Ranked go-live priorities
Bar: 5 agents can run a real quote end to end on a real (prod) environment.
| # | Pri | Issue | What's wrong (plain terms) | What needs to happen to resolve | Ticket |
|---|---|---|---|---|---|
| Phase 1 - get the dev build QA-ready (engineer can start these now) | |||||
| 1 | P0 | Agent lands on a dead "Submit" button (S5) | When the agent finishes banking, the Submit screen defaults to the automated (RPA) option, which is switched off and labeled "coming soon." The working manual option is tucked away as a "fallback," so the agent's main button does nothing. | Make the manual option the default, with a working "Submit Application" button that opens the copy-into-the-carrier-portal sheet. Hide the automated (RPA) option entirely for v1 - bring it back in v1.5. | PEA-242 |
| 2 | P1 | Commission shows a dash on the top carriers (FEX) | On the price list, the commission amount shows "–" for Mutual of Omaha, Transamerica, and Americo. The carrier names in the price list don't match the names in the commission table, so the rate can't be found - even though the page says "ranked by commission." | Line up the carrier names between the two tables so each carrier's real commission rate loads and shows. | PEA-236 |
| 3 | P1 | Term shows commission (it shouldn't) | Commission only applies to Final Expense, but the Term tab still shows a commission column and "ranked by commission." (Decision 2026-06-15.) | On the Term tab, hide the commission column and rank carriers by price instead. | PEA-243 |
| 4 | P1 | Most Term carriers show no price | On Term, only Mutual of Omaha returns a price; the others say "Price unavailable." | Load real Term prices for the remaining carriers - or decide Term is out of the first launch. | PEA-236 |
| 5 | P1 | Text-message send not confirmed | When the agent sends the customer the secure banking link, the system fell back to a copy-paste link instead of sending a real text. | Turn on the texting credentials in the dev environment and confirm a real text actually sends; keep the copy-paste link as the backup. | PEA-235 |
| 6 | P2 | Confirm health-logic filters carriers (knockouts are correct) | The 3 knockout conditions (cancer / dementia / nursing-home) are correct by design (Aaron 6/15) - intentional absolute disqualifiers, not a gap. Open only: confirm the searchable condition + medication ruleset is seeded and a disqualifying answer correctly removes carriers into S4. | Verify the eligibility ruleset behind the condition/medication search drives carrier filtering (not the knockout count). | PEA-238 |
| 7 | P1 | Missing name + address for the application | Intake captures one "Name" field (no first/middle/last) and no street address, but the carrier application needs them. The handoff sheet currently tells the agent to collect them by voice. | Add first/middle/last name and street address to intake - or confirm the agent collects them verbally during the call. | PEA-237 |
| 8 | P1 | First screens + S5 don't match the design | S1-S3 differ from the approved design (Client Summary missing its cream background, the name/phone header isn't the rounded bar + Back link misplaced, raw +1 phone, payment options not in their own card, selected-button color differs). S5 also differs: an extra "Identity Verification" step (Prove.com - a v1.5 feature) that isn't in the mock, the channel picker shrunk to small top-right tabs, and the missing "Secured / HIPAA / SOC 2" badge. (Details in the per-screen sections below.) | Match the build to the design on these points. For the selected-button color, decide with Ben whether the dark fill (mockup) or coral (design-system file) is the standard, then align both. Hide the v1.5 identity step (alongside the RPA button - PEA-242). | PEA-245 |
| 9 | P2 | Handoff sheet: internal codes + wrong layout | The carrier handoff sheet reads "Apply at moo" / "moo_term_life_answers_20" instead of the real names, and its layout doesn't match the mock (single-column stacked list vs the mock's compact multi-column grid; no Physical/Mailing Address sections). | Show the friendly names ("Mutual of Omaha" / "Term Life Answers 20"); move to the multi-column grid layout; add the address sections (ties to name/address capture, row 7). | PEA-244 |
