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

How it works 15 steps

Inspect the data fetches, transforms, gates, and output this recipe runs.

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

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Output

checklist checklist

Settings 1 configurable

Configurable at install. Defaults shown — change them anytime in Recued.

coverage type text = term_life