FUNCTIONALSPECIFICATION

DOCUMENT
ENDUSERMANAGEMENT&ADMINISTRATION

DATECREATED:10/10/2016
VERSION0.1

ProprietaryNotice:ThisdocumentcontainsconfidentialinformationproprietarytoArchwellSolutionthatmaynotbereproduced,copiedorusedforpurposesotherthanitsintended
usewithoutthepriorwrittenconsentofArchwellSolution.Theinformationinthisdocumentissubjecttochangewithoutnotice.
KEYSTONEB2BUSERMANAGEMENT&ADMINISTRATIONLENDERPORTALFUNCTONALSPECIFICATION

TABLEOFCONTENTS
FUNCTIONALSPECIFICATIONDOCUMENT............................................................................................1

ENDUSERMANAGEMENT&ADMINISTRATION..........................................................................................................1
DOCUMENTINFORMATION..................................................................................................................1

RELEASEHISTORY...............................................................................................................................1
LEGENDS.............................................................................................................................................1
INTRODUCTION...................................................................................................................................2
PURPOSE.............................................................................................................................................................2
INTENDEDAUDIENCE.............................................................................................................................................2

OVERVIEW...........................................................................................................................................3
SCOPE..................................................................................................................................................3

OUTOFSCOPE.....................................................................................................................................3

FUNCTIONALREQUIREMENTS..............................................................................................................4

ACCOUNTSLIST....................................................................................................................................................4
ACCOUNTCREATION.............................................................................................................................................4

ACCOUNTMODIFICATION/UPDATES........................................................................................................................4
FUNCTIONALSPECIFICATIONS.............................................................................................................5

USERMANAGEMENT.............................................................................................................................................5

ACCOUNTSLIST....................................................................................................................................................6

PageLayout...................................................................................................................................................6
FormMatrix...................................................................................................................................................6
PageDefaults.................................................................................................................................................7
OperationalDescription.................................................................................................................................7
NEWACCOUNTCREATION......................................................................................................................................9

PageLayout...................................................................................................................................................9
FormMatrix...................................................................................................................................................9
PageDefaults...............................................................................................................................................10
OperationalDescription...............................................................................................................................10
ROLEMANAGEMENT(ASSIGNMENT/REVOCATION).................................................................................................11

PageLayout.................................................................................................................................................11
FormMatrix.................................................................................................................................................11
PageDefaults...............................................................................................................................................11
OperationalDescription...............................................................................................................................12

KEYSTONEB2BUSERMANAGEMENT&ADMINISTRATIONLENDERPORTALFUNCTONALSPECIFICATION

MODIFYINGAUSERACCOUNT..............................................................................................................................13

PageLayout.................................................................................................................................................13
FormMatrix.................................................................................................................................................13
PageDefaults...............................................................................................................................................13
OperationalDescription...............................................................................................................................14
ROLEMANAGEMENT(ASSIGNMENT/REVOCATION..................................................................................................15

PageLayout.................................................................................................................................................15
FormMatrix.................................................................................................................................................15
PageDefaults...............................................................................................................................................15
OperationalDescription...............................................................................................................................16
NONFUNCTIONALREQUIREMENTS....................................................................................................17

ERRORMESSAGES,NOTIFICATIONS&ALERTS...................................................................................18

ADDITIONALINFORMATION...............................................................................................................19

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KEYSTONEB2BUSERMANAGEMENT&ADMINISTRATIONLENDERPORTALFUNCTIONALSPECIFICATION

DOCUMENTINFORMATION

DocumentName KeyStoneB2BUserManagement&Administration
LenderPortalFunctionalSpecification
Author Version 0.1
Created 10/31/2016 LastSaved 10/31/2016
Status DraftInReviewReleased
Comment

RELEASEHISTORY

Date ReleasedBy Version Comments

LEGENDS

Legend Type OtherInformation

FunctionalRequirement

NonFunctional
Requirement
ErrorMessage

Alert

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KEYSTONEB2BUSERMANAGEMENT&ADMINISTRATIONLENDERPORTALFUNCTIONALSPECIFICATION

INTRODUCTION
FunctionalRequirementsSpecificationDocumentIntroductionComesHERE!

