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ianyamey/application-workflow.html

Last active August 29, 2015 14:10
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Agent Workflow
Raw
application-workflow.html
<!DOCTYPE html>
<html>
<head>
<script src="https://cdn.rawgit.com/knsv/mermaid/master/dist/mermaid.full.min.js"></script>
<meta charset="utf-8">
<title>Application</title>
</head>
<body>
<div class="mermaid">
graph LR;
requested((Application Requested));
denied(Denied by Carrier);
pending_client_info[Pending client info];
hold[On Hold];
underwriting[In Underwriting];
requested-->|request info from client|pending_client_info;
underwriting-->|client passes underwriting|sent[Policy Sent];
sent-->|client rejects application|not_interested;
pending_client_info-->|client rejects application|not_interested(Not interested);
sent-->|client accepts policy|delivered(Policy Delivered);
pending_client_info-->|submit to underwriters|underwriting;
underwriting-->|carrier denies coverage|denied;
hold-->|delay interval expires|pending_client_info;
pending_client_info-->|client requests delay|hold;
</div>
</body>
</html>
Raw
quote-worflow.html
<!DOCTYPE html>
<html>
<head>
<script src="https://cdn.rawgit.com/knsv/mermaid/master/dist/mermaid.full.min.js"></script>
<meta charset="utf-8">
<title>Quote</title>
</head>
<body>
<div class="mermaid">
graph LR;
requested((Quote Requested));
unavailable(Unavailable);
pending_client_info[Pending client info];
pending_agent[Pending agent];
pending_carrier[Pending carrier];
sent[Quote sent];
hold[On Hold];
requested-->|request info from client|pending_client_info;
requested-->|request quotes from carrier|pending_carrier;
requested-->|request info from agent|pending_agent;
is_eligible{Eligible for coverage};
is_eligible-->|yes, deliver quote|sent;
is_eligible-->|no|unavailable;
requested-->|system returns no quotes|unavailable;
pending_client_info-->is_eligible;
pending_agent-->is_eligible;
pending_carrier-->is_eligible;
sent-->|client rejects offer|not_interested(Not interested);
hold-->not_interested;
hold-->accepted;
sent-->|client requests delay|hold;
sent-->|client selects quote|accepted(Quote Selected);
</div>
</body>
</html>
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