Permanent form numbers
A form number stays unique within the company and remains stable when the form changes.
FORM LIBRARY & VERSIONS
One identity.
A complete history.
Manage the business form separately from the PDF-and-metadata package released into each environment.
V2 investor-demo baseline available · Production qualification remains in progress. See product status
Keep each revision understandable
A new upload should not make the current Production version ambiguous.
Automatic version identifiers
Versions use edition year, month, and sequence—for example 202610A. The system assigns the identifier.
Immutable packages
Each revision binds its PDF, metadata, audiences, jurisdiction coverage, and dates. Released packages are not edited in place.
Controlled QA corrections
An untouched QA candidate can be corrected under the permitted workflow. Reviewed or downstream content requires a new version.
Separate environment views
Current QA, UAT, and Production may hold different revisions. Creating a QA candidate does not silently replace Production.
Archive and retirement
Preserve history while controlling future use. Retirement is governed; ordinary maintenance is not a hard-delete shortcut.
Describe where—and for whom—a form applies
Core product fields remain distinct from company-defined metadata.
Staff, Agent, Policyholder
Audiences remain separate and may be combined when appropriate. Custom categories do not automatically grant permission.
U.S. jurisdiction coverage
Maintain explicit state and District of Columbia coverage, with a defined all-supported-jurisdictions selection.
Business dates
Effective and retirement dates describe applicability; the release timestamp records when a package is published.
Understand PDF intake findings
The V2 local demo exercises validation and remediation. Production scanner, renderer, and storage qualification is still pending.
Quarantine and validation
Intake tracks file identity, structure, size, and checks before accepting a file for a form revision.
Visible findings and retries
Blocking findings, warnings, ownership, and supported retry or replacement paths explain what needs attention.
Quality diagnostics
Automated accessibility diagnostics highlight potential issues. They are not accessibility certification or a replacement for expert review.