595507057.

xlsx Document Control

User Story Card - Document Control

Track general user story information and change control details

Product PC Story Card # US444

Story Card Name Policy Info Status Not Started
Theme QuoteApplication GW-ID 10900-GW.2
Gap Business Value 3 - Significant Value Product Alignment 4 - Full Product Alignment
Story Type Project Risk Rating 1. Critical
User Story Owner Your Name SMEs Alice Applegate
Work Bucket Type FUN_Standard
Base Estimate (Points) 8
Business Process Flow Links Customer Estimate (Points) 0

Standard Description As a PolicyCenter user with the role of Agent, CSR, Underwriter, or Manager
I want to be able to enter and maintain policy information including name insured, additional named insured, policy term and underwriting company information.

Base Estimate Assumptions The policy info screen is assumed to be common across all LOB's so has been removed from the LOB specific stories and put into common. If you have LOB specific requirements, these could be added as
new gap stories but best practice is to define a single policy info screen. The estimate includes validation rules for effective / written dates - backdating and forward dating. Any complex producer code
and UW assignment is out of scope. Logic that varies across multiple LOB's is out of scope. The estimate assumes minimal UI changes on the policy info screen and additional / named insured screens
including simple UI logic and validation rules. Estimate includes2 to 3 new UI fields 1 of which is a typelist. Complex workflow changes should be defined in a separate gap story. Does not include prefill
functionality.

The base estimate does not make provision for UW Rules (Issues/Validations). UW Rule work is handled in the UW Rule Theme Stories.
Customer Estimate Assumptions

Customer Description As a PolicyCenter user with the role of Agent, CSR, Underwriter, or Manager
I want to be able to enter and maintain policy information including Primary Named Insured (Company or Person) , Secondary Named Insured (Company or Person. Person, if Primary Insured is
Company), Primary Phone Number, Client Type, policy term and underwriting company information.

Business Value of Modifications

to Base Product

Change Summary . Add the ability to enter Company as the Primary and Secondary Named Insured.
. Add fields to identify client type, policy type and plan for assigned risk plans.
. Remove fields not to be used.
. Have Client Type populated via Salesforce.com integration.
. Modify Phone number to be Primary Number

Pre-Conditions None
Known Gaps None

Document Control - Amendment History

Version Number Description of Change Person Making Change Date Wave or Release LOB
1.0 Base Configuration N/A
2.0 Changes for Initial Requirements Your Name 15-Sep-2020 1 Personal Auto

Commercial in Confidence
Page: 1 of 20
file:///conversion/tmp/activity_task_scratch/595507057.xlsx
 595507057.xlsx Scope Summary

User Story Card - Scope Summary

List a summary of changes made to this user story card

Product PC Story Card # US444

Story Card Name Policy Info Status Not Started
Theme QuoteApplication GW-ID 10900-GW.2
Gap Business Value 3 - Significant Value Product Alignment 4 - Full Product Alignment
Story Type Project Risk Rating 1. Critical
User Story Owner Your Name SMEs Alice Applegate
Work Bucket Type FUN_Standard
Base Estimate (Points) 8
Business Process Flow Links 0 Customer Estimate (Points) 0

Scope Summary Details

Version Number Requirement Number Description Recommendation/Comments Value Assigned to Status Date Added Target Date
2.0 PC10.PA.US444.1 Hide the Date Quote Needed field as it is not needed. Visible = False Developer New 15-Sep-2020
PC10.PA.US444.2 Need to Client Type captured using values: Livestock , Coporate, Add Client Type field to capture Developer New 15-Sep-2020
Other using data from Salesforce.com values: Livestock , Coporate, Other
2.0 and populate via Salesforce.com
integration

PC10.PA.US444.3 Primary Named Insured for Personal Auto for this client could be a Modify Primary Named Insured Developer New 15-Sep-2020
2.0 company or a person field to allow the addition of a
Company

PC10.PA.US444.4 Need to know which number is the primary phone number to call an Modify the Phone label to be Developer New 15-Sep-2020
2.0 insured. Primary Phone
PC10.PA.US444.5 Secondary Named Insured for Personal Auto for this client could be Modify Secondary Named Insured Developer New 15-Sep-2020
2.0 a company or a person field to allow the addition of a
Company

PC10.VAL.5 The system must require a person (not a company) to be either the Add a business rule to produce an Developer New 15-Sep-2020
Primary or Secondary Named for each submission/policy. error if at least one person is not
2.0 the Primary or Secondary Named
Insured

PC10.PA.US444.6 Need to capture Policy Types: Premiere, Platinum, Assigned Risk Add typelist: Policy Type Developer New 15-Sep-2020
2.0
PC10.PA.US444.7 Need to identify plan as AIPSO or Pool when Policy Type is assigned Add typelist: Plan, dependency on Developer New 15-Sep-2020
2.0 risk Policy Type: Assigned Risk

Commercial in Confidence
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file:///conversion/tmp/activity_task_scratch/595507057.xlsx
 595507057.xlsx UI Mockup

User Story Card - UI Mockup

Create screen shots of the proposed user interface (UI) for this story

Product PC Story Card # US444

Story Card Name Policy Info Status Not Started
Theme QuoteApplication GW-ID 10900-GW.2
Gap Business Value 3 - Significant Value Product Alignment 4 - Full Product Alignment
Story Type Project Risk Rating 1. Critical
User Story Owner Your Name SMEs Alice Applegate
Work Bucket Type FUN_Standard
Base Estimate (Points) 8
Business Process Flow Links 0 Customer Estimate (Points0
All Screen annotations must include the appropriate Requirement Number
01 Policy Info Landing Page 1 : SubmissionWizard.pcf

PC10.PA.US444.1 PC10.PA.US444.6
PC10.PA.US444.3 PC10.PA.US444.7

PC10.PA.US444.2

PC10.PA.US444.4

PC10.PA.US444.5

01 Policy Info Landing Page 2 : SubmissionWizard.pcf

02 Policy Info Details 1 : SubmissionWizard.pcf

02 Policy Info Details 2 : SubmissionWizard.pcf

Commercial in Confidence
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 595507057.xlsx UI Fields

