Vector - Enterprise Insurance Submission Management System

Vector is an enterprise-grade system for ingesting, parsing, routing, and managing insurance submissions from wholesale and retail brokers in the P&C (Property & Casualty) space.

Features

• Email Ingestion: Automated monitoring of shared mailboxes via Microsoft Graph API
• Document Processing: AI-powered parsing of ACORD forms, loss runs, and exposure schedules using Azure Document Intelligence
• Intelligent Routing: Configurable rules-based routing to underwriters
• Underwriting Guidelines: WYSIWYG builder for appetite rules and eligibility criteria
• Multi-Tenant: Full tenant isolation with configurable settings
• Real-Time Updates: SignalR-based dashboards for underwriters and producers

Quick Start

Prerequisites

• .NET 9 SDK
• Docker Desktop
• Visual Studio 2022 or VS Code with C# extension

1. Start Infrastructure Services

# Start SQL Server, Redis, and Azurite (Azure Storage emulator)
docker-compose -f docker-compose.infrastructure.yml up -d

This starts:

• SQL Server on port 1433 (User: sa, Password: Vector_P@ssw0rd!)
• Redis on port 6379
• Azurite (Blob: 10000, Queue: 10001, Table: 10002)
• Adminer (DB UI) on port 8080
• Redis Commander on port 8081

2. Run the API

cd src/Vector.Api
dotnet run

The API will:

1. Apply database migrations automatically
2. Seed sample data (10 submissions, guidelines, routing rules)
3. Start listening on http://localhost:5000

3. Access the Application

Service	URL
Swagger UI	http://localhost:5000
API Endpoints	http://localhost:5000/api/v1/*
Health Check	http://localhost:5000/health
Adminer (DB)	http://localhost:8080
Redis Commander	http://localhost:8081

Testing the API

Using VS Code REST Client

Open tests/Vector.Api.http in VS Code with the REST Client extension installed. You can execute requests directly from the file.

Using curl

# Health check
curl http://localhost:5000/health

# Get all submissions
curl -H "X-Tenant-Id: 00000000-0000-0000-0000-000000000001" \
     http://localhost:5000/api/v1/submissions

# Create a submission
curl -X POST http://localhost:5000/api/v1/submissions \
     -H "Content-Type: application/json" \
     -H "X-Tenant-Id: 00000000-0000-0000-0000-000000000001" \
     -d '{"submissionNumber":"SUB-TEST-001","insuredName":"Test Company"}'

End-to-End Workflow

1. Create Submission → POST /api/v1/submissions
2. Mark Received → (automatic on creation)
3. Assign Underwriter → POST /api/v1/submissions/{id}/assign
4. Quote → POST /api/v1/submissions/{id}/quote
5. Bind → POST /api/v1/submissions/{id}/bind

Seeded Test Data

Tenants

ID	Description
00000000-0000-0000-0000-000000000001	Default tenant
00000000-0000-0000-0000-000000000002	Second tenant

Underwriters

ID	Name
11111111-1111-1111-1111-111111111111	John Smith
22222222-2222-2222-2222-222222222222	Jane Doe

Sample Submissions (Default Tenant)

Number	Insured	Status
SUB-2024-000001	Acme Manufacturing Inc	Draft
SUB-2024-000002	Beta Retail Corp	Received
SUB-2024-000003	Gamma Technologies LLC	InReview
SUB-2024-000004	Delta Construction Co	PendingInformation
SUB-2024-000005	Epsilon Logistics Inc	Quoted
SUB-2024-000006	Zeta Healthcare Systems	Quoted
SUB-2024-000007	Eta Financial Services	Bound
SUB-2024-000008	Theta Mining Corp	Declined

Project Structure

Vector/
├── src/
│   ├── Vector.Domain/           # Domain layer (aggregates, entities, value objects)
│   ├── Vector.Application/      # Application layer (commands, queries, handlers)
│   ├── Vector.Infrastructure/   # Infrastructure (EF Core, Azure services, caching)
│   ├── Vector.Api/              # REST API (controllers, middleware)
│   ├── Vector.Worker/           # Background services
│   ├── Vector.Web.Producer/     # Producer Portal (Blazor)
│   ├── Vector.Web.Admin/        # MGU Admin Portal (Blazor)
│   └── Vector.Web.Underwriting/ # Underwriter Dashboard (Blazor)
├── tests/
│   ├── Vector.Domain.UnitTests/
│   ├── Vector.Application.UnitTests/
│   ├── Vector.Infrastructure.IntegrationTests/
│   └── Vector.Api.IntegrationTests/
└── docker-compose.infrastructure.yml

Configuration

Development Settings (appsettings.Development.json)

{
  "UseInMemoryDatabase": false,
  "UseMockServices": true,
  "SeedDatabase": true,
  "ConnectionStrings": {
    "DefaultConnection": "Server=localhost,1433;Database=VectorDb;..."
  }
}

Setting	Description
UseInMemoryDatabase	Use EF Core in-memory DB (no SQL Server needed)
UseMockServices	Use mock implementations for external services
SeedDatabase	Seed sample data on startup

Running with In-Memory Database (No Docker)

# Edit appsettings.Development.json
# Set "UseInMemoryDatabase": true

dotnet run --project src/Vector.Api

Running Tests

# All tests
dotnet test

# Unit tests only
dotnet test --filter "FullyQualifiedName~UnitTests"

# Integration tests only
dotnet test --filter "FullyQualifiedName~IntegrationTests"

# With coverage
dotnet test --collect:"XPlat Code Coverage"

Architecture

Bounded Contexts

Context	Responsibility
Email Intake	Monitor mailboxes, extract emails/attachments
Document Processing	OCR, parse ACORD forms, loss runs
Submission	Core submission lifecycle, coverages, exposures
Underwriting Guidelines	MGU appetite rules, eligibility criteria
Routing	Match submissions to underwriters

Technology Stack

• .NET 9 / C# 13 - Latest language features
• ASP.NET Core - REST API with MediatR (CQRS)
• Entity Framework Core 9 - SQL Server with temporal tables
• Azure Services - Document Intelligence, Service Bus, Blob Storage
• Redis - Distributed caching
• Blazor Server - Real-time web portals

API Documentation

Full OpenAPI documentation is available at /swagger when running in development mode.

Key Endpoints

Method	Endpoint	Description
GET	/api/v1/submissions	List submissions
POST	/api/v1/submissions	Create submission
GET	/api/v1/submissions/{id}	Get submission details
POST	/api/v1/submissions/{id}/assign	Assign underwriter
POST	/api/v1/submissions/{id}/quote	Quote submission
POST	/api/v1/submissions/{id}/decline	Decline submission
POST	/api/v1/submissions/{id}/request-info	Request information
POST	/api/v1/submissions/{id}/bind	Bind submission

Headers

Header	Required	Description
X-Tenant-Id	Yes	Tenant identifier (GUID)
X-Correlation-Id	No	Request correlation ID (auto-generated if not provided)

Troubleshooting

SQL Server Connection Failed

1. Ensure Docker is running: docker ps
2. Check container health: docker-compose -f docker-compose.infrastructure.yml ps
3. Wait for SQL Server to be ready (can take 30+ seconds on first start)

Database Migration Errors

# Reset the database
docker-compose -f docker-compose.infrastructure.yml down -v
docker-compose -f docker-compose.infrastructure.yml up -d

Port Conflicts

Edit docker-compose.infrastructure.yml to change port mappings if needed.

Contributing

1. Follow the coding standards in CLAUDE.md
2. Write tests first (TDD)
3. Ensure all tests pass: dotnet test
4. Create a PR with descriptive title and summary