Use cases / Personal Finance
Personal Finance
Fill a non-fillable insurance claim PDF from your supporting documents
Faced with an old scanned claim form that had no form fields, the user uploaded the blank PDF together with the paperwork that backed up the claim. ChatGPT Work pulled the needed details out of those documents and completed each field, so they didn't have to hunt through pages of records by hand.
NoteNot financial or legal advice. Check with a qualified professional before acting.
- Tool
- ChatGPT Work
- Source
- @adamkp on X
- Source date
Credit: this use case was shared by @adamkp on X. Summary written by Kitbox; see the original for full details.
Try it yourself
Our own starter prompt. Fill in the brackets, then paste it into ChatGPT or your agent of choice.
Starter prompt
I'm attaching a blank insurance claim form (a flat PDF with no fillable fields) and my supporting documents: receipts, the policy, and any letters. Find the information each field on the form asks for and list it as field name, value, and which document and page it came from. Flag any field you can't support with a document instead of guessing. Then produce a completed copy of the form for me to review before I submit it.
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