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System Environment
IC 01: Commissioner
IC 10: PUBLIC
Licensing Division
Division
LICENSE
Compan
y
Agent
Other
PROFILE &
DATA
IC 09: Company
Company
Agent
FINANCIA
LS
Compan
y
Monthly,
Quarterly,
IC 08: Cashiering
PAYMENTS
Compan
y
Agent
Admin Tools
STAT. &
REPORT
Company
Agent
1.2 Cases
2
UC-00-001
This use case enables the user to view an existing company profile
through the use of various filters.
Actor/s
Precondition
Trigger
Basic Flow
IC officer
Insurance company personnel(his own company only)
Personnel from other insurance related companies
Company Name
o If applicable, this defaults to the
Company of the current user.
License Number
TIN
TRN
Company type
o Life
o Non-Life
o Others (Refer to Appendix Section for
Status
o
o
o
o
o
complete list)
Active
Inactive
For Approval
Approved for Payment
Paid
Alternate Flows
2.
search criteria.
System displays message, No record is found for the
selected criteria.
Exception Flows
Post-condition
Extension Points
Business Rules
The search criteria that will be displayed will be based on the ROLE
of the user.
Notes
The list of ROLES will be created and agreed upon between IC and
development team.
UC-00-002
This use case enables the user to view existing agent profiles
through the use of various filters.
Actor/s
Precondition
Trigger
Basic Flow
IC officer
Insurance company personnel
Personnel from other insurance related companies (Please refer
to appendix for complete list)
Last name
First name
TIN
Company Type
Company
o If applicable, this defaults to the
Company of the current user.
Status
o
o
o
o
o
o
Alternate Flows
Exception Flows
Post-condition
Extension Points
Business Rules
Notes
UC-00-003
Actor/s
IC officer
Precondition
Trigger
Basic Flow
Alternate Flows
summary report:
a. List of Authorized Insurance Company Information
i. Per Region
b. List of Intermediaries
i. Per Region
c. List of Adjuster Company
i. Per Region
3. System retrieves and displays the list of summary report.
4. User select on specific summary report for viewing.
5. User clicks on View Summary Report link.
6. System display summary report.
A1 No record is found for the specified search criteria
Exception Flows
Post-condition
Extension Points
Business Rules
5.
6.
7.
8.
9.
DashboardReview
Managers
Approved/Denied New
Company License
Application
IC 01: Commissioner
Approved/Denied of Renew
Company License
Application
Create Report
Send Email
Notification
Company
View Company Profile and Detail
Agent Module
View Company Profile and Detail
Statistics
View Company Profile and Detail
MANAGERS MODULE
8
Use Case
UC-01-001
Number
UC-01-002
Use Case
Dashboard
Name Review
Trigger
IC 01: Commissioner User selects View List of New Company License Application link
Select
User Login and access Dashboard
the Managers
Module Commissioner
Precondition
Trigger
Basic Flow
Basic User
Flow Login and Dashboard3.
View
List appear
of New/Renew
System
displays
page containing the following search
criteria:
Company License Application link
Transaction Reference Number
Dashboard Select
Company Name
o If applicable,
this defaults to the
1. System displays page containing the following
search
Company
of
the
current user.
criteria:
License
Transaction Reference
NumberNumber
TIN
Company Name
o If applicable, this defaults to the
TIN
Company type
o Life
o Non-Life
Additional filters to enable viewing of multiple companies:
o Others (Refer to Appendix Section for
complete list)
Company type
Status
o Life
o For Approval
o Non-Life
o Approved for Payment
o Others (Refer to Appendix Section for
o Paid
complete list)
Status
o Status flag from different Division
System retrieves and displays the list of companies based
o 4.Status
flag from 4 Dep.Com.
on the provided search criteria.
o For Approval
o Approved for Payment
o Paid
Each displayed record will be clickable to enable viewing of
complete company profile for validation.
3. In
Step
2 of BasictoFlow,
no viewing
record isoffound for the specified
Each displayed record
will
be clickable
enable
search
criteria.
complete company profile for validation.
4. System displays message, No record is found for the
selected criteria.
Alternate Flows
search criteria.
Post-condition
List of New Company License Application is successfully displayed.
2. System displays message, No record is found for the
selected criteria.
Extension Points
-
Exception Flows
Post-condition
Business Rules
The search criteria that will be displayed will be based on the ROLE
E1 If a system error is encountered, the system will display an
of the user.
appropriate error message.
Notes
The list of ROLES will be created and agreed upon between IC and
List of New Company License Application is successfully displayed.
UC-01-003
This use case enables the user to view list of company license
renewal application through the use of various filters.
Actor/s
Use Case
Number
IC
Licensing officerUC-01-004
Precondition
Trigger
Basic Flow
Actor/s
Precondition
UserNumber
clicks on Approve/ Disapprove button
License
TIN
1. User clicks on specific company profile for evaluation.
2. System display information of new company profile and the
Trigger
Basic Flow
o
Alternate Flows
Paid
Alternate Flows
Exception Flows
Post-condition
Extension Points
- Rules
Business
Business Rules
Notes The search criteria that will be displayed will be based on the ROLE
of the user.