User Story Card - UI Fields

Track the UI fields and related details for the screens included in the user story

Product PC Story Card # US444

Story Card Name Policy Info Status Not Started
Theme QuoteApplication GW-ID 10900-GW.2
Gap Business Value 3 - Significant Value Product Alignment 4 - Full Product Alignment
Story Type Project Risk Rating 1. Critical
User Story Owner Your Name SMEs Alice Applegate
Work Bucket Type FUN_Standard
Base Estimate (Points) 8
Business Process Flow Links 0 Customer Estimate (Points) 0

Functional Details
Base Product, Field Notes, Conditions, Dependencies Wave or
Requirement Number Name of DV or LV New, Modified Display Key OOTB Label New Label Path Table Field Name Field Type Length Typelist Editable Mandatory Field Visible Available Default Value Permissions (Reset, Display, Validation, Error) Label (Locatlized) Release LOB
SubmissionWizard.pcf
SubmissionWizard_PolicyInfoDV
PC10.PA.US444.1 SubmissionWizard_PolicyInfoDV Modified Web.SubmissionWizard.DateQuoteNeeded Date Quote Needed submission.DateQuoteNeeded pc_job DateQuoteNeeded datetime 1 0 0 Not needed 1 Personal Auto
SubmissionWizard_PolicyInfoDV OOTB Web.PolicyPeriod.EstimatedPremium Estimated Premium policyPeriod.EstimatedPremium pc_policyperiod EstimatedPremium MonetaryAmount 1 0 policyPeriod.Policy.Product.ProductType == TC_COMMERCIAL 1 Personal Auto
SubmissionWizard_PolicyInfoDV OOTB policyPeriod.UWCompany pc_policyperiod UWCompany Foreign Key perm.System.multicompquote 0 1 Personal Auto
SubmissionWizard_PolicyInfoDV OOTB displaykey.Web.Policy.UWCompanies.AutoSelect 0 0 not perm.System.multicompquote 1 Personal Auto
AccountInfoInputSet
AccountInfoInputSet OOTB Web.Policy.Account.PrimaryInsured Primary Named Insured 0 0 not openForEdit 1 Personal Auto
AccountInfoInputSet OOTB Web.Policy.Account.PrimaryInsured Primary Named Insured displaykey.Web.Policy.Account.PrimaryInsured.ChangeTo 0 0 openForEdit 1 Personal Auto
PC10.PA.US444.2 AccountInfoInputSet New Client Type Type Key ClientType 0 0 Visible to only Underwriter and Manager roles Create a permission for visibility Value populated via Salesforce.com integration 1 Personal Auto
PC10.PA.US444.3 AccountInfoInputSet Modified Web.Policy.Account.Applicant.Name Name primaryNamedInsured.DisplayName 0 0 Add New Company in the dropdown 1 Personal Auto
AccountInfoInputSet OOTB Web.Policy.Address Policy Address displaykey.Web.Policy.Account.PrimaryInsured.ChangeTo 0 0 openForEdit 1 Personal Auto
AccountInfoInputSet OOTB Web.SubmissionWizard.NamedInsured.IndustryCode Industry Code primaryNamedInsured.IndustryCode 1 primaryNamedInsured.Branch. primaryNamedInsured.Branch.Policy.Product.isContactTypeSuitableForProductAccountType(Company) 1 Personal Auto
AccountInfoInputSet OOTB Web.Policy.Account.WC.AssignedRisk Assigned Risk? period.AssignedRisk pc_policyperiod AssignedRisk bit 1 0 period.HasWorkersComp 1 Personal Auto
AccountInfoInputSet OOTB Web.Policy.Account.WC.YearBusinessStarted Year Business Started period.Policy.Account.YearBusinessStarted pc_account YearBusinessStarted year period.Policy.Account.Editable 0 period.Policy.Product.Commercial 1 Personal Auto
AccountInfoInputSet OOTB Web.Policy.Account.WC.BusOps Description of business and operations period.Policy.Account.BusOpsDesc pc_account BusOpsDesc varchar 240 period.Policy.Account.Editable 0 period.Policy.Product.Commercial 1 Personal Auto
AccountInfoInputSet OOTB Web.Policy.Account.OrganizationType Organization Type period.Policy.Account.AccountOrgType pc_account AccountOrgType Type Key AccountOrgType period.Policy.Account.Editable 1 period.Policy.Product.isContactTypeSuitableForProductAccountType(Company) 1 Personal Auto
AccountInfoInputSet OOTB Web.Policy.Account.OrganizationTypeOtherDescription Description period.Policy.Account.OtherOrgTypeDescription pc_account OtherOrgTypeDescripti varchar 40 period.Policy.Account.Editable 1 period.Policy.Account.AccountOrgType == TC_OTHER 1 Personal Auto
GlobalPhoneInputSet
GlobalPhoneInputSet OOTB DisplayKey.get(""Web.ContactDetail.Phone.MultiField.RegionCode"" null: Region Code phoneOwner.PhoneFields.CountryCode phoneOwner.isEditable(gw.api phoneOwner.isRegionCodeRequir
isVisible(phoneOwner, gw.api.phone.PhoneOwnerFieldId.COUNTRY_CODE) 1 Personal Auto
PC10.PA.US444.4 GlobalPhoneInputSet Modified ,phoneOwner.getPhoneLabel(singleInput)
phoneOwner.WidgetLabel) <unknown> Primary Phone phoneOwner.PhoneFields.NationalSubscriberNumber phoneOwner.isEditable(gw.ap phoneOwner.isRequired(gw.ap isVisible(phoneOwner, gw.api.phone.PhoneOwnerFieldId.NATIONAL_SUBSCRIBER_NUMBER) 1 Personal Auto
