848982998.

xlsx Document Control

User Story Card - Document Control

Track general user story information and change control details

Product PC Story Card #

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 SMEs
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

Business Value of Modifications

to Base Product

Change Summary

Pre-Conditions None
Known Gaps None

Document Control - Amendment History

LOB
Version Number Description of Change Person Making Change Date Wave or Release
1.0 Base Configuration N/A

Commercial in Confidence
Page: 1 of 18
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 848982998.xlsx UI Mockup

User Story Card - UI Mockup

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

Product PC Story Card # 0

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 0 SMEs 0
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

Commercial in Confidence
Page: 2 of 18
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 848982998.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 # 0

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 0 SMEs 0
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 Label Column1 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
SubmissionWizard_PolicyInfoDV OOTB Web.SubmissionWizard.DateQuoteNeeded Date Quote Needed submission.DateQuoteNeeded pc_job DateQuoteNeeded datetime 1 FALSE 1 Commercial Auto
SubmissionWizard_PolicyInfoDV OOTB Web.PolicyPeriod.EstimatedPremium Estimated Premium policyPeriod.EstimatedPremium pc_policyperiod EstimatedPremium MonetaryAmount 1 0 policyPeriod.Policy.Product.ProductType == TC_COMMERCIAL 1 Commercial Auto
SubmissionWizard_PolicyInfoDV OOTB policyPeriod.UWCompany pc_policyperiod UWCompany Foreign Key perm.System.multicompquote FALSE 1 Commercial Auto
SubmissionWizard_PolicyInfoDV OOTB displaykey.Web.Policy.UWCompanies.AutoSelect 0 0 not perm.System.multicompquote 1 Commercial Auto
AccountInfoInputSet
AccountInfoInputSet OOTB Web.Policy.Account.PrimaryInsured Primary Named Insured displaykey.Web.Policy.Account.PrimaryInsured.ChangeTo 0 0 openForEdit 1 Commercial Auto
AccountInfoInputSet OOTB Web.Policy.Account.Applicant.Name Name primaryNamedInsured.DisplayName 0 FALSE 1 Commercial Auto
AccountInfoInputSet OOTB Web.Policy.Address Policy Address displaykey.Web.Policy.Account.PrimaryInsured.ChangeTo 0 0 openForEdit 1 Commercial Auto
AccountInfoInputSet OOTB Web.SubmissionWizard.NamedInsured.FEIN FEIN primaryNamedInsured.FEIN 1 primaryNamedInsured.Branch. primaryNamedInsured.Branch.Policy.Product.isContactTypeSuitableForProductAccountType(Company) 1 Commercial Auto
AccountInfoInputSet OOTB Web.SubmissionWizard.NamedInsured.IndustryCode Industry Code primaryNamedInsured.IndustryCode 1 primaryNamedInsured.Branch. primaryNamedInsured.Branch.Policy.Product.isContactTypeSuitableForProductAccountType(Company) 1 Commercial 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 Commercial 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 Commercial 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 Commercial Auto
AccountInfoInputSet OOTB Web.Policy.Account.OrganizationTypeOtherDescription Description period.Policy.Account.OtherOrgTypeDescription pc_account OtherOrgTypeDescriptivarchar 40 period.Policy.Account.Editable 1 period.Policy.Account.AccountOrgType == TC_OTHER 1 Commercial 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 Commercial Auto
GlobalPhoneInputSet OOTB ", phoneOwner.WidgetLabel)
phoneOwner.getPhoneLabel(singleInput) Phone phoneOwner.PhoneFields.NationalSubscriberNumber phoneOwner.isEditable(gw.ap phoneOwner.isRequired(gw.ap isVisible(phoneOwner, gw.api.phone.PhoneOwnerFieldId.NATIONAL_SUBSCRIBER_NUMBER) 1 Commercial 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 Commercial Auto
GlobalPhoneInputSet OOTB phoneOwner.WidgetLabel)
phoneOwner.WidgetLabel phoneOwner.format() 0 0 isVisible(phoneOwner, gw.api.phone.PhoneOwnerFieldId.PHONE_DISPLAY) 1 Commercial Auto
PolicyAddressDisplayInputSet
PolicyAddressDisplayInputSet OOTB Web.ContactDetail.AddressDetail.AddressType Address Type period.PolicyAddress.AddressType 0 FALSE 1 Commercial Auto
PolicyAddressDisplayInputSet OOTB Web.ContactDetail.AddressDetail.Description Address Description period.PolicyAddress.Description 0 FALSE 1 Commercial Auto
GlobalAddressInputSet.default
