Flowchart
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.>