GlobalPhoneInputSet OOTB DisplayKey.get(""Web.ContactDetail.Phone.MultiField.Extension"", null: Extension phoneOwner.PhoneFields.Extension 1 1 isVisible(phoneOwner, gw.api.phone.PhoneOwnerFieldId.EXTENSION) 1 Personal Auto
GlobalPhoneInputSet OOTB phoneOwner.WidgetLabel)
phoneOwner.WidgetLabel phoneOwner.format() 0 0 isVisible(phoneOwner, gw.api.phone.PhoneOwnerFieldId.PHONE_DISPLAY) 1 Personal Auto
PolicyAddressDisplayInputSet
PolicyAddressDisplayInputSet OOTB Web.ContactDetail.AddressDetail.AddressType Address Type period.PolicyAddress.AddressType 0 0 1 Personal Auto
PolicyAddressDisplayInputSet OOTB Web.ContactDetail.AddressDetail.Description Address Description period.PolicyAddress.Description 0 0 1 Personal Auto
GlobalAddressInputSet.default
GlobalAddressInputSet.default OOTB addressOwner.AddressNameLabel new gw.api.address.AddressFormatter().format(addressOwner.AddressDelegate, ""\n"") 0 0 addressOwner.ShowAddressSummary 1 Personal Auto
GlobalAddressInputSet.default OOTB Web.AddressBook.AddressInputSet.Country Country addressOwner.SelectedCountry 1 1 addressOwner.isVisible(gw.api. addressOwner.isAvailable(gw.api.address.AddressOwnerFieldId.COUNTRY) 1 Personal Auto
GlobalAddressInputSet.default OOTB addressOwner.AddressLine1Label addressOwner.AddressDelegate.AddressLine1 1 1 addressOwner.isVisible(gw.api. addressOwner.isAvailable(gw.api.address.AddressOwnerFieldId.ADDRESSLINE1) 1 Personal Auto
GlobalAddressInputSet.default OOTB Web.AddressBook.AddressInputSet.Address2 Address 2 addressOwner.AddressDelegate.AddressLine2 1 1 addressOwner.isVisible(gw.api. addressOwner.isAvailable(gw.api.address.AddressOwnerFieldId.ADDRESSLINE2) 1 Personal Auto
GlobalAddressInputSet.default OOTB Web.AddressBook.AddressInputSet.Address3 Address 3 addressOwner.AddressDelegate.AddressLine3 1 1 addressOwner.isVisible(gw.api. addressOwner.isAvailable(gw.api.address.AddressOwnerFieldId.ADDRESSLINE3) 1 Personal Auto
GlobalAddressInputSet.default OOTB gw.api.address.AddressCountrySettings.getSettings(addressOwner.S City addressOwner.AddressDelegate.City 1 1 addressOwner.isVisible(gw.api.address.AddressOwnerFieldId.CITY) 1 Personal Auto
GlobalAddressInputSet.default OOTB electedCountry).CityLabel
Web.AddressBook.AddressInputSet.County County addressOwner.AddressDelegate.County 1 1 addressOwner.isVisible(gw.api. addressOwner.isAvailable(gw.api.address.AddressOwnerFieldId.COUNTY) 1 Personal Auto
GlobalAddressInputSet.default OOTB gw.api.address.AddressCountrySettings.getSettings(addressOwner.S State addressOwner.AddressDelegate.State 1 1 addressOwner.isVisible(gw.api. addressOwner.isAvailable(gw.api.address.AddressOwnerFieldId.STATE) 1 Personal Auto
GlobalAddressInputSet.default OOTB electedCountry).StateLabel
gw.api.address.AddressCountrySettings.getSettings(addressOwner.S ZIP Code addressOwner.AddressDelegate.PostalCode 1 1 addressOwner.isVisible(gw.api.address.AddressOwnerFieldId.POSTALCODE) 1 Personal Auto
PolicyOfficialIDInputSet.Person electedCountry).PostalCodeLabel
PolicyOfficialIDInputSet.Person OOTB Web.SubmissionWizard.NamedInsured.SSN SSN namedInsured.AccountContactRole.AccountContact.Contact.SSNOfficialID 1 namedInsured.Branch.HasWorkersComp 1 Personal Auto
SecondaryNamedInsuredInputSet
SecondaryNamedInsuredInputSet OOTB Web.Policy.Account.SecondaryInsured Secondary Named Insured SecondaryNamedInsuredDisplayName 0 0 not openForEdit 1 Personal Auto
PC10.PA.US444.5 SecondaryNamedInsuredInputSet Modified Web.Policy.Account.SecondaryInsured Secondary Named Insured SecondaryNamedInsuredDisplayName 0 0 openForEdit period.Active Add New Company in the dropdown 1 Personal Auto
AdditionalNamedInsuredInputSet
AdditionalNamedInsuredInputSet OOTB Java.ListView.ViewDetail Show Details 0 0 1 1 Personal Auto
AdditionalNamedInsuredInputSet OOTB Web.Policy.NamedInsured.NameOnly Name additionalNamedInsured 0 0 1 Personal Auto
AdditionalNamedInsuredInputSet OOTB Web.SubmissionWizard.NamedInsured.Relationship Relationship to Primary Named Insured additionalNamedInsured.Relationship pc_policycontactrRelationship mediumtext 1333 1 0 1 Personal Auto
AdditionalNamedInsuredInputSet OOTB Web.SubmissionWizard.NamedInsured.IndustryCode Industry Code (additionalNamedInsured.AccountContactRole as NamedIpc_accountcontacIndustryCode Foreign Key 1 0 additionalNamedInsured.Acco 1 Personal Auto
PolicyInfoInputSet untContactRole.AccountContac
t.Company
PC10.PA.US444.6 PolicyInfoInputSet New Policy Type Type Key Policy Type 1 1 1 Personal Auto
PC10.PA.US444.7 PolicyInfoInputSet New Plan Type Key Plan 1 1 Available when Policy Type = Assigned Risk 1 Personal Auto
