FRD Review
FRD Review
FRD Review
Purpose: The system should have the ability to Connect the Agent portal with Hubspot CRM using the
API to track and sync with any changes done in the agent portal for real time maintenance of data.
Scope:
In scope:
1) API changes
2) Email template
3) Notification
4) UI logic to trigger the API call
5) Db Update to track the status
Assumption:
Integration Process:
Field Description
First Name Agent First name
Last name Agent Last Name
Email Email address of Agent
Phone Phone number of Agent
Agency Name Agency name
DBA Database Administrator
Address1 Address of the Agent
State State of the agent
City City of the agent
Zip Zip code of the agent addrres
Status Status of the Agent (Active/Inactive)
Steps: 1 The Input parameters will be validated for the correct input has been provided or not.
Step 2: The details of the Agents will be captured in the Body of the API and the POST APi will be
triggered
Step 3: Authentication of the API will be validated. We can use token to validate.
Step 4: Upon validation of the authentication the API will post the Agent details to the required fields on
the CRM.
Step 5: On success full response of the API , The email process will be triggered.
Step 6: The Fields will be mapped to the UI fields of the CRM to show the details for the Agent.
Input Type
User Id Defined User id
Token Token for authentication
User Type Type of the User
HTTP_Code Type
200 Successful
400 Bad request
401 Invalid request Parameter
404 Not found
409 Invalid Credential
500 Internal service error
User Defined Codes Validation field is missing
Phone Number Missing
Email Missing
Address Missing
City Missing
State missing
Zip Missing
We can add others by discussing with stake
holders.
Question:
Database:
Customer :
Fname Char
Lname Char
Email varchar
Phone Number PK-Unique Integer
Agency Number Integer
Agency details varchar
DOB Date
Address varchar
State Char
City Char
Zip Int
User iD varchar
Password Varchar
Mock Up : All the details for a loan application .Submit. All the required fields need to filled
Flow charts
BRD/FRD
2. Loan Manager
1. Customer
2. Customer care
Requirements
:Functional
-related to functionality
Non Functional
-Performance
-Stability
- Reliability
- Scalability
- Security