Step 01
Upload Companion Guide

Provide a layout name, partner, and upload the vendor's companion guide. Claude will analyze it and suggest field mappings to the claims table.

How It Works
  • 01 Upload your companion guide — PDF, Excel, Word, or plain text
  • 02 Claude AI reads the guide and suggests mappings to the jph.claims table
  • 03 Review and edit mappings, set aliases and output formats
  • 04 Generate SQL, preview data, download a test file, and save the layout
Supported Formats
PDF Scanned or digital spec sheets
XLSX Excel layouts & field maps
DOCX Word documents
TXT Plain text specifications
Analyzing Your Guide

Job

Step 03
Review Mappings

Claude detected fields. Adjust mappings, set aliases and formats, then generate the query.

Output Format

Confidence ≥ 80 · High 50–79 · Medium < 50 · Low Toggle rows to exclude from output
Vendor Field Description Maps To Alias Format Conf. Include
Step 04
Review & Save

Review the generated SQL, preview sample data, download a test file, then save the layout.

Generated SQL
Save Layout

Layout saved · ID

Data Preview (first 10 rows)
Click Load Preview to fetch sample rows

No rows returned. Check the query or seed data.