730 docs tagged with "helpifyr"

Exact reference page for the Fabric-owned Helpifyr Boost Admission Pack, dry-run template, and fail-closed review surfaces.

How the advice case form, its supporting records, quotes, and quote revisions are structured, which checks run on save, and which advice commands have no evidenced Desk path.

Operator-grade guide to capability admission, projection truth, and fail-closed agent capability consumption in Helpifyr.

Operator-grade guide to agent roles, automation boundaries, stop conditions, and verified execution posture.

Operator-grade guide to exact route families, generated reference boundaries, and provenance-aware technical lookup.

Versioned api-reference page for Helpifyr Bobbin (latest).

Versioned api-reference page for Helpifyr Bobbin (stable).

Versioned api-reference page for Dobby Overview (latest).

Versioned api-reference page for Dobby Overview (stable).

Versioned api-reference page for Helpifyr Fabric (latest).

Versioned api-reference page for Helpifyr Fabric (stable).

Versioned api-reference page for Helpifyr jhf-heddle (latest).

Versioned api-reference page for Helpifyr jhf-heddle (stable).

Versioned api-reference page for Helpifyr Loom (latest).

Versioned api-reference page for Helpifyr Loom (stable).

Versioned api-reference page for Helpifyr Mission Control v2 (jhf-pattern) (latest).

Versioned api-reference page for Helpifyr Mission Control v2 (jhf-pattern) (stable).

Versioned api-reference page for Helpifyr Shuttle (latest).

Versioned api-reference page for Helpifyr Shuttle (stable).

Versioned api-reference page for Helpifyr Spindle (latest).

Versioned api-reference page for Helpifyr Spindle (stable).

Versioned api-reference page for Helpifyr Tenter (latest).

Versioned api-reference page for Helpifyr Tenter (stable).

Versioned api-reference page for Helpifyr Warp (latest).

Versioned api-reference page for Helpifyr Warp (stable).

Versioned api-reference page for Helpifyr Wire (latest).

Versioned api-reference page for Helpifyr Wire (stable).

Summarize the highest-value Helpifyr route families and when to use them.

Public architecture posture for Helpifyr Beam (latest).

Public architecture posture for Helpifyr Beam (stable).

Versioned architecture page for Helpifyr Bobbin (latest).

Versioned architecture page for Helpifyr Bobbin (stable).

Versioned architecture page for Helpifyr Deployment (latest).

Versioned architecture page for Helpifyr Deployment (stable).

Versioned architecture page for Dobby Overview (latest).

Versioned architecture page for Dobby Overview (stable).

Versioned architecture page for Helpifyr Fabric (latest).

Versioned architecture page for Helpifyr Fabric (stable).

Versioned architecture page for Helpifyr jhf-heddle (latest).

Versioned architecture page for Helpifyr jhf-heddle (stable).

Public architecture posture for Helpifyr KeyStore (latest).

Public architecture posture for Helpifyr KeyStore (stable).

Versioned architecture page for Helpifyr Lantern (latest).

Versioned architecture page for Helpifyr Lantern (stable).

Versioned architecture page for Helpifyr Loom (latest).

Versioned architecture page for Helpifyr Loom (stable).

Versioned architecture page for Helpifyr Mission Control v2 (jhf-pattern) (latest).

Versioned architecture page for Helpifyr Mission Control v2 (jhf-pattern) (stable).

Versioned architecture page for Helpifyr Reed (latest).

Versioned architecture page for Helpifyr Reed (stable).

Versioned architecture page for Helpifyr Shuttle (latest).

Versioned architecture page for Helpifyr Shuttle (stable).

Versioned architecture page for Helpifyr Spindle (latest).

Versioned architecture page for Helpifyr Spindle (stable).

Versioned architecture page for Helpifyr Tenter (latest).

Versioned architecture page for Helpifyr Tenter (stable).

Versioned architecture page for Helpifyr Warp (latest).

Versioned architecture page for Helpifyr Warp (stable).

Versioned architecture page for Helpifyr Wire (latest).

Versioned architecture page for Helpifyr Wire (stable).

Describe the evidence, signoff, and fail-closed approval posture around risky Helpifyr actions.

Curated longform module page for Beam.

Visible handoff page for a legacy alias route.

Visible handoff page for a legacy alias route.

Curated longform module page for Bobbin.

Visible handoff page for a legacy alias route.

Visible handoff page for a legacy alias route.

Explain the public-safe structure, review order, and fail-closed boundaries of the Boost Admission Pack.

Helpifyr Boosts documentation.

Developer path for APIs, events, MCP, and service integration.

Operator-grade guide to capability coverage, verify paths, and failure-aware explanation standards.

Generated public reference for Business case development.

Versioned capabilities page for Helpifyr Beam (latest).

Versioned capabilities page for Helpifyr Beam (stable).

Versioned capabilities page for Helpifyr Bobbin (latest).

Versioned capabilities page for Helpifyr Bobbin (stable).

Versioned capabilities page for Helpifyr Deployment (latest).

Versioned capabilities page for Helpifyr Deployment (stable).

Versioned capabilities page for Dobby Overview (latest).

Versioned capabilities page for Dobby Overview (stable).

Versioned capabilities page for Helpifyr Fabric (latest).

Versioned capabilities page for Helpifyr Fabric (stable).

Versioned capabilities page for Helpifyr jhf-heddle (latest).

Versioned capabilities page for Helpifyr jhf-heddle (stable).

Versioned capabilities page for Helpifyr Keystore (latest).

Versioned capabilities page for Helpifyr Keystore (stable).

Versioned capabilities page for Helpifyr Lantern (latest).

Versioned capabilities page for Helpifyr Lantern (stable).

Versioned capabilities page for Helpifyr Loom (latest).

Versioned capabilities page for Helpifyr Loom (stable).

Versioned capabilities page for Helpifyr OpenClaw Environment (latest).

Versioned capabilities page for Helpifyr OpenClaw Environment (stable).

Versioned capabilities page for Helpifyr Mission Control v2 (jhf-pattern) (latest).

