P&C Document Center
Find client and policy files, manage agency reports, extract usable P&C intelligence, and give Veronica a reliable document layer across WorldOS. Registry changes remain review-first.
Client & Policy Documents
Search the live P&C Registry, open a client file, and organize policies, declaration pages, ID cards, evidence, endorsements, applications, and other client documents without expanding the Registry into a document-management page.
Document Intelligence
Veronica watches document completeness and report hygiene without duplicating Registry records.
Veronica Document Watch
Missing policy files, stale operational reports, unmatched documents, and other document exceptions.
Agency Reports & Intelligence
Each category opens its own workspace where you can review active files, upload another report, archive older material, view intelligence, or delete reports that no longer need to remain in the active library.
Agency Report Upload
Create a controlled import. WorldOS records the report source, reporting period, type, and subscriber before any intelligence is published.
Drop a report here
PDF, CSV, XLS, or XLSX
Maximum recommended file size: 25 MB
Import Details
Describe where the file came from and the period it covers.
Current Intelligence
Approved and staged report activity for this subscriber. These totals never include another subscriber’s uploads.
Analysis Queue
WorldOS turns report rows into explainable review items. CSV, PDF, XLS, and XLSX reports can be normalized in-browser when their structure is readable; unsupported layouts remain queued for the future server document-processing API.
Renewal & Revenue Signals
Potential deadlines, premium exposure, commissions, and carrier concentration.
Registry Match Readiness
Candidate client and policy matches requiring agent approval.
All Report History
All categories remain searchable here. Category workspaces provide the faster day-to-day view; archive removes an old report from active work without deleting its history.
| Report | Source | Period | File | Rows | Status | Actions |
|---|
Publishing Controls
Publishing creates the standardized P&C intelligence payload that the P&C Intelligence page, Mission Control, and Veronica can consume.