Notes
The list of ROLES will be created and agreed upon between IC and
development team.
10
UC-01-005
Actor/s
Precondition
Trigger
Basic Flow
IC Licensing Officer
Alternate Flows
Post-condition
Extension Points
Business Rules
Notes
11
UC-01-006
Related Requirement
Items
Actor/s
System
Precondition
Trigger
Basic Flow
Alternate Flows
1.
Exception Flows
Post-condition
Extension Points
Business Rules
Notes
12
DashboardReview
Managers
Recommend/Hold
New Company
License Application
Recommend/Hold of Renew
Company License
Application
Create Report
Send Email
Notification
Company
View Company Profile and Detail
Agent Module
View Agent Profile and Detail
Statistics
View Report & Statistical Data
13
MANAGERS MODULE
14
Use Case
UC-02-001
Number
UC-02-002
Use Case
Dashboard
Name Review
Precondition
Actor/s
Precondition
Trigger
Basic Flow
Trigger
User selects View List of New Company License Application link
IC 02: Deputy Commissioner
Select
User Login and access Dashboard
the Managers
Module Dep.Com.
Basic User
Flow Login and Dashboard8.
View
List appear
of New/Renew
System
displays
page containing the following search
criteria:
Company License Application link
Transaction Reference Number
Dashboard Select
Company Name
o If applicable,
this defaults to the
5. System displays page containing the following
search
Company
of
the
current user.
criteria:
License
Transaction Reference
NumberNumber
TIN
Company Name
o If applicable, this defaults to the
TIN
Company type
o Life
o Non-Life
Additional filters to enable viewing of multiple companies:
o Others (Refer to Appendix Section for
complete list)
Company type
Status
o Life
o For Approval
o Non-Life
o Approved for Payment
o Others (Refer to Appendix Section for
o Paid
complete list)
Status
o Status flag from different Division
System retrieves and displays the list of companies based
o 9.Status
flag from 4 Dep.Com.
on the provided search criteria.
o For Approval
o Approved for Payment
o Paid
Each displayed record will be clickable to enable viewing of
complete company profile for validation.
Alternate Flows
Exception Flows
Exception
the
If a system
error
is encountered,
the system will display an
A1 Flows
No record is foundE1
for
specified
search
criteria
appropriate error message.
5. In Step 2 of Basic
Flow, no record is found for the specified
Post-condition
List of New Company License Application is successfully displayed.
search criteria.
System displays
Extension 6.
Points
- message, No record is found for the
selected criteria.
15
Business Rules
The search criteria that will be displayed will be based on the ROLE
of the user.
E1 If a system error is encountered, the system will display an
Notes appropriate error message.
The list of ROLES will be created and agreed upon between IC and
UC-02-003
This use case enables the user to view list of company license
renewal application through the use of various filters.
Actor/s
IC 02:
Deputy Commissioner
Use Case
Number
UC-02-004
Precondition
Use Case
Recommend/Hold
New Company License Application
UserName
access the IC admin
page
Trigger
Use Case
This
use caseLicense
enables
the user
to approve/disapprove
of new
UserDescription
selects View List of
Company
Renewal
Application
link
company license application.
9. System displays page containing the following search
criteria:
Transaction Reference Number
IC 02: Deputy Commissioner
Actor/s
Company Name
o access
If applicable,
this defaults
to page
the
Precondition
User
new company
profile
Company of the current user.
Trigger
UserNumber
clicks on Approve/ Disapprove button
License
Basic Flow
TIN
Basic Flow
Exception Flows
Post-condition
Extension Points
- Rules
Business
Business Rules
Notes The search criteria that will be displayed will be based on the ROLE
of the user.
Notes
The list of ROLES will be created and agreed upon between IC and
development team.
16
UC-02-005
Actor/s
Precondition
Trigger
UC-02-006
Basic Flow
Actor/s
A1 Flows
Disapproved to Licensing
Division to Licensing Division
Alternate
A1 Disapproved
4. If license application
to recommending
7. isIfdisapproved
license application
is disapproved to recommending
division, application will
send back
to licensing.
division,
application
will send back to licensing.
4. If license application
to commissioner,
7. isIfdisapproved
license application
is disapproved to commissioner,
application will send back
to licensing.
application
will send back to licensing.
E1 Flows
If a system error is
system
will displaythe
an system will display an
Exception
E1encountered,
If a systemthe
error
is encountered,
appropriate error message.
appropriate error message.
Post-condition
Extension Points
Extension
Points
Business Rules
Business Rules
Notes
Notes
17
UC-02-007
Related Requirement
Items
Actor/s
System
Precondition
Trigger
Basic Flow
Alternate Flows
3.
