5.0 KiB
Lead-to-Policy (Aria) — Live Flow Findings
App 385, workflow e29c3c33 (db workflow_id=29851), org 53. Sandbox DB verified (postgres-sandbox, read-only) + AI decisions via https://sandbox.getzino.in/monitor/decisions.
Loop: /loop 4m (cron d62147e6). Each tick re-checks the latest instance, observes what the AI did, recommends the next human payload.
State graph (state → activity → next state)
| # | State | Human/forward activity | → next state | Disqualify? |
|---|---|---|---|---|
| 1 | New Lead | Capture Lead cc1a73d5 (INIT) |
Qualified (via Qualify Lead) | yes |
| 2 | Qualified | Assign Lead da61aaa1 |
Assigned | yes |
| 3 | Assigned | Log First Contact fea6b3a8 |
Contacted | yes |
| 4 | Contacted | Schedule Meeting c444d32f |
Meeting Scheduled | yes |
| 5 | Meeting Scheduled | Recommend Product c0e2004e (→ stage-gate …5a01) |
Product Recommended | yes |
| 6 | Product Recommended | Collect Documents a8eb0faa |
Documents Collected | yes |
| 7 | Documents Collected | Assess Eligibility ba3d3e7f (→ gate …0a01) |
Eligibility Assessed | yes |
| 8 | Eligibility Assessed | Submit Underwriting ed8ec0dc (→ gate …0b02) |
Underwriting | yes |
| 9 | Underwriting | Issue Policy 7b8fb734 (→ gate …0c03) |
Policy Issued | yes |
| 10 | Policy Issued | Onboard Customer ae415f4e |
Customer 360 (END) | — |
Disqualify ea99fc60 is allowed in every non-terminal state → Disqualified (END).
AI Product Recommendation 14d734da is a self-loop on Meeting Scheduled (AI-only, no state change).
AI employees & triggers (verified in activity_triggers)
Trigger = bound to a source activity; fires after a human performs it, then the bound AI employee autonomously performs the next workflow activity.
| Trigger on activity | AI employee | user_id | Effect |
|---|---|---|---|
Capture Lead cc1a73d5 |
Insurance AI (Aria) #6 | 29180 | auto-performs Qualify Lead → Qualified |
Assign Lead da61aaa1 |
Aria (Engagement) #7 | 29181 | auto-performs next (Log First Contact) |
Log First Contact fea6b3a8 |
Aria (Engagement) #7 | 29181 | auto-advances toward Schedule Meeting |
Schedule Meeting c444d32f |
Aria Advisor #9 | 29188 | logs AI Product Recommendation decision (self-loop) before human Recommend Product |
Collect Documents a8eb0faa |
Aria (Underwriting) #8 | 29182 | auto-advances underwriting steps |
Onboard Customer ae415f4e |
(no AI) automation pipeline | — | customJS Compute Maturity → generateDoc Policy Schedule → sendEmail welcome |
Note: Qualify Lead, Recommend Product, Assess Eligibility, Submit Underwriting, Issue Policy have no trigger bound → they are human/manual gates (no auto-advance).
Observation log
Tick 1 — 2026-06-26 ~07:25 (instance 5017, lead "Parikshith Takkar")
Flow observed (verified DB + monitor):
07:20:46— Capture Lead by human 29183 (Sales Agent). Lead: Bengaluru / Karnataka, Lawyer, ₹23L income, DOB 1976-05-25 (age 50), web, term interest, English.- Capture trigger fired → Insurance AI (Aria) 29180 auto-performed Qualify Lead at
07:21:31:- confidence 0.95, status submitted, model
claude-sonnet-4-5, 5 LLM calls, cost ~$0.124. - set lead_score 95, segment hot, annual_income 23,00,000, DOB confirmed.
- knowledge sources: Lead Qualification Guide, ABSLI Product Catalog, ABSLI Underwriting Rules.
- reasoning: age 50 within 18-65 entry; income supports ₹2.76–3.45 cr coverage; Lawyer = stable; no disqualifiers.
- confidence 0.95, status submitted, model
- Current state: Qualified (
41c7a19f). No trigger on Qualify Lead → flow waits for human.
→ Next human activity = Assign Lead. Recommended payload below.
⭐ Recommended payload — next activity: Assign Lead (da61aaa1)
Fields (from activity_data_fields; field_rules cascade city → region → agent):
{
"assign_city": "Bengaluru",
"assigned_region_input": "South",
"owner_agent_input": { "id": 1, "name": "Asha Rao" }
}
assign_city— select, mappedcity. Lead already in Bengaluru. Drives region filter.assigned_region_input— mandatory lookuptbl_branches.region. Bengaluru branch (id 7, "Bengaluru MG Road") → region South. Filtered by city via rulerule_region_by_city.owner_agent_input— optional lookuptbl_sales_agents(stores id+name), filtered to region=South viarule_agent_by_region. South agents available: Asha Rao (1), Karthik Iyer (7), Divya Menon (8). Pick any; Asha Rao recommended.
After you submit Assign Lead: trigger fires → Aria (Engagement) 29181 auto-performs the next step (Log First Contact → Contacted). Watch /monitor/decisions?instance_id=5017 for user 29181.
Tick 2 — 2026-06-26 ~07:29 — no change
Instance 5017 still in Qualified (updated_at 07:21:31, unchanged). Assign Lead not yet submitted. Recommendation above unchanged.