StarterQuestions Module – RAG Knowledge Base

Chunk 1: Module Overview
Metadata: module=StarterQuestions, type=guidance, location=CMH.HFA.Accounting.Orchestration/src/StarterQuestions, purpose=questionInspiration
Purpose: Provides example questions and guidance for new users unfamiliar with the system. Helps users know what types of questions they can ask across modules.
Scope: Covers Quote, Repository, Services, and StructuredTags modules with illustrative questions, plus general guidance on asking questions.
Key Concepts: question examples, user guidance, RAG-friendly prompts, workflow understanding, module orientation.

Chunk 2: Quote Module Questions
Metadata: domain=Quote, type=exampleQuestions, purpose=quotePreprocessing
Sample Questions:
• How are insurance quotes converted to Oracle customer records?
• What Lambda function handles quote offered events?
• How is the primary bill-to site configured?
• How are customer addresses normalized for Oracle integration?
• What default values are applied during quote preprocessing?
• How is the AccountDescription field constructed?
• When does customer record creation occur in the quote workflow?
• What Oracle address set is used for HFA customers?
• Which fields from the quote payload map to Oracle customer records?

Chunk 3: Repository Module Questions
Metadata: domain=Repository, type=exampleQuestions, purpose=dynamoDBAccess
Sample Questions:
• How do I retrieve FIFO events by policy number?
• What is the repository pattern implementation for DynamoDB?
• How does conditional update work for FIFO event status?
• What table naming convention is used for repositories?
• How is TTL configured for completed events?
• How does rollback work when saving adjustment configurations?
• What concurrency control mechanisms prevent race conditions?
• How are adjustment configurations stored in DynamoDB?
• How do I query events by unique EventId?

Chunk 4: Services Module Questions
Metadata: domain=Services, type=exampleQuestions, purpose=adjustmentConfiguration
Sample Questions:
• How do I retrieve an Oracle adjustment configuration by name and type?
• How is active status evaluated for adjustment configurations?
• How do I save all adjustment configurations at once?
• What validation is performed during configuration retrieval?
• How do endorsement workflows use adjustment configurations?
• What is the difference between Retail, VMF, and Customer refund configurations?
• Which Lambda functions are available for configuration management?
• How does temporal validity work for adjustment configurations?
• What Oracle properties are stored in adjustment configurations?

Chunk 5: StructuredTags Module Questions
Metadata: domain=StructuredTags, type=exampleQuestions, purpose=glMapping
Sample Questions:
• How do I filter memo lines by commission percentage?
• How are structured tags parsed and evaluated?
• What dimensions can I use to filter GL account mappings?
• How does temporal validity work for memo line configurations?
• How do inclusions and exclusions (whitelist/blacklist) work?
• How do I calculate distribution amounts for transaction lines?
• Where do memo line configurations come from in the system?
• How are GL account mappings assigned for credit memos or invoices?
• How are Assurant vs non-Assurant rounding rules applied?

Chunk 6: General Guidance for Asking Questions
Metadata: domain=AllModules, type=userGuidance, purpose=questionTips
Guidance:

Think in terms of “What, How, When, Where”:
What data is processed?
How is it transformed?
When in the workflow does this occur?
Where is this information stored or sent?
Consider module boundaries to narrow your questions:
Quote → customer creation workflow
Repository → data persistence and retrieval
Services → Lambda endpoints and orchestration
StructuredTags → GL account mapping and configuration rules
Don’t worry about phrasing perfectly. Partial matches or paraphrases often work.
Start with practical scenarios:
“I want to know how a customer record is created from a quote.”
“I need to find the configuration for a refund adjustment.”
“I need to see how memo lines are filtered for commission calculations.”

Chunk 7: Sample RAG Queries
Metadata: type=queryPatterns, purpose=RAGRetrieval, domain=AllModules
Sample Queries:
• “Show me how quote payloads become Oracle customer records.”
• “Retrieve FIFO events for a specific policy number.”
• “Explain the rollback mechanism for adjustment configurations.”
• “Filter memo lines by action=Issue and percent=70.”
• “What Lambda functions manage adjustment configurations?”
• “How is the bill-to site set up for new customers?”
• “What Oracle properties are stored for adjustment configurations?”
• “How does temporal validity affect memo line selection?”
• “How do inclusions and exclusions in structured tags work?”