PURPOSE
DocumentPurposeComesHERE!

INTENDEDAUDIENCE
Thisdocumenthasbeenpreparedincontextofbeingusedbyandreferredtobythefollowingusers(canbeused
byusersotherthanthisroleaswell):

1. BusinessAnalyst(s)
2. ProjectManager(s)
3. DevelopmentTeamMember(s)
4. QualityAssuranceMember(s)
5. EndUser(s)

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KEYSTONEB2BUSERMANAGEMENT&ADMINISTRATIONLENDERPORTALFUNCTIONALSPECIFICATION

OVERVIEW
OverviewtocomeHERE!!

SCOPE
IncontextofUserManagement&AdministrationforLenderPortal,followingareasareconsideredinscope,in
contextofcollectedrequirements,analyzedrequirements&proposedsolution:

1. AccountClientMapping
2. ClientContactCreation
3. AccountCreation
4. AccountMultipleClientAssociation
5. AccountRoleAssociation/Dissociation

OUTOFSCOPE
AllrequirementsrelatedtoClientCreation,Setup,andManagementexceptContactsandMappingAccountswith
specificclientareoutofscopeofthisdocument.

ThisFRSwouldnottouchtopicsordelveintocurrentimplementationofClientSetup,howeverwouldmakeuseof
referencingexistingClientsinformationtomapwiththeaccountscreatedusingtheLenderPortal.Thisdocument
willnottouchontopicsrelatedtohowClientwillbesetupusingtheinternalportal,oranyclientcontactsthatwould
requiretobesetupfromtheInternalPortalasaprerequisiteforAccountManagementusingtheLenderPortal.

WithregardstothemaintenanceaspectoftheInternalPortalcurrentlyresponsibleforEmployeeManagement(in
additiontoAccountManagement),thiswillbeoutofscopeofUserAdministrationusingLenderPortalandwillnot
becoveredinthisdocument.

Featuresrelatedtouseradministration(SelforaPrivilegedRolesuchasAdministrator)suchasChangePassword,
ChangeSecurityQuestion,ForgotPasswordarealreadyavailableinProduction,henceoutofscopeofthecoverage
ofthisdocument.

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KEYSTONEB2BUSERMANAGEMENT&ADMINISTRATIONLENDERPORTALFUNCTIONALSPECIFICATION

FUNCTIONALREQUIREMENTS

ACCOUNTSLIST

1.1 Administratorsshallbeabletosearchfromaccount(s)availableinthesystembasedonthe
searchcriteriaspecifiedbytheSystemAdministrator.

1.2 Administrators shall be able to filterout account(s) available in the system based on User
ActivityStatus(Online,Offline,Locked,DeActivated)
1.3 Administratorsshallbeabletocreatenewuseraccountsfromthesystem
1.4 Administratorsshallbeabletoedit/updateanyexistinguseraccountsfromthesystem
1.5 Administratorsshallbeabletoviewanyuseraccount'sdetailfromthesystem
1.6 Administratorsshallbeabletodeactivateany'Active','Offline'or'Locked'useraccountusing
thesystem
1.7 Administratorsshallbeabletounlockany'Locked'useraccountusingthesystem
1.8 AdministratorsshallbeabletoreactivateanyDeactivateduseraccountusingthesystem

