Smart Skill: Insurance

Request for Provisional Tax Certificate

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

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Capabilities
API
Pre-Buit Integration
Available on Channels

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":""
}

Available on channels

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