| 10 | P2 | Product type asked twice | The health screen asks for product type again, even though it was already chosen on the previous screen. | Remove the duplicate product-type question from the health screen (or confirm it's intentional). | PEA-246 |
| 11 | P2 | Old unused pages still load | A few retired pages still open (/app/wrap-up, /app/payment-type, /app/quote-results). | Confirm they're dead and remove them. | PEA-246 |
| Phase 2 - production cutover (after we can QA in dev) | |||||
| 12 | P0 | Sign-off before agents see real SSN/banking | We changed the design so the quoting agent can now reveal the customer's SSN and bank details (hidden by default, click-to-show, every view logged, owner-only). Originally the agent never saw them. That change needs approval before real customer data flows through it. | Ben confirms the encryption + access setup is sound, and we get a compliance review (HIPAA / PCI / SOC 2) approving agent access to SSN/banking. Long-lead - start the legal review now even though it gates prod (not dev QA). | OQ-S5.14 / PEA-234 |
| 13 | P0 | Permission rules not enforced on the server | Access is limited mostly by hiding buttons in the screen. A user could still reach data or actions their role shouldn't by going to the address directly. (The one sensitive case we tested - viewing SSN/banking - is properly blocked for non-owners; the broader role rules aren't built yet.) | Enforce the role permissions on the server, so restricted data and actions are blocked no matter how a user tries to reach them. | PEA-233 |
| 14 | P0 | No production environment yet | The app only runs in the test (dev) environment. There is nowhere for real agents to use it. | Stand up production: load the production database, clear out test data, and set up the production logins and secret keys. | PEA-241 |
| 15 | P0 | Pilot agents can't sign in to prod AARON OWNS | The 5 pilot agents' emails aren't on the production approved-login list. | Aaron handles this - add the 5 agents' emails to the prod allowlist with roles (not an engineer task; listed for completeness). | PEA-225 / 241 |
Confirmed working live (the spine holds)
We ran a real test lead all the way through and the core flow works: sign-in, screens 1-4, real Final Expense prices (13 plans), Term prices now load and the screen no longer crashes on "select" (the bug from 6/14 is fixed), "Select & Continue" moves to screen 5, the secure banking link + the customer's entry form + the agent's screen updating to "Submitted", and the Carrier Portal Handoff sheet with the SSN/bank hidden-then-reveal working (the owning agent saw the full SSN; a different role was blocked). "Mark submitted / abandoned" buttons are in place. IUL is removed and the product tabs are split full-width as designed.
Shared layout differences (repeat on every screen)
These come from the shared sidebar + header, so they show up on every screen. Listed once here, tracked under PEA-245.
| # | Type | Spec / comp | Build | Pri |
|---|---|---|---|---|
| G1 | OK | The build is right - there should be no HomeBase button. The comp was the mistake; HomeBase has been removed from all comps (2026-06-15). No build action. | resolved | |
| G2 | V | Client Summary is a cream-tinted card (#fdf6e3) with its own border. |
Client Summary renders on the plain sidebar background - no cream accent surface. (PEA-245) | P1 |
| G3 | V | Lead context is a single white rounded "pill" bar at the top of the main column: "Name · phone · Quote in progress". | Rendered as plain stacked text, and the "← Back" link sits at the top of the main column instead (comp puts Back at the bottom under the CTA). (PEA-245) | P1 |
| G4 | V | Phone formatted (678) 555-0142 everywhere. |
Main-column header shows raw +16785550142 (the sidebar formats it - inconsistent within the build). (PEA-245) | P2 |
S1 - Lead Intake /app/intake
Spec - comp
Build - dev cloud
1
| # | Type | Spec | Build | Pri |
|---|---|---|---|---|
| 1 | F | Name sufficient for a carrier app (first/middle/last). | Single "Name" field - no middle name. This is why the carrier handoff sheet is missing the middle name. | P1 |
| 2 | V | Resume banner is a cream panel ("Resuming quote... Start a new quote instead"). | Resume banner present but not the cream surface treatment. | P2 |
| — | V | Layout matches the mock - the field grid (Name/Nickname, Phone/Email, DOB/State/ZIP) and section order line up. Differences are the shared shell items (G2-G4 above) + the single Name field. Same holds for S2 and S3 (their structures match; see their per-screen rows). | see G | |