Versioned capabilities page for Helpifyr Mission Control v2 (jhf-pattern) (stable).

Versioned capabilities page for Helpifyr Reed (latest).

Versioned capabilities page for Helpifyr Reed (stable).

Versioned capabilities page for Helpifyr Selvage (latest).

Versioned capabilities page for Helpifyr Selvage (stable).

Versioned capabilities page for Helpifyr Shuttle (latest).

Versioned capabilities page for Helpifyr Shuttle (stable).

Versioned capabilities page for Helpifyr Spindle (latest).

Versioned capabilities page for Helpifyr Spindle (stable).

Versioned capabilities page for Helpifyr Swatch (latest).

Versioned capabilities page for Helpifyr Swatch (stable).

Versioned capabilities page for Helpifyr Tenter (latest).

Versioned capabilities page for Helpifyr Tenter (stable).

Versioned capabilities page for Helpifyr Warp (latest).

Versioned capabilities page for Helpifyr Warp (stable).

Versioned capabilities page for Helpifyr Wire (latest).

Versioned capabilities page for Helpifyr Wire (stable).

Operator-grade runbook for establishing a trustworthy stack health and readiness baseline.

How to open a claim assistance case from a policy, which fields and roles apply to sensitive claim data, how complaint cases work, and what the two claim reports and the duration deadline function do.

Import a carrier commission statement, create and approve reconciliations with two different people, and understand why posting stays a draft.

Operator-grade guide to support windows, channel expectations, and upgrade-compatibility verification.

Versioned compatibility page for Helpifyr Beam (latest).

Versioned compatibility page for Helpifyr Beam (stable).

Versioned compatibility page for Helpifyr Bobbin (latest).

Versioned compatibility page for Helpifyr Bobbin (stable).

Versioned compatibility page for Helpifyr Deployment (latest).

Versioned compatibility page for Helpifyr Deployment (stable).

Versioned compatibility page for Dobby Overview (latest).

Versioned compatibility page for Dobby Overview (stable).

Versioned compatibility page for Helpifyr Fabric (latest).

Versioned compatibility page for Helpifyr Fabric (stable).

Versioned compatibility page for Helpifyr jhf-heddle (latest).

Versioned compatibility page for Helpifyr jhf-heddle (stable).

Versioned compatibility page for Helpifyr Keystore (latest).

Versioned compatibility page for Helpifyr Keystore (stable).

Versioned compatibility page for Helpifyr Lantern (latest).

Versioned compatibility page for Helpifyr Lantern (stable).

Versioned compatibility page for Helpifyr Loom (latest).

Versioned compatibility page for Helpifyr Loom (stable).

Versioned compatibility page for Helpifyr OpenClaw Environment (latest).

Versioned compatibility page for Helpifyr OpenClaw Environment (stable).

Versioned compatibility page for Helpifyr Mission Control v2 (jhf-pattern) (latest).

Versioned compatibility page for Helpifyr Mission Control v2 (jhf-pattern) (stable).

Versioned compatibility page for Helpifyr Reed (latest).

Versioned compatibility page for Helpifyr Reed (stable).

Versioned compatibility page for Helpifyr Selvage (latest) with OpenAleph target and Loom ownership boundaries.

Versioned compatibility page for Helpifyr Selvage (stable) with OpenAleph target and Loom ownership boundaries.

Versioned compatibility page for Helpifyr Shuttle (latest).

Versioned compatibility page for Helpifyr Shuttle (stable).

Versioned compatibility page for Helpifyr Spindle (latest).

Versioned compatibility page for Helpifyr Spindle (stable).

Versioned compatibility page for Helpifyr Swatch (latest).

Versioned compatibility page for Helpifyr Swatch (stable).

Versioned compatibility page for Helpifyr Tenter (latest).

Versioned compatibility page for Helpifyr Tenter (stable).

Versioned compatibility page for Helpifyr Warp (latest).

Versioned compatibility page for Helpifyr Warp (stable).

Versioned compatibility page for Helpifyr Wire (latest).

Versioned compatibility page for Helpifyr Wire (stable).

Operator-grade concept map for the Helpifyr stack model, capability admission, MCP/skills boundaries, event sourcing, and work closeout posture.

Versioned configuration page for Helpifyr Beam (latest).

Versioned configuration page for Helpifyr Beam (stable).

Versioned configuration page for Helpifyr Bobbin (latest).

Versioned configuration page for Helpifyr Bobbin (stable).

Versioned configuration page for Helpifyr Deployment (latest).

Versioned configuration page for Helpifyr Deployment (stable).

Versioned configuration page for Dobby Overview (latest).

Versioned configuration page for Dobby Overview (stable).

Versioned configuration page for Helpifyr Fabric (latest).

Versioned configuration page for Helpifyr Fabric (stable).

Versioned configuration page for Helpifyr jhf-heddle (latest).

Versioned configuration page for Helpifyr jhf-heddle (stable).

Versioned configuration page for Helpifyr Keystore (latest).

Versioned configuration page for Helpifyr Keystore (stable).

Versioned configuration page for Helpifyr Lantern (latest).

Versioned configuration page for Helpifyr Lantern (stable).

Versioned configuration page for Helpifyr Loom (latest).

Versioned configuration page for Helpifyr Loom (stable).

Versioned configuration page for Helpifyr OpenClaw Environment (latest).

Versioned configuration page for Helpifyr OpenClaw Environment (stable).

Versioned configuration page for Helpifyr Mission Control v2 (jhf-pattern) (latest).

Versioned configuration page for Helpifyr Mission Control v2 (jhf-pattern) (stable).

Versioned configuration page for Helpifyr Reed (latest).

Versioned configuration page for Helpifyr Reed (stable).

Versioned configuration page for Helpifyr Selvage (latest).

Versioned configuration page for Helpifyr Selvage (stable).

Versioned configuration page for Helpifyr Shuttle (latest).

Versioned configuration page for Helpifyr Shuttle (stable).

Versioned configuration page for Helpifyr Spindle (latest).

Versioned configuration page for Helpifyr Spindle (stable).

Versioned configuration page for Helpifyr Swatch (latest).

