219 ) Canonical Data Model : Life Insurance Sales

 

Canonical Data Model : Life Insurance Sales  

• customer (customer_id (PK), first_name, last_name, date_of_birth, gender, email, phone_number, address, created_at)

• agent (agent_id (PK), first_name, last_name, agency_name, license_number, email, phone_number)

• policy (policy_id (PK), customer_id (FK), agent_id (FK), product_type, sum_assured, premium_amount, payment_frequency, status, start_date, end_date)

• transaction (transaction_id (PK), policy_id (FK), transaction_type, amount, transaction_date, status)

• payment (payment_id (PK), transaction_id (FK), policy_id (FK), amount_paid, payment_method, gateway_reference_id, payment_date)

• claim (claim_id (PK), policy_id (FK), claim_type, incident_date, claim_amount, status, settlement_date)

Step-by-Step Life Insurance Sales & Lifecycle Workflow