The fields in which data is required are labeled with a * and have a different color. The Submit button in the form is disabled until you provide a value in all such fields in a form.
You can start the Solution Scenario in Business Space to view the Getting Started Widget. The Getting Started Widget lists the assets and the steps for using the Solution Scenario.
Roles | My Tasks | Variable Annuity New Business Process | Variable Annuity New Business Process Check | Variable Annuity New Business Dashboard |
---|---|---|---|---|
Producer | Yes | Yes | Yes | No |
Distributor | Yes | Yes | Yes | No |
LOB User | No | No | No | Yes |
Groups / Roles | User Name | User ID | Password |
---|---|---|---|
Producer | Adam Smith | Adam | password |
Distributor | Peter Henderson | Peter | password |
LOB User | Jay Walk | Jay | password |
When using Business Space to view the Variable Annuity New Business execution, you need to log in to the Business Space. This involves providing login details and viewing various pages that are part of the Variable Annuity New Business space.
The Producer logs on to Business Space to search for the customer who needs an Annuity product. The Producer searches for the name of the customer and views the customer profile.
After the Producer searches for a customer and retrieves related details, the customer profile needs to be created based on certain selections.
Based on the criteria selection performed during customer profile selection, the Producer can then decide the best Annuity product for the customer.
The Producer updates the customer order entry application form based on the customer Annuity product selection.
The Producer accepts the eSign document for the customer and generates a suitability review for the Distributor to approve.
The Distributor logs on to Business Space and approves the suitability review submitted by the Producer.
After the Distributor approves the suitability review submitted by the Producer, the Producer presents the Welcome package to the insurer.
The Variable Annuity New Business Dashboard page contains widgets that provide an overview of the information for the Variable Annuity New Business Solution Scenario. You can use this information to analyze the Variable Annuity New Business status.
The Variable Annuity New Business process flow can be viewed as published using WebSphere Business Compass that displays the services used and the sequence in which they are executed. The artifacts used in the Solution Scenario can be viewed in the Variable Annuity New Business Process page.