GlobalAddressInputSet.default OOTB addressOwner.AddressNameLabel new gw.api.address.AddressFormatter().format(addressOwner.AddressDelegate, ""\n"") 0 0 addressOwner.ShowAddressSummary 1 Commercial 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 Commercial Auto
GlobalAddressInputSet.default OOTB addressOwner.AddressLine1Label addressOwner.AddressDelegate.AddressLine1 1 1 addressOwner.isVisible(gw.api. addressOwner.isAvailable(gw.api.address.AddressOwnerFieldId.ADDRESSLINE1) 1 Commercial 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 Commercial 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 Commercial 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 Commercial 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 Commercial 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 Commercial 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 Commercial Auto
PolicyOfficialIDInputSet.Person electedCountry).PostalCodeLabel
PolicyOfficialIDInputSet.Person OOTB Web.SubmissionWizard.NamedInsured.SSN SSN namedInsured.AccountContactRole.AccountContact.Contact.SSNOfficialID 1 namedInsured.Branch.HasWorkersComp 1 Commercial Auto
SecondaryNamedInsuredInputSet
SecondaryNamedInsuredInputSet OOTB Web.Policy.Account.SecondaryInsured Secondary Named Insured SecondaryNamedInsuredDisplayName 0 0 not openForEdit 1 Commercial Auto
SecondaryNamedInsuredInputSet OOTB Web.Policy.Account.SecondaryInsured Secondary Named Insured SecondaryNamedInsuredDisplayName 0 0 openForEdit period.Active 1 Commercial Auto
AdditionalNamedInsuredInputSet
AdditionalNamedInsuredInputSet OOTB Java.ListView.ViewDetail Show Details 0 0 TRUE 1 Commercial Auto
AdditionalNamedInsuredInputSet OOTB Web.Policy.NamedInsured.NameOnly Name additionalNamedInsured 0 FALSE 1 Commercial Auto
AdditionalNamedInsuredInputSet OOTB Web.SubmissionWizard.NamedInsured.Relationship Relationship to Primary Named Insured additionalNamedInsured.Relationship pc_policycontactrRelationship mediumtext 1333 1 FALSE 1 Commercial Auto
AdditionalNamedInsuredInputSet OOTB Web.SubmissionWizard.NamedInsured.IndustryCode Industry Code (additionalNamedInsured.AccountContactRole as NamedIpc_accountcontacIndustryCode Foreign Key 1 0 additionalNamedInsured.Acco 1 Commercial Auto
PolicyInfoInputSet untContactRole.AccountConta
ct.Company
PolicyInfoInputSet OOTB Web.SubmissionWizard.PolicyInfo.TermType Term Type termType policyPeriod.CanUpdatePeriodD TRUE 1 Commercial Auto
PolicyInfoInputSet OOTB Web.SubmissionWizard.PolicyInfo.TermNumber Term Number policyPeriod.TermNumber pc_policyperiod TermNumber integer 0 FALSE 1 Commercial Auto
PolicyInfoInputSet OOTB Web.SubmissionWizard.PolicyInfo.EffectiveDate Effective Date effectiveDate !(policyPeriod.Job typeis Polic TRUE 1 Commercial Auto
PolicyInfoInputSet OOTB Web.SubmissionWizard.PolicyInfo.ExpirationDate Expiration Date policyPeriod.PeriodEnd pc_policyperiod PeriodEnd datetime gw.pcf.job.PolicyInfoHelper.isE TRUE 1 Commercial Auto
PolicyInfoInputSet OOTB Web.SubmissionWizard.PolicyInfo.WrittenDate Written Date policyPeriod.WrittenDate pc_policyperiod WrittenDate dateonly perm.System.editwrittendate 1 showWrittenDate 1 Commercial 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 Commercial 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 Commercial 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 Commercial 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 Commercial 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 Commercial Auto
rewriteSourcePolicy.LatestBoundPeriod.PolicyNumber,
nAccount"",
PolicyInfoInputSet OOTB Web.Admin.AffinityGroup.Name Name policyPeriod.PolicyTerm.AffinityGroup
rewriteSourcePolicy.Account.AccountNumber) pc_policyterm AffinityGroup Foreign Key 1 FALSE showSplitSource 1 Commercial Auto
dividedSourcePolicy.LatestBoundPeriod.PolicyNumberD
PolicyInfoProducerOfRecordInputSet isplayString,
PolicyInfoProducerOfRecordInputSe OOTB Web.ProducerSelection.ProducerOrg Organization producer gw.api.web.producer.ProducerUti TRUE 1 Commercial Auto
tPolicyInfoProducerOfRecordInputSe OOTB Web.ProducerSelection.ProducerCode Producer Code policyPeriod.EffectiveDatedFields.ProducerCode pc_effectivedatedProducerCode Foreign Key 1 TRUE 1 Commercial 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 Commercial 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 Commercial Auto
MultiQuoteAcceleratedMenuActions
MultiQuoteAcceleratedMenuAction OOTB ArgValue 0 1 job.hasMultiplePeriods() && job.SelectedVersion.Status != PolicyPeriodStatus.TC_BOUND 1 Commercial Auto
s

