NCFB Demo 2017

Demo-NCFB.md

Tues, Jan 17th 1400-1500

Demo from MKT staging:

http://cscvprenorpistg.csc-fsg.com/ux-point-client/index.jsp (base1 / Policy$)

http://cscvprenorpistg.csc-fsg.com/CanvasUIConfig/resources/Canvas/index.html#/home

Homepage (7m)

• Maximize browser
• Login as home office base1 / Policy$
• IOC Qualification page
  • LexisNexis prequal page added after login as an option.
  • Answering "No" disables data from LexisNexis but we can still log in
• Show app icons, enter quote search to refresh charts, hide Report Viewer
• Talk about dashboard
• Pull down system menu, re-add Report Viewer
• Describe bottom dynamic HTML panel
• Search and grid capabilities: expand (and restore), column selection and grouping, sorting, filter, CSV export

Policy Flow (7m)

• Create new HP SC quote
• Typeahead client search for smith
• Describe header and dropdown menus
• Page level actions and next/prev
• Tab navigation and completion indicators
• Enter Year of Construction, Responding Fire Dept, Territory
• Navigate to Coverage
• Show just time rules page from system menu
• Show bookmarks menu and collapsible sections
• Enter Deductible, Cov A - Dwelling Limit, Cov E - Liability Limit, Cov F - Medical Limit
• Rate the Quote
• Copy policy number

Agent View (?m)

• Login agent view agtuser / Policy$
• Fewer active apps
• Different color scheme, 2 column layout
• 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
• Navigate to Coverage screen, talk to Replacement Cost

Consumer View (5m)

• Login as consumer conuser / 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 base1 / 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
• Launch Rules designer
• Show revision history and mention SVN
• Show JSON and describe storage format
• Hide a field to transition into security
  • Add User Security rule to Surcharge for ROLE_WEBSECURITY invisible
  • Re-navigate to Property and note missing field

Security (8m)

• All lists can be easily filtered
• Users are logins into the system
  • Describe info panels
  • Assigned roles to be used for restrictions
  • Assigned agents are for PIJ rating, note the all agents check
  • Password expiry and locked are not implemented
• Restrictions
  • Note that restrictions are mostly included except for specific keys
  • Add (and remove) a restriction with a specific key
• Roles link users and restrictions
  • Each role is assigned a list of users, and a list of restrictions
  • Note copy role functionality
• Note that new functions can be integrated without coding
• Remove the Surcharge restriction

Canvas Extras (8m)

• 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