S2 - Demographics /app/demographics
Spec - comp
Build - dev cloud
1
2
| # | Type | Spec | Build | Pri |
|---|---|---|---|---|
| 1 | V | Payment Method sits in its own white nested sub-card (bordered, labelled) under Product Type. | Payment Method is bare pills directly on the beige card - no white sub-card container. | P2 |
| 2 | V | Selected buttons (ACH / Female / No) use a solid dark fill. | Selected buttons use a coral outline instead. Note: the design-system file specifies a peach-tint selected state, so the mockup's dark fill may be the outdated one - decide which is the standard and align both. (PEA-245) | P1 |
| ✓ | OK | Product Type = FEX + Term, split full-width (IUL removed). | Matches. | good |
| — | V | Plus shell deltas G1-G4 above. | see G | |
S3 - Health Screening /app/health-screening
Spec - comp
Build - dev cloud
1
2
3
4
| # | Type | Spec | Build | Pri |
|---|---|---|---|---|
| 1 | F | Knockouts = a small set of absolute disqualifiers; broader conditions go through the searchable condition list. | Correct by design (Aaron 6/15): the 3 knockouts (cancer / dementia / nursing-home) are intentional, not a gap. Plus a condition + medication search for the rest. | good |
| 2 | F | Product type set on S2. | Product Type radios repeat on S3 (redundant). | P2 |
| 3 | V | The 3 condition buttons sit on a single row. | They wrap to two rows (2 + 1) - button width/spacing off vs the design. | P2 |
| 4 | V | "← Back to Demographics" sits at the bottom, under the Continue CTA. | Back link is at the top of the main column (see also shell G3). | P2 |
| — | V | Plus shell deltas G1-G4 above. | see G | |
S4 - Coverage /app/coverage
Spec - comp
Build - dev cloud
2
1
| # | Type | Spec | Build | Pri |
|---|---|---|---|---|
| 1 | F | Card shows the agent's commission amount (Final Expense). | Commission shows "–" on Mutual of Omaha / Transamerica / Americo - the carrier names don't match between the price list and the commission table, so the rate can't be found. | P1 |
| 2 | F | "Ranked by commission" is meaningful. | Header claims it while values are "–". | P1 |
| 3 | F | Commission is FEX-only. | Term tab still shows commission column + ranking - remove for Term. (PEA-243) | P1 |
Layout matches the mock (form on top - Face / Monthly side by side - then the ranked carrier cards; the mock shows results as a separate state, the build shows them on the same scrolling page, which is fine). Term renders without the 6/14 500 (regression fixed); Term pricing partial (MoO prices; some "Price unavailable").
S5 - Banking & Submit /app/verification
Spec - comp (verification state)
Build - dev cloud
1
2
| # | Type | Spec | Build | Pri |
|---|---|---|---|---|
| 1 | F | v1 = manual. Primary action = full-width Submit Application -> handoff sheet. Hide the RPA button entirely in v1 (bring it back in v1.5). | Defaults to "RPA Pre-fill - Primary"; Manual demoted to "Fallback." Inverted. (PEA-242) | P0 |
| 2 | F | A live Submit Application button. | Default primary "Submit Application - RPA" is disabled ("coming soon"). Agent must switch to Manual to proceed. (PEA-242) | P0 |
| L | V | Layout: plan banner -> one prominent full-width 3-channel picker (SMS / Email / Verbal) -> send-link card. No separate identity step. "Secured · HIPAA · SOC 2" badge shown. | Differs from the mock: build adds a "1. Identity Verification" section (with a disabled "Run Identity Check" - that's Prove.com, a v1.5 feature) that the mock doesn't have; the channel picker is shrunk to small tabs in the top-right of the banking section instead of the prominent full-width row; sections are numbered 1/2/3; and the Secured/HIPAA/SOC 2 badge is missing. (hide the v1.5 identity step alongside the RPA button: PEA-242; channel-picker + badge fidelity: PEA-245) | P1 |
| ✓ | OK | 3-circle Sent / Opened / Submitted status (green dots) on the SMS / Email link. | Present in the build, and now added to the comp too (Mario's 2026-06-15 requirement): the dot turns green when the text is Sent, when the customer Opens the link, and when they Submit the form. | good |
Manual path itself is correct (opens the handoff sheet, spec copy matches); secure-link send + customer form + "Submitted" flip + Submit-enables-on-completion all verified.