Exception Flows
Post-condition
Extension Points
Business Rules
Notes
18
Assigned To IC
Supervisor
DashboardReview
Managers
Approved/Denied New
Company License
Application
Approved/Denied of Renew
Company License
Application
Create Report
Send Email
Notification
Company
View Company Profile and Detail
Agent Module
View Agent Profile and Detail
Statistics
View Statistical data and Report
19
MANAGERS MODULE
20
Use Case
UC-04-001
Number
UC-04-002
Use Case
Dashboard
Name Review
If Renewal, user can view its status flag from different Division.
Trigger
User selects View List of New Company License Application link
This use case also enables the user to view list of new and renew
Dashboard Select
agent-entity license application through the use of various filters.
Basic Flow
Actor/s
Precondition
TIN Div.Cheif
User Login and access the Managers Module
Trigger
Company type
o Life
o Non-Life
Company Dashboard
o Others
(Refer to Appendix Section for
System displays page containing the following
search
Dashboard Select
Basic Flow
criteria:
complete list)
Transaction Reference
Number
Status
o For Approval
Company Name
o Approved
o If applicable, this defaults
to the for Payment
o
Paid
Company of the current user.
License Number
TIN
11. System retrieves and displays the list of companies based
on the provided search criteria.
Exception Flows
complete
list)
A1 No
record is
found for the specified search criteria
Status
In Step
of Basic
Flow, Division
no record is found for the specified
o 11.
Status
flag2from
different
search
criteria.
o Status
flag
from 4 Dep.Com.
displays message, No record is found for the
o 12.
ForSystem
Approval
selected
criteria.
o Approved for
Payment
o Paid
E1 If a system error is encountered, the system will display an
appropriate error message.
Post-conditionSystem retrieves
Listand
of New
Company
License
Application
is successfully displayed.
displays
the list
of companies
based
on the provided search criteria.
Extension Points
-
21
The list of ROLES will be created and agreed upon between IC and
UC-04-003
This use case enables the user to view list of company license
renewal application through the use of various filters.
Actor/s
IC 03:
Division Chief
Use Case
Number
Precondition
Use Case
Recommend/Hold
New Company License Application
UserName
access the IC admin
page
Trigger
Use Case
This
use caseLicense
enables
the user
to approve/disapprove
of new
UserDescription
selects View List of
Company
Renewal
Application
link
company license application.
11. System displays page containing the following search
criteria:
Transaction Reference Number
IC 04: Division Chief
Actor/s
Company Name
o access
If applicable,
this defaults
to page
the and should already
Precondition
User
new company
profile
Company
current
user.
recommend
by of
thethe
Division
Supervisor
License Number
Trigger
TIN User clicks on Approve/ Disapprove button
Basic Flow
Basic Flow
UC-04-004
Company type
including the attach documents.
o 18.
Life
User set the application status to for For Approval.
o 19.
Non-Life
User forwards the application to deputy commissioner for
o Others
to Appendix
Section
for
more(Refer
evaluation
and sends
application
to commissioner for
complete
list)
approval.
Status 20. After the approval of commissioner user sets status to
o ForApproved
Approval for Payment and generate order of payments.
Systemsends
notification via email for approved license to
o 21.
Approved
for Payment
company with attached order of payment.
o Paid
Alternate Flows
A1 Disapproved to licensing division
12. System retrieves and displays the list of companies based
on the provided search
5. Ifcriteria.
the company submitted incomplete requirements, user
sets application status to Disapproved.
6. System sends Notification to company via email.
Each displayed record will be clickable to enable viewing of
complete company profile for validation.
A2 Disapproved to Commissioner
Alternate Flows
Exception Flows
Exception Flows
E1 If a system error is encountered, the system will display an
E1 If a system error is encountered, the system will display an
appropriate error message.
appropriate error message.
Post-condition
Post-condition
New Company License Application is successfully Approved/
List of Company License Renewal Application is successfully
Disapproved.
displayed.
Extension Points
Extension Points
-
Business Rules
Notes
Business Rules
The search criteria that will be displayed will be based on the ROLE
Notes of the user.
The list of ROLES will be created and agreed upon between IC and
development team.
22
UC-04-005
Actor/s
Use Case
Number
IC 04:
Division Chief
Precondition
Use Case
Create page
Reportand should already recommend
UserName
access company profile
by the Division Supervisor
Use Case Description
This use case enables the user to create report and give more
additional information
for his/her decision.
User clicks on Approve/Disapprove
button
Trigger
Basic Flow
Actor/s
UC-04-006
Alternate
A1 Flows
Disapproved to Licensing
A1 Disapproved
Division to Licensing Division
Exception
E1 Flows
If a system error is
E1encountered,
If a systemthe
error
system
is encountered,
will displaythe
an system will display an
appropriate error message.
appropriate error message.
Post-condition
Post-condition
Company License Renewal
Company
Application
LicenseisRenewal
successfully
Application
Approved/
is successfully
Disapproved.
Recommend/Hold.
