-insensitive match - **Unmatched certificates** — anything missing from the schedule is FAIL by default (set `strict_unmatched: false` to downgrade to WARNING) ### How do I validate certificates in bulk? 1. Provide `certificates` (extracted data) and `schedule` (what the renewal schedule says), matched by `id`. 2. Optionally set `today` for point-in-time expiry checks. 3. Run. One dataset row per certificate with PASS/FAIL and per-field results; aggregate stats in the run's `SUMMARY` record. ### Input example ```json { "certificates": [ {"id": "C001", "insurer": "Allianz Australia", "policy_number": "POL-2024-001", "expiry_date": "31/12/2026", "limit": "$5,000,000", "class_of_insurance": "Public Liability"} ], "schedule": [ {"id": "C001", "insurer": "allianz australia", "policy_number": "POL2024001", "expiry_date": "31/12/2026", "limit": "5M", "class_of_insurance": "public liability"} ] } ```` ### Output example (one dataset row per certificate) ```json { "id": "C001", "status": "PASS", "issues": [], "field_results": { "insurer": {"match": true}, "policy_number": {"match": true}, "expiry_date": {"match": true, "expired": false}, "limit": {"cert_parsed": 5000000, "sched_parsed": 5000000, "match": true}, "class_of_insurance": {"match": true} } } ``` ### What's new in v2 — renewal cycle support - **`renewal_window_days`** input (default 30): certificates expiring inside the window are flagged `renewal_due` with `days_until_expiry` on every result row — your renewal chase list falls out of the validation run. - **Client-ready summary**: each run also produces a plain-text `CLIENT_SUMMARY` (key-value store) that a broker can forward to the client or insurer as-is - validation results, renewal flags, and issues in plain English. ### Pricing (pay-per-event) | Event | Price | |---|---| | Certificate validated | USD $0.02 per certificate (one dataset row each) | You pay only for certificates actually validated: a 300-certificate renewal cycle costs USD $6.00. No subscription. ### FAQ **Does it read the certificate PDFs?** No — and that's deliberate. PDF extraction quality varies wildly; you keep control of that step. This Actor guarantees the *checking* is exhaustive and consistent once the data exists. **Is this an AI tool?** No. Deterministic field comparison with tolerant normalisation — same input, same result, auditable every time. **What counts as a FAIL?** Any field mismatch, an expired certificate, or (by default) a certificate with no schedule entry. Every FAIL lists its exact reasons in plain English. **Where do my certificates go?** Nowhere. Validation happens inside the run; no external services are called. ### Support & feedback Questions or feature requests? Open an issue on this Actor's **Issues** tab — responses are prompt, and the roadmap only advertises what actually ships. # Actor input Schema ## `certificates` (type: `array`): List of extracted certificate records to validate. Each record should include id, insurer, policy\_number, expiry\_date, limit, and class\_of\_insurance. ## `schedule` (type: `array`): List of schedule entries to validate against. Each entry is matched to a certificate by its 'id' field. ## `today` (type: `string`): Optional. Override today's date for expiry checking (useful for forward-looking or back-dated validation). Format: YYYY-MM-DD. ## `strict_unmatched` (type: `boolean`): If true (default), certificates with no matching schedule entry are marked FAIL. If false, they are marked WARNING instead. ## `renewal_window_days` (type: `integer`): Certificates expiring within this many days are flagged 'renewal\_due' and highlighted in the client summary. Default 30. ## Actor input object example ```json { "strict_unmatched": true, "renewal_window_days": 30 } ``` # API You can run this Actor programmatically using our API. Below are code examples in JavaScript, Python, and CLI, as well as the OpenAPI specification and MCP server setup. ## JavaScript example ```javascript import { ApifyClient } from 'apify-client'; // Initialize the ApifyClient with your Apify API token // Replace the '' with your token const client = new ApifyClient({ token: '', }); // Prepare Actor input const input = {}; // Run the Actor and wait for it to finish const run = await