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1 1.1 2 2.1 2.2 2.3 2.4 2.5 3 3.1 3.1.1 3.1.2 3.1.3 3.1.4 3.1.5 3.1.6 3.2 3.2.1 3.2.2 3.2.3 3.2.4 3.2.5 3.3 3.3.1 3.3.2 3.3.3 3.3.4 3.3.5 3.3.6 3.3.7 3.3.8 3.3.9 3.4 4 4.1 4.2 4.3 4.4 4.5 4.6 4.7 4.7.1 4.7.2 4.8 4.9 5 5.1 5.2 5.3

Area
Environment Setup

Activity
Setup base development environment

CPS Knowledge Transition Plan Status Start date

Not completed

End Date
TBD

Provider
Purnima

Comments
Based on the availability of machines.

KT - Basic Concepts Basic insurance concepts Introduction to CPS Screen flow in CPS Concepts in CPS Solution / project setup and Overview KT - CPS Tools Q & A Tool Q & A Definition QPool Q & A Adjustments Q & A pages and sections - Pre and Post Page actions Q & A Questions - On Change actions Q & A Validations Algorithm Tool Algorithm Data Items Algorithms Algorithm Terms User methods Price Trees Product Builder Insurance Types, Covers and Products Payment methods ProductBuilderData.xml Product Configuration Renewal Indexation Purchase constraints CPI (KPJ) Cover References PipeLine Algorithms Template Builder KT - Policy Functions Quote Creation Quote Purchase Policy MTA Policy Suspension Policy Terminate Policy Renewal Accounting Integration Navision Export Navision Import Claims Integration Document generation Overview Document generation Template buiding KT - Database Design Database design concepts Application Architecture Agency Extensions Incident Management and TFS Dev Tools Renewal Management Document Generator Accounting Process Other tools PartnerWebUI Resource Files Not completed Not completed Not completed Not completed Not completed Not completed Purnima Not completed Not completed Not completed Not completed 29.08.2011 23.08.2011 23.08.2011 29.08.2011 23.08.2011 23.08.2011 Siva Rahul Rahul NA Not completed Not completed Not completed Not completed Not completed Not completed Not completed Not completed Not completed Not completed Not completed Not completed 25.08.2011 25.08.2011 30.08.2011 31.08.2011 31.08.2011 01.09.2011 02.09.2011 02.09.2011 02.09.2011 02.09.2011 26.08.2011 26.08.2011 25.08.2011 25.08.2011 30.08.2011 31.08.2011 31.08.2011 01.09.2011 02.09.2011 02.09.2011 02.09.2011 02.09.2011 26.08.2011 26.08.2011 Rahul Rahul Nitin Suganya Suganya Purnima Siva Siva Siva Siva Purnima Purnima Have they debuged the aplication to learn the data flow. Not completed Not completed Not completed Not completed Not completed Not completed Not completed Not completed Not completed Not completed 26.08.2011 26.08.2011 Purnima Not completed Not completed Not completed Not completed Not completed 25.08.2011 25.08.2011 Purnima Do the recipients have knowledge of all the functions of Product builder. Not completed Not completed Not completed Not completed Not completed Not completed 24.08.2011 24.08.2011 Suganya Can recipients calculate price manually ? Not completed Not completed Not completed Not completed Not completed RSA training Siva Purnima Siva Siva

23.08.2011

23.08.2011

Purnima Have they created product 500 ?

KT SUSPENDED HERE

n 6.1 6.2 6.3 6.4 7 7.1

Karthick

7.2 7.3 7.4 8 8.1 8.2 8.3 9 9.1 9.2 9.3 10 10.1 10.2 11 11.1 Configuration documentation

Brand Static docs Custom controls Deployment Complete deployment Partial deployment Existing picture NO SE and Sveland Production. Nant Brief description of Nant Batch commands used for build and deploy Tasker Journals Journals DOBS VTR Motor Registry

Not completed Not completed Not completed Senthil Not completed Not completed Not completed NA Not completed Not completed Not completed NA Not completed Not completed Suganya Not completed

12 12.1 12.2 12.3 12.4 13 13.2 13.3 14 14.1 14.2 14.3 14.4 14.5 14.6 14.7 14.8 14.9

Self Study Document for Product Configuration and setup. Document for Partner take on. Configuring algorithm Configuring Q&A Self Study Document creation of deployment package. Document journal updates / partner journal updates Self Study with Deliverables Create a new product Document process flow of Quote Creation Document process flow for MTA Document process flow for Payments Create understanding document for Claims integration Create process flow document for Document generation Document process flow for termination and suspension Create process flow for journal updates / partner journal updates Analyze application - with the data flow - Presentation

Not completed Not completed Not completed Not completed

Configuration

e of all the functions of Product builder.

to learn the data flow.

Completed Not completed In progress