1. SDV
1.1. tech
1.1.1. Sync between SDV and Element
1.1.1.1. policy (UW)
1.1.1.1.1. prevent document creation?
1.1.1.1.2. bulk tool
1.1.1.1.3. define file structure
1.1.1.2. payment (Numbers)
1.1.1.2.1. bulk tool
1.1.1.2.2. define file structure
1.1.1.3. MTA (PLC)
1.1.1.3.1. other
1.1.1.3.2. cancellation
1.1.2. integration INNOSYSTEMS
1.1.2.1. API integration
1.1.2.2. calculator
1.1.3. api
1.1.3.1. quote API (UW)
1.1.3.1.1. pricing
1.1.3.1.2. validations
1.1.3.2. policy API (UW)
1.1.3.2.1. validations
1.1.4. partner setup (D&G)
1.1.5. product setup (D&G)
1.2. legal
1.2.1. setup legal framework
1.2.1.1. cooperation contract
1.2.1.2. power of underwriting
1.2.1.2.1. bafin notification
1.3. documents
1.4. operations
1.4.1. setup Roland
1.4.2. email accounts
1.4.3. commision report?
1.5. finance
1.5.1. requirements
1.6. claims
1.6.1. no customer portal
1.6.2. should customer portal be provided later?
2. IGBV
2.1. dynamic documents
2.1.1. policy doc
2.1.1.1. multiple insured person
2.1.2. other documents
2.2. legal
2.2.1. cooperation contract
2.2.2. check WLPF
2.3. operations
2.3.1. setup Roland
2.3.2. email accounts
2.3.3. commission reports
2.4. tech
2.4.1. B2B WLPF
2.4.1.1. payment frequency
2.4.1.2. complex quote validation
2.4.1.3. occupation display
2.4.1.3.1. simple list
2.4.1.3.2. search box
2.4.1.4. multiple insured person
2.4.1.5. create 34 WLPF
2.4.2. customer portal
2.4.2.1. claims form
2.4.2.2. PDF form download
2.4.2.3. customer merging
2.4.2.4. policy details page
2.4.3. api
2.4.3.1. quote API
2.4.3.1.1. pricing calculator
2.4.3.2. policy API
2.4.4. product setup
3. product
3.1. operations
3.1.1. MTAs
3.1.2. claims
3.1.2.1. ePost
3.1.2.1.1. Receiving physical mail
3.1.2.1.2. Roland sends physical mail
3.1.2.2. process
3.1.2.2.1. Roland - get cover state
3.1.2.2.2. Roland - create claim (?)
3.1.2.3. claims partner
3.1.2.3.1. training
3.1.2.3.2. contracts
3.1.3. automatic MTAs on age change
3.2. tech
3.2.1. TIA LoB - DONE
3.2.2. consent management
3.2.3. backoffice
3.2.3.1. roles and permissions (D&G)
3.2.3.2. show policy (PLC)
3.2.3.3. purchase flow (PLC)
3.2.4. ePost
3.2.4.1. platform integration (Documents)
3.2.5. underwriting (UW)
3.2.5.1. monthly/yearly payment
3.2.5.2. multiple insured persons
3.2.5.3. pricing config
3.2.5.4. tariff algo
3.3. documents
3.3.1. IPID
3.3.2. Policy
3.3.3. KIB
3.3.4. T&C
3.3.4.1. "Beitragsanpassung"
3.3.4.2. credit card
3.3.5. PDF claim forms
3.3.5.1. store claims form as just another static document?
3.4. installment frequency (Numbers)
3.4.1. monthly - DONE
3.4.2. quarterly
3.4.2.1. REI adjustments
3.4.2.2. Configure TIA earnings run down
3.4.3. half-yearly
3.4.3.1. REI adjustments
3.4.3.2. configure TIA earnings run down
3.4.4. yearly - DONE
3.4.5. one-off
3.5. Vermittlerinkasso (Numbers)
3.5.1. payment
3.5.1.1. broker payment (Numbers)
3.5.1.1.1. payment sync file
4. Go-live SDV
4.1. after go-live SDV
4.1.1. go-live IGBV
4.1.1.1. after go-live IGBV
4.1.1.1.1. later