Versioned configuration page for Helpifyr Swatch (stable).

Versioned configuration page for Helpifyr Tenter (latest).

Versioned configuration page for Helpifyr Tenter (stable).

Versioned configuration page for Helpifyr Warp (latest).

Versioned configuration page for Helpifyr Warp (stable).

Versioned configuration page for Helpifyr Wire (latest).

Versioned configuration page for Helpifyr Wire (stable).

Versioned contract-governance page for Helpifyr Bobbin (latest).

Versioned contract-governance page for Helpifyr Bobbin (stable).

Versioned contract-governance page for Dobby Overview (latest).

Versioned contract-governance page for Dobby Overview (stable).

Versioned contract-governance page for Helpifyr Fabric (latest).

Versioned contract-governance page for Helpifyr Fabric (stable).

Versioned contract-governance page for Helpifyr Shuttle (latest).

Versioned contract-governance page for Helpifyr Shuttle (stable).

Operator-grade guide to docs-as-code contribution, ownership, review, and publication verification.

Operator-grade contributor path for docs, contracts, and public-surface changes.

Orientation map of the Insurance Broker Core data model: parties and mandates, products, policies, advice, commission, privacy, and migration.

Versioned data-model page for Helpifyr Fabric (latest).

Versioned data-model page for Helpifyr Fabric (stable).

Versioned data-model page for Helpifyr Loom (latest).

Versioned data-model page for Helpifyr Loom (stable).

Versioned data-model page for Helpifyr Mission Control v2 (jhf-pattern) (latest).

Versioned data-model page for Helpifyr Mission Control v2 (jhf-pattern) (stable).

Versioned data-model page for Helpifyr Shuttle (latest).

Versioned data-model page for Helpifyr Shuttle (stable).

Versioned data-model page for Helpifyr Spindle (latest).

Versioned data-model page for Helpifyr Spindle (stable).

Versioned data-model page for Helpifyr Tenter (latest).

Versioned data-model page for Helpifyr Tenter (stable).

Versioned data-model page for Helpifyr Warp (latest).

Versioned data-model page for Helpifyr Warp (stable).

Operator-grade runbook for debugging login, session, claims, and redirect failures without exposing secrets.

Operator-grade runbook for diagnosing Fabric readiness mismatches across API, runtime materialization, and provider state.

Operator-grade runbook for diagnosing stuck, rejected, or evidence-missing agent tasks.

Operator-grade runbook for diagnosing workflow trigger, execution, and downstream evidence failures.

Operator-grade runbook for separating graph runtime, retrieval, memory-lane, and admitted-model failures before mutation.

Visible handoff page for a legacy alias route.

Visible handoff page for a legacy alias route.

Visible handoff page for a legacy alias route.

Visible handoff page for a legacy alias route.

Curated longform module page for Dobby Overview.

Operator-grade guide to the Fabric-owned docs-platform contract, rollout readiness, redirects, search truth, and reviewed-publication model.

Explain how Helpifyr public docs move from owner source truth into reviewed artifacts and canonical public publication.

Operator-grade guide to cross-repo triggers, dependencies, handoffs, and verification paths.

Reference of the error codes that Insurance Broker Core shows to users or raises in its Tender checks, with the message text and a short description of when each appears.

Fast orientation path for evaluators and solution owners.

Describe how append-only event truth, projections, and readiness signals move through Helpifyr.

Operator-grade guide to event families, dependency graphs, and projection truth in Helpifyr.

Visible handoff page for the legacy Event Modeling route.

Operator-grade guide to append-only event truth, replay posture, idempotency, and rebuildable projections in Helpifyr.

Generated public reference for Evidence traceability.

Generated public reference for Executive memo.

Partner-facing path for the Fabric-owned Helpifyr Boost Admission Pack, semantic extension declarations, and dry-run request.

Curated longform module page for Fabric.

Visible handoff page for a legacy alias route.

Visible handoff page for a legacy alias route.

Generated public reference for Fact base.

Operator-grade guide to symptom classes, diagnosis order, guarded recovery, and post-fix verification.

Configure a company, check readiness, activate Insurance Broker Core, and find your way around the broker workspace and cockpit.

Operator-grade journey hub for evaluators, integrators, operators, and security-conscious adopters.

Open the Insurance Broker workspace, choose a company in the cockpit, read its cards and lists, and understand the language and sidebar behaviour of the Desk.

Short definitions of the terms used in the Insurance Broker Core Desk and documentation, each with a link to the page that explains it in context.

Generated public reference for Handoff brief.

Visible handoff page for a legacy alias route.

Visible handoff page for a legacy alias route.

Operator-grade guide to release-note intent, train-level communication, and change-readiness expectations.

Operator-grade guide to approvals, escalation, override boundaries, and break-glass posture.

Explain how Helpifyr separates public-safe reads, guarded API access, and sensitive workflow boundaries.

Operator-grade guide to surface access projection, session handoff, fail-closed authority, and ownership splits in Helpifyr.

First deployment path for operators and implementers.

Install Insurance Broker Core on an ERPNext v16 site with bench, from the app pack, or in a multi-container bench.

Versioned install page for Helpifyr Beam (latest).

Versioned install page for Helpifyr Beam (stable).

Versioned install page for Helpifyr Bobbin (latest).

Versioned install page for Helpifyr Bobbin (stable).

Versioned install page for Helpifyr Deployment (latest).

Versioned install page for Helpifyr Deployment (stable).

Versioned install page for Dobby Overview (latest).

Versioned install page for Dobby Overview (stable).

Versioned install page for Helpifyr Fabric (latest).

Versioned install page for Helpifyr Fabric (stable).

Versioned install page for Helpifyr jhf-heddle (latest).

Versioned install page for Helpifyr jhf-heddle (stable).

Public installation path for Helpifyr KeyStore (latest).

Public installation path for Helpifyr KeyStore (stable).

Versioned install page for Helpifyr Lantern (latest).

Versioned install page for Helpifyr Lantern (stable).

Versioned install page for Helpifyr Loom (latest).

