52 lines
1.3 KiB
Markdown
52 lines
1.3 KiB
Markdown
|
# Horizon
|
||
|
|
|
||
|
|
This is a web application that syncs insurance policy data from an insurance brokerage's line of business system to a local database (postgres) and then allows for additional functionality:
|
||
|
|
|
||
|
|
- Client Filtering
|
||
|
|
|
||
|
|
- Designation
|
||
|
|
|
||
|
|
- Claims Assignment
|
||
|
|
|
||
|
|
- AE
|
||
|
|
|
||
|
|
- Policy Grouping
|
||
|
|
|
||
|
|
- Groups don't cross clients, they are meant to align work tasks in an efficient manner. For example pulling a clients credit report is a per client task not a per policy
|
||
|
|
|
||
|
|
-
|
||
|
|
|
||
|
|
- Task Assignment
|
||
|
|
|
||
|
|
- Policies may need to retain individual tasks even if they are a member group.
|
||
|
|
|
||
|
|
- Tasks should be able to be assigned to a policy group or individual policy
|
||
|
|
|
||
|
|
- Tasks should be automatically assigned based on a date trigger: Group Date, or Policy Expiration Date
|
||
|
|
|
||
|
|
- Tasks should only be assigned automatically after a policy exists in the system for 20 days
|
||
|
|
|
||
|
|
- There should be a manual assignment in the ui that let's users assign tasks en masse using filters (policies for client A, new policies with no assignment, or just manual checkbox selection of multiple policies)
|
||
|
|
|
||
|
|
- Logging
|
||
|
|
|
||
|
|
- Authentication
|
||
|
|
|
||
|
|
- Task Activities
|
||
|
|
|
||
|
|
- Assignment
|
||
|
|
|
||
|
|
- Changes
|
||
|
|
|
||
|
|
- Removal
|
||
|
|
|
||
|
|
- Completion
|
||
|
|
|
||
|
|
- User Activities
|
||
|
|
|
||
|
|
- Creation / Deletion
|
||
|
|
|
||
|
|
- Role Change (Admin/Manager/Advocate)
|
||
|
|
|
||
|
|
|