ACCOUNTCREATION

2.1 AdministratorsshallbeabletosearchavailableClientsonthebasisofClient#andassociate
abaseclientwiththenewaccount
2.2 AdministratorsshallbeabletospecifyClientContactswiththenewaccount
2.3 AdministratorsshallbeabletospecifyAccountCredentialsforthenewaccount
2.4 Administratorsshallbeabletoassociatemultipleclient(s)withthenewaccount
2.5 Administratorsshallbeabletoassignavailablerole(s)totheaccount
2.6 Administratorsshallbeabletorevokeselectedrole(s)fromtheaccount
2.7 Administratorsshallbeabletoassignoneorallavailablerole(s)totheaccountsimultaneously
2.8 Administrators shall be able to revoke one or all selected role(s) from the account
simultaneously
2.9 Administrators shall be able to save new account information at any time if all the pre
requisiteaccountcreationconditionsaresatisfied.
2.10 Administratorsshallbeabletodiscardanyenteredinformationintheaccountandreturnto
theaccount(s)list

ACCOUNTMODIFICATION/UPDATES

3.1 Administratorsshallbeabletoupdatedetailsofanyaccountavailableinthesystemregardless
ofthestatus.
3.2 Administrators shall be able to modify any account information associated with an account
exceptchangingtheclientmappedwiththeaccount.

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KEYSTONEB2BUSERMANAGEMENT&ADMINISTRATIONLENDERPORTALFUNCTIONALSPECIFICATION

FUNCTIONALSPECIFICATIONS
USERMANAGEMENT
AllusermanagementfunctionsontheclientportalshallbehandledthroughanewmenuitemundertheNavigation
Menu,UserManagement.Onclickingthismenuitem,themenuitemshouldexpand,andonlyonesubmenuitem
Accountsshallbedisplayed,thatwillhouseallthefunctionsrelatedtouseraccountmanagementavailableonthe
ClientPortal(forArchwellonly).Clickinganyothermenuitemshallcollapsethismenuitem,andexpandthemenu
itemselectedbytheuser.

Figure1UserManagementMenuExpanded(inNavigationMenu)

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KEYSTONEB2BUSERMANAGEMENT&ADMINISTRATIONLENDERPORTALFUNCTIONALSPECIFICATION

ACCOUNTSLIST
Breadcrumb:NavigationMenu>UserManagement>Accounts
Account(s)listshallbeavailablewhentheuserclickstheUserManagementmenuitemoftheNavigationMenu
andclicksonAccountslinkunderthemenu.OnclickingAccounts,thefollowingpageshouldbedisplayed.For
pagedefaults(onload),refertothesectionbelow.

Figure2AccountsList(Mockup)

PAGELAYOUT
TheAccountslistpageshouldcomprisetwosections:SearchCriteria&SearchResults.SearchCriteriashould
containthefields/dropdownsthatcanbeusedtosearch/filteruseraccountsbasedonaspecifiedsearchcriteria
containingoneormultiplepiecesofinformation.SearchResultsshoulddisplayresults/noresultsreturnedfromthe
DBusingthesearchcriteriaperformedbytheuserwheneverasearchisperformed.

FORMMATRIX

ControlName Label ControlType DataType Length DefaultValue

LoginName LoginName Textbox Text
Status Status Listbox List All,Online,Offline,
Locked,De
Activated
Client Client Dropdown List SelectOne,listof
allclientsmapped
totheuser
accountsexistingin
thesystem
ClientContact ClientContact Dropdown Text

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KEYSTONEB2BUSERMANAGEMENT&ADMINISTRATIONLENDERPORTALFUNCTIONALSPECIFICATION

PAGEDEFAULTS
Bydefault,thepageshoulddisplaythefollowingfieldswhichshouldcontainanddisplaythefollowinginformation:

Control DefaultValue/State(OnPageLoad)
LoginName1 Blank
Status SelectOne
Client All
ClientContact2 Blank
Search Enabled
ClearAll Enabled
AddNewAccount Enabled
ExportSearchResults Disabled

SearchResultssectionshouldbeblankbydefault(onpageload).Bydefault,nofiltrationrelatedtoaccount
activityshouldbeappliedonthepage.

