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@jayfresh
Last active May 8, 2024 16:18
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Golden Path - Rollover 401k journey
Golden Path - Rollover 401k journey
Add a 401 k or IRA for transfer
Customer completes it -> KYC assessed
KYC assessed
Pass -> LOA generation
Fail -> Operations fix KYC
Operations fix KYC
KYC passes next attempt -> LOA generation
No response -> KYC assessed
LOA generation
Generate LOA -> Prepare LOA
Prepare LOA
Post LOA to provider -> LOA reviewed by provider
LOA reviewed by provider
LOA accepted -> Rollover request accepted
LOA declined -> LOA declined reasons
LOA declined reasons
Personal details mismatch -> Customer contacts provider
Separate form required -> Additional form required
Customer contacts provider
Fix personal details mismatch -> LOA reviewed by provider
Confirm intent to rollover -> Rollover request accepted
Additional form required
Electronic form completed via provider portal -> LOA reviewed by provider
Physical form completed and posted -> LOA reviewed by provider
Rollover request accepted
Funds sent electronically -> Funds received by Apex
Funds sent by check -> Check handling
Check handling
Check sent to Apex -> Apex deposit check
Check sent to customer -> Check forwarding
Check forwarding
Customer sends check to Apex -> Apex deposit check
Apex deposit check
Check banked -> Funds received by Apex
Funds received by Apex
Invest funds in chosen portfolio -> Investment complete
Investment complete
Yes -> BeeHive balance updated
BeeHive balance updated
function render(model){
let current_state_name = model.active_states[0].name;
return $("h1",
{style: {color: "darkBlue"}},
`The current state is: ${current_state_name}`);
}
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