Extension Points
Extension
Points
Business Rules
Business Rules
Notes
Notes
23
24
UC-04-006
Related Requirement
Items
Actor/s
System
Precondition
Trigger
Basic Flow
Alternate Flows
5.
Exception Flows
Post-condition
Extension Points
Business Rules
Notes
25
DashboardReview
Licensing
Approved/Denied New
Company License
Application
Approved/Denied of Renew
Company License
Application
Create Report
Send Email
Notification
Company
View Company Profile and Detail
Agent Module
View Agent Profile and Detail
Statistics
View Statistical data and Report
LICENSING MODULE
26
Use Case
UC-05-001
Number
UC-05-002
Use Case
Dashboard
Name Review
If Renewal, user can view its status flag from different Division.
Trigger
User selects View List of New Company License Application link
This use case also enables the user to view list of new and renew
Dashboard Select
agent-entity license application through the use of various filters.
Basic Flow
Actor/s
Precondition
TIN
User Login and access the Licensing Module
Trigger
Company type
o Life
o Non-Life
Company Dashboard
o Others
(Refer to Appendix Section for
System displays page containing the following
search
Dashboard Select
Basic Flow
criteria:
complete list)
Transaction Reference
Number
Status
o For Approval
Company Name
o Approved
o If applicable, this defaults
to the for Payment
o
Paid
Company of the current user.
License Number
TIN
13. System retrieves and displays the list of companies based
on the provided search criteria.
Exception Flows
complete
list)
A1 No
record is
found for the specified search criteria
Status
In Step
of Basic
Flow, Division
no record is found for the specified
o 15.
Status
flag2from
different
search
criteria.
o Status
flag
from 4 Dep.Com.
displays message, No record is found for the
o 16.
ForSystem
Approval
selected
criteria.
o Approved for
Payment
o Paid
E1 If a system error is encountered, the system will display an
appropriate error message.
Post-conditionSystem retrieves
Listand
of New
Company
License
Application
is successfully displayed.
displays
the list
of companies
based
on the provided search criteria.
Extension Points
-
27
The list of ROLES will be created and agreed upon between IC and
UC-05-003
This use case enables the user to view list of company license
renewal application through the use of various filters.
Actor/s
IC 05:
Division SupervisorUC-05-004
Use Case
Number
Precondition
Use Case
Recommend/Hold
New Company License Application
UserName
access the IC admin
page
Trigger
Use Case
This
use caseLicense
enables
the user
to approve/disapprove
of new
UserDescription
selects View List of
Company
Renewal
Application
link
company license application.
13. System displays page containing the following search
criteria:
Transaction Reference Number
IC 05: Division Supervisor
Actor/s
Company Name
o access
If applicable,
this defaults
to page
the and should already
Precondition
User
new company
profile
Company
user.
recommend
by of
thethe
IC current
Specialist
License Number
Trigger
TIN User clicks on Approve/ Disapprove button
Basic Flow
Basic Flow
Company type
including the attach documents.
o 25.
Life
User set the application status to for For Approval.
o 26.
Non-Life
User forwards the application to deputy commissioner for
o Others
to Appendix
Section
for
more(Refer
evaluation
and sends
application
to commissioner for
complete
list)
approval.
Status 27. After the approval of commissioner user sets status to
o ForApproved
Approval for Payment and generate order of payments.
Systemsends
notification via email for approved license to
o 28.
Approved
for Payment
company with attached order of payment.
o Paid
Alternate Flows
A1 Disapproved to licensing division
14. System retrieves and displays the list of companies based
on the provided search
7. Ifcriteria.
the company submitted incomplete requirements, user
sets application status to Disapproved.
8. System sends Notification to company via email.
Each displayed record will be clickable to enable viewing of
complete company profile for validation.
A2 Disapproved to Commissioner
Alternate Flows
Exception Flows
Exception Flows
E1 If a system error is encountered, the system will display an
E1 If a system error is encountered, the system will display an
appropriate error message.
appropriate error message.
Post-condition
Post-condition
New Company License Application is successfully Approved/
List of Company License Renewal Application is successfully
Disapproved.
displayed.
Extension Points
Extension Points
-
Business Rules
Notes
Business Rules
The search criteria that will be displayed will be based on the ROLE
Notes of the user.
The list of ROLES will be created and agreed upon between IC and
development team.
28
UC-05-005
Actor/s
Use Case
Number
IC 05:
Division SupervisorUC-05-006
Precondition
Use Case
Create page
Reportand should already recommend
UserName
access company profile
by the Division IC Specialist
Use Case Description
This use case enables the user to create report and give more
additional information
for his/her decision.
User clicks on Approve/Disapprove
button
Trigger
Basic Flow
Actor/s
Alternate
A1 Flows
Disapproved to Licensing
A1 Disapproved
Division to Licensing Division
Exception
E1 Flows
If a system error is
E1encountered,
If a systemthe
error
system
is encountered,
will displaythe
an system will display an
appropriate error message.
appropriate error message.