Versioned install page for Helpifyr Loom (stable).

Versioned install page for Helpifyr OpenClaw Environment (latest).

Versioned install page for Helpifyr OpenClaw Environment (stable).

Versioned install page for Helpifyr Mission Control v2 (jhf-pattern) (latest).

Versioned install page for Helpifyr Mission Control v2 (jhf-pattern) (stable).

Versioned install page for Helpifyr Reed (latest).

Versioned install page for Helpifyr Reed (stable).

Versioned install page for Helpifyr Selvage (latest).

Versioned install page for Helpifyr Selvage (stable).

Versioned install page for Helpifyr Shuttle (latest).

Versioned install page for Helpifyr Shuttle (stable).

Versioned install page for Helpifyr Spindle (latest).

Versioned install page for Helpifyr Spindle (stable).

Versioned install page for Helpifyr Swatch (latest).

Versioned install page for Helpifyr Swatch (stable).

Versioned install page for Helpifyr Tenter (latest).

Versioned install page for Helpifyr Tenter (stable).

Versioned install page for Helpifyr Warp (latest).

Versioned install page for Helpifyr Warp (stable).

Versioned install page for Helpifyr Wire (latest).

Versioned install page for Helpifyr Wire (stable).

Open broker portfolio and commission workflows for ERPNext. The Standalone add-on, with its user guide and reference, is the part documented today; further parts of the pack are planned.

Operator-grade integration map for ownership, validation, and public-safe connection patterns.

Explain how Helpifyr assigns ownership across Fabric, docs, web publishing, and downstream product integrations.

Public integration boundaries for Helpifyr Beam (latest).

Public integration boundaries for Helpifyr Beam (stable).

Versioned integrations page for Helpifyr Bobbin (latest).

Versioned integrations page for Helpifyr Bobbin (stable).

Versioned integrations page for Helpifyr Deployment (latest).

Versioned integrations page for Helpifyr Deployment (stable).

Versioned integrations page for Dobby Overview (latest).

Versioned integrations page for Dobby Overview (stable).

Versioned integrations page for Helpifyr Fabric (latest).

Versioned integrations page for Helpifyr Fabric (stable).

Versioned integrations page for Helpifyr Keystore (latest).

Versioned integrations page for Helpifyr Keystore (stable).

Versioned integrations page for Helpifyr Loom (latest).

Versioned integrations page for Helpifyr Loom (stable).

Versioned integrations page for Helpifyr OpenClaw Environment (latest).

Versioned integrations page for Helpifyr OpenClaw Environment (stable).

Versioned integrations page for Helpifyr Mission Control v2 (jhf-pattern) (latest).

Versioned integrations page for Helpifyr Mission Control v2 (jhf-pattern) (stable).

Versioned integrations page for Helpifyr Selvage (latest).

Versioned integrations page for Helpifyr Selvage (stable).

Versioned integrations page for Helpifyr Shuttle (latest).

Versioned integrations page for Helpifyr Shuttle (stable).

Versioned integrations page for Helpifyr Spindle (latest).

Versioned integrations page for Helpifyr Spindle (stable).

Versioned integrations page for Helpifyr Tenter (latest).

Versioned integrations page for Helpifyr Tenter (stable).

Versioned integrations page for Helpifyr Warp (latest).

Versioned integrations page for Helpifyr Warp (stable).

Versioned integrations page for Helpifyr Wire (latest).

Versioned integrations page for Helpifyr Wire (stable).

Generated public reference for Issue tree analysis.

Curated longform module page for jhf-heddle.

Visible handoff page for a legacy alias route.

Visible handoff page for a legacy alias route.

Curated longform module entry for Helpifyr KeyStore.

Visible handoff page for a legacy alias route.

Visible handoff page for a legacy alias route.

Operator-grade guide to review-gated learning loops, replay, and guarded improvement posture.

Curated longform module page for Loom.

Visible handoff page for a legacy alias route.

Visible handoff page for a legacy alias route.

Create an Insurance Broker Mandate, define its line-of-business scope with an explicit include list, create new versions, and understand why activation runs through API commands.

Operator-grade guide to MCP as an access layer and skills as guided behavior surfaces in Helpifyr.

Operator-grade model for runtime memory claims, tenant isolation, and fail-closed memory authorization.

Visible handoff page for a legacy alias route.

Load legacy data through the migration target contract, read import batches, quarantine rows and data quality issues in the Desk, and rerun a package safely.

Operator-grade model for Mission Control as the human-facing control-plane shell rather than a replacement for owner truth.

Curated longform module page for Mission Control v2 (jhf-pattern).

Visible handoff page for a legacy alias route.

Visible handoff page for a legacy alias route.

Curated longform module page for OpenClaw Environment.

Operator-grade guide to the governed lifecycle, shared contract families, and fail-closed promotion posture behind OpenJARVIS in Helpifyr.

Operational guidance for runtime health, drift, and observability.

Run Insurance Broker Core on your own ERPNext site: daily checks, backup, restore drill, recovery, upgrade, suspend, and uninstall.

Curated landing page for the Operations manufacturer-docs area.

Public operational verification path for Helpifyr Beam (latest).

Public operational verification path for Helpifyr Beam (stable).

Versioned operations page for Helpifyr Bobbin (latest).

Versioned operations page for Helpifyr Bobbin (stable).

Versioned operations page for Helpifyr Deployment (latest).

Versioned operations page for Helpifyr Deployment (stable).

Versioned operations page for Dobby Overview (latest).

Versioned operations page for Dobby Overview (stable).

Versioned operations page for Helpifyr Fabric (latest).

Versioned operations page for Helpifyr Fabric (stable).

Versioned operations page for Helpifyr jhf-heddle (latest).

Versioned operations page for Helpifyr jhf-heddle (stable).

Public operational verification path for Helpifyr KeyStore (latest).

Public operational verification path for Helpifyr KeyStore (stable).

Versioned operations page for Helpifyr Lantern (latest).

Versioned operations page for Helpifyr Lantern (stable).

Versioned operations page for Helpifyr Loom (latest).

Versioned operations page for Helpifyr Loom (stable).

