How shouqalmaharbah/ibms-app works
IBMS is an insurance brokerage management system, exposed through a Next.js workspace and a NestJS API. The main user workflow spans lead handling, customer onboarding and KYC, needs/risk assessment, recommendation and placement, then servicing and finance; compliance and management capabilities operate alongside it. The tree and README establish these product areas, while excerpts support only a few specific calls, so unsampled module links are omitted rather than inferred.
Main entry points: api-client.ts API client · LeadPipelineBoard.tsx Lead pipeline · app Web application · auth.controller.ts Authentication API
Components 27
Web experience
- Web application
apps/web/app - Lead pipeline
apps/web/components/lead/LeadPipelineBoard.tsx - API client
apps/web/lib/auth/api-client.ts - Customer screen
apps/api/src/modules/customer/customer.controller.ts - Client decision
apps/web/components/client-decision/ClientDecisionSection.tsx
Identity and tenancy
- Authentication API
apps/api/src/modules/auth/auth.controller.ts - Sessions and MFA
apps/api/src/modules/auth/services/auth.service.ts - Organization context
apps/api/src/common/org-context/org-context.service.ts
Customer acquisition
- Lead management
apps/api/src/modules/lead - Prospect management
apps/api/src/modules/prospect - Customer onboarding
apps/api/src/modules/customer/customer.service.ts - KYC screening
apps/api/src/modules/customer/screening.service.ts - Needs and risk
apps/api/src/modules/needs-assessment - Program design
apps/api/src/modules/recommendation
Brokerage operations
- Market placement
apps/api/src/modules/rfq/rfq.controller.ts - Client decisions
apps/api/src/modules/client-decision - Policy lifecycle
apps/api/src/modules/policy/policy.controller.ts - Claims
apps/api/src/modules/claim/claim.service.ts - Finance
apps/api/src/modules/finance - CRM
apps/api/src/modules/crm - Cross-sell
apps/api/src/modules/cross-sell
Compliance and service
- Compliance and risk
apps/api/src/modules/compliance-risk - Customer service
apps/api/src/modules/customer-service - Privacy requests
apps/api/src/modules/pdpl/dsr.controller.ts - Audit trail
apps/api/src/modules/audit-trail
Other components
- Broker user
- PostgreSQL / Prisma
packages/db
Connections 11
- Broker user → Web application: uses
- Web application → API client: requests through
apps/web/app/(app)/retention-disposal/page.tsx - Lead pipeline → Lead management: transitions via API
apps/web/components/lead/LeadPipelineBoard.tsx - Lead pipeline → API client: uses
apps/web/components/lead/LeadPipelineBoard.tsx - API client → Authentication API: calls
apps/web/lib/auth/api-client.ts - Authentication API → Sessions and MFA: delegates to
apps/api/src/modules/auth/auth.controller.ts - Sessions and MFA → Organization context: adopts organization
apps/api/src/modules/auth/services/auth.service.ts - Customer screen → Customer onboarding: calls
apps/api/src/modules/customer/customer.controller.ts - Customer onboarding → KYC screening: screening lifecycle
- Client decision → Client decisions: loads and records
- Market placement → Broker user: serves placement