Accept Quote

v0.0.1

Command to accept a quote, moving it to the accepted state.

Add Beneficiary

v0.0.1

Command to add a beneficiary to a product on a quote.

Add Main Product And Policyholder Macro

v0.0.1

Macro command that adds the main product and captures policyholder details in a single atomic operation.

Add Optional Benefit

v0.0.1

Command to add an optional benefit to a product on a quote.

Add Optional Benefit To All Products

v0.0.1

Command to add an optional benefit to all products on a quote simultaneously.

Add Product To Quote

v0.0.1

Command to add an insurance product to a quote with pricing calculation.

Add Resume Link To Quote

v0.0.1

Command to add a resume link to a quote for later continuation.

Add Verification to Policy

v0.0.1

Command to add a verification record to a funeral policy, tracking verification outcomes for personal details, bank details, or sanctions screening.

Add Verification To Quote

v0.0.1

Command to add a verification record to a quote.

Apply Cover Escalation

v0.0.1

Command to apply cover escalation to a funeral policy, increasing the cover amount based on escalation rules.

Apply Premium Escalation

v0.0.1

Command to apply premium escalation to a funeral policy, adjusting premium amounts based on escalation rules.

Archive File

v0.0.1

Command to archive a file for long-term storage

Arrears Fully Paid Event

v0.0.1

Event emitted when all arrears on a policy have been fully paid

Bundle Issuance For New Policy Event

v0.0.1

Event emitted when bundle issuance is initiated for a new policy.

Cancel Policy

v0.0.1

Command to cancel an active funeral policy

Cancel Quote

v0.0.1

Command to cancel an active quote.

CAPTCHA Failed Event

v0.0.1

Logged when a reCAPTCHA validation fails or returns a low score.

CAPTCHA Validated Event

v0.0.1

Logged when a reCAPTCHA token is successfully validated.

Capture Collection Details

v0.0.1

Command to capture premium collection details for a quote.

Capture Policy Holder Details

v0.0.1

Command to capture the policy holder's personal details on a quote.

Capture Replacement Cover Details

v0.0.1

Command to capture replacement cover details for a specific product instance on a quote.

Capture Sales Agent

v0.0.1

Command to associate a sales agent with a quote.

Change Quote Status To Converted

v0.0.1

Command to transition a quote to the converted status after a policy has been created from it.

Check Payment Before Grace Period

v0.0.1

Command to verify whether a premium payment was received before the grace period ended.

Check Pending ORMS Decision

v0.0.1

Command to poll ORMS for analyst decisions on flagged screening cases

Claim Repudiated Event

v0.0.1

Event emitted when a claim is repudiated (denied).

Claim Submitted to CRM Event

v0.0.1

Event emitted when a claim is submitted to a CRM system for servicing.

Claim Updated Event

v0.0.1

Event emitted when a claim is updated (main life, covered life, or banking details change).

Collect Premium

v0.0.1

Command to initiate the premium collection process for a policy based on its financial status and conditions.

Collection Creation Failed Event

v0.0.1

Event emitted when a collection creation request fails in the collections gateway.

Collection Creation Succeeded Event

v0.0.1

Event emitted when a collection is created successfully by the collections gateway.

Collection Failed Event

v0.0.1

Event emitted when a premium collection fails.

Collection Succeeded Event

v0.0.1

Event emitted when a premium collection succeeds.

CORS Preflight Handled Event

v0.0.1

Logged when a CORS preflight (OPTIONS) request is handled.

Covered Life Deceased

v0.0.1

Command to process a covered life (non-main life) that has deceased

Create Collection Account Preferences

v0.0.1

Command to create collection account preferences for a customer

Create Customer Identity

v0.0.1

Command to create a new verified customer identity with certified attributes

Create Customer Notification Preferences

v0.0.1

Command to create notification preferences for a customer

Create Data Subject

v0.0.1

Command to create a data subject record for regulatory compliance

Create Funeral Policy

v0.0.1

Command to create a funeral policy directly with all required details

Create Funeral Policy From Quote

v0.0.1

Command to create a funeral policy from an existing quote

Create Policy Request

v0.0.1

Command to ingest a policy creation request via the Policy Importer API.

Create Product Bundle Config

v0.0.1

Command to create a new product bundle configuration for a partner.

Create Product Bundle Inventory Items

v0.0.1

Command to generate inventory items for a product bundle.

Create Quote

v0.0.1

Command to create a new insurance quote with partner and package configuration.

Create Quote Delta

v0.0.1

Delta-based command to create a new insurance quote, replacing a previous quote state.

Create Quote With Policy

v0.0.1

Command to create a new quote based on an existing policy.

Create Tenanted Identity

v0.0.1

Command to create a tenanted identity record linked to a specific tenant

CRM Outcome Captured Event

v0.0.1

Event emitted when CRM servicing outcomes are captured for a claim.

Death Details Captured Event

v0.0.1

Event emitted when death details are captured for a claim.