Versioned operations page for Helpifyr OpenClaw Environment (latest).

Versioned operations page for Helpifyr OpenClaw Environment (stable).

Versioned operations page for Helpifyr Mission Control v2 (jhf-pattern) (latest).

Versioned operations page for Helpifyr Mission Control v2 (jhf-pattern) (stable).

Versioned operations page for Helpifyr Reed (latest).

Versioned operations page for Helpifyr Reed (stable).

Versioned operations page for Helpifyr Selvage (latest).

Versioned operations page for Helpifyr Selvage (stable).

Versioned operations page for Helpifyr Shuttle (latest).

Versioned operations page for Helpifyr Shuttle (stable).

Versioned operations page for Helpifyr Spindle (latest).

Versioned operations page for Helpifyr Spindle (stable).

Versioned operations page for Helpifyr Swatch (latest).

Versioned operations page for Helpifyr Swatch (stable).

Versioned operations page for Helpifyr Tenter (latest).

Versioned operations page for Helpifyr Tenter (stable).

Versioned operations page for Helpifyr Warp (latest).

Versioned operations page for Helpifyr Warp (stable).

Versioned operations page for Helpifyr Wire (latest).

Versioned operations page for Helpifyr Wire (stable).

How the optional Helpifyr adapter relates to Insurance Broker Core: integration points, delivery semantics, and the rules that never change.

Versioned oss-inventory page for Helpifyr Beam (latest).

Versioned oss-inventory page for Helpifyr Beam (stable).

Versioned oss-inventory page for Helpifyr Bobbin (latest).

Versioned oss-inventory page for Helpifyr Bobbin (stable).

Versioned oss-inventory page for Helpifyr Deployment (latest).

Versioned oss-inventory page for Helpifyr Deployment (stable).

Versioned oss-inventory page for Dobby Overview (latest).

Versioned oss-inventory page for Dobby Overview (stable).

Versioned oss-inventory page for Helpifyr Fabric (latest).

Versioned oss-inventory page for Helpifyr Fabric (stable).

Versioned oss-inventory page for Helpifyr jhf-heddle (latest).

Versioned oss-inventory page for Helpifyr jhf-heddle (stable).

Versioned oss-inventory page for Helpifyr Keystore (latest).

Versioned oss-inventory page for Helpifyr Keystore (stable).

Versioned oss-inventory page for Helpifyr Loom (latest).

Versioned oss-inventory page for Helpifyr Loom (stable).

Versioned oss-inventory page for Helpifyr OpenClaw Environment (latest).

Versioned oss-inventory page for Helpifyr OpenClaw Environment (stable).

Versioned oss-inventory page for Helpifyr Mission Control v2 (jhf-pattern) (latest).

Versioned oss-inventory page for Helpifyr Mission Control v2 (jhf-pattern) (stable).

Versioned oss-inventory page for Helpifyr Reed (latest).

Versioned oss-inventory page for Helpifyr Reed (stable).

Versioned oss-inventory page for Helpifyr Selvage (latest).

Versioned oss-inventory page for Helpifyr Selvage (stable).

Versioned oss-inventory page for Helpifyr Shuttle (latest).

Versioned oss-inventory page for Helpifyr Shuttle (stable).

Versioned oss-inventory page for Helpifyr Spindle (latest).

Versioned oss-inventory page for Helpifyr Spindle (stable).

Versioned oss-inventory page for Helpifyr Swatch (latest).

Versioned oss-inventory page for Helpifyr Swatch (stable).

Versioned oss-inventory page for Helpifyr Tenter (latest).

Versioned oss-inventory page for Helpifyr Tenter (stable).

Versioned oss-inventory page for Helpifyr Warp (latest).

Versioned oss-inventory page for Helpifyr Warp (stable).

Versioned oss-inventory page for Helpifyr Wire (latest).

Versioned oss-inventory page for Helpifyr Wire (stable).

Versioned oss-version-truth page for Helpifyr Fabric (latest).

Versioned oss-version-truth page for Helpifyr Fabric (stable).

Versioned oss-version-truth page for Helpifyr Selvage (latest).

Versioned oss-version-truth page for Helpifyr Selvage (stable).

Versioned oss-version-truth page for Helpifyr Tenter (latest).

Versioned oss-version-truth page for Helpifyr Tenter (stable).

Versioned oss-version-truth page for Helpifyr Warp (latest).

Versioned oss-version-truth page for Helpifyr Warp (stable).

What Insurance Broker Core is, how it is positioned next to ERPNext and Helpifyr, and which capability claims the project makes.

Versioned overview page for Helpifyr Beam (latest).

Versioned overview page for Helpifyr Beam (stable).

Versioned overview page for Helpifyr Bobbin (latest).

Versioned overview page for Helpifyr Bobbin (stable).

Versioned overview page for Helpifyr Deployment (latest).

Versioned overview page for Helpifyr Deployment (stable).

Versioned overview page for Dobby Overview (latest).

Versioned overview page for Dobby Overview (stable).

Versioned overview page for Helpifyr Fabric (latest).

Versioned overview page for Helpifyr Fabric (stable).

Versioned overview page for Helpifyr jhf-heddle (latest).

Versioned overview page for Helpifyr jhf-heddle (stable).

Public overview of Helpifyr KeyStore (latest).

Public overview of Helpifyr KeyStore (stable).

Versioned overview page for Helpifyr Lantern (latest).

Versioned overview page for Helpifyr Lantern (stable).

Versioned overview page for Helpifyr Loom (latest).

Versioned overview page for Helpifyr Loom (stable).

Versioned overview page for Helpifyr OpenClaw Environment (latest).

Versioned overview page for Helpifyr OpenClaw Environment (stable).

Versioned overview page for Helpifyr Mission Control v2 (jhf-pattern) (latest).

Versioned overview page for Helpifyr Mission Control v2 (jhf-pattern) (stable).

Versioned overview page for Helpifyr Reed (latest).

Versioned overview page for Helpifyr Reed (stable).

Versioned overview page for Helpifyr Selvage (latest) with the current OpenAleph and Loom target posture.

