36 docs tagged with "insurance-broker-core"

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.

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.

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

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.

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

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.

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

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.

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.

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.

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

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

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

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.

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.

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.

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.

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

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

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.

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.

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.

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

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.

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.

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

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

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.