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feat: add L1 context doc for Microsite Funnel#3

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pankajsoni5490 wants to merge 5 commits into
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feat/microsite-funnel-l1
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feat: add L1 context doc for Microsite Funnel#3
pankajsoni5490 wants to merge 5 commits into
mainfrom
feat/microsite-funnel-l1

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@pankajsoni5490

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Summary

  • Adds microsite-funnel_v2_0.md — L1 platform context doc for the MicroSite / Share Quote client-initiated flow
  • Covers: two entry points (MicroSite via invite link, Share Quote), product routing waterfall (PRS from top), compliance differences from AAA (no AOR/license check), AOR behavior (Ethos as AOR if agent uncontracted), 7-step client journey, customer record tracking with full status taxonomies, lifecycle comms (Iterable, Q1 2026 metrics), 13 system dependencies, 10 known constraints, 5 Needs Validation items
  • Updates README.md to mark Microsite Funnel as Draft

Sources (from getethos/ethos-prt)

  • channels/client-initiated-microsite.md
  • agent-portal/home-page.md, agent-portal/overview.md
  • quoter/overview.md
  • customers/customer-list.md, customers/pre-submission.md, customers/post-submission.md
  • contracting-aor/overview.md, contracting-aor/pattern.md
  • lifecycle-comms.md
  • products/tawl-gawl/overview.md, products/beacon-siwl-giwl/overview.md

Test plan

  • Review microsite-funnel_v2_0.md for accuracy against source docs
  • Confirm README status updated to Draft
  • Confirm no conflicts with other pending PRs

🤖 Generated with Claude Code

pankajsoni5490 and others added 5 commits May 6, 2026 14:17
Adds context doc for the MicroSite / Share Quote client-initiated flow covering entry points, product routing, compliance rules, AOR behavior, customer tracking, lifecycle comms, dependencies, and known constraints. Also updates README to mark Microsite Funnel as Draft.

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

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@pankajsoni5490

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Superseded by PR #5 which consolidates all branches into one.

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2 participants