Carrier Portal Handoff /app/carrier-portal-handoff
Spec - comp
Build - dev cloud
1
2
L
3
| # | Type | Spec | Build | Pri |
|---|---|---|---|---|
| L | V | Layout: fields in a compact multi-column card grid (e.g. First / Middle / Last across one row), with dedicated Physical Address and Mailing Address sections. | Doesn't match the mock. Build is a single-column stacked list (one field per full-width row - much taller), and has no Physical/Mailing Address sections (just the "not captured - collect verbally" banner). (display: PEA-244; address sections: PEA-237) | P1 |
| 1 | V | "Apply at Mutual of Omaha" + "Term Life Answers 20". | Raw slugs: "Apply at moo" / "moo_term_life_answers_20". (PEA-244) | P2 |
| 2 | F | All app fields present (incl. address, middle name). | Banners "street address + rate class not captured - collect verbally." No middle name. | P1 |
| 3 | OK | Masked SSN/routing/account, reveal-on-click, owner-only, copy, "X of N copied", mark submitted/abandoned. | All present + working; reveal verified; non-owner blocked. | good |
Screen 1 QA - Chadani (2026-06-13) + walk gaps
Automated functional-validation pass of S1 (Lead Intake): 65 cases, 55 passed / 7 failed (84.6%). Below: Chadani's 7 bugs, then the structural/visual gaps from the 2026-06-15 PM walk.
| Bug | Sev | What's wrong |
|---|---|---|
| BUG-01 | HIGH | No minimum-age (18+) rule - an ~11yo DOB is accepted into intake (upper bound of 120 yrs is enforced; no lower bound). |
| BUG-02 | MED | Name accepts numbers-only / symbols-only (no alpha/format check). |
| BUG-03 | MED | Client Summary panel never updates during Step 1 (stays "No active lead" with valid data entered). |
| BUG-04 | LOW/MED | ZIP+4 (90210-1234) rejected; validator only allows exactly 5 digits. |
| BUG-05 | LOW | Name leading/trailing whitespace not trimmed. |
| BUG-06 | LOW | No max-length cap on Name / Nickname (300-char accepted). |
| BUG-07 | LOW | Textarea limits enforced only at submit (no live cap/counter). |
| Walk gap | Type | What's wrong | Ticket |
|---|---|---|---|
| GAP-A | F | Name is a single field; the carrier application needs first / middle / last - the handoff sheet ends up missing the middle name. | PEA-237 |
| GAP-B | F | No street address captured anywhere in the funnel (only State + ZIP); handoff banners "collect verbally." | PEA-237 |
| GAP-C | V | Client Summary missing its cream surface (distinct from BUG-03's functional non-update - this is the styling). | PEA-245 |
| GAP-D | V | Lead-context header isn't the comp's pill bar; Back link at top instead of bottom. | PEA-245 |
| GAP-E | V | Phone shown unformatted (+1...) in the main header (sidebar formats it - inconsistent). | PEA-245 |
| GAP-F | V | Resume banner isn't the cream treatment from the comp. | PEA-245 |
HomeBase is not a gap - it was a comp error (corrected 2026-06-15); the build is right to omit it. Full report: Chadani's
QA_Report_Screen1_New_Lead.md (with these gaps appended as section 7).