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Insurance Eligibility Checker

by recued-core v1 action

Validates new insurance applications against configurable eligibility rules and renders a compliance checklist.

How it works

Process (15 steps)
■ active_rules switch
Map setting coverage type to one of: term_life, whole_life
■ safe_age coalesce
Use the first available value from: applicant age, -1
■ safe_existing_cov coalesce
Use the first available value from: applicant existing coverage, 0
■ safe_req_cov coalesce
Use the first available value from: requested coverage amount, 0
■ age_invalid any
Check if any of the conditions are true
■ age_ok compare
Check if age invalid equals
■ residency_match filter
Filter by condition
■ residency_ok compare
Check if residency match has data
■ health_conds coalesce
Use the first available value from: applicant health conditions,
■ excluded_found filter
Filter by condition
■ excluded_list join
Join items with ", "
■ conditions_ok compare
Check if excluded found is empty
■ total_coverage math
Calculate safe existing cov plus safe req cov
■ coverage_ok compare
Check if total coverage is at most active rules max concurrent coverage per carrier
■ checklist to_checklist
Format results as an actionable checklist
▼
Output
checklist checklist

Settings (1)

Configurable at install. Defaults shown — change anytime in the extension.

coverage type text = term_life

Tags

generic insuranceeligibilitycomplianceunderwriting

Details

15 steps 1 configurable settings recipe_id: check-eligibility-insurance runs on Device + server

Install

Install in Recued View publisher Open Kitchen

If the webclient is not paired yet, copy check-eligibility-insurance and paste it after pairing.