PolicyInfoInputSet OOTB Web.SubmissionWizard.PolicyInfo.TermType Term Type termType policyPeriod.CanUpdatePeriodD 1 1 Personal Auto
PolicyInfoInputSet OOTB Web.SubmissionWizard.PolicyInfo.TermNumber Term Number policyPeriod.TermNumber pc_policyperiod TermNumber integer 0 0 1 Personal Auto
PolicyInfoInputSet OOTB Web.SubmissionWizard.PolicyInfo.EffectiveDate Effective Date effectiveDate !(policyPeriod.Job typeis Polic 1 1 Personal Auto
PolicyInfoInputSet OOTB Web.SubmissionWizard.PolicyInfo.ExpirationDate Expiration Date policyPeriod.PeriodEnd pc_policyperiod PeriodEnd datetime gw.pcf.job.PolicyInfoHelper.isEx 1 1 Personal Auto
PolicyInfoInputSet OOTB Web.SubmissionWizard.PolicyInfo.WrittenDate Written Date policyPeriod.WrittenDate pc_policyperiod WrittenDate dateonly perm.System.editwrittendate 1 showWrittenDate 1 Personal Auto
PolicyInfoInputSet OOTB Web.SubmissionWizard.PolicyInfo.RateAsOfDate Rate as of Date policyPeriod.RateAsOfDate pc_policyperiod RateAsOfDate datetime perm.System.editrateasofdate a not(policyPeriod.JobProcess 1 Personal Auto
PolicyInfoInputSet OOTB Web.SubmissionWizard.PolicyInfo.BaseState Base State policyPeriod.BaseState pc_policyperiod BaseState Type Key Jurisdiction typeis
1 policyPeriod.Lines.hasMatch(\ gw.web.policy.PolicyInfoUIHel 1 Personal Auto
gw.job.NewTermProcess)
PolicyInfoInputSet OOTB Web.EditAccount.PrimaryLanguage Preferred Language policyPeriod.Policy.PrimaryLanguage pc_policy PrimaryLanguage Type Key LanguageType 1 line -> line.BaseStateRequired)0 gw.api.util.LocaleUtil.getAllLan
per.getBaseStateVisibility(polic 1 Personal Auto
yPeriod)
guages().size() > 1 and
PolicyInfoInputSet OOTB Web.PolicyFile.Summary.RewrittenSourcePolicy Source Policy DisplayKey.get(""Web.PolicyFile.Summary.PolicyNumO 0 0 rewriteSourcePolicy != null and 1 Personal Auto
nAccount"", policyPeriod.Reinstatement ==
showRewriteLinks
PolicyInfoInputSet OOTB Web.PolicyFile.Summary.DividedSourcePolicy Split Source Policy DisplayKey.get(""Web.PolicyFile.Summary.PolicyNumO 0 0 dividedSourcePolicy
null != null and 1 Personal Auto
rewriteSourcePolicy.LatestBoundPeriod.PolicyNumber,
nAccount"",
PolicyInfoInputSet OOTB Web.Admin.AffinityGroup.Name Name policyPeriod.PolicyTerm.AffinityGroup
rewriteSourcePolicy.Account.AccountNumber) pc_policyterm AffinityGroup Foreign Key 1 0 showSplitSource 1 Personal Auto
dividedSourcePolicy.LatestBoundPeriod.PolicyNumberD
PolicyInfoProducerOfRecordInputSet isplayString,
PolicyInfoProducerOfRecordInputSe OOTB Web.ProducerSelection.ProducerOrg Organization dividedSourcePolicy.Account.AccountNumber)
producer gw.api.web.producer.ProducerUti 1 1 Personal Auto
tPolicyInfoProducerOfRecordInputSe OOTB Web.ProducerSelection.ProducerCode Producer Code policyPeriod.EffectiveDatedFields.ProducerCode pc_effectivedatedProducerCode Foreign Key 1 1 1 Personal Auto
tPreferredCurrencyInputSet
PreferredCurrencyInputSet OOTB Web.JobWizard.PreferredCurrency.Coverage Coverage policyPeriod.PreferredCoverageCurrency pc_policyperiod PreferredCoverageCurr Type Key Currency policyPeriod.Job.isNewTerm() 1 gw.api.util.CurrencyUtil.isMultiCurrencyMode() 1 Personal Auto
PreferredCurrencyInputSet OOTB Web.JobWizard.PreferredCurrency.Settlement Settlement policyPeriod.PreferredSettlementCurrency pc_policyperiod PreferredSettlementCurType Key Currency policyPeriod.Job.isNewTerm() 1 gw.api.util.CurrencyUtil.isMultiCurrencyMode() 1 Personal Auto
MultiQuoteAcceleratedMenuActions
MultiQuoteAcceleratedMenuAction OOTB ArgValue 0 1 job.hasMultiplePeriods() && job.SelectedVersion.Status != PolicyPeriodStatus.TC_BOUND 1 Personal Auto
SubmissionWizard.pcf s
SubmissionWizard_PolicyInfoDV
AccountInfoInputSet
GlobalPhoneInputSet
PolicyAddressDisplayInputSet
GlobalAddressInputSet.default
PolicyOfficialIDInputSet.Person
SecondaryNamedInsuredInputSet
AdditionalNamedInsuredInputSet
PolicyInfoInputSet
PolicyInfoProducerOfRecordInputSet
PreferredCurrencyInputSet
MultiQuoteAcceleratedMenuActions
SubmissionWizard.pcf
SubmissionWizard_PolicyInfoDV
AccountInfoInputSet
GlobalPhoneInputSet
PolicyAddressDisplayInputSet
GlobalAddressInputSet.default
PolicyOfficialIDInputSet.Person
SecondaryNamedInsuredInputSet
AdditionalNamedInsuredInputSet
PolicyInfoInputSet
PolicyInfoProducerOfRecordInputSet
PreferredCurrencyInputSet
MultiQuoteAcceleratedMenuActions
SubmissionWizard.pcf
SubmissionWizard_PolicyInfoDV
AccountInfoInputSet
GlobalPhoneInputSet
PolicyAddressDisplayInputSet
GlobalAddressInputSet.default
PolicyOfficialIDInputSet.Person
SecondaryNamedInsuredInputSet
AdditionalNamedInsuredInputSet
PolicyInfoInputSet
PolicyInfoProducerOfRecordInputSet
PreferredCurrencyInputSet
MultiQuoteAcceleratedMenuActions

