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Expanded service wizard issue proposal

Status: owner approved all 20 slices and Cloud/Mac ownership on October 7, 2026. All 20 tickets and 41 native blocking relationships are published; see published wizard issue graph. No expanded implementation acceptance is claimed. Existing approved prerequisites remain valid.

Source: branching service spec, researched service catalog and current code inventory. All new implementation work uses the tracer-bullet pattern. W01 includes a complete customer path, so the shared compiler/renderer work is proven vertically rather than published as separate infrastructure-only tickets.

Proposed task graph

W01 serializes and proves the shared step, condition and bounded repeatable-answer contract through the life customer journey. Later families consume this accepted contract rather than edit shared schemas concurrently. After its accepted handoff, product families can proceed independently. Within each family, writes to its BPMN/seed/forms remain serial. Shared process/renderer/schema changes require an explicit handoff or a serialized integrator; separate file ownership alone is insufficient. At most three bounded workers execute concurrently, with GPT-6.1 Sol medium for normal slices and high for shared-contract, money-effect and recovery risks.

Execution and acceptance contract

Each issue will contain its parent/spec, numbered stories, required context, conceptual ownership, forbidden adjacent scope, prerequisites, focused validation and structured handoff. Native GitHub dependencies and sub-issues will represent this graph. Only blocker-free approved work receives ready-for-agent; certification is not tagged as a delivered feature.

• Cloud owns W01–W18. Mac owns W19–W20 and Dashboard/runtime/evidence. Cloud subagents use isolated worktrees based on the spec integration branch; integration merges are serialized. Mac-only runtime credentials, volumes and tabs never transfer.
• Every slice crosses release/schema, owner/BFF, browser and Camunda seams where its behavior requires them. Each returns red/green TDD evidence, touched package checks, scoped real-engine integration and a demoable acceptance path. Root owns wave convergence and final real-stack certification.
• Existing issues #93–#96 are prerequisites or implementation hosts for their already-defined small branches. New tickets reference the extension gap and do not close these parents, change their acceptance unilaterally, or count the same feature twice.
• Existing security/recovery defects #98/#99 must resolve before dependent financial/cancellation paths. A schema-valid form never substitutes for permission, MFA, eligibility or owner-revision checks.
• Use the PR skill template for draft/ready PRs. CodeRabbit review is the active bot; fix material findings before merge, keep human intervention visible, and capture PR creation/review/merge events and elapsed durations. Independent Standards and Spec reviews occur after W01, each product convergence, and W20. Architecture assessment occurs after shared-contract adoption and six-product convergence.
• Capture task/worker source, model/reasoning when observed, measured unit/system/E2E/deploy commands, wall duration, available provider tokens and GitHub lifecycle events. Record unobserved values as unavailable, not zero. Expand acceptance evidence in the Journey Docs/Audits records at milestones.
• Hosted promotion is outside this graph and retains existing owner provider/budget and local certification gates.

Slice acceptance details

W01: Resume a life application wizard through review

Life relationship/coverage/declarations and a bounded beneficiary repeater exercise compiler, owner checkpoints, tRPC, renderer and real Camunda submission. Preserve existing one-page releases.

Acceptance also includes the applicable skip branch, Back/correction, save/resume, both locales, stale revision rejection, missing-information loop and existing regression guards. Document privileged/money branches through the same authorized seam; do not create UI-only proof.

W02: Add beneficiaries and answer-driven life EOI

Repeatable beneficiaries and health-triggered follow-up with targeted evidence and reviewer information loop; allocations are validated.

Acceptance also includes the applicable skip branch, Back/correction, save/resume, both locales, stale revision rejection, missing-information loop and existing regression guards. Document privileged/money branches through the same authorized seam; do not create UI-only proof.

W03: File a synthetic life death claim as beneficiary or representative

Separate claim journey and authority/death evidence, reviewer follow-up, permission checks; no real medical or legal data.

Acceptance also includes the applicable skip branch, Back/correction, save/resume, both locales, stale revision rejection, missing-information loop and existing regression guards. Document privileged/money branches through the same authorized seam; do not create UI-only proof.

W04: Route Medicare supplement enrollment assertions through a wizard

Dates, asserted enrollment/protection route, health-question branch and authorized human review. No real guaranteed-issue decision.

Acceptance also includes the applicable skip branch, Back/correction, save/resume, both locales, stale revision rejection, missing-information loop and existing regression guards. Document privileged/money branches through the same authorized seam; do not create UI-only proof.

W05: Continue a Medicare replacement subflow

Extend the existing replacement ticket rather than implement a duplicate gate; collect prior coverage, confirmation and corrections.

Acceptance also includes the applicable skip branch, Back/correction, save/resume, both locales, stale revision rejection, missing-information loop and existing regression guards. Document privileged/money branches through the same authorized seam; do not create UI-only proof.

W06: Submit continuous or intermittent disability intake

Employment, dates, recurrence/injury and income steps; save/resume and branch corrections through claim review.

Acceptance also includes the applicable skip branch, Back/correction, save/resume, both locales, stale revision rejection, missing-information loop and existing regression guards. Document privileged/money branches through the same authorized seam; do not create UI-only proof.

W07: Track disability employer and clinician evidence separately

Multi-party handoffs with privacy-preserving outstanding-evidence status; retain existing demo absence threshold as explicitly fictional.

