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Created April 17, 2017 17:09
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Demo-PMA.md

45 mins Lifecycle: http://170.30.10.22:9081/ux-point-client/

Home Page Customization (5m)

With this enhancement, the users have the flexibility to customize the Home Page to make it more informative and user-friendly. The Home Page can be customized to display a dashboard consisting of a Message Center, Notifications, Policy status, LOB-wise policies, and a section displaying a weather report. It can also be customized to display only the needed processing options. The home page dashboard uses a responsive design to enhance the user experience. It allows the dashboard to adjust the size according to the size of the device it is being viewed on.

  • Maximize browser
  • Login as home office lab01 / Policy$
  • Show app icons, charts, hide app
  • Talk about dashboard
  • Pull down system menu, re-add app
  • Describe bottom dynamic HTML panel
  • Search and grid capabilities: expand (and restore), column selection and grouping, sorting, filter, CSV export

HP Policy Flow (9m)

  • Create new HP SC 0000002 policy
  • Use client lookup for smith, show address verification
  • Note enforced flow for first couple pages
  • Answer Prequal and begin policy entry
  • On Property, describe header and dropdown menus
  • Page level actions and next/prev
  • Tab navigation and completion indicators
  • Enter required fields
  • Navigate to Coverage
  • Show bookmarks menu and collapsible sections
  • Talk to Replacement Cost function
  • Choose "Rate-Show Premium" from "Policy Actions" menu
  • Talk to smart edits, which is driven by rules
  • Click an item to navigate to Coverage
  • Fill required fields
  • Show just time rules page from system menu
  • Rate the Policy
  • Issue the policy, "Policy Actions" - "Generate Policy DEC" and archive it
  • "Policy Actions" - "More Activities" - "Show receivables tree" from policy actions
  • Copy policy number

Agent View (7m)

  • Login agent view ssmith / Policy$
  • Fewer active apps
  • Different color scheme, 2 column layout
  • Quote Search for HPQ
  • Iteration comment
  • Message center (Describe whole message center here only and keep mentioning this is Agency Link requirement)
    • Message center item from system menu will be an overview screen in the future, do not use
    • Mention accessing through communications menu within a policy (don't use for changes)
    • Show access through index icon
    • Post Message to the policy
    • Show referral/declination reasons
    • Printing either set of messages (must choose each print tab)
    • Quote Not Taken, show status change and removal of actions on index
    • Re-open the quote
  • Policy Search for the previous policy number
  • Choose endorsement. Mention multiple endorsements same day as well as out of sequence.
  • Choose Effective Date of tomorrow, reason amended, and comment
  • Mention the different layout of Applicant page

Consumer View (5m)

  • Login as consumer ssingh300 / Policy$
  • Start new HO quote
  • Enter valid required data including Coverage Amount and quote
  • Show premium categories
  • Show agent finder, mention flag in agent setup

Canvas (5m)

  • Login as home office lab01 / Policy$
  • Open previous policy and navigate to Property screen, open canvas using the cog icon
  • Basic capabilities
    • Drag and drop, delete
    • Adding new field
    • Undo/redo
    • Properties menus
  • Show views for other form factors: desktop and phone
  • Show revision history and mention SVN
  • Show JSON and describe storage format
  • Use the gear icon at top to open rules on save (takes a moment, watch for popup blocker)
  • Show the existing rules layout for this page. Drop a decision shape and note that rule flow can easily be changed from a web interface.

Home Owners Quick Quote (5m)

This feature allows the agent and home office users to create a quote by only entering the information needed to obtain a rate. Once completed, what-if scenarios can be performed to determine the best coverage and premium for each customer. The quick quotes created can be searched and processed from the existing Quote Search and Quote Processing icons. It is distinguished by the verbiage Quick Quote in the iteration field on the Quote search page. The quick quote feature accelerates the rating process and provides accurate rates and information at the point of sale. It also provides in-office printing of output.

