evaluation/fixtures/death-bereavement-estate.v1.yaml

fixture_version: vertical-slice-fixture.v1
id: death-bereavement-estate
title: Death, bereavement and estate administration
status: approved
assertion_status: editorial-example
profile: okf-domain-profile.v1
synthetic: true
purpose: Test dependent services, data sharing, national exceptions, authority to administer an estate and private notifications.

approval:
  state: approved
  approved_by: owner:chris-page-gov
  approved_at: "2026-08-07"

scope:
  included:
    - medical certification or coroner boundary and death registration
    - Tell Us Once availability and Northern Ireland exception
    - funeral, benefits and public-body notification dependencies
    - probate, confirmation or jurisdictional equivalent and estate administration
    - required private-sector notifications and debts
  excluded:
    - legal advice about a real estate, will, tax liability or beneficiary
    - assuming one estate process or Tell Us Once route applies across the UK

dimensions:
  - ordinary_path
  - exception_path
  - evidence
  - rule
  - time
  - jurisdiction
  - authority
  - private_sector_dependencies
  - redress
  - provenance

jurisdictions:
  - id: england
    expectation: Registration, notification and estate routes are independently evidenced.
  - id: scotland
    expectation: Registration and confirmation terminology and authority remain distinct.
  - id: wales
    expectation: Shared and nation-specific routes are identified with evidence.
  - id: northern-ireland
    expectation: Absence of Tell Us Once and estate-administration equivalents are explicitly sourced.

actors:
  - id: synthetic-representative
    role: informant_or_person-handling-estate
    authority_assertion: editorial-example
  - id: certifying-or-coroner-body
    role: medical-certification_or_investigation
    authority_assertion: official_by_jurisdiction
  - id: registration-authority
    role: death-registration
    authority_assertion: official_by_jurisdiction
  - id: notification-service
    role: public-body-notification_or_manual-boundary
    authority_assertion: official_by_jurisdiction_and_coverage
  - id: court-or-estate-authority
    role: grant_confirmation_or_equivalent
    authority_assertion: official_by_jurisdiction
  - id: tax-authority
    role: tax_information_or_transfer
    authority_assertion: official_with_case_specific_limits

journeys:
  ordinary:
    entry_state: A synthetic representative needs to complete the first public steps after a death and administer the estate.
    outcome: Required public outputs, authority boundaries and remaining notifications are traceable.
    steps:
      - id: establish-certification-route
        interaction: distinguish expected medical certification and coroner or equivalent involvement
        provider_role: certifying-or-coroner-body
        evidence: [synthetic-death-context, certification-or-referral-output]
        rule: certification, referral and investigation rules are selected only from the registered jurisdictional sources
        time: statutory and operational timing retained only when sourced
        outcome: registration-input-or-investigation-boundary
        redress: correction or official-help route
        assertion_status: editorial-example
      - id: register-death
        interaction: use the jurisdiction-appropriate registration service
        provider_role: registration-authority
        evidence: [certification-or-referral-output, synthetic-informant-context]
        rule: jurisdictional registration and informant rules remain attached to their registered official source
        time: registration timing and exceptions independently sourced
        outcome: registration-output-and-certificates
        redress: correction, delayed registration or registrar guidance
        assertion_status: editorial-example
      - id: notify-public-bodies
        interaction: use Tell Us Once where officially available or record the jurisdictional alternative
        provider_role: notification-service
        evidence: [registration-output, synthetic-reference-details]
        rule: current coverage is sourced and uncovered bodies remain explicit
        time: availability, access and action timing retained
        outcome: notified-bodies-and-uncovered-bodies
        redress: service support and manual-notification fallback
        assertion_status: editorial-example
      - id: obtain-estate-authority
        interaction: identify probate, confirmation or other jurisdictional authority and intestacy branch
        provider_role: court-or-estate-authority
        evidence: [death-certificate, synthetic-will-status, estate-context]
        rule: probate, confirmation, intestacy and authority remain distinct by jurisdiction and case context
        time: application, tax and validity dependencies sourced by jurisdiction
        outcome: grant-confirmation-equivalent-or-limitation
        redress: correction, caveat or court route only where officially supported
        assertion_status: editorial-example
      - id: administer-estate
        interaction: trace assets, debts, tax, distributions and closure without deciding a real estate
        provider_role: synthetic-representative-and-relevant-bodies
        evidence: [estate-authority-output, asset-and-debt-inventory]
        rule: registered guidance identifies boundaries but never decides a real estate
        time: sourced deadlines and retention periods remain attached to their authority
        outcome: synthetic-administration-checklist
        redress: professional or official guidance handoff
        assertion_status: editorial-example
  exception:
    entry_state: Tell Us Once is unavailable, not offered or does not cover a required body, including the Northern Ireland boundary.
    outcome: Manual public and private notifications are explicit and no unsupported data-sharing claim is made.
    steps:
      - id: establish-notification-boundary
        interaction: record availability, jurisdiction and bodies included or excluded
        provider_role: registration-authority-or-notification-service
        evidence: [jurisdiction, registration-output, current-service-source]
        rule: Tell Us Once scope and the Northern Ireland manual route remain independently sourced
        time: observation time is mandatory because coverage can change
        outcome: covered-and-uncovered-body-list
        redress: official support route or manual fallback
        assertion_status: editorial-example
      - id: notify-bodies-individually
        interaction: follow separately evidenced routes for each required public or private body
        provider_role: synthetic-representative
        evidence: [death-certificate-or-accepted-alternative, account-or-reference-context]
        rule: each body's accepted evidence and notification rule must be checked independently
        time: each body retains its own deadline and observation time
        outcome: notification-ledger-with-unresolved-items
        redress: body-specific correction, complaint or escalation
        assertion_status: editorial-example
      - id: resolve-estate-exception
        interaction: distinguish no will, disputed authority, insolvent estate or cross-jurisdiction property without deciding the case
        provider_role: court-or-estate-authority
        evidence: [synthetic-exception-context, official-jurisdiction-guidance]
        rule: registered sources identify ordinary and no-will branches; disputed, insolvent and cross-jurisdiction cases require official or professional handoff
        time: case-specific deadlines require official or professional handoff
        outcome: appropriate-route-or-explicit-legal-boundary
        redress: court, professional advice or official guidance route
        assertion_status: editorial-example

