1. Identify the missing signature
Open the workspace as Agency Admin and select IF-1042. Simulate the missing-signature event, inspect the requirement, and open the exception queue. Re-running the scan retains one open exception for the same case and rule.
2. Complete a focused customer task
Prepare a fictional request, simulate sending it, and open the focused customer preview. Confirm that it is a sample task and submit the bundled fictional evidence. Return to the same agency preview to continue. No real document, signature, or customer message is collected or sent.
3. Review, acknowledge, and inspect the history
Preview the Supervisor role, record a review reason, and accept the evidence. Then preview Agency Admin and simulate the carrier's accepted response. The requirement is satisfied and the exception resolves; the application remains in review. Replay the original event to inspect duplicate protection.
- Try rejection or a request for changes to see the unresolved path.
- Use Integrations to inspect wrong-carrier, wrong-tenant, and stale-event diagnostics.
- Restart the demo to restore the original fictional records.