Answer questions about cover from your own wording

A real search over a synthetic 12-page home wording. The exclusion comes first; the contents exclusion and the insured perils follow.

{
  "jsonrpc": "2.0",
  "id": 7,
  "method": "tools/call",
  "params": {
    "name": "search_docs",
    "arguments": {
      "project_reference": "<uuid>",
      "query": "Is flood damage to a basement covered?",
      "k": 3
    }
  }
}

get_project and run_quote also list the documents that apply to the version, so the client knows there is something to search.

{
  "project_reference": "<uuid>",
  "version_reference": "<uuid>",
  "query": "Is flood damage to a basement covered?",
  "documents": {
    "indexed": 1,
    "pending": 0,
    "failed": 0
  },
  "results": [
    {
      "document_reference": "6c1d2f0a-4b7e-4e5c-9a3d-2f8b1c7e9d40",
      "title": "Home Insurance Policy Wording",
      "filename": "home-policy-wording.pdf",
      "version_reference": null,
      "chunk": 5,
      "page": 4,
      "section": "SECTION 1 BUILDINGS › 1.3 Exclusions",
      "text": "We will not pay for: (a) loss or damage caused by flood to any basement used as living accommodation, unless the basement was declared to us and is shown in your schedule; (b) subsidence, heave or landslip damage to drives, patios, walls, gates and fences unless the home is damaged by the same cause at the same time; (c) escape of water or theft while the home is unoccupied; (d) damage caused by frost to any part of the buildings outside the home.",
      "score": 0.8797,
      "similarity": 0.7998,
      "keyword": 0.5989
    },
    {
      "document_reference": "6c1d2f0a-4b7e-4e5c-9a3d-2f8b1c7e9d40",
      "title": "Home Insurance Policy Wording",
      "filename": "home-policy-wording.pdf",
      "version_reference": null,
      "chunk": 6,
      "page": 5,
      "section": "SECTION 2 CONTENTS",
      "text": "We will pay for loss of or damage to the contents caused by any of the causes listed under 1.1 What is covered. 2.2 Valuables Jewellery, watches and works of art are covered up to the single article limit shown in your schedule. Any single item worth more than 2,000 must be named in your schedule. 2.3 Exclusions We will not pay for theft from an unlocked outbuilding, or for loss or damage to contents kept in a basement that floods, unless the basement is shown in your schedule.",
      "score": 0.7227,
      "similarity": 0.6546,
      "keyword": 1
    }
  ],
  "next_steps": "Answer from these passages only, and cite each one you use by title, section and page. …"
}

score ranks the passages within this search. similarity is how close the meaning is to the question; keyword is the exact term match.

curl -G "https://app.ptally.ai/api/projects/$PROJECT_REFERENCE/documents/search" \
  -H "client_id_key: $PTALLY_CLIENT_ID" \
  -H "client_secret_key: $PTALLY_CLIENT_SECRET" \
  --data-urlencode "q=Is flood damage to a basement covered?" -d k=3

• GET/projects/:project_reference/documentsList a project's documents and their status
• GET/projects/:project_reference/documents/searchFind the passages that answer a question
• GET/documents/:document_referenceOne document, for polling its status
• GET/documents/:document_reference/passageRead on either side of a search hit

Add version_reference to search the documents that apply to one version, such as the version that priced a quote.