Build an assistant to evaluate various Health Insurance Policies

This Code Pattern will demonstrate a methodology to build an assistant which can answer queries regarding the Covid Insurance Policies of various companies. And it will also compare the policies and top-up related queries given by them. In Watson Assistant, we will create Dialog skill and using the search skill capability develop a model in Watson Discovery that will understand the policies and provide an interactive interface to the user. This application will come in handy for various insurance brokers and also a layman who wants to know and compare the policies of various companies.

When user has completed the pattern he will-

• Know how to connect a UI to Watson Assistant and create Dialog Skill.
• Send sample documents to Watson Discovery answer train custom model.
• Take personal details from the user using Context variables and use them in the Search Query to get personalised results.
• User will learn how to integrate insights generated with Discovery back to Assistant.

1. Upload Documents on the Watson Discovery-to train the model using SDU on various Policy Documents.
2. Watson Assistant will interact with the User to take personal details.
3. After collecting personal information, search skill is initiated.
4. The results will be fetched from the Watson Discovery-where the model has been trained on various Policy Documents.
5. Showcase the results to the user.

Pre Requisite

• IBM Cloud Account

Steps

1. Setup IBM CLOUD account
2. Create Watson Assistant.
   1. Create Dialog Skill.
3. Set up Discovery Service.
   1. Create Watson Discovery Service instance
   2. Create a new Collection.
4. Create Search Skill and connect to the Discovery service
5. Copy Integration ID and update to Flask.
6. Run the flask App.

1. Setup IBM CLOUD account.

Create an IBM Cloud Account

• Login to IBM CLOUD

2. Setting up Watson Assistant

2.1 Create Watson Assistant service instance

• Click this link to create Watson assistant service.
• Enter the service name as Watson Assistant-CovidInsurancebot. You can choose to enter any name you like.
• Ensure you select the right region, organisation and space.
• Click Create.
• Watson Asistant service instance should get created.

2.2 Create Dialog Skill

• Go to IBM Cloud Resource list and click on the Watson Assistant service instance created in above steps.
• On the Watson Assistant Resource list page, click Launch Watson Assistant.

• Click Skills tab in the side bar.

• Click the Create skill button.
• Select the Dialog skill box
• Click the Next button.
• Select the Import skill tab.

• Click on Choose JSON file.
• Browse to the cloned repository parent folder -> WA-Skill.
• Select skill-Covid-Health-Insurance.json and click Open.

3. Setting up Watson Discovery

3.1 Create Watson Discovery Service instance

• Click this link to create Watson Discovery Service.
• Enter the service name as Watson Discovery-In. You can choose to enter any name you like.
• Ensure you select the right region, organisation and space.
• Under Pricing Plans, select Lite plan.
• Click Create.
• Watson Discovery service instance should get created.

3.2 Create Collection in Watson Discovery

• Click Launch Watson Discovery

• Click New Collection and name it as Covid-Insurance Policies.

• Click on Upload Documents and upload the policy documents in the Data Folder.

4. Create Search Skill and connect to the Discovery service

• Click Create Skills tab in Watson Assistant.

• Select Search Skill.

• Give a name in Add Search Skill section and click on Continue.

• Select the Discovery Instance created in the above step(section 3.1). And Choose Covid-Insurance Policies collection-created above in section 3.2.

• Click on the Covid-Discovery-insurance-skill, you just created and configure the Display Card.

5. Copy integration ID and update to Flask

• Click Assistant tab in the side bar. Select the Assistant Created and link the Search skill Covid-Discovery-insurance-skill with this Assistant.

• Click on Add Integeration on the right side and choose Web Chat Integeration. And Click on Embed.

• In the repo template/UI.html, under line 418, update the copied integration ID within the script tag

6. Run the Flask App

• Navigate to cloned repo folder

pip install -r requirements.txt

• Then run

python app.py

Sample Output

• The UI will show you the various Insurance Policies that are offered

  

  

• The UI will show you the various Insurance Policies that are offered