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Insurance Program Template Pack

This repository now includes a reusable template form and a generation prompt template for producing synthetic insurance-program records with built-in validation flags.

1) Insurance Program Form Template

Use this as a standardized intake/output form (CSV-compatible):

Member ID,Full Name,Date of Birth,Gender,Policy Number,Program Type,Coverage Start Date,Coverage End Date,Primary Diagnosis,Secondary Diagnosis,Requested Service,Provider Name,Estimated Cost (USD),Pre-existing Conditions,Current Medications,Allergies,Approval Status,Rejection/Exception Reason,Is Valid,Issue
M001,Jane Doe,1988-04-12,F,POL-100245,Comprehensive,2026-01-01,2026-12-31,Type 2 Diabetes,Hypertension,Endocrinology Consultation,Dr. Smith,250,Diabetes Type 2,Metformin,None,Approved,,True,
M002,John Roe,1974-09-30,M,POL-100246,Chronic Care,2026-01-15,2026-12-31,Asthma,,Pulmonary Function Test,City Pulmonary Clinic,180,Asthma,Albuterol,Aspirin,Approved,,True,
M003,Ana Kim,1992-11-21,F,POL-100247,Comprehensive,2026-02-01,2027-01-31,Bacterial Infection,,Penicillin Course,Metro Hospital,95,None,None,Penicillin,Rejected,Medication conflicts with documented allergy,False,Prescribed Penicillin despite Penicillin allergy

2) Prompt Template for Synthetic Insurance Data

You can copy this template into your LLM workflow and fill placeholders.

You are a helpful assistant designed to generate data.

Generate {{ROW_COUNT}} rows of synthetic insurance program records in valid CSV format only.

Use these columns exactly:
- Member ID
- Date of Birth
- Gender (M/F)
- Policy Number
- Program Type
- Coverage Start Date
- Coverage End Date
- Medical History
- Current Medications
- Allergies
- Lab Results (Glucose mg/dL)
- Diagnosis
- Treatment/Service Plan
- Approval Status
- Is Valid (True/False)
- Issue

Rules:
1. Member ID format: M followed by a three-digit number (e.g., M006, M319).
2. Intentionally include some invalid rows.
3. For invalid rows, set Is Valid=False and explain clearly in Issue.
4. Include realistic error types such as:
   - Allergy contradictions (covered drug conflicts with allergy)
   - Medical history vs plan mismatch (e.g., diabetic member with no diabetes-related treatment)
   - Lab result vs diagnosis mismatch
   - Other plausible errors (e.g., impossible DOB, coverage dates reversed, incompatible approval status)
5. Keep valid rows clinically and administratively consistent.
6. Return CSV only (no markdown).

3) Python Wrapper Template

def generate_insurance_data(client, model, row_count=100):
    messages = [
        {
            "role": "user",
            "content": f"""
You are a helpful assistant designed to generate data.
Generate {row_count} rows of synthetic insurance program records in valid CSV format only.

Columns:
Member ID,Date of Birth,Gender,Policy Number,Program Type,Coverage Start Date,Coverage End Date,Medical History,Current Medications,Allergies,Lab Results (Glucose mg/dL),Diagnosis,Treatment/Service Plan,Approval Status,Is Valid,Issue

Rules:
- Member ID format: M + three digits.
- Include both valid and intentionally invalid rows.
- If Is Valid is False, Issue must explain the specific inconsistency.
- Include realistic inconsistencies (allergy contradiction, diagnosis/lab mismatch, date inconsistencies, etc.).
- Return CSV only.
"""
        }
    ]

    response = client.chat.completions.create(
        model=model,
        messages=messages
    )

    return response.choices[0].message.content.replace("```csv", "").replace("```", "")

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