Post-condition
Post-condition
Company License Renewal
Company
Application
LicenseisRenewal
successfully
Application
Approved/
is successfully
Disapproved.
Recommend/Hold.
Extension Points
Extension
Points
Business Rules
Business Rules
Notes
Notes
29
30
UC-05-006
Related Requirement
Items
Actor/s
System
Precondition
Trigger
Basic Flow
Alternate Flows
7.
Exception Flows
Post-condition
Extension Points
Business Rules
Notes
31
DashboardReview
Licensing
Approved/Denied New
Company License
Application
Approved/Denied of Renew
Company License
Application
Create Report
Send Email
Notification
Company
View Company Profile and Detail
Agent Module
View Agent Profile and Detail
Statistics
View Statistical data and Report
32
LICENSING MODULE
33
Use Case
UC-06-001
Number
UC-06-002
Use Case
Dashboard
Name Review
Actor/s
Precondition
TIN
User Login and access the Licensing Module
Trigger
Company type
o Life
o Non-Life
Company Dashboard
o Others
(Refer to Appendix Section for
System displays page containing the following
search
Dashboard Select
Basic Flow
criteria:
complete list)
Transaction Reference
Number
Status
o For Approval
Company Name
o Approved
o If applicable, this defaults
to the for Payment
o
Paid
Company of the current user.
License Number
TIN
15. System retrieves and displays the list of companies based
on the provided search criteria.
Exception Flows
complete
list)
A1 No
record is
found for the specified search criteria
Status
In Step
of Basic
Flow, Division
no record is found for the specified
o 19.
Status
flag2from
different
search
criteria.
o Status
flag
from 4 Dep.Com.
displays message, No record is found for the
o 20.
ForSystem
Approval
selected
criteria.
o Approved for
Payment
o Paid
E1 If a system error is encountered, the system will display an
appropriate error message.
Post-conditionSystem retrieves
Listand
of New
Company
License
Application
is successfully displayed.
displays
the list
of companies
based
on the provided search criteria.
Extension Points
-
34
The list of ROLES will be created and agreed upon between IC and
UC-06-003
This use case enables the user to view list of company license
renewal application through the use of various filters.
Actor/s
Use Case
UC-06-004
IC Number
06_: Division IC Specialist
Precondition
Use Case
Recommend/Hold
New Company License Application
UserName
access the IC admin
page
Trigger
Use Case
This
use caseLicense
enables
the user
to approve/disapprove
of new
UserDescription
selects View List of
Company
Renewal
Application
link
company license application.
15. System displays page containing the following search
criteria:
Transaction Reference Number
Actor/s
IC 06_: Division IC Specialist
Company Name
o access
If applicable,
this defaults
to page
the
Precondition
User
new company
profile
Company of the current user.
Trigger
UserNumber
clicks on Approve/ Disapprove button
License
Basic Flow
TIN
Basic Flow
Exception Flows
Post-condition
Extension Points
- Rules
Business
Business Rules
Notes The search criteria that will be displayed will be based on the ROLE
of the user.
Notes
The list of ROLES will be created and agreed upon between IC and
development team.
35
UC-06-005
Actor/s
Precondition
Trigger
Basic Flow
Actor/s
IC applicant.
06_: Division IC Specialist
submitted by the
40. User validates User
the information entered by the applicant
Precondition
access company profile page
including the attached documents.
the application
to recommendingbutton
division for
Trigger 41. User forwards User
clicks on Recommend/Hold
evaluation and recommendation.
renewal,
users
send
back
Basic Flow42. If approved for license
45. Create
report
from
ELS
and justify the reason for
application to licensingholding/approval
division for moreofevaluation.
renewal license of a company
43. User forwards application
commissioner
for approval.
46. Usertoforwards
application
to commissioner for approval.
44. After the approval 47.
of commissioner
user sets
status to
After the approval
of commissioner
user sets status to
Approved for Payment
and generate
order of and
payments.
Approved
for Payment
generate order of payments.
Alternate Flows
A1 Flows
Disapproved to Licensing
Division to Licensing Division
Alternate
A1 Disapproved
E1 Flows
If a system error is
system
will displaythe
an system will display an
Exception
E1encountered,
If a systemthe
error
is encountered,
appropriate error message.
appropriate error message.
Post-condition
Extension Points
Extension
Points
Business Rules
Business Rules
Notes
Notes
36
37
UC-06-006
Related Requirement
Items
Actor/s
System
Precondition
Trigger
Basic Flow
Alternate Flows
9.