Commercial in Confidence
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 595507057.xlsx Typelists

User Story Card - Typelists

Track any new typelists and the associated typecodes included in the user story

Product PC Story Card # US444

Story Card Name Policy Info Status Not Started
Theme QuoteApplication GW-ID 10900-GW.2
Gap Business Value 3 - Significant Value Product Alignment 4 - Full Product Alignment
Story Type Project Risk Rating 1. Critical
User Story Owner Your Name SMEs Alice Applegate
Work Bucket Type FUN_Standard
Base Estimate (Points) 8
Business Process Flow Links 0 Customer Estimate (Points) 0

Functional Details
Typecode Description
Name of Typelist New, Modified Code Typecode Name Typecode Name (Locale) Typecode Description (Locale) Priority Retired Conditions Wave or Release LOB Requirement Number
AccountOrgType
AccountOrgType OOTB individual individual individual 0 0
AccountOrgType OOTB solepropship solepropship solepropship 0 0
AccountOrgType OOTB partnership partnership partnership 0 0
AccountOrgType OOTB corporation corporation corporation 0 0
AccountOrgType OOTB privatecorp privatecorp privatecorp 0 0
AccountOrgType OOTB llc llc llc 0 0
AccountOrgType OOTB jointventure jointventure jointventure 0 0
AccountOrgType OOTB commonownership commonownership commonownership 0 0
AccountOrgType OOTB limitedpartnership limitedpartnership limitedpartnership 0 0
AccountOrgType OOTB trustestate trustestate trustestate 0 0
AccountOrgType OOTB executortrustee executortrustee executortrustee 0 0
AccountOrgType OOTB llp llp llp 0 0
AccountOrgType OOTB government government government 0 0
AccountOrgType OOTB nonprofit nonprofit nonprofit 0 0
AccountOrgType OOTB religious religious religious 0 0
AccountOrgType OOTB other other other 0 0
Jurisdiction
Jurisdiction OOTB AK AK AK 0 0
Jurisdiction OOTB AL AL AL 0 0
Jurisdiction OOTB AR AR AR 0 0
Jurisdiction OOTB AZ AZ AZ 0 0
Jurisdiction OOTB CA CA CA 0 0
Jurisdiction OOTB CO CO CO 0 0
Jurisdiction OOTB CT CT CT 0 0
Jurisdiction OOTB DC DC DC 0 0
Jurisdiction OOTB DE DE DE 0 0
Jurisdiction OOTB FL FL FL 0 0
Jurisdiction OOTB GA GA GA 0 0
Jurisdiction OOTB HI HI HI 0 0
Jurisdiction OOTB IA IA IA 0 0
Jurisdiction OOTB ID ID ID 0 0
Jurisdiction OOTB IL IL IL 0 0
Jurisdiction OOTB IN IN IN 0 0
Jurisdiction OOTB KS KS KS 0 0
Jurisdiction OOTB KY KY KY 0 0
Jurisdiction OOTB LA LA LA 0 0
Jurisdiction OOTB MA MA MA 0 0
Jurisdiction OOTB MD MD MD 0 0
Jurisdiction OOTB ME ME ME 0 0
Jurisdiction OOTB MI MI MI 0 0
Jurisdiction OOTB MN MN MN 0 0
Jurisdiction OOTB MO MO MO 0 0
Jurisdiction OOTB MS MS MS 0 0
Jurisdiction OOTB MT MT MT 0 0
Jurisdiction OOTB NC NC NC 0 0
Jurisdiction OOTB ND ND ND 0 0
Jurisdiction OOTB NE NE NE 0 0
Jurisdiction OOTB NH NH NH 0 0
Jurisdiction OOTB NJ NJ NJ 0 0
Jurisdiction OOTB NM NM NM 0 0
Jurisdiction OOTB NV NV NV 0 0
Jurisdiction OOTB NY NY NY 0 0
Jurisdiction OOTB OH OH OH 0 0
Jurisdiction OOTB OK OK OK 0 0
Jurisdiction OOTB OR OR OR 0 0
Jurisdiction OOTB PA PA PA 0 0
Jurisdiction OOTB PR PR PR 0 0
Jurisdiction OOTB RI RI RI 0 0
Jurisdiction OOTB SC SC SC 0 0
Jurisdiction OOTB SD SD SD 0 0
Jurisdiction OOTB TN TN TN 0 0
Jurisdiction OOTB TX TX TX 0 0
Jurisdiction OOTB UT UT UT 0 0
Jurisdiction OOTB VA VA VA 0 0
Jurisdiction OOTB VT VT VT 0 0
Jurisdiction OOTB WA WA WA 0 0
Jurisdiction OOTB WI WI WI 0 0
Jurisdiction OOTB WV WV WV 0 0
Jurisdiction OOTB WY WY WY 0 0
Jurisdiction OOTB AB AB AB 0 0
Jurisdiction OOTB BC BC BC 0 0
Jurisdiction OOTB MB MB MB 0 0
Jurisdiction OOTB NB NB NB 0 0
Jurisdiction OOTB NL NL NL 0 0
Jurisdiction OOTB NT NT NT 0 0
Jurisdiction OOTB NS NS NS 0 0
Jurisdiction OOTB NU NU NU 0 0
Jurisdiction OOTB ON ON ON 0 0
Jurisdiction OOTB PE PE PE 0 0
Jurisdiction OOTB QC QC QC 0 0
Jurisdiction OOTB SK SK SK 0 0
Jurisdiction OOTB YT YT YT 0 0
Jurisdiction OOTB VI VI VI 0 0
Jurisdiction OOTB MP MP MP 0 0
Jurisdiction OOTB MH MH MH 0 0
Jurisdiction OOTB GU GU GU 0 0
Jurisdiction OOTB FM FM FM 0 0
Jurisdiction OOTB AU_SA AU_SA AU_SA 0 0
Jurisdiction OOTB AU_NT AU_NT AU_NT 0 0
Jurisdiction OOTB AU_QLD AU_QLD AU_QLD 0 0
Jurisdiction OOTB AU_NSW AU_NSW AU_NSW 0 0
Jurisdiction OOTB AU_VIC AU_VIC AU_VIC 0 0
Jurisdiction OOTB AU_WA AU_WA AU_WA 0 0
Jurisdiction OOTB AU_TAS AU_TAS AU_TAS 0 0
Jurisdiction OOTB AU_ACT AU_ACT AU_ACT 0 0
Jurisdiction OOTB AU_JBT AU_JBT AU_JBT 0 0
Jurisdiction OOTB DE_BY DE_BY DE_BY 0 0
Jurisdiction OOTB DE_BW DE_BW DE_BW 0 0
Jurisdiction OOTB DE_BE DE_BE DE_BE 0 0
Jurisdiction OOTB DE_BB DE_BB DE_BB 0 0
Jurisdiction OOTB DE_HB DE_HB DE_HB 0 0
Jurisdiction OOTB DE_HH DE_HH DE_HH 0 0
Jurisdiction OOTB DE_HE DE_HE DE_HE 0 0
Jurisdiction OOTB DE_MV DE_MV DE_MV 0 0
Jurisdiction OOTB DE_NI DE_NI DE_NI 0 0
Jurisdiction OOTB DE_NW DE_NW DE_NW 0 0
Jurisdiction OOTB DE_RP DE_RP DE_RP 0 0
Jurisdiction OOTB DE_ST DE_ST DE_ST 0 0
Jurisdiction OOTB DE_SH DE_SH DE_SH 0 0
Jurisdiction OOTB DE_SL DE_SL DE_SL 0 0
Jurisdiction OOTB DE_SN DE_SN DE_SN 0 0
Jurisdiction OOTB DE_TH DE_TH DE_TH 0 0
Jurisdiction OOTB JP JP JP 0 0
Jurisdiction OOTB FR FR FR 0 0
Jurisdiction OOTB GB GB GB 0 0
Currency
Currency OOTB usd usd usd 10 0
Currency OOTB eur eur eur 20 0
Currency OOTB gbp gbp gbp 30 0
Currency OOTB cad cad cad 40 0
Currency OOTB aud aud aud 50 0
Currency OOTB rub rub rub 60 0
Currency OOTB jpy jpy jpy 70 0
ClientType PC10.PA.US444.2
ClientType New Livestock Livestock 10 0 1 Personal Auto PC10.PA.US444.2.1
ClientType New Corporate Corporate 20 0 1 Personal Auto PC10.PA.US444.2.2
ClientType New Other Other 30 0 1 Personal Auto PC10.PA.US444.2.3
PolicyType PC10.PA.US444.6
PolicyType New Premier Premier 10 0 1 Personal Auto PC10.PA.US444.6.1
PolicyType New Platinum Platinum 20 0 1 Personal Auto PC10.PA.US444.6.2
PolicyType New Assigned Risk Assigned Risk 30 0 1 Personal Auto PC10.PA.US444.6.3
Plan PC10.PA.US444.7
Plan New AIPSO AIPSO 10 0 1 Personal Auto PC10.PA.US444.7.1
Plan New Pool Pool 20 0 1 Personal Auto PC10.PA.US444.7.2

