Import and update templates

If integrated with Insly Ledger, then you will have the ability to import schemas from Ledger into Formflow as templates. The specified schema version will become the export destination.

Modifications made during import

Unwanted root properties are removed

There are some pre-defined fields which are not needed for data extraction, and are therefore removed:

notes
documents
schedules
endorsements
referralComments
underwritingNotes
underwriteNotes
underwriterNotes
referralRules

$ref references are resolved

Any $ref pointers are resolved to the actual definition objects. Formflow is RJSF-friendly, but not fully compliant. The Formflow template may therefore include repeated fields.

Only required and supported parameters are copied

We copy over only selected fields and recursively process nested properties and array items:

schema.type
schema.title
schema.description
schema.enum
schema.enumNames
schema.minItems
schema.maxItems
schema.format

Note: minItems and maxItems are kept for the Formflow template schema but removed before AI extraction.

Dependencies and oneOf conditions are merged

For example, if choosing Option 1 reveals sub-option 1 and sub-option 2 in sectionB, those values are merged directly into sectionB, and the dependencies are discarded.

All enums are combined

We merge all enum possibilities into a single, unified enum.