Commercial in Confidence
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 848982998.xlsx Typelists

User Story Card - Typelists

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

Product PC Story Card # 0

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 0 SMEs 0
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 FALSE
AccountOrgType OOTB solepropship solepropship solepropship 0 FALSE
AccountOrgType OOTB partnership partnership partnership 0 FALSE
AccountOrgType OOTB corporation corporation corporation 0 FALSE
AccountOrgType OOTB privatecorp privatecorp privatecorp 0 FALSE
AccountOrgType OOTB llc llc llc 0 FALSE
AccountOrgType OOTB jointventure jointventure jointventure 0 FALSE
AccountOrgType OOTB commonownership commonownership commonownership 0 FALSE
AccountOrgType OOTB limitedpartnership limitedpartnership limitedpartnership 0 FALSE
AccountOrgType OOTB trustestate trustestate trustestate 0 FALSE
AccountOrgType OOTB executortrustee executortrustee executortrustee 0 FALSE
AccountOrgType OOTB llp llp llp 0 FALSE
AccountOrgType OOTB government government government 0 FALSE
AccountOrgType OOTB nonprofit nonprofit nonprofit 0 FALSE
AccountOrgType OOTB religious religious religious 0 FALSE
AccountOrgType OOTB other other other 0 FALSE
Jurisdiction
Jurisdiction OOTB AK AK AK 0 FALSE
Jurisdiction OOTB AL AL AL 0 FALSE
Jurisdiction OOTB AR AR AR 0 FALSE
Jurisdiction OOTB AZ AZ AZ 0 FALSE
Jurisdiction OOTB CA CA CA 0 FALSE
Jurisdiction OOTB CO CO CO 0 FALSE
Jurisdiction OOTB CT CT CT 0 FALSE
Jurisdiction OOTB DC DC DC 0 FALSE
Jurisdiction OOTB DE DE DE 0 FALSE
Jurisdiction OOTB FL FL FL 0 FALSE
Jurisdiction OOTB GA GA GA 0 FALSE
Jurisdiction OOTB HI HI HI 0 FALSE
Jurisdiction OOTB IA IA IA 0 FALSE
Jurisdiction OOTB ID ID ID 0 FALSE
Jurisdiction OOTB IL IL IL 0 FALSE
Jurisdiction OOTB IN IN IN 0 FALSE
Jurisdiction OOTB KS KS KS 0 FALSE
Jurisdiction OOTB KY KY KY 0 FALSE
Jurisdiction OOTB LA LA LA 0 FALSE
Jurisdiction OOTB MA MA MA 0 FALSE
Jurisdiction OOTB MD MD MD 0 FALSE
Jurisdiction OOTB ME ME ME 0 FALSE
Jurisdiction OOTB MI MI MI 0 FALSE
Jurisdiction OOTB MN MN MN 0 FALSE
Jurisdiction OOTB MO MO MO 0 FALSE
Jurisdiction OOTB MS MS MS 0 FALSE
Jurisdiction OOTB MT MT MT 0 FALSE
Jurisdiction OOTB NC NC NC 0 FALSE
Jurisdiction OOTB ND ND ND 0 FALSE
Jurisdiction OOTB NE NE NE 0 FALSE
Jurisdiction OOTB NH NH NH 0 FALSE
Jurisdiction OOTB NJ NJ NJ 0 FALSE
Jurisdiction OOTB NM NM NM 0 FALSE
Jurisdiction OOTB NV NV NV 0 FALSE
Jurisdiction OOTB NY NY NY 0 FALSE
Jurisdiction OOTB OH OH OH 0 FALSE
