Purpose

This document describes the standard operating procedure for the automated PDF import pipeline. The system automatically imports policy premium PDFs from email directly into the Business Management System (BMS) - no manual file handling required.

How It Works (Summary)

When a supplier sends a policy premium PDF by email, the system automatically:

1. Detects the new email and picks up the PDF attachment
2. Reads the PDF and extracts the key data (policy number, premium amount)
3. Checks the policy number against existing client records in the BMS
4. Stores the document and data in the BMS

The entire process runs without any manual intervention.

Triggering the Pipeline

The pipeline triggers automatically when:

• [ ] A new email arrives in the connected Gmail inbox
• [ ] The email has a PDF attachment

No action is required from staff. The system checks for new emails every minute.

What Gets Imported