To be clear with process we are again dissing what is our system.
ABCD is the company which will produce AC Machines. ABCD company has its own marketing system, it has call center, Lead management system from where the Agents will call to different leads and make them to buy the products. ABCD has another application Account management which will maintain the customer Information, it will be used to maintain the billing and contract information. Now ABCD has one more Application called Service management. This service management will be used by AC service center Agents to arrange a technician for repairs.
ABCD is the company which will produce AC Machines. ABCD company has its own marketing system, it has call center, Lead management system from where the Agents will call to different leads and make them to buy the products. ABCD has another application Account management which will maintain the customer Information, it will be used to maintain the billing and contract information. Now ABCD has one more Application called Service management. This service management will be used by AC service center Agents to arrange a technician for repairs.
Business
Requirement1:
If
the Lead is converted into Account, then lead management system need to send
the Account Information to Account management system.
Business
requirement2:
If billing was
done in Account management
system for the leads received from lead management system then, Account management system need to update the account
in lead management system with billing
information.
Business
Requirement3:
When
customer calls to the service center, the service center person need to have the
possibility to check if the product is under warranty or not . The Agent needs to see the warranty start
date and end date details from Account management system.
*****Let’s look into
Business Requirement 1*****
The development need to be happen from both lead management system and Account management System.
Business
Requirement1(Lead management): If
the Lead is converted into Account, then lead management system need to send
the Account Information to Account management system.
We received the business requirement like
above. Now the business Annalist and Developer team will discuss like bellow.
1.
Is this is same for all countries are only
for some country customers?
2.
Do we need to send the only converted account
details or all accounts those are created in lead management?
3.
What are details we need to send? I mean what
are the fields?
4.
What about the authentication?
Answers will be like bellow from business Analyst
1.
Yes, this feature same for all country
customers
2.
No, it's not just to converted leads, It’s for all accounts
created in Lead management system . Because sometimes, the agent have
possibility to create direct customer.
3.
We will have an excel that was attached which
has the field details to send.
4.
We have asked the Account management system
they will share the credential/ end point urls to us soon.
This discussion will be done from lead management
system. The same requirement will be
given to Account management system, Since they need to provide the service.
And same requirement will be given to
the Account management system in different way .
Business Requirement1(Account management):
If the Lead is converted into Account, then lead
management system need to send the Account Information to Account management
system.
The above
requirement will be like bellow for the Account management system.
We need to create an API which will allow other systems,
to create account in our data base.
In this case
Account management will be the service provider. Lead management will become
the Service Requester. Connected app or
authentication details need to be created by Account management and to provide
to Lead management system. We have inbound and out bound calls .
Since Account
management system allowing to use its services it will become inbound call for account management system . Since lead management system requesting other
system, it will become outbound
call for lead management system.
Now the discussion will be happen in between developer and Business annalists as like previous .
Now the discussion will be happen in between developer and Business annalists as like previous .
Development steps
involved from Account management side :
1. Create a rest web
service class
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