Subrogation and Recovery Cases

This dataset provides detailed records of insurance subrogation and recovery cases, including case status, financial recovery potential, legal actions taken, and actual amounts collected. It enables insurers to monitor recovery efforts, analyze outcomes, and optimize legal strategies for claims against third parties. The dataset is ideal for operational reporting, legal analytics, and financial forecasting in insurance recovery operations.

  • last updated 2 Nov 2025
  • by GoMask
The brief that made it

Operational reporting and tracking of subrogation case progress

Sample rows

preview · 8 of 600 rows · all 18 columns
case_idstringcase_statusstringrecovery_potential_amountfloatlegal_action_takenbooleanlegal_action_typestringclaim_idstringinsured_namestringinsured_policy_numberstringthird_party_namestringthird_party_contactstringdate_openeddatedate_closeddateamount_collectedfloatlegal_action_datedaterecovery_outcomestringresponsible_adjusterstringjurisdictionstringnotesstring
CASE0001Open18500.75falseNoneCLM10001Michael ThompsonPOL123456AEvergreen Logistics LLCcontact@evergreenlogistics.com2022-02-15blank0blankOngoingSamantha VossCaliforniaCase in initial review, awaiting documentation from insured.
CASE0002Closed2200falseNoneCLM10002Emily RodriguezPOL654321BMetro Trucking Inc.415-555-98322021-06-212022-01-102200blankFull RecoveryAaron PatelNew YorkClaim paid in full following settlement negotiations.
CASE0003Litigation120000trueLitigationCLM10003Charlotte DavisPOL908712CPrecision Movers Corp.info@precisionmovers.com2023-03-11blank02023-05-01OngoingBrian LeeTexasLitigation initiated due to disputed liability.
CASE0004Denied0falseNoneCLM10004Anthony WilsonblankNorthern Construction716-555-64722020-09-302020-12-120blankNo RecoverySharon KimIllinoisClaim denied, no liability determined for third party.
CASE0005Settled5700.5trueSettlementCLM10005William HarrisPOL112233DRiverbend Autosriverbend.autos@outlook.com2022-11-282023-02-175700.52023-01-10Full RecoveryJessica EvansFloridaSettlement reached and payment received; case closed.
CASE0006Pending12500falseNoneCLM10006Benjamin YoungPOL556677EAtlantic Freightwaysblank2024-01-05blank0blankOngoingRobert MurphyGeorgiaAwaiting third party response, no payment received yet.
CASE0007Open185000trueDemand LetterCLM10007Ava MartinezblankSuperior Haulingava.martinez@superiorhaul.com2022-07-15blank02022-07-22OngoingMaria PerryPennsylvaniaDemand letter sent, awaiting response from third party.
CASE0008Settled4300falseNoneCLM10008Olivia NguyenPOL778899FHorizon Equipment Corp.blank2021-03-182021-05-094300blankFull RecoverySteven GrantOhioQuick settlement achieved after initial communication.

What the 600 rows show

from the 600-row sample

Litigation (case status) stands out: 95 of its 95 rows have legal_action_taken = true, against 83 of 505 for the rest.

  • 30%legal_action_taken = true
  • 4,300median recovery_potential_amount
  • 4recovery outcomes
  • 96jurisdictions
  • 0.0median amount_collected
Legal action taken rate by case_statuslegal_action_taken = true
0%50%100%1%Open1 of 1…0%Closed0 of 1…0%Pendi…0 of 8173%Settl…82 of …100%Litig…95 of …0%Denied0 of 1…
recovery_potential_amount600 rows, in bands of 10M
0300600598100000001050M100Mrecovery_potential_amount →

Median 4,300, from 0.0 to 100,000,000.

legal_action_type600 rows · 5 values
  1. None422
  2. Settlement73
  3. Litigation60
  4. Arbitration25
  5. Demand Letter20
18 columns by typefrom the column list below
  • string 12
  • float 2
  • date 3
  • boolean 1

Columns

18 columns in four groups
blueprint · 18 columns
columntypedescriptionexample
Text 12 columns
case_idstringUnique identifier for the subrogation caseuniqueCASE0001
claim_idstringReference identifier for the original insurance claimCLM10001
insured_namestringName of the insured party involved in the claimMichael Thompson
insured_policy_numberstringPolicy number of the insured partyoptionalPOL123456A
third_party_namestringName of the responsible third party pursued for recoveryEvergreen Logistics LLC
third_party_contactstringContact details for the third party (phone or email)optional415-555-9832
case_statusstringCurrent status of the subrogation case6 valuesOpen
legal_action_typestringType of legal action taken (if any)Demand Letter · Arbitration · Litigation · Settlement · None · optionalNone
recovery_outcomestringOutcome of the recovery processFull Recovery · Partial Recovery · No Recovery · Ongoing · optionalOngoing
notesstringAdditional notes or comments about the caseoptionalInitial review underway.
responsible_adjusterstringName of the insurance adjuster managing the caseoptionalSamantha Voss
jurisdictionstringLegal jurisdiction where the case is being pursuedoptionalCalifornia
Numbers 2 columns
recovery_potential_amountfloatEstimated amount that could be recovered from the third party0 or more18500.75
amount_collectedfloatActual amount collected from the third party0 or more · optional0
Dates and times 3 columns
date_openeddateDate the subrogation case was opened2022-02-15
date_closeddateDate the subrogation case was closed (if applicable)optional2022-01-10
legal_action_datedateDate legal action was initiated (if applicable)optional2023-05-01
True or false 1 column
legal_action_takenbooleanIndicates if legal action was initiated against the third partyfalse

Use it for

  • legal action t…30%178 of 600 rowsmean recovery potenti…17.3kOpen2.1kClos…7.2kPend…5.9kSett…

    An insurance dashboard

    The legal_action_taken rate, recovery_potential_amount by case_status and a breakdown of legal_action_type. Excel, Power BI or Tableau.

  • Why do 178 of 600 rows have legal_action_taken = true?

    A root-cause class exercise

    Hand out the rows and one question. The answer is in the data, not in the brief.

  • A software demo

    Believable cases with claim_id, insured_name and insured_policy_number to fill a screen in front of a buyer.

Not quite right?

Make it yours.

Same 18 columns, your size and your rules. See 20 rows before you pay.

Preview 20 rows free

1,000 rows: $1.99 · 10,000: $12.99One-time. No subscription. All prices

This dataset600 rows18 columns
Yours1,000 rows18 columns

blueprint · subrogation-and-recovery-cases

Behind this dataset

Same schema. As many rows as you need.

These 600 rows came out of a blueprint — 18 columns with generation rules behind each one. Open it in Data Factory to retune a column, add your own, wire in foreign keys, and run it at the size you actually need.

Rules it was built with
  • Subrogation case linked to primary claim
  • Potential recovery amount estimated
  • Responsible party identified
  • Subrogation waiver check before pursuit
  • Cost-benefit analysis for pursuit decision
  • Legal representation assigned if needed
  • Settlement negotiations tracked
  • Recovery rate varies by line and jurisdiction
Rows
Open the blueprint in Data Factory

1 credit per row. New accounts start with 25 free credits.

Exports
CSV, JSON, JSONL, Parquet, SQL, Excel, TSV, XML
Licence
yours to use, including commercially
API slug
subrogation-and-recovery-cases

What should your data show?

Preview 20 rows free
No signup. No card.