STATUSBASEDACTIONS

SystemAdministrator(s)orprivilegedusersshallbeabletoperformthefollowingoperationsavailabletothem,
basedontheactivitystatusoftheuser:

Status Icon Description OperationsAllowed

Online LoggedInUserwithanactivesession DeActivate( )
Offline InactiveUser(currentlynotloggedinto DeActivate( )
thesystem)
Locked UserAccountlockedduetonumerous Unlock( ),DeActivate( )
wrongpasswordattemptsbytheuser
Unlocked Lock( ),DeActivate( )
Activated DeActivatedUserAccountactivated DeActivate( )
bytheSystemAdministrator
Deactivated DeActivateduser(Userwhose Activate( )
accountisdeactivatedbytheuserdue
toinactivityorwheretheaccountisno
longerrequired)
Figure3StatusBasedActions

OPERATIONALDESCRIPTION
1. Anyavailableaccountsshouldbesearchablefortheuser(s)byprovidingsearchcriteriainthefieldsabove
andclickingthe[Search]button.Onclicking[Search]withoutprovidinganysearchcriteria,thesystem
shouldperformsearchonthedefaultcriteriasetonthetimeofpageload.
2. Any used criteria should be reset by clicking the [Clear All] button, clicking which the system should
removeallvaluesenteredbytheuserandrefreshthepagewiththedefaultvalues,ifany.
3. Usersshouldbeabletospecifythetextvaluelocationbyselectingandspecifyingthetextfilterwithvalues
BeginsWith,EndsWithorContainstostreamlinetextbasedsearch.

1
TextSearchcriteriashouldbesettoBeginsWith
2
TextSearchcriteriashouldbesettoBeginsWith

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KEYSTONEB2BUSERMANAGEMENT&ADMINISTRATIONLENDERPORTALFUNCTIONALSPECIFICATION

4. ALLvaluesavailableshouldbeincludedinthesearchcriteriawhentheuserselectseitherAllfromStatus
orSelectOnefromClientdropdownorboth.
5. Anysearchresults/accountsshouldappearwheneither:
a. Nosearchcriteriaisprovided,inwhichcase,ALLrecordsmatchingthedefaultcriteriasetonpage
loadshouldbedisplayed.
b. Accountsmatchingsearchcriteriashouldbedisplayed,whensearchcriteriaisprovidedbythe
user.
6. UsersshouldbeabletosortSearchResultsonthebasisofascending/descendingorderofanycolumnby
clickingthecolumnsheader(arrowicon).
7. Usersshouldbeabletorequestnewaccountcreationbyclicking[AddNewAccount]buttonlocatedon
thebottomofthepage,clickingwhichthesystemshoulddirectuserstotheNewAccountCreationscreen.
[AddNewAccount]buttonshouldbeenabledbydefault.
8. [Export Search Results] buttonshouldbe enabledonlyaftertheuserperformsavalidsearch(thatis,
Search Results are displayed in the grid). Clicking [Export Search Results] should determine all rows
availableintheSearchResultsgrid,andgeneratetheoutputinXLSspreadsheetformat.Columnsavailable
on the search Results grid should be exported only, and the output should be displayed in the XLS
SpreadsheetEditorofthesystem.
9. UsersshouldbeabletofilteraccountsonthebasisofstatusvaluessuchasOnline,Locked,Unlocked,
Offline,Activated,DeactivatedbyselectingthestatusfromtheStatusdropdown.
10. Users should be perform account related actions from the list page by clicking the specific action
associated with the account. For example, clicking Unlock icon ( ) on a Locked account should
automatically unlock the selected account and allow the user into the system based on correct login
information.RefertoStatusBasedActionssectionforfurtherdetailsonwhatactionscanbeperformed.
11. Users should be able to view any accounts detail by clicking on the accounts row to edit account
information.

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KEYSTONEB2BUSERMANAGEMENT&ADMINISTRATIONLENDERPORTALFUNCTIONALSPECIFICATION

NEWACCOUNTCREATION
NewAccountCreationshouldbedisplayedwhentheuserclicks[CreateNewAccount]buttonlocatedatthe
bottomoftheAccount(s)Listpage.

