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Golden Path - Rollover 401k journey
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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 |
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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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