List Available Insurance Documents

Overview

list_available_insurance_docs identifies which insurance policy documents exist for a patient and returns the chunk_group_id and document_title values that search_insurance_policy and explore_policy_context depend on. Call this tool after validate_insurance_coverage and before search_insurance_policy.

Optional Parameters

person_id (string)

• Default: None
• The identifier of the person whose insurance documents are to be listed.
• If not provided, it is extracted from the caller's access token.

benefit_plan_id (string)

• Default: None
• Optional benefit plan ID from validate_insurance_coverage. When provided, filters documents to the specific plan when that metadata is available.

Returns

Returns an InsuranceDocListOutput with the following fields:

• documents (array) — the list of distinct insurance policy documents available for this patient, each an InsuranceDocSummary with:
  • chunk_group_id — the chunk group identifier; pass this to explore_policy_context to retrieve chunks.
  • document_title — the document title from chunk metadata, or a default label.
  • ingested_date (optional) — the date the document was ingested into the vector store.
  • total_chunks — total number of chunks in this document.
• count (integer) — number of distinct insurance policy documents found.

Notes

Routing based on the result:

• Multiple documents returned: present the document titles to the user and ask which policy they want to query before proceeding.
• One document returned: proceed directly to search_insurance_policy.
• No documents returned: there is nothing to search — inform the user no policy documents are available and do not call search_insurance_policy.

Pass benefit_plan_id from validate_insurance_coverage into this tool when available to filter documents to the relevant plan.