Figure4NewAccountCreation(Mockup)

PAGELAYOUT
Thispageshoulddisplaytwotabs:DetailsandRoleAssociation.Clickingthe[AddNewAccount]button
shoulddirecttheusertotheDetailstab,whileRoleAssociationtabshouldbedisabledtilltheDetailstabis
savedbytheuser.

FORMMATRIX

ControlName Label Control DataType Length Required DefaultValue

Type
Client Client Dropdown Lookup Yes SelectOne
FirstName FirstName Textbox Text Yes Blank
LastName LastName Textbox Text Yes Blank
LoginName LoginName Textbox Yes Blank
Phone Phone Textbox (XXX)XXX 10 Yes Blank
Number Number (with XXXX
Phone
Number
Masking)

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KEYSTONEB2BUSERMANAGEMENT&ADMINISTRATIONLENDERPORTALFUNCTIONALSPECIFICATION

Email Email Textbox Email Yes Blank

AccountAssociation
Client Client Text Blank

PAGEDEFAULTS
Onpageload,theDetailstabshouldbehighlighted.Allvaluesintheformshouldbeblank.

OPERATIONALDESCRIPTION
1. Usersshouldbeabletospecifytheclientforwhichtheaccountiscreatedbyenteringtheclient#inthe
Client#textbox.OnclickingClient#andpressing[Enter]button,thesystemshouldperformasearch
usingtheclient#.Ifamatchisfound,thenpopulateClientNamewiththeClientsNamevalue,otherwise
keepitempty.
2. Client#canbechangedatanytimewhilecreatinganaccountbyenteringtheclientnumberintheClient
#fieldandpressing[Enter]button.
3. Clicking[Save]shouldperformthefollowingvalidations:
a. Areallrequiredfieldsfilled?IfNo,thenthesystemshoulddisplayRequiredFieldslabelunderthe
unfilledfield,displayanerroronthebottomofthepage,andpreventtheuserfromsavingthe
newaccount.ALERTREFERENCE
b. Istheloginnameunique?ThisNEEDSTOBECHECKED
c. ArepasswordsofthedefinedPasswordStrength?IfNo,thesystemshoulddisplayanerroronthe
bottomofthepagesignalingtheusertoenterapasswordthatmeetstherequiredlength.ALERT
REFERENCE.
d. DothePasswordandRetypePasswordvaluesmatch?IfNo,thesystemshoulddisplayavalue
mismatcherroronthebottomofthepage,andpreventtheuserfromsavingthenewaccount.
ALERTREFERENCE
4. Clicking [Cancel] should discard all the information entered by the user, and return the user to the
Accountslistpagewithoutcreatingthenewaccount.
5. WhatHAPPENSincaseofanaccountcreationwithoutroleassociation?
a. Loginandstraightlogoutduetonoroleassignment
b. Nologinallowed

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KEYSTONEB2BUSERMANAGEMENT&ADMINISTRATIONLENDERPORTALFUNCTIONALSPECIFICATION

ROLEMANAGEMENT(ASSIGNMENT/REVOCATION)
ThispageshouldbedisplayedwhentheuserclickstheRoleAssignmenttabavailableontherightsideofthe
Detailstab.

Figure5NewAccountCreationRoleAssignment/Revocation(Mockup)

PAGELAYOUT
Thispageshoulddisplaytwotabs:DetailsandRoleAssociation.RoleAssociationtabshouldbeenabled
onceanaccountissuccessfullycreatedbytheuser.

FORMMATRIX

Field Label DataType Length Required DefaultValue

AvailableRole(s) AvailableRole(s) Listbox NoneSelected
SelectedRole(s) SelectedRole(s) Listbox NoneSelected

PAGEDEFAULTS
1. All roles available in the system assigned to the Administrator that the Administrator is entitled for
assignment to new users should be displayed in the Available Role(s) listbox. By default, on account
creation,allsuchavailablerolesshallbedisplayedintheAvailableRoleslistbox.
2. [>] button should be disabled on page load, till the user selects at least one value from the Available
Role(s)listbox.