Jurisdiction OOTB OK OK OK 0 FALSE
Jurisdiction OOTB OR OR OR 0 FALSE
Jurisdiction OOTB PA PA PA 0 FALSE
Jurisdiction OOTB PR PR PR 0 FALSE
Jurisdiction OOTB RI RI RI 0 FALSE
Jurisdiction OOTB SC SC SC 0 FALSE
Jurisdiction OOTB SD SD SD 0 FALSE
Jurisdiction OOTB TN TN TN 0 FALSE
Jurisdiction OOTB TX TX TX 0 FALSE
Jurisdiction OOTB UT UT UT 0 FALSE
Jurisdiction OOTB VA VA VA 0 FALSE
Jurisdiction OOTB VT VT VT 0 FALSE
Jurisdiction OOTB WA WA WA 0 FALSE
Jurisdiction OOTB WI WI WI 0 FALSE
Jurisdiction OOTB WV WV WV 0 FALSE
Jurisdiction OOTB WY WY WY 0 FALSE
Jurisdiction OOTB AB AB AB 0 FALSE
Jurisdiction OOTB BC BC BC 0 FALSE
Jurisdiction OOTB MB MB MB 0 FALSE
Jurisdiction OOTB NB NB NB 0 FALSE
Jurisdiction OOTB NL NL NL 0 FALSE
Jurisdiction OOTB NT NT NT 0 FALSE
Jurisdiction OOTB NS NS NS 0 FALSE
Jurisdiction OOTB NU NU NU 0 FALSE
Jurisdiction OOTB ON ON ON 0 FALSE
Jurisdiction OOTB PE PE PE 0 FALSE
Jurisdiction OOTB QC QC QC 0 FALSE
Jurisdiction OOTB SK SK SK 0 FALSE
Jurisdiction OOTB YT YT YT 0 FALSE
Jurisdiction OOTB VI VI VI 0 FALSE
Jurisdiction OOTB MP MP MP 0 FALSE
Jurisdiction OOTB MH MH MH 0 FALSE
Jurisdiction OOTB GU GU GU 0 FALSE
Jurisdiction OOTB FM FM FM 0 FALSE
Jurisdiction OOTB AU_SA AU_SA AU_SA 0 FALSE
Jurisdiction OOTB AU_NT AU_NT AU_NT 0 FALSE
Jurisdiction OOTB AU_QLD AU_QLD AU_QLD 0 FALSE
Jurisdiction OOTB AU_NSW AU_NSW AU_NSW 0 FALSE
Jurisdiction OOTB AU_VIC AU_VIC AU_VIC 0 FALSE
Jurisdiction OOTB AU_WA AU_WA AU_WA 0 FALSE
Jurisdiction OOTB AU_TAS AU_TAS AU_TAS 0 FALSE
Jurisdiction OOTB AU_ACT AU_ACT AU_ACT 0 FALSE
Jurisdiction OOTB AU_JBT AU_JBT AU_JBT 0 FALSE
Jurisdiction OOTB DE_BY DE_BY DE_BY 0 FALSE
Jurisdiction OOTB DE_BW DE_BW DE_BW 0 FALSE
Jurisdiction OOTB DE_BE DE_BE DE_BE 0 FALSE
Jurisdiction OOTB DE_BB DE_BB DE_BB 0 FALSE
Jurisdiction OOTB DE_HB DE_HB DE_HB 0 FALSE
Jurisdiction OOTB DE_HH DE_HH DE_HH 0 FALSE
Jurisdiction OOTB DE_HE DE_HE DE_HE 0 FALSE
Jurisdiction OOTB DE_MV DE_MV DE_MV 0 FALSE
Jurisdiction OOTB DE_NI DE_NI DE_NI 0 FALSE
Jurisdiction OOTB DE_NW DE_NW DE_NW 0 FALSE
Jurisdiction OOTB DE_RP DE_RP DE_RP 0 FALSE
Jurisdiction OOTB DE_ST DE_ST DE_ST 0 FALSE
Jurisdiction OOTB DE_SH DE_SH DE_SH 0 FALSE
Jurisdiction OOTB DE_SL DE_SL DE_SL 0 FALSE
Jurisdiction OOTB DE_SN DE_SN DE_SN 0 FALSE
Jurisdiction OOTB DE_TH DE_TH DE_TH 0 FALSE
Jurisdiction OOTB JP JP JP 0 FALSE
Jurisdiction OOTB FR FR FR 0 FALSE
Jurisdiction OOTB GB GB GB 0 FALSE
Currency
Currency OOTB usd usd usd 10 FALSE
Currency OOTB eur eur eur 20 FALSE
Currency OOTB gbp gbp gbp 30 FALSE