private_sector_dependencies:
  - id: funeral-director-or-cremation-provider
    required: conditional
    boundary: Private delivery and public registration or burial and cremation authority remain distinct.
  - id: bank-insurer-pension-or-utility
    required: conditional_notification
    boundary: Tell Us Once coverage is never assumed for a private organisation.
  - id: solicitor-or-probate-practitioner
    required: optional_or_case_dependent
    boundary: The bundle may identify professional help but does not recommend a provider or give legal advice.

redress:
  - route: registration correction or registrar guidance
    authority_status: official_by_selected_jurisdiction
  - route: notification-service support or body-specific complaint
    authority_status: official_where_selected_and_body_specific_elsewhere
  - route: court process or professional legal handoff
    authority_status: official_boundary_and_case_specific

source_requirements:
  acquisition_status: linked_references_registered
  register: source/death-bereavement-estate.v1.yaml
  required_fields: [owner, authority_role, identifier, jurisdiction, observed_at, update_cadence, rights, limitations]
  candidate_families: [national death-registration guidance, coroner or equivalent guidance, Tell Us Once, Northern Ireland notification guidance, probate or confirmation authorities, tax authority, selected private notification guidance]

known_unknowns:
  - current registration or investigation handling for a real death outside the selected ordinary route
  - Tell Us Once bodies and access details after the 2026-08-07 observation
  - case-specific estate thresholds, forms, tax dependencies, deadlines and redress routes
  - each private organisation's current accepted evidence and notification channel

competency_questions:
  - id: death-cq-1
    question: Which output from certification or investigation enables death registration in this jurisdiction?
    expected: ordered output, authority, jurisdiction, source and timing
  - id: death-cq-2
    question: Which bodies can be notified through Tell Us Once and which require separate contact?
    expected: observed service coverage, exclusions, jurisdiction and manual routes
  - id: death-cq-3
    question: What authorizes the synthetic representative to administer the estate?
    expected: will or intestacy context, jurisdictional grant or equivalent and limitations
  - id: death-cq-4
    question: Where are private providers necessary but not public authorities?
    expected: dependency role, evidence boundary and uncovered notifications

acceptance:
  - service outputs become traceable evidence for later episodes
  - Tell Us Once availability and exclusions are observed facts, not universal assumptions
  - Northern Ireland and Scottish estate terminology and authority remain distinct
  - no output gives personalized legal, tax or beneficiary advice