Incompletes

Overview

This page documents the handling of incomplete quotes in the flux-epa application.

What are Incompletes?

Incomplete quotes are quote journeys that users have started but not completed. These represent potential conversions and are valuable for follow-up and marketing purposes.

Incomplete Quote Data

Information captured for incomplete quotes typically includes:

• Quote uuid
• Contact information (email, phone)
• Vehicle/property details entered
• Quote stage reached
• Timestamp of last activity

Epa Data Logging

At the start of an EPA quote session (“first page”, typically containing the vehicle lookup) the session data object for that epa is sent to flux-epa-data . On subsequent postbacks, this telemetry data is passed to the data service. The quote uuid is used as the identifying key. Non-postback events may also be logged for things like link/button clicks, lookup states entered, etc.

This data is captured within flux-epa-data in epa logs as an EpaLog object. These are single post / event data captures with the quote uuid being the link in the individual quote journey.

When an EpaLog is created for the first time in a quote journey (i.e. the first time that quote uuid has been sent to the epa log) a QuoteLog is created. This is a singular object with the same quote uuid as the primary key. On subsequent EpaLog entries to that quote uuid, the QuoteLog object is updated to reflect the current (data) state. This means that many EpaLogs for that quote uuid will only ever have one QuoteLog.

This QuoteLog holds critical information about the current completion status of the quote.

Incomplete definition

Follow-up Process

[Document the process for following up on incomplete quotes]

Retention Policy

[Document how long incomplete quote data is retained]

Technical Implementation

[Document technical details about how incompletes are stored and processed]