Underwriting Decision MCP

Underwriting Decision MCP

Demo MCP for insurance underwriting decision support, reading application forms, health questionnaires, and medical exam results to return justified recommendations using deterministic rules.

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Underwriting Decision MCP

社内デモ用の保険引受判断支援 MCP。申込書・健康告知書・健康診断結果を読み取り、 根拠付きの判断候補を返す。最終的な引受決定は行わず、recommendation は決定論ルール エンジンでのみ決める。

仕様の正本は UNDERWRITING_MCP_IMPLEMENTATION_V2.md。 旧版は UNDERWRITING_MCP_IMPLEMENTATION.md

Local Demo

make install
make generate-samples
make test
make dev-mcp

APP_MODE=mock ではAWSなしで Case A/B/C fixture を処理できる。実PDFアップロードの 抽出はAWS pipeline用で、mockでは NOT_AVAILABLE_IN_MODE を返す。

V2 Distribution Model

  • Cowork on 3P inference: Amazon Bedrock Claude
  • Remote MCP: internet-facing HTTPS endpoint, distributed by managedMcpServers
  • Plugin: skill-only organization Plugin, no .mcp.json, no MCP secret
  • Upload: Plugin script posts PDFs to /v1/cases/{case_id}/documents/{document_type}
  • Auth: AUTH_MODE=jwt for public MCP; upload tokens are separate short-lived single-use tokens

Other-PC distribution assets live in deploy/cowork. The Plugin package is produced by:

make package-plugin

Data Boundary

This demo is not air-gapped. The intended boundary is that business data is not sent to Anthropic's inference platform. Cowork runtime download traffic to downloads.claude.ai is expected. See docs/DATA_BOUNDARY.md.

Main Layout

  • underwriting_core/: deterministic rules, canonical facts, result assembly, explain, what-if
  • underwriting_app/: service layer, job/case models, ports, mock adapters, upload validation
  • underwriting_mcp/: FastMCP server, JWT auth, Upload API
  • lambdas/underwriting_workflow/: Textract, Bedrock normalization, final assembly worker
  • plugin/underwriting-review/: skill-only organization Plugin
  • deploy/cowork/: managed configuration templates and installer scripts
  • infra/: AWS CDK v2 stacks
  • samples/: fictional demo cases and generated PDFs
  • docs/: architecture, deployment, data boundary, security, demo notes

Live Smoke

After deployment and token issuance:

export MCP_URL="https://<mcp-host>/mcp"
export MCP_BEARER_TOKEN="<demo-jwt>"
RUN_AWS_LIVE_TESTS=1 make smoke-test

This creates a case, uploads generated PDFs, starts the AWS workflow, polls the result, and checks the expected recommendation.

AWS Cost Modes

The default CDK deployment is a private, production-like demo shape with Interface VPC Endpoints. For short live demos with only fictional sample forms, use -c deploymentMode=demo-low-cost to avoid those endpoint-hour charges. In that mode the workflow Lambda runs outside the VPC and the MCP Fargate task runs in public subnets behind the HTTPS ALB. Tokyo low-cost demos use deterministic demo extraction because Amazon Textract is not available in ap-northeast-1. See docs/DEPLOY.md.

判定区分: ELIGIBLE_CANDIDATE / REFER / NOT_ELIGIBLE_CANDIDATE。 すべて架空のデモ用ルールであり、実在保険会社の基準ではない。

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