Commercial in Confidence
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 595507057.xlsx UI Validation & Business Rules

User Story Card - UI Validation & Business Rules

Track any validation and/or business rules related to this story or link to a Master Business Rules Spreadsheet

Product PC Story Card # US444

Story Card Name Policy Info Status Not Started
Theme QuoteApplication GW-ID 10900-GW.2
Gap Business Value 3 - Significant Value Product Alignment 4 - Full Product Alignment
Story Type Project Risk Rating 1. Critical
User Story Owner Your Name SMEs Alice Applegate
Work Bucket Type FUN_Standard
Base Estimate (Points) 8
Business Process Flow Links 0 Customer Estimate (Points) 0

Validation Details
Wave or
Name of DV or LV Field or Filter Rules or Conditions Error or Warning? Warning or Error Message Comments LOB Reference ID
Release
SubmissionWizard_PolicyInfoScreen.pcf Underwriting Companies PolicyPeriod.getUWCompaniesForStates(true).toTypedArray() is called to Error There is logic in the PCF to validate UWCompany - An PC10.VAL.1
determine list of valid values error message is shown if it is not valid
SubmissionWizard_PolicyInfoScreen.pcf TermType Changing the termtype Updates the Expiration Date of the policy PC10.VAL.2
SubmissionWizard_PolicyInfoScreen.pcf Effective Date Changing the effective date updates the expiration date PC10.VAL.3
SubmissionWizard_PolicyInfoScreen.pcf Expiration Date Changing the expiration date updates the term type Expiration Date is editable only for policy term "Other" PC10.VAL.4

SubmissionWizard_PolicyInfoScreen.pcf Person vs. Company for Primary Named Insured or Secondary There must be at least one person between Primary Named Insured and Error Error Message: "Submission must have at least one person 1 Personal Auto PC10.VAL.5
Named Insured Secondary Named Insureds, they cannot all be companies. If no person associated with it, either as the Primary Named Insured or
exists in either field, display an error message. Secondary Named Insured. Please add a person to the
submission in either place."