Versioned overview page for Helpifyr Selvage (stable) with the current OpenAleph and Loom target posture.

Versioned overview page for Helpifyr Shuttle (latest).

Versioned overview page for Helpifyr Shuttle (stable).

Versioned overview page for Helpifyr Spindle (latest).

Versioned overview page for Helpifyr Spindle (stable).

Versioned overview page for Helpifyr Swatch (latest).

Versioned overview page for Helpifyr Swatch (stable).

Versioned overview page for Helpifyr Tenter (latest).

Versioned overview page for Helpifyr Tenter (stable).

Versioned overview page for Helpifyr Warp (latest).

Versioned overview page for Helpifyr Warp (stable).

Versioned overview page for Helpifyr Wire (latest).

Versioned overview page for Helpifyr Wire (stable).

Create an Insurance Broker Party Identity, bind it to a company with a Company Party Scope, link an ERPNext source record, and start a mandate from the party form.

Visible handoff page for a legacy alias route.

Visible handoff page for a legacy alias route.

Choose a Helpifyr module by role, ownership, and domain before opening exact product documentation.

Operator-grade guide to contracts, projections, docs-state integrity, and fail-closed runtime truth.

How to record an Insurance Broker Policy, add immutable policy terms with coverages and carrier shares, and handle changes as new terms instead of overwriting history.

Prerequisites for a tender, how to create a tender and its carrier invitations in the Desk, and how the commands prepare, send_invitations and open_responses run through the API.

Work with document references and ingestion, data subject requests, retention and legal holds, and evidence bundles, and see which steps are Desk forms and which are server commands.

Generated public reference for Problem framing.

Browse the 51 seeded product classes, read their inventory, advice, and placement settings, use the Product Capability Matrix report, and find carrier offerings and product versions.

Visible handoff page for a legacy alias route.

Operator-grade map into versioned product documentation, ownership, and cross-product navigation.

Versioned project-plan page for Helpifyr Fabric (latest).

Versioned project-plan page for Helpifyr Fabric (stable).

Versioned project-plan page for Helpifyr Mission Control v2 (jhf-pattern) (latest).

Versioned project-plan page for Helpifyr Mission Control v2 (jhf-pattern) (stable).

Public project-plan posture for Helpifyr Shuttle (latest).

Public project-plan posture for Helpifyr Shuttle (stable).

Versioned project-plan page for Helpifyr Spindle (latest).

Versioned project-plan page for Helpifyr Spindle (stable).

Versioned project-plan page for Helpifyr Warp (latest).

Versioned project-plan page for Helpifyr Warp (stable).

Versioned project-plan page for Helpifyr Wire (latest).

Versioned project-plan page for Helpifyr Wire (stable).

Versioned quick-start page for Helpifyr Beam (latest).

Versioned quick-start page for Helpifyr Beam (stable).

Versioned quick-start page for Helpifyr Bobbin (latest).

Versioned quick-start page for Helpifyr Bobbin (stable).

Versioned quick-start page for Helpifyr Deployment (latest).

Versioned quick-start page for Helpifyr Deployment (stable).

Versioned quick-start page for Dobby Overview (latest).

Versioned quick-start page for Dobby Overview (stable).

Versioned quick-start page for Helpifyr Fabric (latest).

Versioned quick-start page for Helpifyr Fabric (stable).

Versioned quick-start page for Helpifyr jhf-heddle (latest).

Versioned quick-start page for Helpifyr jhf-heddle (stable).

Versioned quick-start page for Helpifyr Keystore (latest).

Versioned quick-start page for Helpifyr Keystore (stable).

Versioned quick-start page for Helpifyr Lantern (latest).

Versioned quick-start page for Helpifyr Lantern (stable).

Versioned quick-start page for Helpifyr Loom (latest).

Versioned quick-start page for Helpifyr Loom (stable).

Versioned quick-start page for Helpifyr OpenClaw Environment (latest).

Versioned quick-start page for Helpifyr OpenClaw Environment (stable).

Versioned quick-start page for Helpifyr Mission Control v2 (jhf-pattern) (latest).

Versioned quick-start page for Helpifyr Mission Control v2 (jhf-pattern) (stable).

Versioned quick-start page for Helpifyr Reed (latest).

Versioned quick-start page for Helpifyr Reed (stable).

Versioned quick-start page for Helpifyr Selvage (latest).

Versioned quick-start page for Helpifyr Selvage (stable).

Versioned quick-start page for Helpifyr Shuttle (latest).

Versioned quick-start page for Helpifyr Shuttle (stable).

Versioned quick-start page for Helpifyr Spindle (latest).

Versioned quick-start page for Helpifyr Spindle (stable).

Versioned quick-start page for Helpifyr Swatch (latest).

Versioned quick-start page for Helpifyr Swatch (stable).

Versioned quick-start page for Helpifyr Tenter (latest).

Versioned quick-start page for Helpifyr Tenter (stable).

Versioned quick-start page for Helpifyr Warp (latest).

Versioned quick-start page for Helpifyr Warp (stable).

Versioned quick-start page for Helpifyr Wire (latest).

Versioned quick-start page for Helpifyr Wire (stable).

The closing commands of a tender, the current limits of recommend and decide in the API, the customer decision and remuneration disclosure records, and how to cancel or end a tender.

Operator-grade runbook for stabilizing and recovering from incomplete deployment state.

Visible handoff page for a legacy alias route.

Visible handoff page for a legacy alias route.

Generated lookup pages: role matrix, state machines of all aggregates, and the error codes users can meet.

Operator-grade reference map for API families, provenance, compatibility, and exact docs-platform truth.

Release status of Insurance Broker Core: version 1.0.0 in the source tree, prereleases, scope boundaries, and distribution status.

Versioned release-notes page for Helpifyr Beam (latest).

Versioned release-notes page for Helpifyr Beam (stable).

Versioned release-notes page for Helpifyr Bobbin (latest).

Versioned release-notes page for Helpifyr Bobbin (stable).

Versioned release-notes page for Helpifyr Deployment (latest).