client.actor("armourylabs/insurance-certificate-bulk-validator").call(input); // Fetch and print Actor results from the run's dataset (if any) console.log('Results from dataset'); console.log(`💾 Check your data here: https://console.apify.com/storage/datasets/${run.defaultDatasetId}`); const { items } = await client.dataset(run.defaultDatasetId).listItems(); items.forEach((item) => { console.dir(item); }); // 📚 Want to learn more 📖? Go to → https://docs.apify.com/api/client/js/docs ``` ## Python example ```python from apify_client import ApifyClient # Initialize the ApifyClient with your Apify API token # Replace '' with your token. client = ApifyClient("") # Prepare the Actor input run_input = {} # Run the Actor and wait for it to finish run = client.actor("armourylabs/insurance-certificate-bulk-validator").call(run_input=run_input) # Fetch and print Actor results from the run's dataset (if there are any) print("💾 Check your data here: https://console.apify.com/storage/datasets/" + run["defaultDatasetId"]) for item in client.dataset(run["defaultDatasetId"]).iterate_items(): print(item) # 📚 Want to learn more 📖? Go to → https://docs.apify.com/api/client/python/docs/quick-start ``` ## CLI example ```bash echo '{}' | apify call armourylabs/insurance-certificate-bulk-validator --silent --output-dataset ``` ## MCP server setup ```json { "mcpServers": { "apify": { "command": "npx", "args": [ "mcp-remote", "https://mcp.apify.com/?tools=armourylabs/insurance-certificate-bulk-validator", "--header", "Authorization: Bearer " ] } } } ``` ## OpenAPI specification ```json { "openapi": "3.0.1", "info": { "title": "Certificate of Currency Bulk Validator — Renewal Cross-Check", "description": "Cross-checks already-extracted certificate of currency data against a broker renewal schedule. Field-by-field matching of insurer, policy number, expiry and coverage limits with tolerant normalisation. Does not read PDFs. One dataset item per certificate validated.", "version": "0.1", "x-build-id": "EIn7dD4eNvgwj4F6X" }, "servers": [ { "url": "https://api.apify.com/v2" } ], "paths": { "/acts/armourylabs~insurance-certificate-bulk-validator/run-sync-get-dataset-items": { "post": { "operationId": "run-sync-get-dataset-items-armourylabs-insurance-certificate-bulk-validator", "x-openai-isConsequential": false, "summary": "Executes an Actor, waits for its completion, and returns Actor's dataset items in response.", "tags": [ "Run Actor" ], "requestBody": { "required": true, "content": { "application/json": { "schema": { "$ref": "#/components/schemas/inputSchema" } } } }, "parameters": [ { "name": "token", "in": "query", "required": true, "schema": { "type": "string" }, "description": "Enter your Apify token here" } ], "responses": { "200": { "description": "OK" } } } }, "/acts/armourylabs~insurance-certificate-bulk-validator/runs": { "post": { "operationId": "runs-sync-armourylabs-insurance-certificate-bulk-validator", "x-openai-isConsequential": false, "summary": "Executes an Actor and returns information about the initiated run in response.", "tags": [ "Run Actor" ], "requestBody": { "required": true, "content": { "application/json": { "schema": { "$ref": "#/components/schemas/inputSchema" } } } }, "parameters": [ { "name": "token", "in": "query", "required": true, "schema": { "type": "string" }, "description": "Enter your Apify token here" } ], "responses": { "200": { "description": "OK", "content": { "application/json": { "schema": { "$ref": "#/components/schemas/runsResponseSchema" } } } } } } }, "/acts/armourylabs~insurance-certificate-bulk-validator/run-sync": { "post": { "operationId": "run-sync-armourylabs-insurance-certificate-bulk-validator", "x-openai-isConsequential": false, "summary": "Executes an Actor, waits for completion, and returns the OUTPUT from Key-value store in response.", "tags": [ "Run Actor" ], "requestBody": { "required": true, "content": { "application/json": { "schema": { "$ref": "#/components/schemas/inputSchema" } } } }, "parameters": [ { "name": "token", "in": "query", "required": true, "schema": { "type": "string" }, "description": "Enter your Apify token here" } ], "responses": { "200": { "description": "OK" } } } } }, "components": { "schemas": { "inputSchema": { "type": "object", "required": [ "certificates", "schedule" ], "properties": { "certificates": { "title": "Certificates", "type": "array", "description": "List of extracted certificate records to validate. Each record should include id, insurer, policy_number, expiry_date, limit, and class_of_insurance.", "items": { "type": "object" } }, "schedule": { "title": "Renewal Schedule", "type": "array", "description": "List of schedule entries to validate against. Each entry is matched to a certificate by its 'id' field.", "items": { "type": "object" } }, "today": { "title": "Today's Date Override", "type": "string", "description": "Optional. Override today's date for expiry checking (useful for forward-looking or back-dated validation). Format: YYYY-MM-DD." }, "strict_unmatched": { "title": "Strict Unmatched Certificates", "type": "boolean", "description": "If true (default), certificates with no matching schedule entry are marked FAIL. If false, they are marked WARNING instead.", "default": true }, "renewal_window_days": { "title": "Renewal Window (Days)", "minimum": 0, "maximum": 365, "type": "integer", "description": "Certificates expiring within this many days are flagged 'renewal_due' and highlighted in the client summary. Default 30.", "default": 30 } } }, "runsResponseSchema": { "type": "object", "properties": { "data": { "type": "object", "properties": { "id": { "type": "string" }, "actId": { "type": "string" }, "userId": { "type": "string" }, "startedAt": { "type": "string", "format": "date-time", "example": "2025-01-08T00:00:00.000Z" }, "finishedAt": { "type": "string", "format": "date-time", "example": "2025-01-08T00:00:00.000Z" }, "status": { "type": "string", "example": "READY" }, "meta": { "type": "object", "properties": { "origin": { "type": "string", "example": "API" }, "userAgent": { "type": "string" } } }, "stats": { "type": "object", "properties": { "inputBodyLen": { "type": "integer", "example": 2000 }, "rebootCount": { "type": "integer", "example": 0 }, "restartCount": { "type": "integer", "example": 0 }, "resurrectCount": { "type": "integer", "example": 0 }, "computeUnits": { "type": "integer", "example": 0 } } }, "options": { "type": "object", "properties": { "build": { "type": "string", "example": "latest" }, "timeoutSecs": { "type": "integer", "example": 300 }, "memoryMbytes": { "type": "integer", "example": 1024 }, "diskMbytes": { "type": "integer", "example": 2048 } } }, "buildId": { "type": "string" }, "defaultKeyValueStoreId": { "type": "string" }, "defaultDatasetId": { "type": "string" }, "defaultRequestQueueId": { "type": "string" }, "buildNumber": { "type": "string", "example": "1.0.0" }, "containerUrl": { "type": "string" }, "usage": { "type": "object", "properties": { "ACTOR_COMPUTE_UNITS": { "type": "integer", "example": 0 }, "DATASET_READS": { "type": "integer", "example": 0 }, "DATASET_WRITES": { "type": "integer", "example": 0 }, "KEY_VALUE_STORE_READS": { "type": "integer", "example": 0 }, "KEY_VALUE_STORE_WRITES": { "type": "integer", "example": 1 }, "KEY_VALUE_STORE_LISTS": { "type": "integer", "example": 0 }, "REQUEST_QUEUE_READS": { "type": "integer", "example": 0 }, "REQUEST_QUEUE_WRITES": { "type": "integer", "example": 0 }, "DATA_TRANSFER_INTERNAL_GBYTES": { "type": "integer", "example": 0 }, "DATA_TRANSFER_EXTERNAL_GBYTES": { "type": "integer", "example": 0 }, "PROXY_RESIDENTIAL_TRANSFER_GBYTES": { "type": "integer", "example": 0 }, "PROXY_SERPS": { "type": "integer", "example": 0 } } }, "usageTotalUsd": { "type": "number", "example": 0.00005 }, "usageUsd": { "type": "object", "properties": { "ACTOR_COMPUTE_UNITS": { "type": "integer", "example": 0 }, "DATASET_READS": { "type": "integer", "example": 0 }, "DATASET_WRITES": { "type": "integer", "example": 0 }, "KEY_VALUE_STORE_READS": { "type": "integer", "example": 0 }, "KEY_VALUE_STORE_WRITES": { "type": "number", "example": 0.00005 }, "KEY_VALUE_STORE_LISTS": { "type": "integer", "example": 0 }, "REQUEST_QUEUE_READS": { "type": "integer", "example": 0 }, "REQUEST_QUEUE_WRITES": { "type": "integer", "example": 0 }, "DATA_TRANSFER_INTERNAL_GBYTES": { "type": "integer", "example": 0 }, "DATA_TRANSFER_EXTERNAL_GBYTES": { "type": "integer", "example": 0 }, "PROXY_RESIDENTIAL_TRANSFER_GBYTES": { "type": "integer", "example": 0 }, "PROXY_SERPS": { "type": "integer", "example": 0 } } } } } } } } } } ```