@startuml
title Zurich Rating Automation – End-to-End Activity Diagram
|Zurich UWD|
start
:Create Rating Assignment in UWD;
:Upload Retrieval / Rating Documents;
|Automation|
:Wait for Monitoring (2 Minutes);
:Detect New Rating Documents;
:Fetch Submission ID & Policy Details;
:Extract Data from Documents;
if (Missing Information?) then (Yes)
|Shared Mailbox|
:Send Missing Information Request;
|Zurich Team|
:Provide Missing Information;
|Automation|
:Update Extracted Data;
endif
:Extract Policy Information;
:Extract Submission ID;
:Extract Effective Date;
:Extract Class Codes;
|Database|
:Store Extracted Data;
|SharePoint|
:Upload Source Documents;
|Automation|
if (Validation Required?) then (Yes)
:Generate Upload Exception;
:Send Exception to EXL Team;
:Trigger Human Validation;
|Database|
:Update Validation Status;
else (No)
:Validation Notification;
endif
|EXL Human Validator|
:Login to Validation Portal;
:Open Validation Task;
:Review Rating Data;
:Review Policy Information;
:Review VIN Information;
:Review UWD Data;
:Review E-File Documents;
if (Missing Data?) then (Yes)
:Validate Rating Instructions;
:Identify Missing Fields;
|Automation|
:Generate Missing Information Form;
|Zurich Team|
:Provide Missing Information;
|EXL Human Validator|
:Update Missing Fields;
:Save Validation;
endif
:Submit Validation Queue;
|Automation|
:Trigger Bot;
|Bot|
:Login to Z-Spire;
:Update Common Policy Information;
:Update Submission ID;
:Update Effective Date;
:Update Policy Limits;
:Update Deductibles;
:Update Symbols;
:Update Underwriting Coverages;
:Update Exposure Data;
:Update Class Codes;
:Update Payroll;
:Update VIN Information;
:Run VIN Validation Tool;
:Update Experience Modification;
:Update Named Insured;
:Update Coverage Data;
:Update PEN;
:Perform Rating;
:Generate Premium;
:Update Final Rating Details in Z-Spire;
|Database|
:Store Rating Output;
|SharePoint|
:Upload Rating Output Documents;
|Automation|
:Notify EXL Team for Final Validation;
|EXL Final Validator|
:Review Final Rating Output;
:Review Coverage Details;
:Review Experience Mod;
:Review Premium;
if (Corrections Required?) then (Yes)
:Correct Rating Information;
:Add Narrative Comments;
:Save Corrected Information;
:Update UI Status;
|Automation|
:Trigger Bot for Reprocessing;
|Bot|
:Reprocess Rating Workflow;
else (No)
:Generate Final Rating Worksheet;
endif
|E-File|
:Upload Final Rating Worksheet;
|Zurich UWD|
:Update Narrative;
if (Task Complete?) then (No)
:Transfer Task to UWD;
:Add Incomplete Notes;
else (Yes)
:Send Completion Confirmation to UA/UN;
endif
stop
@enduml
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