Acceptance also includes the applicable skip branch, Back/correction, save/resume, both locales, stale revision rejection, missing-information loop and existing regression guards. Document privileged/money branches through the same authorized seam; do not create UI-only proof.

W08: Review a linked partial or full return-to-work plan

Employee and manager roles with separate leave and insurer decisions; no manager medical/bank visibility.

Acceptance also includes the applicable skip branch, Back/correction, save/resume, both locales, stale revision rejection, missing-information loop and existing regression guards. Document privileged/money branches through the same authorized seam; do not create UI-only proof.

W09: Choose a dental pretreatment estimate or completed claim

Repeatable service lines, dates and estimate distinction through review; an estimate creates no benefit payout.

Acceptance also includes the applicable skip branch, Back/correction, save/resume, both locales, stale revision rejection, missing-information loop and existing regression guards. Document privileged/money branches through the same authorized seam; do not create UI-only proof.

W10: Collect applicable dental procedure evidence

Extend procedure-detail branch with applicable tooth/surface, replacement, orthodontic and attachment subforms.

Acceptance also includes the applicable skip branch, Back/correction, save/resume, both locales, stale revision rejection, missing-information loop and existing regression guards. Document privileged/money branches through the same authorized seam; do not create UI-only proof.

W11: Review dental other-coverage and cost breakdown

Other-payer questions, synthetic itemization, missing-information response and benefit-use update without a separate dental payout.

Acceptance also includes the applicable skip branch, Back/correction, save/resume, both locales, stale revision rejection, missing-information loop and existing regression guards. Document privileged/money branches through the same authorized seam; do not create UI-only proof.

W12: Resume home or facility long-term-care intake

Home/facility/transition wizard with setting-specific provider evidence; reuse existing facility follow-up.

Acceptance also includes the applicable skip branch, Back/correction, save/resume, both locales, stale revision rejection, missing-information loop and existing regression guards. Document privileged/money branches through the same authorized seam; do not create UI-only proof.

W13: Complete long-term-care assessment and care-plan evidence

ADL/cognitive context and separately tracked clinician assessment/care plan; human review uses fictional contract rules.

Acceptance also includes the applicable skip branch, Back/correction, save/resume, both locales, stale revision rejection, missing-information loop and existing regression guards. Document privileged/money branches through the same authorized seam; do not create UI-only proof.

W14: Continue long-term-care care periods with invoices

Linked care periods, invoice validation, duplicate detection and reassessment without duplicating the original claim.

Acceptance also includes the applicable skip branch, Back/correction, save/resume, both locales, stale revision rejection, missing-information loop and existing regression guards. Document privileged/money branches through the same authorized seam; do not create UI-only proof.

W15: Review and authorize partial annuity withdrawal or surrender

Owner servicing wizard, illustrative charges, withholding, payout destination, fresh verified MFA, reservations and uncertain outcome.

Acceptance also includes the applicable skip branch, Back/correction, save/resume, both locales, stale revision rejection, missing-information loop and existing regression guards. Document privileged/money branches through the same authorized seam; do not create UI-only proof.

W16: Request an annuity withdrawal-charge waiver review

Conditional waiver reason/evidence, assigned reviewer and request-information loop; no automatic tax or contract decision.

Acceptance also includes the applicable skip branch, Back/correction, save/resume, both locales, stale revision rejection, missing-information loop and existing regression guards. Document privileged/money branches through the same authorized seam; do not create UI-only proof.

W17: Configure a synthetic recurring annuity distribution

Schedule setup/change/cancel with first simulated execution and replay-safe future scheduling. Contract assertions remain synthetic.

Acceptance also includes the applicable skip branch, Back/correction, save/resume, both locales, stale revision rejection, missing-information loop and existing regression guards. Document privileged/money branches through the same authorized seam; do not create UI-only proof.

W18: Update annuity beneficiary or contact servicing through review

Contact or beneficiary change selects a different step graph, reviews exact before/after values and authority evidence, and records the simulated owner change only after reviewer acceptance. No new external portal role; named/trust/entity beneficiaries use synthetic authority documents. Financial servicing remains W15.

W19: Prove authoring and pinned release compatibility in a live wizard

Change a supported bilingual step/rule in Contentful without SPA edits; new case uses it, existing case stays pinned; invalid graph rejected.

Acceptance also includes the applicable skip branch, Back/correction, save/resume, both locales, stale revision rejection, missing-information loop and existing regression guards. Document privileged/money branches through the same authorized seam; do not create UI-only proof.

W20: Certify six branched service journeys and recovery

Branch matrix, security, accessibility, system/E2E and recovery evidence through the real local stack; record phase metrics and independent Standards/Spec audits.

Acceptance also includes the applicable skip branch, Back/correction, save/resume, both locales, stale revision rejection, missing-information loop and existing regression guards. Document privileged/money branches through the same authorized seam; do not create UI-only proof.

Owner publication gate

Confirm or adjust granularity, dependencies, AFK versus HITL and the Cloud/Mac split. Once approved, publish in dependency order, claim the ready frontier and use Implement Spec to execute the graph. This review gate comes from the explicitly used to-issues skill; it does not block completing and publishing research and the parent specification now.

Branch ownership matrix

#93–#96 remain explicit prerequisites, retaining their existing chain and acceptance. Expanded tickets implement only the remaining extension. W03 initially records death notification, authority evidence and a review decision; a death-benefit payout is deferred to a separately scoped financial ticket.