Versioned release-notes page for Helpifyr Deployment (stable).

Versioned release-notes page for Dobby Overview (latest).

Versioned release-notes page for Dobby Overview (stable).

Versioned release-notes page for Helpifyr Fabric (latest).

Versioned release-notes page for Helpifyr Fabric (stable).

Versioned release-notes page for Helpifyr jhf-heddle (latest).

Versioned release-notes page for Helpifyr jhf-heddle (stable).

Versioned release-notes page for Helpifyr Keystore (latest).

Versioned release-notes page for Helpifyr Keystore (stable).

Versioned release-notes page for Helpifyr Lantern (latest).

Versioned release-notes page for Helpifyr Lantern (stable).

Versioned release-notes page for Helpifyr Loom (latest).

Versioned release-notes page for Helpifyr Loom (stable).

Versioned release-notes page for Helpifyr OpenClaw Environment (latest).

Versioned release-notes page for Helpifyr OpenClaw Environment (stable).

Versioned release-notes page for Helpifyr Mission Control v2 (jhf-pattern) (latest).

Versioned release-notes page for Helpifyr Mission Control v2 (jhf-pattern) (stable).

Versioned release-notes page for Helpifyr Reed (latest).

Versioned release-notes page for Helpifyr Reed (stable).

Versioned release-notes page for Helpifyr Selvage (latest).

Versioned release-notes page for Helpifyr Selvage (stable).

Versioned release-notes page for Helpifyr Shuttle (latest).

Versioned release-notes page for Helpifyr Shuttle (stable).

Versioned release-notes page for Helpifyr Spindle (latest).

Versioned release-notes page for Helpifyr Spindle (stable).

Versioned release-notes page for Helpifyr Swatch (latest).

Versioned release-notes page for Helpifyr Swatch (stable).

Versioned release-notes page for Helpifyr Tenter (latest).

Versioned release-notes page for Helpifyr Tenter (stable).

Versioned release-notes page for Helpifyr Warp (latest).

Versioned release-notes page for Helpifyr Warp (stable).

Versioned release-notes page for Helpifyr Wire (latest).

Versioned release-notes page for Helpifyr Wire (stable).

How to read the renewal and cancellation deadline reports, what the Renewal Case and Deadline records contain, and which renewal commands have no evidenced Desk path.

Runtime, access, and organisational prerequisites for installing Insurance Broker Core on an ERPNext v16 site.

Generated public reference for Research design.

How carrier answers are recorded through the tender API, how revisions and not-considered invitations work, how a quote comparison is built, and how to read it in the Desk.

Operator-grade runbook for bounded restarts with prechecks, guardrails, and post-restart verification.

Generated public reference for Risk and escalation.

Generated public reference for Risk mitigation.

Public roadmap posture for Helpifyr Beam (latest).

Public roadmap posture for Helpifyr Beam (stable).

Versioned roadmap page for Helpifyr Bobbin (latest).

Versioned roadmap page for Helpifyr Bobbin (stable).

Versioned roadmap page for Helpifyr Deployment (latest).

Versioned roadmap page for Helpifyr Deployment (stable).

Versioned roadmap page for Helpifyr Fabric (latest).

Versioned roadmap page for Helpifyr Fabric (stable).

Public roadmap posture for Helpifyr KeyStore (latest).

Public roadmap posture for Helpifyr KeyStore (stable).

Versioned roadmap page for Helpifyr Loom (latest).

Versioned roadmap page for Helpifyr Loom (stable).

Versioned roadmap page for Helpifyr Mission Control v2 (jhf-pattern) (latest).

Versioned roadmap page for Helpifyr Mission Control v2 (jhf-pattern) (stable).

Versioned roadmap page for Helpifyr Shuttle (latest).

Versioned roadmap page for Helpifyr Shuttle (stable).

Versioned roadmap page for Helpifyr Spindle (latest).

Versioned roadmap page for Helpifyr Spindle (stable).

Versioned roadmap page for Helpifyr Tenter (latest).

Versioned roadmap page for Helpifyr Tenter (stable).

Versioned roadmap page for Helpifyr Warp (latest).

Versioned roadmap page for Helpifyr Warp (stable).

Versioned roadmap page for Helpifyr Wire (latest).

Versioned roadmap page for Helpifyr Wire (stable).

Reference table of the Insurance Broker Core roles and the rights each role holds on each DocType, plus the roles for Tender commands.

Grant the Insurance Broker roles, add the Company user permission that scopes a user to a company, and learn what happens when a role or permission is missing.

Operator-grade model for projected runtime truth, readback ordering, and fail-closed verification posture.

Generated public reference for Scenario planning.

Security, access, compliance, and governance guidance.

Public security posture for Helpifyr Beam (latest).

Public security posture for Helpifyr Beam (stable).

Versioned security page for Helpifyr Bobbin (latest).

Versioned security page for Helpifyr Bobbin (stable).

Versioned security page for Helpifyr Deployment (latest).

Versioned security page for Helpifyr Deployment (stable).

Versioned security page for Dobby Overview (latest).

Versioned security page for Dobby Overview (stable).

Versioned security page for Helpifyr Fabric (latest).

Versioned security page for Helpifyr Fabric (stable).

Versioned security page for Helpifyr jhf-heddle (latest).

Versioned security page for Helpifyr jhf-heddle (stable).

Public security posture for Helpifyr KeyStore (latest).

Public security posture for Helpifyr KeyStore (stable).

Versioned security page for Helpifyr Lantern (latest).

Versioned security page for Helpifyr Lantern (stable).

Versioned security page for Helpifyr Loom (latest).

Versioned security page for Helpifyr Loom (stable).

Versioned security page for Helpifyr OpenClaw Environment (latest).

Versioned security page for Helpifyr OpenClaw Environment (stable).

Versioned security page for Helpifyr Mission Control v2 (jhf-pattern) (latest).

Versioned security page for Helpifyr Mission Control v2 (jhf-pattern) (stable).

Versioned security page for Helpifyr Reed (latest).

Versioned security page for Helpifyr Reed (stable).

