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Industry · Claims administration

Claims administration data licensing for AI.

Quick answer

Claims administrators and TPAs process large volumes of claims with documents, adjuster notes and decisions. Those records help AI that reviews, routes and drafts claim decisions.

Business context#

Claims data often belongs to carrier or employer clients and contains health or financial details, so client approval and strict removal of personal details come first.

Valuable claims administration datasets#

Valuable claims administration datasets
DatasetWhat it contains
Claim filesDocuments and adjuster notes
DecisionsApprovals, denials and reasons
CorrespondenceLetters and emails
QA reviewsAudits of claim handling

How AI developers use it#

  • Claims agents
  • Document extraction
  • Decision support
  • Client ownership
  • Health information rules
  • State insurance privacy laws

How SourceX approaches it#

We start with a description of your systems — no data leaves your company during assessment. If there's relevant demand, we propose scope, permitted use and preparation requirements for your approval, and nothing is delivered without an executed agreement and your explicit authorization.

Related data categories

Systems that hold this data#

  • Zendesk
  • Salesforce
  • Jira
  • GitHub
  • NetSuite
  • ServiceNow
  • Slack
  • Internal software
  • QMS software
  • Contact-center QA tools
  • Spreadsheets
  • Confluence
  • Notion
  • Google Drive
  • SharePoint

How much data is enough#

As a general guide, buyers look for years of consistent history (typically 2+ years) and tens of thousands of records or more in one system. Smaller sets can qualify when the work is rare. Assessed deal by deal.

Sample record

Illustrative · fictional

record_id
rec_8f21c0
created / closed
2023-04-11 → 2023-04-12
category
Billing question
request
Customer [NAME] asks why invoice [ID] was charged twice.
steps
1. Checked payment log 2. Found duplicate 3. Issued refund
outcome
Resolved · refund issued
actors
customer, agent_tier1

Rules that may apply

  • Federal Wiretap Act 18 U.S.C. 2511

    Applies to recorded calls and intercepted communications; some states require all-party consent. Assessed deal by deal.

  • California Consumer Privacy Act Cal. Civ. Code 1798.100 et seq.

    May apply where records include personal information of California residents and the business meets the law's thresholds. Assessed deal by deal.

Reviewer note: applicability is confirmed with counsel for each deal. Not legal advice.

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Frequently asked questions

Can a TPA license claims data?

Only with client authorization and after personal and health details are removed.

Is this legal advice?

No. It is general information; your counsel should review your deal.

Related resources

See if your company qualifies

A short company assessment. No data uploads are needed.

See if you qualify