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Common Functionality-Common across LOB's (Quote Flow common…
Common Functionality-Common across LOB's
Capture Notes (e.g Submission level notes , workflow level note
Generate /Upload Attachments
'Ability to store and retrieve all documents uploaded to/ generated by DWF via DWF -PI-2
Access to policy documents (PI-2)-e-deliver -Quote, Bind
Upload Documents PI-2
User Admin**
Work Flow/Task Management
PI-1 /2
DWF tracking of tasks-PI-2
Transactions-Bind-(PI-2)
Policy Duration
Quote Flow common functionality
Association of Policy with customer record-PI-2
Policy search online-PI 2
Track policy Changes-PI-2
View Policy Record-PI-2
Quote Proposal /Quote Letter
Generation of Policy Number
Writing Company
Auto LOB
Forms
Coverages
Business Rules
Rating
Manuscript Endorsment-PI-2
GL LOB
Forms
Coverages
Business Rules
Rating
Manuscript Endorsement-PI-2
Data
Integration
Data Reporting
Data storage
Integration
Internal
Upstream (DWF to DCT Integration)-PI-1
Downstream
DCT to DWF Integration-PI-2
IBM Content Manager/DMS Integration-PI-2
Integration with experience modifiers (Raters) PI-2
Integration with SMTP Emails PI-2
Integration with technical raters PI-2
Billing System PI-2
External
Illustration-MVR
KY Tax system-PI-2
Level-Capability
Feature Level
Items marked as bold and Italics are the one marked as PI-1 in Charlotte List