Exporting to Ledger

It is a good idea to test many different submissions in demo → beta to encounter as many validation issues as possible. Formflow does hold a copy of all dependency requirements and does its best to validate all related requirements, but very complex schemas deserve thorough testing.

"No binder available for quote"

This issue appears if Ledger is unable to assign a binder. This is chosen based on three key pieces of data:

  • broker.shortName – this is pulled from the payload, and the field must remain in the Formflow template. Make sure it is an enum with allowed values and remember that suitable values may be different between pre-production and production environments.

  • policy.dateInception – this date field is pulled from the payload. It must exist, be valid, and fall within the start and end dates of a valid binder.

  • schema.name – this is passed with the template if the Ledger integration is correctly configured, and is unlikley to be the issue.

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