How raghav-aggarwal-20/onboarding-document-checklist works
This is a small Python onboarding-document checklist that turns an account’s submitted documents into a single staff action list and client message, displayed in a static HTML brief. The workflow is: provide account/document data, validate it, compare required document types and copies as of a review date, then render the outcome. The README also describes ID/expiry rules and three illustrative account scenarios. Sampled source supports the checklist and rendering calls; no external firm records or live client messaging integration are shown.
Main entry points: explain.py Brief renderer · checklist.py Document review · brief.html Checklist brief · __init__.py Checklist API
Components 10
Checklist rules
- Checklist API
src/onboarding/__init__.py - Payload validation
src/onboarding/checklist.py - Document review
src/onboarding/checklist.py - Account requirements
src/onboarding/checklist.py
Brief content
- Sample scenarios
src/onboarding/stories.py - Brief renderer
src/onboarding/explain.py - Staff instructions
src/onboarding/explain.py - Client message
src/onboarding/explain.py
Rendered brief
- Checklist brief
brief.html
Other components
- Onboarding staff
Connections 9
- Onboarding staff → Checklist brief: reads
- Checklist API → Document review: calls
- Document review → Payload validation: validates
- Document review → Account requirements: loads rules
- Brief renderer → Sample scenarios: reads
- Brief renderer → Document review: reviews payload
- Brief renderer → Staff instructions: formats result
- Brief renderer → Client message: formats result
- Brief renderer → Checklist brief: writes