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 595507057.xlsx Action Items

User Story Card - Action Items

Track relevant action items for the user story; most commonly used during Inception workshops

Product PC Story Card # US444

Story Card Name Policy Info Status Not Started
Theme QuoteApplication GW-ID 10900-GW.2
Gap Business Value 3 - Significant Value Product Alignment 4 - Full Product Alignment
Story Type Project Risk Rating 1. Critical
User Story Owner Your Name SMEs Alice Applegate
Work Bucket Type FUN_Standard
Base Estimate (Points) 8
Business Process Flow Links 0 Customer Estimate (Points) 0

Action Items Details

Actual Completion
S.No. Action Item - Description Resolution/Comments Assigned to Status Date Added Target Date Date Comments
AI.PC10.US444.1 Identify all the fields coming from the Salesforce.com integration Alice Applegate New 15-Sep-2020 18-Sep-2020
AI.PC10.US444.2 Confirm and document all the client type field value options Alice Applegate New 15-Sep-2020 16-Sep-2020

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 595507057.xlsx Business Acceptance

User Story Card - Business Acceptance

Track acceptance criteria for this story, as well as child/dependent stories or project activities

Product PC Story Card # US444

Story Card Name Policy Info Status Not Started
Theme QuoteApplication GW-ID 10900-GW.2
Gap Business Value 3 - Significant Value Product Alignment 4 - Full Product Alignment
Story Type Project Risk Rating 1. Critical
User Story Owner Your Name SMEs Alice Applegate
Work Bucket Type FUN_Standard
Base Estimate (Points) 8
Business Process Flow Links 0 Customer Estimate (Points) 0

SME or Product Owner Sign-Off of

implemented functionality according to
Acceptance Criteria

Acceptance Details
Requirement Number Acceptance Criteria User Story / Defect Success/Failure Wave or Release LOB
Number
PC10.PA.US444.1 Date Quote Needed is hidden 1 Personal
Auto
PC10.PA.US444.2 Client Type has been added 1 Personal
Auto
PC10.PA.US444.2 Client Type is populated via Salesforce.com integration 1 Personal
Auto
PC10.PA.US444.3 Can add Company as a Primary Named Insured 1 Personal
Auto
PC10.PA.US444.4 Phone label is replaced with Primary Phone 1 Personal
Auto
PC10.PA.US444.5 Can add Company as a Secondary Named Insured 1 Personal
Auto
PC10.PA.US444.6 Policy Type has been added 1 Personal
Auto
PC10.PA.US444.7 Plan has been added 1 Personal
Auto
PC10.VAL.5 Business rule fires if at least one person is not the Primary or 1 Personal
Secondary Named Insured Auto

Related Documentation
Document Name/ID Document Description Document Link

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 595507057.xlsx UI Final

User Story Card - UI Final

Create screen shots of the final UI after all user story development has been completed

Product PC Story Card # US444

Story Card Name Policy Info Status Not Started
Theme QuoteApplication GW-ID 10900-GW.2
Gap Business Value 3 - Significant Value Product Alignment 4 - Full Product Alignment
Story Type Project Risk Rating 1. Critical
User Story Owner Your Name SMEs Alice Applegate
Work Bucket Type FUN_Standard
Base Estimate (Points) 8
Business Process Flow Links 0 Customer Estimate (Points0

Enter name of the screen here

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 595507057.xlsx Implementation Details

User Story Card - Implementation Details

Record Implementation Details e.g. gosu classes, design notes, Object Model Changes, Integrations ,
references to external design documents

Product PC Story Card # US444

Story Card Name Policy Info Status Not Started
Theme QuoteApplication GW-ID 10900-GW.2
Gap Business Value 3 - Significant Value Product Alignment 4 - Full Product Alignment
Story Type Project Risk Rating 1. Critical
User Story Owner Your Name SMEs Alice Applegate
Work Bucket Type FUN_Standard
Base Estimate (Points) 8
Business Process Flow Links 0 Customer Estimate (Points0

Enter Implementation Details here

Requirement Number Implementation Notes

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 595507057.xlsx Estimation

User Story Card - Estimation

Track estimates here if you do not use Rally or the planner, or if you
have other unique estimating requirements

Product PC Story Card # US444

Story Card Name Policy Info Status Not Started
Theme QuoteApplication GW-ID 10900-GW.2
Gap Business Value 3 - Significant Value Product Alignment 4 - Full Product Alignment
Story Type Project Risk Rating 1. Critical
User Story Owner Your Name SMEs Alice Applegate
Work Bucket Type FUN_Standard
Base Estimate (Points) 8
Business Process Flow Links 0 Customer Estimate (Points) 0

Resource Type Hours % of Effort Comment

BA 0 0.0%
DA 0 0.0%
Config. 0 0.0%
GW Int. 0 0.0%
Other Int. 0 0.0%
QA 0 0.0%
Infrast. 0 0.0%
Data Arch 0 0.0%
ETL 0 0.0%
BI 0 0.0%
DP Config 0 0.0%
DP Look And Feel 0 0.0%
Totals 0 0.0%

