Skip to content

feat: add L1 platform overview for Agent Assisted Application Funnel (AAA)#2

Closed
pankajsoni5490 wants to merge 5 commits into
mainfrom
feat/agent-assist-funnel-l1
Closed

feat: add L1 platform overview for Agent Assisted Application Funnel (AAA)#2
pankajsoni5490 wants to merge 5 commits into
mainfrom
feat/agent-assist-funnel-l1

Conversation

@pankajsoni5490

Copy link
Copy Markdown
Collaborator

Summary

  • Adds layer-01/platform-systems/agent-assist-funnel_v2_0.md — full Layer 01 context doc for the Agent Assisted Application Funnel
  • Updates layer-01/platform-systems/README.md status from Outstanding → Draft

What's covered

  • Full 8-step AAA flow (quote → activation) with product-specific behaviors
  • AOR / contracting model — 3-ladder system, policy submission caps, license verification, PA state appointment flow, AML + IUL training requirements, carrier outbound feed methods
  • Compliance checks — ToF/IDV, AML, OFAC, SMS Disclosure 4-criteria gate, foreign national handling
  • Product catalog — Prime (LGA/Spirit), Choice (Ameritas + LB riders), Ameritas IUL, Sahara IUL, TAWL/GAWL, Beacon, TS Term
  • PRS rerouting table per product
  • 20+ system dependencies
  • 12 known constraints and 6 Needs Validation items

Sources

Sourced from getethos/ethos-prt context-docs (channels, contracting-aor, quoter, agent-portal, products) — last updated Apr–May 2026.

Test plan

  • Review AAA flow steps for accuracy against current product behavior
  • Verify AOR / contracting ladder statuses are current
  • Confirm product-specific coverage bands and term lengths
  • Validate known constraints list against current engineering status

🤖 Generated with Claude Code

pankajsoni5490 and others added 5 commits May 6, 2026 14:17
…(AAA)

Adds agent-assist-funnel_v2_0.md covering the full AAA flow, AOR/contracting
model, compliance checks (IDV/AML/OFAC), PRS rerouting, product-specific
behaviors (Prime, Choice, Ameritas IUL, Sahara), and all system dependencies.
Sourced from ethos-prt context-docs. Updates README status to Draft.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
@TanujSharma1125

Copy link
Copy Markdown

approved

@pankajsoni5490

Copy link
Copy Markdown
Collaborator Author

Superseded by PR #5 which consolidates all branches into one.

Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment

Labels

None yet

Projects

None yet

Development

Successfully merging this pull request may close these issues.

2 participants