Extension Points
Business Rules
Notes
Use
Use
Use
Use
Use
Use
Use
Use
Actor/s
Precondition
Trigger
Basic Flow
Alternate Flows
Exception Flows
Post-condition
Case Number
Case Number
Case Name
Case
UC-01-001
Number
Case Name
UC-01-002
UC-01-004
View List of Approved for Payment of Company License Renewal
UC-01-003
Application
View
List of Approved for Payment of Agent License Renewal
Application
Case
ViewName
List of Approved for
View
Payment
List of Approved
of New Company
for Payment
License
of New Agent License
Case Description
This use case enables the user to view list ofapproved for payment
Application
Application
Case Description
of company
This
use case
license
enables
renewal
the user
application
to view list
through
ofapproved
the use
forofpayment
various
filters.
of
agent
license
renewal
application
through
the
use
of
various
Case
ThisDescription
use case enables This
the user
use case
to view
enables
list of the
approved
user tonew
view list of approved new agent
filters.
company license application
licensethrough
application
the use
through
of various
the use
filters.
of various filters.
CASHIER
Actor/s
IC cashiering officer
Actor/s
Actor/s
IC
IC cashiering officer
IC cashiering
cashiering officer
officer
Precondition
User access the IC admin page
Precondition
User
access
Precondition
User access the IC admin
User
page
access the
the IC
IC admin
admin page
page
Trigger
User selects View List of Approved for Payment Company License
Trigger
Renewal
User
selects
Application
View
Listlink
of Approved
for
Trigger
User selects View List of
User
Approved
selects
for
View
Payment
List
of
Approved
of New Company
for Payment
Payment Agent
of NewLicense
Agent
RenewalApplication
Applicationlink
link
License Application link
License
Basic Flow
17. System displays page containing the following search
Basic
criteria:
1.
displays
page
Basic Flow
Flow16. System displays page
1. System
System
containing
displays
the following
page containing
containing
search the
the following
following search
search
criteria:
Transaction
Reference
Number
criteria:
criteria:
Transaction
Reference
Transaction Reference
Company
Transaction
Number Name
Reference Number
Number
Company
Name
o
If
applicable,
this defaults to the
Company
Name
Agent
Name
Use Case Number
UC-01-005
Company
of
the
user.
o
If
applicable,
this
defaults
to
o If applicable, this defaults
o If applicable,
to the
thiscurrent
defaults
to the
the
Company
of the
the current
currentLicensing
user.
Use Case Name
Accept
Paymentof
the
License
Number
Company
current
Company
user.
of
user.
License
Number
TIN
TIN
Use Case Description
This use case enables the user to accept payment and print receipt
TIN
for new or renewal license application.
Additional filters to enable
Additional
viewing
filters
of multiple
to enable
companies:
viewing of multiple companies:
Additional filters to enable viewing of multiple companies:
Company
Officer
Company type
Actor/s
UC-01-006
IC type
Cashiering
Use Case Number
Company
type
o Life
o Life
Use
Case
Number
UC-01-006
UC-01-007
o
Life
o
Non-Life
Non-Life
Precondition
User view
ListType
License
Application
Use
Case Name
Accept
Other
Payments
and Print Receipt
o Non-Life
o
Others (Refer to Appendix
Others
Section
(Refer
for
to Appendix Section for
Use
Case Name
Create
NewCollection
NewDeposit
Report
Report
Trigger
User
clicks
on
License
Application
complete
list)
complete
list)
o
Others
(Refer
to Appendix
for
Use Case Description
This use case enables the user to accept other
type of Section
payments
complete
list)
and print
receipt.
Use
This
use case
enables the user to post deposit
collection
report.
report.
BasicCase
FlowDescription
36. System displays list license application.
37.
User
selects
specific
license
application.
17. System retrieves and
18.displays
2.
System
retrieves
the list
ofand
companies
displays
based
the list of companies based
38.
System
displays
company
or
profile.
on the provided search
on
criteria.
the
provided
search
criteria.
2. System retrieves and displaysagent
the list
of companies based
Actor/s
39.
Cashiering
User
evaluates
Officerlicense
on
the
provided
search application.
criteria.
IC
Statistics
officer
40. User received necessary fee for license application.
Access
Data
Entry
for
Other
of Order
Payment
Precondition Each displayedUser
record
access
Each
will be
the
displayed
clickable
IC Page
admin
record
topage
enable
willTypes
be
viewing
clickable
of toof
enable
viewing of
complete company profile
complete
Each
for
displayed
validation.
company
record
profile
will be
for clickable
validation.
to enable viewing of
clicks
Other
Types
ofReport
Order
of
Payment
link company
Trigger
User selects
Post
Collection
Deposit
Report
link
link
Note:
If online
payment
has
been
made,
complete
company
profile
for
validation.
personnel submit Provisionary Receipt.
Basic Flow
1.
date
entry
page
forfor
accepting
other types
1. System
Systemdisplay
displays
data
entry
page
posting deposit
collection
payment.
report.
Alternate
A1 Flows
No record is foundA1
for the
No of
record
specified
is found
search
for
criteria
the specified search criteria
of specified
orderinformation.
of payments.
Alternate Flows
A1 2.
No
2. User
record
Userevaluates
enters
is found
alltype
for
thethe
needed
search criteria
3.
enters
data
that
andand
clicks
Print
21. In Step 2 of Basic Flow,
24.
1.
