Asset listing

The integration of multiple assets builds a complete Solution Scenario. The detailed listing of the assets that were used to create the Variable Annuity New Business Solution Scenario is provided here.

Process Models

This asset contains the process models required for implementation of the Variable Annuity New Business process. This process also contains the business metrics required for monitoring the key performance indicators (KPI) for the Solution Scenario. The Process Model associated with the Variable Annuity New Business Solution Scenario is listed here.

  • Variable Annuity New Business

Process Flows

The Process Flows associated with the Variable Annuity New Business Solution Scenario are listed here.

  • Perform Financial Planning
  • Present Products
  • Product Selection and Order Entry
  • Suitability Review and Approval
  • Process Application
  • Conduct Signing Ceremony

Intelligent Business Services

Process variations and conditions

The process variations and conditions associated with the Solution Scenario are listed here.

N/A

Business policies

The business policies associated with the Solution Scenario are listed here.

N/A

End-point selection policies

The end-point selection policies associated with the Solution Scenario are listed here.

N/A

Vocabulary concepts

Business concepts

The business concepts associated with the Solution Scenario are listed here.

  • N/A

Roles

The roles associated with the Solution Scenario are listed here.

  • Distributor: The Distributor approves any information related to insurer that has been created by the Producer.
  • Producer: The Producer creates the customer profile, presents the products to the customer, completes the eSigning ceremony, and provides the welcome package to the customer after closing the deal.
  • LOB user: The LOB user uses the dashboard data to analyze the graphical view of the volume of business.

Channels

The channels associated with the Solution Scenario are listed here.

HTTP (Web Portal)

Service Models

Service interfaces

The Service interfaces associated with the Solution Scenario are listed here.

Table 1. Service Interface and port listing
Interface Name Port Type
Retrieve Customer Details* RetrieveCustomerProfilePT*
Retrieve Customer Profile* RetrieveCustomerProfilePT*
Retrieve Product Profiles* GetAnnuityProductProfilePT*
Update Product Selection* RetrieveCustomerProfilePT*
Update Illustration Selection* RetrieveCustomerProfilePT*
Create Order* RetrieveCustomerProfilePT*
Record eSignature* SignMessagePT*
Generate Suitability Documentation* GenerateDocumentationPT*
Note: This listing excludes the service interfaces that are used by the common services. For more information about such service interfaces, see Mapping SCA Modules, SCA Libraries, and service interfaces for the Insurance common services section in the WebSphere® Insurance Content Pack verson 7.0 documentation.

Common Components

Common Services

The Common Services associated with the Solution Scenario are listed here.

N/A