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This example shows how to automate the Peachstate Medicaid insurance lookup and extract the resulting data. You will learn how to use a ForLoopNode to iterate over multiple links to extract data. You can use this pattern to extract data from multiple pages of a website. The automation:
  • Opens the Peachstate Medicaid insurance site
  • Fills the insurance details (plan type, member id, dob)
  • Clicks on the authorization links to extract data
  • Extracts the data from the authorization links
Before starting, please look at the Quickstart guide to understand the basics of the Optexity platform.

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Part 1: Record the base workflow

  1. Go to the Peachstate Medicaid insurance site and record a workflow that:
    • Navigates to the login page
    • Fills in username, password
    • Clicks on the login button
    • Navigates to the authorization page
    • Clicks on the authorization links to extract data
  2. After saving, you will see a peachstate_medicaid_insurance automation in your dashboard that contains only the interaction actions (clicks, fills, selects). We have also built this automation by default, and you can find it in your dashboard.
Peachstate Medicaid Insurance Automation

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Part 2: Refine the automation

Recording captures clicks and inputs, but you still need to:
  • Tighten some interaction instructions
  • Add a ForLoopNode to iterate over multiple links to extract data
  • Add an ExtractionAction to extract the data from the authorization links
In the recorded flow, the authorization page might have multiple links for extracting data. You can use a ForLoopNode to iterate over multiple links to extract data. However, in the recorded automation, we only capture one link to extract data, so we need to add a ForLoopNode to iterate over multiple links. Each ForLoopNode contains a list of nodes. In our case, we will click on the authorization link, extract the data from the authorization link, and go back to the authorization page. We will repeat this for each authorization link. The variable name is the variable on which to iterate. In our case, it is authorization_numbers. To automatically build the list of authorization numbers, we can use the LLM extraction action to extract the data from the authorization page. We will use the output_variable_names to store the extracted data in the generated_parameters. 
{
    "end_sleep_time": 0,
    "before_sleep_time": 3,
    "extraction_action": {
        "llm": {
            "extraction_format": {
                "authorization_numbers": "List[str]"
            },
            "output_variable_names": ["authorization_numbers"],
            "extraction_instructions": "I am giving you an axtree of a webpage that shows the information about authorizations in a tabular format. Status, Auth Nbr, From Date, To Date, Diagnosis, Auth Type, Service. You need to output me a list of all Auth Nbr. Do not output any other information."
        }
    }
}
Then we will use the ForLoopNode to iterate over the authorization numbers and extract the data from the authorization link. 
{
    "nodes": [
        {
            "end_sleep_time": 1,
            "interaction_action": {
                "click_element": {
                    "command": "get_by_role(\"link\", name=\"{authorization_numbers[index]}\")",
                    "prompt_instructions": "Click the Authorizations link for the authorization number {authorization_numbers[index]}"
                }
            }
        },
        {
            "end_sleep_time": 0,
            "before_sleep_time": 3,
            "extraction_action": {
                "llm": {
                    "extraction_format": {
                        "Auth Nbr": "str",
                        "End Date": "str",
                        "Auth Type": "str",
                        "Start Date": "str",
                        "Auth Status": "str",
                        "Service Type": "str",
                        "Units Approved": "str",
                        "Units Required": "str"
                    },
                    "extraction_instructions": "I am giving you an axtree of a webpage that shows information about authorizations, and I want the 8 following fields. 'Auth Status', 'Auth Nbr', 'Auth Type', 'Service Type', 'Start Date', 'End Date', 'Units Required', 'Units Approved'. Fields 'Auth Status', 'Auth Nbr', 'Auth Type' can be found in the top and rest of the information can be found in the tabular format. You need to output me key-value pairs for all 8 fields."
                }
            }
        },
        {
            "end_sleep_time": 1,
            "interaction_action": {
                "go_back": {}
            }
        }
    ],
    "variable_name": "authorization_numbers"
}
The full Python definition for this automation lives in optexity/examples/peachstate_medicaid.py. You can also use the optexity dashboard to edit the automation and save it as a new automation.

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Part 3: Run the peachstate_medicaid_insurance automation via inference

For a detailed explanation of the inference server, see the Quickstart guide. Below is the minimal flow to run this example.

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3.1. Start the inference server

From the project root: 
ENV_PATH=.env python optexity/inference/child_process.py --port 9000 --child_process_id 0

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3.2. Invoke the peachstate_medicaid_insurance endpoint

You can call the peachstate_medicaid_insurance automation via the /inference endpoint: 
curl -X POST http://localhost:9000/inference \
  -H "Content-Type: application/json" \
  -d '{
    "endpoint_name": "peachstate_medicaid_insurance",
    "input_parameters": {
      "username": ["John"],
      "password": ["Doe"],
      "plan_type": ["8774789"],
      "member_id": ["1234567890"],
      "dob": ["MM/DD/YYYY"]
    },
    "unique_parameter_names": []
  }'
While the request runs, the browser will execute the steps on your behalf. When the run finishes, you can:
  • Inspect the task run and extracted data in the dashboard
  • Re‑use the extracted JSON in downstream systems