Versioned security page for Helpifyr Shuttle (latest).

Versioned security page for Helpifyr Shuttle (stable).

Versioned security page for Helpifyr Spindle (latest).

Versioned security page for Helpifyr Spindle (stable).

Versioned security page for Helpifyr Tenter (latest).

Versioned security page for Helpifyr Tenter (stable).

Versioned security page for Helpifyr Warp (latest).

Versioned security page for Helpifyr Warp (stable).

Versioned security page for Helpifyr Wire (latest).

Versioned security page for Helpifyr Wire (stable).

Operator-grade map for identity, access, audit, trust boundaries, and approval posture.

Operator-grade guide to security model, permissions, secrecy boundaries, and compliance-facing verification posture.

How to report vulnerabilities, which access-control and privacy controls Insurance Broker Core provides, and what it deliberately does not claim.

Visible handoff page for a legacy alias route.

Visible handoff page for a legacy alias route.

Module overview for Selvage with the current OpenAleph, Loom, and OpenSearch target posture.

Public-safe guide to governed knowledge projection, context graphs, multilingual memory, admitted model choice, and owner boundaries.

Curated longform module page for Shuttle.

Visible handoff page for a legacy alias route.

Visible handoff page for a legacy alias route.

Curated longform module page for Spindle.

Visible handoff page for a legacy alias route.

Visible handoff page for a legacy alias route.

Standalone add-on for Insurance Broker Core.

Reference of the state machine contracts of Insurance Broker Core: states, initial and terminal states, allowed transitions with role and approval, and counts of forbidden transitions.

Visible handoff page for a legacy alias route.

Visible handoff page for a legacy alias route.

Explain the Helpifyr control-plane model, ownership boundaries, and truth publication layers.

What a tender is in Insurance Broker Core, who works on it, its eleven states, what the system does not do, and where to find tenders in the Desk workspace.

The eleven tender states, the ten state machine commands with role and approval rules, and where the API contract differs from the state machine.

Curated longform module page for Tenter.

Visible handoff page for a legacy alias route.

Visible handoff page for a legacy alias route.

Generated public reference for Transformation roadmap development.

Runbook-style fault isolation and recovery entry point.

Understand the messages users see in the Desk, grouped by topic, with the usual cause and the next step for each code.

Versioned troubleshooting page for Helpifyr Beam (latest).

Versioned troubleshooting page for Helpifyr Beam (stable).

Versioned troubleshooting page for Helpifyr Bobbin (latest).

Versioned troubleshooting page for Helpifyr Bobbin (stable).

Versioned troubleshooting page for Helpifyr Deployment (latest).

Versioned troubleshooting page for Helpifyr Deployment (stable).

Versioned troubleshooting page for Dobby Overview (latest).

Versioned troubleshooting page for Dobby Overview (stable).

Versioned troubleshooting page for Helpifyr Fabric (latest).

Versioned troubleshooting page for Helpifyr Fabric (stable).

Versioned troubleshooting page for Helpifyr jhf-heddle (latest).

Versioned troubleshooting page for Helpifyr jhf-heddle (stable).

Versioned troubleshooting page for Helpifyr Keystore (latest).

Versioned troubleshooting page for Helpifyr Keystore (stable).

Versioned troubleshooting page for Helpifyr Lantern (latest).

Versioned troubleshooting page for Helpifyr Lantern (stable).

Versioned troubleshooting page for Helpifyr Loom (latest).

Versioned troubleshooting page for Helpifyr Loom (stable).

Versioned troubleshooting page for Helpifyr OpenClaw Environment (latest).

Versioned troubleshooting page for Helpifyr OpenClaw Environment (stable).

Versioned troubleshooting page for Helpifyr Mission Control v2 (jhf-pattern) (latest).

Versioned troubleshooting page for Helpifyr Mission Control v2 (jhf-pattern) (stable).

Versioned troubleshooting page for Helpifyr Reed (latest).

Versioned troubleshooting page for Helpifyr Reed (stable).

Versioned troubleshooting page for Helpifyr Selvage (latest).

Versioned troubleshooting page for Helpifyr Selvage (stable).

Versioned troubleshooting page for Helpifyr Shuttle (latest).

Versioned troubleshooting page for Helpifyr Shuttle (stable).

Versioned troubleshooting page for Helpifyr Spindle (latest).

Versioned troubleshooting page for Helpifyr Spindle (stable).

Versioned troubleshooting page for Helpifyr Swatch (latest).

Versioned troubleshooting page for Helpifyr Swatch (stable).

Versioned troubleshooting page for Helpifyr Tenter (latest).

Versioned troubleshooting page for Helpifyr Tenter (stable).

Versioned troubleshooting page for Helpifyr Warp (latest).

Versioned troubleshooting page for Helpifyr Warp (stable).

Versioned troubleshooting page for Helpifyr Wire (latest).

Versioned troubleshooting page for Helpifyr Wire (stable).

Fix common Insurance Broker Core installation, activation, import, and upgrade problems, and find answers to frequent questions.

Operator-grade trust overview for boundaries, disclosure posture, evidence, and incident-facing documentation.

Step-by-step sandbox and pre-pilot how-to for the Microsoft 365 connection with Files, Mail, Send and Draft consent lanes in Universal Connections; Send/Draft operations are not live and live_ready stays no.

Sequenced release, migration, and rollback guidance.

Operator-grade guide to release sequencing, rollback posture, and post-change verification.

Operator-grade runbook for upgrade sequencing, rollback posture, and post-upgrade verification.

Task-oriented guide to Insurance Broker Core in the ERPNext Desk, from parties and mandates to tender, commissions, and privacy. Version 1.0.0, repo-ready.

Describe the bounded verification flow for Helpifyr integrations, docs publication, and reviewed runtime readback.

Curated longform module page for Warp.

Visible handoff page for a legacy alias route.

Visible handoff page for a legacy alias route.

Curated longform module page for Wire.

Visible handoff page for a legacy alias route.

Visible handoff page for a legacy alias route.

Operator-grade model for work gates, closeout truth, owner readback, and fail-closed completion posture.