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EOI Functional Specification

1. Create & submit EOI
Precondition:
● User must select one project with status of ?

Permission group:
● Sales/Agent
● Sales manager
● Other Agencies
● Super Admin
Actions:
● Create new EOI.
● Set the AgentId to the current user.
● Send email for EOI Submission
● Set Project status to "EOI"

Constrains:
● Phone number is mandatory and it used to check if the same client has been registered
by other agents, the same client can only be registered again by another agent after one
month(can be changed later) has passed.
Prototype:

1. Update EOI
Precondition:
● EOI has status of "Outstanding" ?

Permission group:
● Super Admin
Actions:
● Update EOI
● Send email for EOI Update

1. View EOI List
Permission group:
● Sales/Agent ( see own EOI)
● Sales manager (see team EOI)
● Other Agencies (see agency EOI)
● Super Admin (see all)
Listing Requirement:
● Show [SubmissionDate], [CustomerName], [Status] , sort the list by [SubmissionDate], or
customer surname.
● Filter by different projects.
● Sort by Agent(s) first name / other agencies name, EOI submission datetime.(for Super
Admin only)
● Filter by : (For super admin only)
1. Internal (VPI)
2. External (other agencies)
3. Project

1. Approve EOI
Pre-condition:
● EOI has status of "Outstanding"
Permission group:
● Super Admin
Actions:
● Change the EOI status to "Approved"
● Record the Approved by user and date time.
● Send email for EOI Approval

1. Reject EOI
Pre-condition:
● EOI has status of "Outstanding"
Permission group:
● Super Admin
Actions:
● Change the EOI status to "Rejected"
● Record the Rejected by user and date time.
● Send email for EOI Rejection

1. Cancel EOI
Pre-condition:
● EOI has status of "Outstanding"
Permission group:
● Super Admin
Actions:
● Change the EOI status to "Cancelled"
● Record the Cancelled by user and date time.
● Send email for EOI Cancellation

1. Reverse EOI
Pre-condition:
● EOI has status of "Rejected, Cancelled, Refund".
Permission group:
● Super Admin
Actions:
● Set EOI status to "Outstanding"

1. Reserve
Pre-condition:
● EOI has status of "Approved".
● Project status of ?
Permission group:
● Super Admin
Actions:
● Convert the EOI to Sales Advice
● Set Project status to "Reserved"

1. Transfer
Pre-condition:
● EOI has status of "Approved".
● Target Project status of ?
Permission group:
● Super Admin
Actions:
● Link the EOI to another project. + batch processing
● Set Project status to "EOI" + batch processing

1. Add "Future Project"
Pre-condition:
Permission group:
● Super Admin
Actions:
● Add new project with "Future project" set to true
Constrains:
● only Super admin can view this project from project list

1. Send Update Request
Pre-condition:
● EOI has status of "Outstanding, Approved".
Permission group:
● Sales/Agent (Own EOI)
● Sales manager (Own and team EOI)
● Super Admin
Data format:

Actions:
● Create new EOI Change Request record.
● Set EOI Request status to "Outstanding"
● Set EOI Request action to "Update"
● Set the Requested by user and date time.
● Send email for sending update request.

1. Send Reverse Request
Pre-condition:
● EOI has status of "Rejected, Cancelled, Refund".
Permission group:
● Sales/Agent
● Sales manager
● Other Agencies
● Super Admin

Data format:

Actions:
● Create new EOI Change Request record.
● Set EOI Request status to "Outstanding"
● Set request action to "Reverse"
● Set the Requested by user and date time.
● Send email for sending reverse request.

1. Send Cancel Request
Pre-condition:
● EOI has status of "Outstanding, Approved".
Permission group:
● Sales/Agent
● Sales manager
● Other Agencies
● Super Admin

Data format:

Actions:
● Create new EOI Change Request record.
● Set EOI Request status to "pending"
● Set request action to "Cancel"
● Set the Requested by user and date time.
● Send email for sending cancel request.

1. Approve Reverse Request
Pre-condition:
● EOI Change Request with status of “pending”
● EOI Status of "Rejected", “Cancelled”.
● Action type of "Reverse"
Permission group:
● Super Admin
Actions:
● Set EOI Request status to "Approved"
● Set EOI status to "Received"
● Set Approved by and Approved date.
● Send email for Approval of the request

1. Approve Update Request
Pre-condition:
● EOI has status of "received, confirmed".
● EOI Change Request with status of "pending".
● Action type of "Update"
Permission group:
● Super Admin
Actions:
● Set EOI Request status to "Approved"
● Set Approved by and Approved date.
● Send email for Approval of the request

1. Approve Cancel Request
Pre-condition:
● EOI has status of "received, confirmed".
● EOI Change Request
1. Status of "pending".
2. Action type of "Cancel"
Permission group:
● Super Admin
Actions:
● Set EOI Change Request status to "Approved"
● Set Approved by and Approved date.
● Send email for Approval of the request

1. Show / Export EOI List
Pre-condition:
● Based on the role to filter the list
Permission group:
● Super Admin (see all EOI)
● Sales/Agent (see own EOI)
● Sales manager (see own and team EOI)
● Agency Admin( see Agency EOI)
Actions:
● Show EOI List
● Export the list to CSV or PDF format.