Currency OOTB cad cad cad 40 FALSE
Currency OOTB aud aud aud 50 FALSE
Currency OOTB rub rub rub 60 FALSE
Currency OOTB jpy jpy jpy 70 FALSE
Commercial in Confidence
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 848982998.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 # 0

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 0 SMEs 0
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 Release LOB Reference ID
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

Commercial in Confidence
Page: 5 of 18
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 848982998.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 # 0

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 0 SMEs 0
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

Commercial in Confidence
Page: 6 of 18
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 848982998.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 # 0

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 0 SMEs 0
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
User Story / Defect
Requirement Number Acceptance Criteria Number Success/Failure Wave or Release LOB

Related Documentation
Document Name/ID Document Description Document Link

Commercial in Confidence
Page: 7 of 18
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 848982998.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 # 0

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 0 SMEs 0
Work Bucket Type FUN_Standard
Base Estimate (Points) 8
Business Process Flow Links 0 Customer Estimate (Points0

Enter name of the screen here

Commercial in Confidence
Page: 8 of 18
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 848982998.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 # 0

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 0 SMEs 0
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

Commercial in Confidence
Page: 9 of 18
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 848982998.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 # 0

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 0 SMEs 0
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

Commercial in Confidence
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 848982998.xlsx Estimation

Commercial in Confidence
Page: 11 of 18
file:///conversion/tmp/activity_task_scratch/848982998.xlsx
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 TRUE 1. Critical
8.0 Upgrade, Required FALSE 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