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Final Automation

{
    "url": "https://sso.entrykeyid.com/as/authorization.oauth2?response_type=code&client_id=f6a6219c-be42-421b-b86c-e4fc509e2e87&scope=openid%20profile&state=_igWklSsnrkO5DQfjBMMuN41ksMJePZQ_SM_61wTJlA%3D&redirect_uri=https://provider.pshpgeorgia.com/careconnect/login/oauth2/code/pingcloud&code_challenge_method=S256&nonce=xG41TJjco_x7Vs_MQgcS3bw5njLiJsXCqvO-V8THmY0&code_challenge=ZTaVHaZCNFTejXNJo51RlJ3Kv9dH0tMODPTqO7hiP3A&app_origin=https://provider.pshpgeorgia.com/careconnect/login/oauth2/code/pingcloud&brand=pshpgeorgia",
    "nodes": [
        {
            "end_sleep_time": 1,
            "interaction_action": {
                "input_text": {
                    "command": "get_by_test_id(\"text-field\")",
                    "input_text": "{username[0]}",
                    "prompt_instructions": "Enter the email in the text field"
                }
            }
        },
        {
            "end_sleep_time": 1,
            "interaction_action": {
                "click_element": {
                    "command": "get_by_role(\"button\", name=\"Continue\")",
                    "prompt_instructions": "Click the Continue button"
                }
            }
        },
        {
            "end_sleep_time": 1,
            "interaction_action": {
                "input_text": {
                    "command": "get_by_role(\"textbox\", name=\"Password\")",
                    "input_text": "{password[0]}",
                    "prompt_instructions": "Enter the password"
                }
            }
        },
        {
            "end_sleep_time": 1,
            "interaction_action": {
                "click_element": {
                    "command": "get_by_role(\"button\", name=\"Login\")",
                    "prompt_instructions": "Click the Login button"
                }
            }
        },
        {
            "end_sleep_time": 1,
            "interaction_action": {
                "select_option": {
                    "command": "get_by_label(\"Plan Type\")",
                    "select_values": ["{plan_type[0]}"],
                    "prompt_instructions": "Select the Plan Type 8774789"
                }
            }
        },
        {
            "end_sleep_time": 1,
            "interaction_action": {
                "click_element": {
                    "command": "get_by_role(\"button\", name=\"GO\")",
                    "prompt_instructions": "Click the GO button"
                }
            }
        },
        {
            "end_sleep_time": 1,
            "interaction_action": {
                "input_text": {
                    "command": "get_by_test_id(\"MemberIDOrLastName\")",
                    "input_text": "{member_id[0]}",
                    "prompt_instructions": "Enter the Member ID or Last Name"
                }
            }
        },
        {
            "end_sleep_time": 1,
            "interaction_action": {
                "input_text": {
                    "command": "locator(\"#tDatePicker\")",
                    "input_text": "{dob[0]}",
                    "prompt_instructions": "Enter the Date of Birth"
                }
            }
        },
        {
            "end_sleep_time": 1,
            "interaction_action": {
                "click_element": {
                    "command": "get_by_role(\"combobox\", name=\"Select Action Type Select\")",
                    "prompt_instructions": "Click the Select Action Type Select combobox"
                }
            }
        },
        {
            "end_sleep_time": 1,
            "interaction_action": {
                "click_element": {
                    "command": "get_by_test_id(\"ActionType-option-0\")",
                    "prompt_instructions": "Click the View eligibility & patient info option"
                }
            }
        },
        {
            "end_sleep_time": 1,
            "expect_new_tab": true,
            "interaction_action": {
                "click_element": {
                    "command": "get_by_test_id(\"submitBtn\")",
                    "prompt_instructions": "Click the Submit button"
                }
            },
            "max_new_tab_wait_time": 10
        },
        {
            "end_sleep_time": 1,
            "interaction_action": {
                "click_element": {
                    "command": "get_by_label(\"Eligibility\", exact=True).get_by_role(\"link\", name=\"Authorizations\")",
                    "prompt_instructions": "Click the Authorizations link"
                }
            }
        },
        {
            "end_sleep_time": 0,
            "before_sleep_time": 3,
            "extraction_action": {
                "llm": {
                    "extraction_format": {
                        "authorization_numbers": "List[str]"
                    },
                    "output_variable_names": ["authorization_numbers"],
                    "extraction_instructions": "I am giving you an axtree of a webpage that shows the information about authorizations in a tabular format. Status, Auth Nbr, From Date, To Date, Diagnosis, Auth Type, Service. You need to output me a list of all Auth Nbr. Do not output any other information."
                }
            }
        },
        {
            "nodes": [
                {
                    "end_sleep_time": 1,
                    "interaction_action": {
                        "click_element": {
                            "command": "get_by_role(\"link\", name=\"{authorization_numbers[index]}\")",
                            "prompt_instructions": "Click the Authorizations link for the authorization number {authorization_numbers[index]}"
                        }
                    }
                },
                {
                    "end_sleep_time": 0,
                    "before_sleep_time": 3,
                    "extraction_action": {
                        "llm": {
                            "extraction_format": {
                                "Auth Nbr": "str",
                                "End Date": "str",
                                "Auth Type": "str",
                                "Start Date": "str",
                                "Auth Status": "str",
                                "Service Type": "str",
                                "Units Approved": "str",
                                "Units Required": "str"
                            },
                            "extraction_instructions": "I am giving you an axtree of a webpage that shows information about authorizations, and I want the 8 following fields. 'Auth Status', 'Auth Nbr', 'Auth Type', 'Service Type', 'Start Date', 'End Date', 'Units Required', 'Units Approved'. Fields 'Auth Status', 'Auth Nbr', 'Auth Type' can be found in the top and rest of the information can be found in the tabular format. You need to output me key-value pairs for all 8 fields."
                        }
                    }
                },
                {
                    "end_sleep_time": 1,
                    "interaction_action": {
                        "go_back": {}
                    }
                }
            ],
            "variable_name": "authorization_numbers"
        }
    ],
    "parameters": {
        "input_parameters": {
            "dob": [],
            "password": [],
            "username": [],
            "member_id": [],
            "plan_type": []
        },
        "generated_parameters": {}
    }
}