Screen Reference
Screens are listed in the order a user encounters them during a typical workflow.
Sign-In
Overview
Single-page authentication screen. Supports email + password login and SSO. Redirects back to the originally requested URL after sign-in.
Route & Access
| Route | /sign-in |
| Auth required | No — public |
| Redirect param | ?return=<original-path> |
Auth Adapters
| Adapter | Notes |
|---|---|
| Local | Email + password stored in the database |
| LDAP | Active Directory / OpenLDAP |
| SAML 2.0 | Okta, Azure AD, etc. |
| OIDC | Google Workspace, Auth0, etc. |
Adapter is configured per tenant via org.auth_provider_configs.
Dashboard
Overview
Home screen after sign-in. Shows a snapshot of in-flight work across the tenant and a recent activity feed.
Route & Access
| Route | /dashboard |
| Auth required | Yes |
KPI Cards
| Card | Description |
|---|---|
| Active Submissions | Open submissions across the tenant |
| Open Quotes | Quotes in draft or quoted status |
| Policies In-Force | Active policies (in_force status) |
| Pending Endorsements | Policy transactions in pending_approval |
Recent Activity Feed
Shows the last 10 submissions with: Customer name, Transaction Type, State, Status badge.
Underwriting Queue
Overview
Full, paginated list of all submissions across the tenant. Used by underwriters to triage and action work items.
Route & Access
| Route | /dashboard/queue |
| Auth required | Yes |
Columns
| Column | Description |
|---|---|
| Submission # | Unique submission identifier |
| Customer | Linked party name |
| Transaction Type | new_business or new_renewal |
| State | Risk state |
| Source | Submission channel |
| Status | Current workflow status badge |
| Assigned To | Underwriter the submission is assigned to |
| Created | Submission creation date |
Filters
Filter bar above the table: Status (Open / Quoted / Bound).
All Customers
Overview
Master list of all party records (persons and organizations) across the tenant.
Route & Access
| Route | /customers |
| Auth required | Yes |
Table Columns
| Column | Description |
|---|---|
| Party # | System-assigned identifier |
| Name | Full name (persons) or legal name (orgs) |
| Kind | person or organization |
| State | Domicile state |
| Created | Record creation date |
Click any row to open the Customer Detail screen.
New Customer
Overview
3-step wizard for creating a new party record. Hashes sensitive identifiers before persisting.
Route & Access
| Route | /customers/new |
| Auth required | Yes |
Wizard Steps
Step 1 — Party
| Field | Notes |
|---|---|
| Party Kind | Person or Organization |
| First / Last Name | Persons only |
| Legal Name | Organizations only |
| Date of Birth | Persons only |
| Entity Type | Organizations only (LLC, Corp, etc.) |
Step 2 — Contact
| Field | Notes |
|---|---|
| Address Type | Pill toggle: Mailing / Home / Business / Billing. Maps to party_contact_points.usage_type. Default: mailing |
| Street Address | Line 1 + Line 2 |
| City, State, ZIP |
Step 3 — Identifiers
| Field | Storage |
|---|---|
| SSN | HMAC hash + masked display (***-**-1234) |
| EIN | HMAC hash + masked display |
| Driver's License | HMAC hash + masked display |
Raw values are never persisted.
Customer Detail
Overview
Full record view for a single party, including contact points and their submission history.
Route & Access
| Route | /customers/[id] |
| Auth required | Yes |
Sections
Party Header
Party number, name, kind badge.
Contact Points
Table of addresses, phone numbers, and emails on file with type labels.
Submissions
All submissions linked to this customer, with status badges and creation dates.
New Submission
Overview
Transaction type selector and submission intake form. Determines whether this is a new business or renewal transaction.
Route & Access
| Route | /submissions/new |
| Auth required | Yes |
Transaction Type Cards
| Card | transaction_type | Extra field |
|---|---|---|
| New Business | new_business | — |
| New Renewal | new_renewal | Prior Policy # (optional) |
Additional Fields
| Field | Notes |
|---|---|
| Customer | Search/select from existing parties |
| Line of Business | Product line dropdown |
| State | Risk state |
| Source Channel | Direct / Agent / Broker |
Submission Detail
Overview
Full summary view for a single submission. Used by underwriters to review intake data, manage quotes, and track status.
Route & Access
| Route | /submissions/[id] |
| Auth required | Yes |
Header
| Field | Description |
|---|---|
| Submission # | Unique submission identifier |
| Status | Workflow status badge |
| Transaction Type | new_business or new_renewal |
| State | Risk state |
| Source Channel | Submission origin |
| Assigned Underwriter | Who owns this submission |
Body Sections
Linked Customer
Party name and party number linking back to the Customer Detail screen.
Quotes
List of quotes attached to this submission with status and premium (shown when quotes exist).
AI Copilot (KALP)
Overview
Context-aware AI assistant accessible from every screen in the portal. Powered by the @policyone/ai-core package with pluggable LLM providers.
Trigger & Access
| Trigger | Floating chat bubble — bottom-right corner of every shell page |
| Auth required | Yes |
Features
| Feature | Description |
|---|---|
| Persistent history | Message history is kept for the duration of the browser session |
| Context injection | Active tenant, open submission, linked customer, and open policy are automatically included in every message |
| Markdown rendering | Responses render with headings, tables, and code block highlighting |
| Agentic workflows | KALP can describe and chain multi-step underwriting actions on your behalf |
Context Window
The injected context follows this priority order:
- Current tenant + user
- Open submission (if viewing a submission screen)
- Linked customer party
- Open policy (if one is in-force for this customer)