Smart Skill: Insurance

Request for Provisional Tax Certificate

This Smart Skill will help the user trigger a request for a provisional tax certificate.

provisional tax certificate

Capabilities


  • The user can raise a request for a provisional tax certificate on the IVA.
  • After authenticating the user, the IVA will showcase all the policies of the user via the GET POLICIES API.
  • The user can then select the policy for which the provisional tax certificate will get triggered.
  • The IVA will display the provisional tax certificate to the user in a pdf/jpg format via a GENERATE PROVISIONAL TAX CERTIFICATE API.
  • The IVA can also email the provisional tax certificate to the registered email address via a SEND PROVISIONAL TAX CERTIFICATE API.

APIs Needed

GENERATE PROVISIONAL TAX CERTIFICATE API

Request

Unique ID of User
ID of Policy

 

 

{
"user_id":"USRID123",
"policy_id":"PLC1"
}

Request

Success:
URL of pdf/img of the Provisional Tax Certificate

Failure:
Invalid User ID
Invalid Policy ID

{
"tax_certificate_url":""
}

SEND PROVISIONAL TAX CERTIFICATE API

Request

Unique ID of User
ID of Policy
Email ID to send Policy certificate to

{
"user_id":"USRID123",
"policy_id":"PLC1",
"email_id":"abc@abc.com"
}

Request

Confirmation of successful operation. In case of error, API should respond with error reason.

 

Success
{
"status":"success"
}
Error
{
"status":"error",
"error_reason":""
}
Pre-Built Integrations

Pre-built Integrations 

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