InUser
no
Step
record
2 ofon
is
Basic
found
Flow,
forneeded
the
no record
specified
is
found
for
theReceipt
specified
41.
clicks
Print
Receipt
links
set on
application
status
3. User
clicks
on
Submit
button.
search criteria.
search
criteria.
to
PAID.
1.
In
Step
2 performs
of Basic Flow,
no record
found for the specified
4. button.
System
server-side
dataisvalidation.
4.
displays
dialog
box
confirming
to print
search
criteria.
22. System displays message,
25.
2.
No
record
isa
message,
found
for
No
the
record report
is report
found
forreceipt.
the
42.
5. System
System
saves the
submitted
summary
deposit
data.
data.
selected criteria. 5.
selected
criteria.a
2.
message,
No
record
is
found
for
receipt
is
43.
System
displays
dialog
box
confirming
that
the
6. System displays
display aadialog
dialogbox
boxconfirming
confirmingthe
theentry
entrythe
ofofnew
new
selected
criteria.
successfully
application
isprinted.
paid and ready to print.
Collection
deposit
Report.
Report.
Alternate Flows
A1
Exception
E1 Flows
If a system error is
E1encountered,
If a systemthe
error
system
is encountered,
will displaythe
an system will display an
Exception
appropriate
Flows
error
message.
appropriate
E1
If
a
system
error
error
message.
is
encountered,
the
Alternate
Flows
A1
ExceptionFlows
Flows
E1 If a system error is encountered, the system
system will
will display
display an
an
Alternate
A1
appropriate
error
message.
appropriate error message.
Post-condition
List of
Approved for Payment
List
Company
New Company
License
for Payment
License
Renewal
of New
Application
Application
Agent
License
is successfully
Application
Exception
Flows
E1
If Approved
aofsystem
error
is encountered,
the system
will
display anis
Exception
Flows
E1 of
Post-condition
is successfully displayed.
displayed.
successfully
List
of Agent
displayed.
License
Renewal
Application is successfully displayed.
appropriate
error
message.
Post-condition
Payment
is successfully
received.
Extension Points
Extension
Points
Post-condition
Post-condition
Business Rules
Business
TheRules
search
bePlease
displayed
criteria
thatbe
will
based
be
displayed
on the
willdifferent
be based
on the
ROLE
Extension
Points
see will
appendix
section
forROLE
the
types
Extension
Points criteria thatThe
- will-search
39 of order
of the user.
of the user.
of payment
Business Rules
Notes The list of ROLES will be
The
created
list of ROLES
and agreed
will be
upon
created
between
and agreed
IC and upon between IC and
Notes development team. development team.
Notes
-New
Payment
successfully
received.created.
Receipt
Collection
Deposit
isissuccessfully
report
report
successfully
successfully
printed.
created.
40
UC-09-001
This use case enables the user to create a new company profile
(update).
Precondition
Trigger
Basic Flow
1.
42
Note:
The new company profile status is set to Active when the
company license application has been approved by IC.
Alternate Flows
Exception Flows
Post-condition
Extension Points
Business Rules
43
section)
o Ownership Filipino, Foreign
o TIN
Authorized Capital Stock
Subscribed Capital
Paid-up Capital
Financial details
o This is found in the Articles of Incorporation and By
Laws.
o Only Paid-up Capital is present
Branches
o Classified per region
Directors and Officers
Stockholders
o Name
o Nationality
o Address
o Subscribed Shares
Inter-company Affiliations
o Parent company
o Subsidiary / Affiliate
o SEC Registration Number
o Address
Branch categories:
Notes
Branch
Satellite Office
Extension Office
Servicing Office
44
UC-09-003
Actor/s
Precondition
Trigger
Basic Flow
IC officer
Insurance company personnel
Personnel from other insurance related companies (Please refer
to appendix for complete list)
Company
o If applicable, this defaults to the
Company of the current user.
Name
License Number
TIN
Additional filters to enable viewing of multiple companies:
Company type
o Life
o Non-Life
o Others (Refer to Appendix Section for
complete list)
Status
o
o
o
o
o
Active
Inactive
For Approval
Approved for Payment
Paid
45
Alternate Flows
Exception Flows
Post-condition
Extension Points
Business Rules
Apart from the usual company details, the following can also be
updated:
Notes
UC-09-004
This use case enables the user to add agentin the negative list.
Actor/s
Precondition
Trigger
Basic Flow
46
Exception Flows
Post-condition
Extension Points
Business Rules
Notes
47
AGENT PROFILE
UC-09-001
Actor/s
Precondition
Trigger
Basic Flow
6.
48
The agent profile creation page will also contain links for
submitting soft or scanned copies of document
requirements.
Alternate Flows
49
Note:
Refer to the matrix document containing the complete Agent
Company affiliation relationships. Please see Appendix Section.
Exception Flows
Post-condition
Extension Points
Business Rules
Notes
Basic information
TIN
ID size digital picture
Others (Refer to Appendix Section for complete Agent
profile form).
50
UC-09-003
This use case enables the user to update an existing agent profile
through the use of various filters.
