REQUIREMENTS TRACEABILITY MATRIX

Project Dynamics
Name: CRM
Implement
ation

Project Ankur
Manager: Gupta
ID Module Requirem Requirem Process Functional
ent ent Sub ID Requirement
Bundle Bundle

1 Sales Loan Staff 1 • Triber (Staff) account is created in D365

Managem Loan
ent Issuance
2 1.2.1 • Triber signs the staff loan policy as a
one-time signoff.
• Digital Signature taken for Policy.
• This can also be a part of joining
formality.
• Duration of a Triber loan is 6 months.

3 1.3
5 1.4
• Loan Request is created in D365.
• Approval is required for every product.
• Depending on the price of the product,
loan approval request is sent to the correct
decision maker.
• Price of the Product will be coming from
defined pricelist in the Loan Process.

14 1.5.1 • If the price of the product is less than

$40000, notification is sent to Regional head
for approval.
16 1.5.2 • If the price of the loan equipment is
more than or equal to $40000, notification to
Global Head is sent for approval.

UP Template Version: 11/30/06 Page 1 of 6

REQUIREMENTS TRACEABILITY MATRIX
Project Dynamics
Name: CRM
Implement
ation

Project Ankur
Manager: Gupta
ID Module Requirem Requirem Process Functional
ent ent Sub ID Requirement
Bundle Bundle

22 1.6 • Loan approval is required from

respective heads in order to process it further.

24 1.7 • If the loan is approved successfully,

order is placed in D365.
• Notification to Supply Chain Team.
• Template need to be defined.

1.8 • If the approval is not provided, loan is

declined.
25 Customer 2 • Loan request is created in D365.
Loan
Issuance
26 2.2 • Duration of a customer loan can range from
2 to 12 months.
27 2.3 • Approval is required for every product.
• Depending on the price of the product, loan
approval request is sent to the correct
decision maker.

28 2.4.1 • If the price of the product is less than

$40000, notification is sent to Regional head
for approval.
30 2.4.2 • If the price of the loan equipment is more
than or equal to $40000, notification to
Global Head is sent for approval.
UP Template Version: 11/30/06 Page 2 of 6
REQUIREMENTS TRACEABILITY MATRIX
Project Dynamics
Name: CRM
Implement
ation

Project Ankur
Manager: Gupta
ID Module Requirem Requirem Process Functional
ent ent Sub ID Requirement
Bundle Bundle

31 2.5 • Loan approval is required from respective

heads in order to process it further.

32 2.6 • If the loan is approved successfully,

equipment loan agreement copy is issued to
the customer

33 2.7 • Agreement is signed by the customer

34 2.8 • If the approval is not provided by the

respective decision maker, loan is declined.

UP Template Version: 11/30/06 Page 3 of 6

Solution Used Phase Sprint In Scope/ Status Test Case Tested In Additional
CR? Number Comments

*Account Form with required fields to be created. 1 2 In Scope Completed

*Contract creation, already defined document to be there. 1 2 In Scope Pending Digital

*Automatic mail trigger along with Document Signature platform to be Signature
initiated. Platform
*Loan configurations will be set to mainatin the duration user wise. needs to
be
defined.

*Loan Entity to be created. 1 2 In Scope Completed

*Form with required fields will be created under Loan Entity
*Approval Matrix will defined in separate entity. 1 2 In Scope Testing
*Notification trigger through Workflow will be initiated when the Loan
request is submitted

*Notification for Approval; will be redirected to defined user in Loan 1 2 In Scope Testing
configuration table after matching the criterias.

*Notification for Approval; will be redirected to defined user in Loan 1 2 In Scope Testing
configuration table after matching the criterias.

UP Template Version: 11/30/06 Page 4 of 6

Solution Used Phase Sprint In Scope/ Status Test Case Tested In Additional
CR? Number Comments

*Manual activity to Approve the Loan request. 1 2 In Scope Testing

*Order will be created with required details from Loan Request. 1 2 In Scope Testing
*Out of the Box Order form will be reconfigured.
*Workflow to send the mail to Supply Chain Team for processing Loan
request further in SAP.

*Loan status will be changed to Rejected. 1 2 In Scope Testing

*Loan Entity to be created. 1 2 In Scope Completed

*Form with required fields will be created under Loan Entity

*Loan configurations will be set to mainatin the duration user wise. 1 2 In Scope Completed

*Approval Matrix will defined in separate entity. 1 2 In Scope Testing

*Notification trigger through Workflow will be initiated when the Loan
request is submitted

*Notification for Approval; will be redirected to defined user in Loan 1 2 In Scope Testing
configuration table after matching the criterias.

*Notification for Approval; will be redirected to defined user in Loan 1 2 In Scope Testing
configuration table after matching the criterias.

UP Template Version: 11/30/06 Page 5 of 6

Solution Used Phase Sprint In Scope/ Status Test Case Tested In Additional
CR? Number Comments

*Manual activity to Approve the Loan request. 1 2 In Scope Testing

*Loan status changes. 1 2 In Scope Pending Digital

*Workflow to send the Loan Agreement through Digital Signature Signature
Platform. Platform
*Agreement document will be defined in the system. needs to
be defined

*Manual Activity by Customer. 1 2 In Scope Pending Digital

Signature
Platform
needs to
be defined

*Laon status changes to Rejected. 1 2 In Scope Testing

UP Template Version: 11/30/06 Page 6 of 6