Comment:
Easy Find and Replace: {"id":"c02e1718-7205-4d72-8bdd-4619d6d5f78e","find":"/work item/","replace":"Work Item","search-type":"case-sensitive","replace-title":false}
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Rw ui steps macro
Rw step
Once all sections of the Wizard have a green checkmark beside them, you can click "Confirm Contract Features Selections and Submit Transaction." Once the work item Work Item is considered in-good-order (IGO) and ready to be transmitted to the carrier, AnnuityNet securely delivers the complete signed documents to the carrier.
Submission Confirmation Screen
Rw step
After submitting the transaction, the Wizard adds the completed carrier documents to the work itemWork Item.
AnnuityNet Only Processes Carrier Forms
AnnuityNet processes only the carrier forms. You must add any additional proprietary documents to the work item Work Item through the form matrix.
Work Item Event History Screen
Rw step
It then follows your firm’s defined workflow process in Docupace. Typically, this includes wet sign or esign, principle review, compliance, or supervision. Once the work item Work Item is considered in-good-order (IGO) in Docupace and is ready to be transmitted to the carrier, Docupace sends the signed documents to AnnuityNet for secure delivery to the carrier via DTCC.
Submission Successful Confirmation Popup
Rw step
After annuity transactions are initiated or submitted the user can see the status in the work item Work Item details screen under event history.
