121 lines
6.5 KiB
Plaintext
121 lines
6.5 KiB
Plaintext
Quote Module – RAG Knowledge Base
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Chunk 1: Module Overview
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Metadata: module=Quote, type=overview, location=CMH.HFA.Accounting.Orchestration/src/Quote, count=1, purpose=customerPreprocessing
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Purpose: Preprocessing layer transforming insurance quote events into Oracle customer master data structures
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Scope: Single Lambda function handling quote-to-customer conversion in the quote offering workflow
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Integration Points: Receives InsuranceQuoteOfferedEventPayload, produces OracleCustomer for Oracle Fusion, enables customer record initialization before policy issuance
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Key Concepts: quote preprocessing, customer data transformation, Oracle customer creation, account establishment, site configuration, bill-to designation
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Chunk 2: PreprocessQuoteOfferedLambda Function
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Metadata: component=PreprocessQuoteOfferedLambda, type=Lambda, pattern=dataTransformation, deployment=serverless
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Description: Converts insurance quote event data into Oracle Fusion customer account structures
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Input: InsuranceQuoteOfferedEventPayload (demographics, address, account identifiers)
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Output: OracleCustomer object with complete account, site, and bill-to setup for Oracle integration
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Lambda Configuration: 256 MB memory, 30-second timeout, basic execution role policies
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Processing Pattern: Stateless, synchronous transformation, no external service calls
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Chunk 3: Customer Demographic Mapping
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Metadata: operation=customerMapping, source=quotePayload, target=OracleCustomer, fields=name
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Extracted Fields: First, Last, Middle names, Name suffix
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Customer Properties: SourceSystem="HFA"
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Mapping Logic: Direct property-to-property assignment, handles optional middle name/suffix
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Purpose: Establishes customer identity for Oracle customer master
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Chunk 4: Account Identifier Extraction
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Metadata: operation=accountIdentifierMapping, identifierTypes=2, primaryKey=AccountID
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Identifier Types:
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AccountID → AccountSourceReference (primary account ID)
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iSeriesAccountKey → AccountDescription prefixed with "HFA_" for legacy correlation
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Extraction Method: Finds identifiers by Type property, non-null assertion
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Account Source: "HFA" (Home First Agency)
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Purpose: Links Oracle account to source system for reference and synchronization
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Chunk 5: Account Configuration
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Metadata: entity=Account, properties=7, status=active, lifecycle=openEnded
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Account Properties:
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AccountSourceReference → from AccountID
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AccountSource="HFA"
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AccountDescription="HFA_{iSeriesAccountKey}"
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CustomerClass="HFA Customer"
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AccountStatus="A"
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AccountEstablishedDate=current date
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AccountTerminationDate=4712-12-31 (open-ended)
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Purpose: Creates foundational account record for sites, payment terms, transaction history
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Chunk 6: Site Record Configuration
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Metadata: entity=Site, siteName=MAILING, purpose=addressRepository, status=active
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Site Properties:
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SiteName="MAILING"
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AddressLine1/2, City, State (converted via ToDescription()), PostalCode, Country="US"
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SiteStatus="A", AccountAddressSet="CHI_HFA_SET"
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Date Ranges: SiteFromDate=current date, SiteToDate=4712-12-31
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Purpose: Stores physical location for correspondence and compliance
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Chunk 7: Bill-To Site Use Configuration
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Metadata: entity=SiteUse, purpose=BILL_TO, primaryIndicator=true, cardinality=one
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Site Use Properties:
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Purpose="BILL_TO", primary indicator=true
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SiteUseFromDate=current date, SiteUseToDate=4712-12-31
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Cardinality: Single bill-to site per mailing site
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Purpose: Establishes billing destination for invoices, credit memos, payment applications
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Chunk 8: Address Normalization
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Metadata: operation=addressMapping, source=quoteAddress, normalization=stateCode, defaultCountry=US
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Address Extraction: From InsuranceQuoteOfferedEventPayload.Address
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State Handling: Converts StateCode enum → string description using ToDescription()
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Zip Code Handling: Uses 5-digit base only
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Country Defaulting: US
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Purpose: Normalizes addresses for Oracle Fusion integration
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Chunk 9: Temporal Validity Pattern
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Metadata: pattern=temporalValidity, startDate=today, endDate=4712-12-31, standard=Oracle
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Applied To: Account establishment/termination, Site from/to dates, SiteUse dates
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Semantic Meaning: Start date = effective date; End date 4712-12-31 = indefinite validity
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Purpose: Enables temporal querying and historical record keeping, indicates active status
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Chunk 10: Quote-to-Policy Workflow Context
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Metadata: workflow=quoteToPolicy, stage=preprocessing, timing=quoteOffering
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Workflow Position: Initial step before binding decision
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Dependencies: Oracle customer must exist before policy issuance; account number needed for invoices; site configuration required for billing
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Event Trigger: InsuranceQuoteOfferedEvent
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Purpose: Decouples customer creation from policy issuance for workflow efficiency
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Chunk 11: Oracle Integration Points
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Metadata: integration=OracleFusion, modules=CustomerMaster, operations=customerCreation
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Oracle Modules: Customer Master (HZ_PARTIES, HZ_PARTY_SITES), Accounts Receivable
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Data Structures: OracleCustomer, Account, Site, SiteUse matching Oracle REST API
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Integration Pattern: Lambda produces Oracle-formatted data; downstream orchestration sends to Oracle OIC
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Account Address Set: "CHI_HFA_SET" for HFA customer accounts
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Purpose: Ensures compatibility with Oracle Fusion REST APIs
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Chunk 12: Data Quality and Defaults
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Metadata: dataQuality=defaulting, requiredFields=validated, optionalFields=graceful
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Required Fields: First name, Last name, AccountID, iSeriesAccountKey, primary address components
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Optional Fields: Middle name, name suffix, address line 2
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Default Values: Country="US", AccountSource="HFA", SourceSystem="HFA", CustomerClass="HFA Customer", SiteStatus="A", AccountStatus="A"
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Validation: Assumes required fields present, non-null assertion operators
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Purpose: Applies business rule defaults while maintaining Oracle customer master integrity
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Chunk 13: Search Queries Supported
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Metadata: type=queryPatterns, purpose=RAGRetrieval
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Sample Queries:
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"How are insurance quotes converted to Oracle customers?"
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"What Lambda function processes quote offered events?"
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"How is the bill-to site configured for new customers?"
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"What account identifiers are extracted from quote payloads?"
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"How are customer addresses normalized for Oracle?"
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"What is the temporal validity pattern for customer accounts?"
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"What default values are applied during quote preprocessing?"
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"How is the AccountDescription field constructed?"
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"What Oracle address set is used for HFA customers?"
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"When does customer record creation occur in the quote workflow?"
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"What fields are mapped from quote payload to Oracle customer?"
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"How are state codes converted for Oracle integration?"
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"What is the purpose of the MAILING site name?"
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"How long are customer accounts valid after creation?" |