Flowchart

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1. Scope

The project will deliver a website for customer and agents’ access to health and motor insurance claims with customer support and new customer registration. The product will deliver:

· A working website with customer and agent’s separate login portals to health and motor insurance services provided by the company.

· Sign Up process for new customers.

· Online claims processing for customers.

· Online payments processing for customers.

· Customer support with a toll free number and customer support user post with ticketing numbers for individual customer services.

· A daily report for health and motor insurance policies issued, daily website updates and traffic tracking and new customer enrollment processes updates to be sent to Mr. Imran’s email ID.

· Policy sign off, modifications, expiration and renewal updates.

· Customer payment processing for payments, purchases and renewal of policies.

· FAQ’s page for general insurance and website related queries.

6.1 In Scope

· Existing and New Customer Login Portal

· Company Agent Login Portal

· Online claims processing for customers.

· Online payments processing for customers.

· Customer Support with ticketing

· Daily reports with new customers registration updates through email to Mr. Imran’s ID

· Website and traffic updates to Marketing division and Mr. Imran’s ID

· Policy sign off, modifications, expirations and renewals

· Payment’s processing

· FAQ’s page for general insurance and website related queries.

· Should be compatible for access from smartphones.

6.2 Out of Scope

· Providing free health and motor insurance quotes online.

· Search feature for IJ Insurance Ltd. office nearby.

· Claims tracking feature.

· Careers Page

· Business to Business Opportunities and Signup.

2. Features

S. No.

Feature Name

Feature Details

1

New Policy Issuance

Health and Motor Insurance New Policy

2

Renewal

Health and Motor Insurance Policy renewal

3

Policy Expiration

Health and Motor Insurance Policy expiration reminders

4

Payments Processing

Health and Motor Insurance Policy Online Payments Processing

5

Customer Login Portal

Existing Customers Login page

6

Customer Sign Up

New Customer Enrollment

7

Agent Login Portal

Login Portal for Company Agents

8

Customer Support Tickets

Toll free number provided with customer support tickets issued for inquiries and recalls.

9

Daily Reports Email

Registrations, website tracking, traffic updates through email.

10

Processing Claims

Claims processing for health or motor insurance with document updates.

11

Policy Documents

Policy Sign off, Modifications, expirations and renewals.

12

FAQ Search

FAQ’s page for general insurance and website related queries.

3. Functional Requirements

[Give comprehensive details about capabilities the project’s final product or services should have. Use cases, Flow diagrams, Wireframes or other similar types of information should be supplemented.]

8.1 Business Requirements

RELEASE

PRIORITY

STORY NUMBER

STORY NAME

1

High

1.1

Existing and New Customer Login Portal

2

High

1.2

Company Agent Login Portal

3

Medium

1.3

Customer Support(with Ticketing)

4

High

1.4

Daily Reports with New Customers email updates

5

Medium

1.5

Website and Traffic email Updates

6

High

1.6

Policy Sign off, Modifications, expirations and renewals.

7

High

1.7

Payments Processing

8

Medium

1.8

FAQ’s Page

9

High

1.9

Claims Processing

10

High

2.0

UX for Smartphones

8.2 Configuration Requirements

[Requirements related to the system and default configurations are detailed here.]

8.3 Use Cases

ID

As A/An

I Want To…

So That…

Acceptance Criteria

2.1

Customer

Access IJ Insurance Website Customer Login

I can access my health and motor insurance policies.

Client must possess valid email address, password and mobile number.

2.2

New Customer

Access IJ Insurance Website

I can purchase and access my health and motor insurance policies.

New customer must create log in ID with valid email address, mobile number and setup 2 security questions as account recovery options.

New customer should be above 18 years old with valid driver’s license and should not be a resident of Texas and New Mexico.

2.3

Agent

Access IJ Insurance Website Agent Login

I can securely login to access all customers’ data and commission statements.

Login should only be authenticated with company issued agent login details.

2.4

Customer

Login as a Customer on IJ Insurance Website

I can renew my health and motor insurance policy/policies

Policy/policies renewal should only be available 2 months before expiration date.

2.5

Customer

Login as a Customer on IJ Insurance Website

I can pay/renew my health and motor insurance policy/policies

Payments processing should be through XYZ Gateway

2.6

Customer

Access IJ Insurance Website Customer Support Page

I can create customer support tickets

Customer support tickets page should only be generated to existing customers with registered email address.

2.7

Customer

Login as a Customer on IJ Insurance Website

I can start a motor insurance claim

Claim should be initiated with providing claim details, date and location.

2.8

Customer

Login as a Customer on IJ Insurance Website

I can start a health insurance claim

Claim should be initiated with providing medical information including hospital and doctor information.

2.9

Customer

Login as a Customer on IJ Insurance Website

I can upload claim processing documents

Police report, supporting documents and medical bills.

3.0

Customer

Login as a Customer on IJ Insurance Website

I can download insurance documents

Insurance cards should only be available once the payments are processed.

4 | Page

<IJ Insurance Ltd.>