The insurance system completes underwriting and finalizes terms before presenting the policy pack to the applicant.
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| Control point | Applicable design |
|---|---|
| Actors | Policyholder, agent and underwriter |
| Trigger | Underwrite, finalize terms and approve issuance |
| Source system | Policy administration system |
| Documents | Proposal, insurance policy and terms |
| Approval control | Underwrite, finalize terms and approve issuance |
| Identity and authority | Match the participants, representation authority and document scope before requesting authorization. |
| Signing route | API or Agent connects an agreed VNeID/RS-HUB or Trusted SIC route; fallback requires an approved deployment policy. |
| Business exceptions | Coverage change; premium unresolved; endorsement not accepted |
| Downstream system | Policy administration / DMS |
The insurance system completes underwriting and finalizes terms before presenting the policy pack to the applicant.
Applicant; underwriter; insurer signer review the document and representation authority before authorizing signing.
Correlate the signing request with application, policy and insurance terms and its approved version; retain the transaction reference.
The approved provider creates the signature using the applicable certificate and authorization; do not change routes without approval.
Retain the policy pack and matching terms; track policy delivery separately from signing.
Coverage change; premium unresolved; endorsement not accepted.
The Policy administration system owner decides whether to amend, cancel or request a new signature. Reconcile delayed callbacks against the original transaction before creating a replacement.
This is a reference implementation workflow. The organization determines business policy, legal requirements and acceptance conditions.
