All use-cases

Insurance / employee claim

Once KYC permits, the claimant files a claim through a guided wizard — a person reconciles the decision, an approval issues a certificate, and the claim is handed off on an immutable, audited trail.

The claim lifecycle, end to end

Mail = email sent Bell = in-app alert Amber diamond = automatic check Teal diamond = a person decides
KYC permits claim? in_review or verified only File claim — guided claim wizard guided modules · immutable after declaration Compliance begins review status: under_review Reconcile decision approve / requires-info / ineligible Reconciled + certificate claim approved · audited handoff link yes approve Blocked — KYC not submitted pending / failed → cannot file BLOCKED no Requires info claimant clarifies + resubmits requires-info resubmit Ineligible reversible — 1 admin reopen REOPENABLE ineligible

KYC is the entry gate: only an in_review or verified claimant can file. The guided wizard is immutable once the declaration is signed. The reconcile gate is a person — approve issues the certificate and hands the claim off; requires-info loops back; ineligible is reversible with one admin reopen. Every state transition is fail-closed audited.

What the claim lifecycle guarantees

  • No claim is filed without a passing KYC gate — a pending or failed identity check is blocked, not silently dropped.
  • Every claim decision is made by a person at the reconcile gate — approve, requires-info, or a reversible ineligible — never an opaque auto-reject.
  • Filing, reconciling, and the certificate handoff are fail-closed: if the audit row cannot be written, the transition is rejected.