A new screen ‘Quick Quote’ has been added. Selecting the Homeowners or Dwelling Fire Quick Quote icon from the My Apps page opens the Quick Quote screen with the Applicant, Extended Coverages, and the Quote Actions tabs.

  • Enter HP QQ

The Phone lookup feature provides the capability to retrieve the insured’s information by entering the phone number. The user has to enter the phone number in the ‘Phone Number’ field on the Applicant page and initiate the look-up process by clicking on the search button. If the client with the given phone number exists, then the insured information, namely, insured name, city, state and postal code are populated in their respective fields. This look-up process invokes the Information Ordering Component web services, which in turn retrieves the insured information using a third party vendor database.

  • Show phone lookup 803 333 1100
  • Complete the QQ required fields
  • Continue and Accept Quick Quote
  • We end up on the Applicant page

The Claims Lookup feature provides the ability to obtain a Claims History Report (CHR) via IOC. This report includes the claims loss history of the property supplied by a third party vendor. The Claims look-up process also invokes the Information Ordering Component web services, which in turn retrieves the consumer’s information using a third party vendor database.

  • Click the "Claims Lookup" button

Canvas Extras (8m)

http://170.30.10.22:9081/CanvasUIConfig/resources/Canvas/index.html#/home

  • Navigation ordering
    • Open canvas main screen from home
    • Open a HP quote in incognito, show the next/prev tabbing order
    • Navigation editor, HP_Quote
    • Move Prequalification after General (this is the Property screen)
    • New incognito to demo new flow
    • Cleanup: Reset the order
  • New fields for controlling bookmark, collapse and label name for insured and for other users
    • Login incognito as administrator first and show screen with titles
    • Use the cog to open canvas
    • Search for HomeOwnersCoverage
    • Click on a section and note additional fields for insured text
    • New icognito login as insured conuser / Policy$
    • Show change in titles
  • Theme configuration
    • Incognito, sign in as insured conuser / Policy$, note single column theme and progress bar nav
    • Click Theme Configuration and choose ROLE_INSURED
      • Controls Template : form_controls_1column => form_controls
      • Modal Controls Template : modal_form_controls_1column => modal_form_controls
      • Navigation Control : ProgressBar => NavigationTab
      • Color Theme : theme_1column => csctheme
    • Relog as insured. Note home office theme and tab control for navigation.
    • Cleanup: Restore the insured theme

Insured Access (8m)

http://cscuxtest.com:9080/ux-point-insured-ui/ (20.15.78.138)

Insured's Access is a portal that an insurance company's policyholders can use to view the list of their policies, associated policy documents, and summarized policy and billing information, as well as to define the delivery method for their policy documents. The policyholder can view their policies, once they have linked their policies with their OpenID. The OpenID is an open standard that describes how users can be authenticated in a decentralized manner. It eliminates the need for insurance companies to provide their own ad hoc user authentication systems. The insureds can log in to (be authenticated by) the system in two ways:

  1. Through the OpenID method (existing Microsoft, Google, or Facebook account details)
  2. By entering the policy details (This method gives access to just the one policy used for logging in).

A new URL is created for to access Insured Portal, separate from UX.

  • Make sure UX app is deleted from FB account
  • Overview of home page
  • Mention requirements for external sign-ins
  • Show a "Find your policy"
HP 4003450 00 : Donna Erickson : 29072
HP 4003453 00 : SUDHANSHU KUMAR : 29299
HP 4003454 00 : Loree Boebinger : 29016
  • Return and login through Facebook
  • Discuss the policy list: row data, links, actions
  • Show that "Add a Policy" returns to find policy screen, show an error
  • Click "Summary" action, talk to page and agent footer
  • Show billing and documents, opening the document
  • Show Go Paper. Return to Summary to show current status of flag.
  • Note change on policy row, summary, and tab.
  • Show responsive layout for phones.
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