Actor/s
Precondition
Trigger
Basic Flow
IC officer
Insurance company personnel
Personnel from other insurance related companies (Please refer
to appendix for complete list)
Last name
First name
TIN
Company Type
Company
o If applicable, this defaults to the
Status
o
o
o
o
o
51
Alternate Flows
Exception Flows
Post-condition
Extension Points
Business Rules
If the user has the appropriate permission, the following can also
be performed:
Note:
A pop-up confirmation will first be displayed for both
functionalities so the user will have the chance to cancel the
selected action.
Notes
52
UC-10-001
This use case enables the user to verify company license through
the use of various filters. But can only access limited profile
information
Actor/s
Precondition
Trigger
Basic Flow
Public Viewer
Company Name
License Number
TIN
2. System retrieves and displays the list of agents based on
the provided search criteria.
53
Exception Flows
Post-condition
Extension Points
Business Rules
Suspended
Revoked
Not- Renewed
Notes
UC-01-002
This use case enables the user to view public agent details through
the use of various filters.
Actor/s
Precondition
Trigger
Basic Flow
Public Viewer
Last name
First name
License Number
5. System retrieves and displays the list of agents based on
the provided search criteria.
54
Exception Flows
Post-condition
Extension Points
Business Rules
Notes
55
IC- 03
Use Case Number
UC-03-002
Use Case Number
UC-03-001
Use Case Number
UC-03-003
Use Case Name
View User
Use Case Name
User
Login
Use
Case Name
Number
UC-03-002
Use
Case
Edit
User
Use
UC-03-004
UC-03-005
Use Case
Case Number
Description
This use case enables the user to view all users profile with access
Use Case Description Use Case
This use case enables to
thethe
user
to
login.
system.
Add
New
User
Use Case
Case Name
Description
This
use
case
enables
the
user to edit
users profile with access to
Use
Name
Delete
Enable
User/Achieve
Admin
privilege
the
ofUser
Division
Chief
Use
Use Case
Case Description
Description
the system.
This
user
to theto
system.
This use
use case
case enables
enables the
the user
user to
to add
allownew
delete
the
users
Div.profile
Chief
with
doaccess
admin
to the
task
ofsystem.
her division
IC-03 IT admin
Actor/s
Actor/s
Precondition
Actor/s
page
IC-03 IT admin
Actor/s
User access the IC admin
IC-03 IT login
admin
Precondition
Successful
by user
Trigger
Actor/s
Precondition
Successful
user profile
IC 03
officer
IT view
Admin
User selects Login link
Trigger
User
selectslogin
Viewby
User
Profile link
Precondition
Successful
user
Basic Flow
Alternate Flows
Exception Flows
IC-03 IT admin
Trigger
User
selectsview
Edit user
User profile
Profile link
Precondition
Successful
admin
login
Basic
TriggerFlow 7. System displays
User
selects
Addpage.
New Userpage
link containing list of all users.
1.
System
displays
8.
User input username
and
password
and
clicks on
login
2.
Search
is
also
available,
theprivilege
following
criteria
Basic
Flow
System
page
containing
user
profile.
Trigger
User 1.
selects
Delete
Userdisplays
Profile
User Profile
to
change
link
forsearch
a limited
timeare
Basic Flow
button.
1. System
displays
data
entry
page for adding new user.
as follow:
2. User
updates all appropriate user information then clicks
page
including
allnecessary
the users and
2.
all the
information
and clicks on ADD
a.input
Name
Basic Flow 9. System display admin
1. User
6.
System
displays
page containing
user profile.
on Submit
button.
group access permission.
USER
button.
b.
Division
3. User
2.
7.
System
Users
evaluates
evaluate
performs
and
server-side
validate user
validates
data
userprofile.
validation.
profile.
3.
System performs
server-side data
validation.
3.
performs
data profile
validation.
4. System
3.
8.
System
User
clicks
saves
on allow
Delete
theserver-side
submitted
admin
button.
button.
user
data.
4. System
System saves theand
submitted
data.
4.
displaysnew
theuser
list of
user based on the
5. System retrieves
4.
9.
displays confirmation
performs
server-side
data
message.
validation.
5. provided
Systems displays
dialog box to confirm that the user is
search criteria.
A1
6. System
5.
10.
User candisplays
changesconfirmation
privileges ormessage.
level of access
successfully
5. User
selects added.
specific user to view full user profile.
6. System
System displays
displays user
acknowledgment
message.
E1
6.
profile.
Alternate Flows
Flows
A1
Alternate
A1
Post-condition
Exception
Flows
E1
Summary
uploaded.
Exception
Flows report successfully
E1
Extension Points
Post-condition
Post-condition
Successfully
new
Successfully added
viewed
edited
deleted
allow
DivChief
user
user
useruser.
profile.
profile.
profile.
to do admin task.
Extension
Extension Points
Points
--
Business Rules
Notes
Business
Business Rules
Rules
Notes
Notes
56