Estimate Assumptions

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 595507057.xlsx Estimation

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Products UserStory Status Story Type Action Items Status
PolicyCenter Not Started OOTB New
BillingCenter In Progress Modified In Progress
ClaimCenter In Review New Completed
Rating Approved Delayed
Reinsurance Final
Mobile & Portal
DataHub
InfoCenter
Product Alignment Values Business Value
4 - Full Product Alignment 4 - Highest Value
3 - Significant Alignment 3 - Significant Value
2 - Moderate Alignment 2 - Moderate Value
1 - Minimal Alignment 1 - Minimal Value
0 - No Alignment 0 - No Value
Theme Boolean Story Risk
8.0 Upgrade, Optional 1 1. Critical
8.0 Upgrade, Required 0 2. High
Accelerators 3. Medium
Account 4. Low
Account Synchronization
Address Verification
Adjudicate
Admin
Agency Management System
Authentication
Auto Estimate
Auto Salvage
Automated Document Production
Base Product Installation
BC to CC - Aggregate Limit determination
Billing / Payment Plans
Billing Inquiry
Billing Instructions
Billing System Cancellation Requests
Bind/Issue
Bulk Invoice feed
Cancel/Reinstate/Rewrite
Cancellation System
CC to PC - Coverage Verification
CC to PC - Large Loss Notifications
Change
Check Printing
Claim Deductibles
Claim Inquiry
Client Data Management
Client/Contacts
Collateral
Collection Agency Support
Collection Management System
Collections
Commissions
Common
Common/Admin
Comparative Rater
Complete Quotes with Full Policy Graph
Compliance System
ContactManager
Credit Card Payments
Credit Scoring
Custom Accounts Payable Integration 01
Custom Accounts Payable Integration 02
Custom Accounts Receivable Integration 01
Custom Accounts Receivable Integration 02
Custom Address and Location Integration 01
Custom Address and Location Integration 02
Custom Authentication Integration 01
Custom Authentication Integration 02
Custom BI and Reporting Integration 01
Custom BI and Reporting Integration 02
Custom Billing Integration 01
Custom Billing Integration 02
Custom Common Integration 01
Custom Common Integration 02
Custom Contact System Integration 01
Custom Contact System Integration 02
Custom Document Management Integration 01
Custom Document Management Integration 02
Custom Document Production Integration 01
Custom Document Production Integration 02
Custom Fraud Integration 01
Custom Fraud Integration 02
Custom Other Integration 01
Custom Other Integration 02
Custom Policy Extracts from Claims Systems
Custom Policy Integration 01
Custom Policy Integration 02
Custom Portal Integration 01
Custom Portal Integration 02
Custom Producer Integration 01
Custom Producer Integration 02
Custom Product Rating Integration 01
Custom Product Rating Integration 02
Custom Reinsurance Integration 01
Custom Reinsurance Integration 02
Custom Report
Custom Telephony Integration 01
Custom Telephony Integration 02
Custom Third Party Data Provider Integration 01
Custom Third Party Data Provider Integration 02
Custom Valuation Integration 01
Custom Valuation Integration 02
Custom Vehicle and Driver Integration 01
Custom Vehicle and Driver Integration 02
Customer Portal
Customer Service
Customer Specific
Dashboard
Data Warehouse
Deployment
DH to 1099
Disbursements
Document Management
Document Production
EFT Payments
Electronic Signature
Entity
Entity- Migration-Functional Testing
Evaluate
Excel Data Loader Initial Producer Load
Extend Existing DH for Commercial Auto LOB
Extend Existing DH for Commercial Property LOB
Extend Existing DH for Custom Policy, Claim & Billing
Extend Existing DH for General Liability LOB
Extend Existing DH for Homeowners LOB
Extend Existing DH for Personal Auto LOB
Extend Existing IC for Commercial Auto LOB
Extend Existing IC for Commercial Property LOB
Extend Existing IC for Custom Policy, Claim & Billing
Extend Existing IC for General Liability LOB
Extend Existing IC for Homeowners LOB
Extend Existing IC for Personal Auto LOB
External Contact System
External Rating System
External Reinsurance System
External Reserving System
External Staging Tables
Field Level Encryption
Financial
FNOL
Forms
Gap
General
General Ledger
General Ledger - BC
General Ledger - CC
General Ledger - PC
General- Migration-Functional Testing
Geocoding and Mapping
Glass Claims
Government Sanctions
Inbound Payments File
Infrastructure
Infrastructure - non-GW
Intake
Integration Architecture
Invoice
Invoicing
ISO ClaimDirector
ISO ClaimSearch
ISO SPI
Issuance
ITV
IVR
Landing Page
Large Custom DM
Large Custom LOB
Large Custom Reports
Legacy Claim System Coverage Verification
Legacy Data Compatability Analysis
Legacy Data Mapping Assistance
Legacy Guidewire Mapping
Legacy Policy System Search and Retrieve
Legacy System of Record
Legal Bill Review
Localization
Maintenance Upgrade
Major Upgrade
Manual Document Production
Medical Bill Review
Medium Custom DM
Medium Custom LOB
Medium Custom Reports
Messages
Metropolitan police reports
Migrate Claims Contacts using CM
Migrate Policy Contacts using CDM
Mortgagee Bill
Multicurrency
MVR
My DataHub Integration 09
My DataHub Integration 10
My DataHub Integration 11
My DataHub Integration 12
My DataHub Integration 13
My DataHub Integration 14
My DataHub Integration 15
My DataHub Integration 16
My DataHub Integration 17
My DataHub Integration 18
My DataHub Integration 19
My DataHub Integration 20
MyCustomIntegration01
MyCustomIntegration02
Number Generation
Nurse case management
Operational
Other - Batch Inbound Data
Other - Batch Outbound Data
Other - Bi Directional Messaging
Other - EDI
Other - Inbound Web Service
Other - Police Reports
Other - Real time Inbound
Other - Rental Car
Other - Uni Directional Messaging
Other - Web Service
Other Group/List Bill
Payment
Payment/Promise Upload
Payments
Payroll Deduction
PC to CC - Retreive Claim Info
Police Reports
Policy
Policy Inquiry
Premium Audit
Producer Management System
Producer Portal
Product Model
Product Upgrade
Property Estimate
Quote
Quote/Application
Quote/Apply
Quotes: Hit Ratio Reporting Only
Rating
Regulatory
Reinsurance
Reinsurance - Administration
Reinsurance - Definition
Reinsurance - Policy File
Reinsurance - Premium Ceding
Renewal
Rental Car
Retrieve Billing Account Summary
Retrieve Legacy Claim Information
Review
Roadside assistance
Security
Service Policy
Service Request
Settle/Close
Small Custom DM
Small Custom LOB
Small Custom Reports
Special Services
STAT Reporting - ISO
Statistical reporting
System Administration
Tax Reporting
Team
Underwriting
Underwriting Data Retrieval
Upgrade - CC-AB Database Items
Upgrade AB Database
Upgrade AB Integrations
Upgrade Database
Upgrade Infrastructure
Upgrade to 7.0+ CC Config.
Upgrade to 8.0 BC Config.
Upgrade to 8.0 CC Config.
Upgrade to 8.0 CDM Config.
Upgrade to 8.0 CM Config.
Upgrade to 8.0 PC Config.
User Provisioning
Vehicle Data Retrieval
Wholesale Billing
Wizard Flow
Workers Comp Reporting