1 lender development program requirement understanding document september 17, 2008
TRANSCRIPT
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Lender Development ProgramLender Development Program
Requirement Understanding DocumentRequirement Understanding Document
September 17, 2008September 17, 2008
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Definition of LDP Zone
System Requirements
User Roles
User Flow
LDP Operation
In Scope for all users
In Scope for restricted users
Out of Scope
Assumptions
Agenda
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Definition – LDP Zone
Lender Development Program (LDP) is an online community to facilitate training, best practices, and collaboration between existing LDP Credit Unions and Lending Protection Managers (LPMs)
A web enabled application that allows Credit Union and CUNA Mutual to share information focused on LDP.
LDP Zone will be a secured community (or sub community) within the Lending Resource Center on CUNAMutual.com. The users will need to request access and will only be granted access if they are an LDP Credit Union.
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System Requirements
Browser - Internet Explorer 6 and 7, Firefox, Safari, Mozilla
Softwares - Flash version 9.0
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User Roles
Compliance - Person responsible for compliance process
CU Security Admin - Person responsible for requesting, approving and removing access for CU employees
Editor - Person responsible for developing and complying formal content
LDP Support - Person responsible for day to day operations for LDP
Moderator - Person responsible for moderating discussion boards
Publisher - Person responsible for reviewing content for branding look and publishing content
Site Admin - Person responsible for content management
Reviewing, initial compliance and approval of content
Creating, editing, uploading, managing and archiving content
Developing site promotion content
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User Roles Contd..
Site User - Person with ‘authorization’ for navigation to and within ‘site
The two specific types of Site Users are
• Primary users - Credit Union employees
Executives of LDP Credit Unions
• Secondary users - CUNA Mutual employees
Lending Protection Managers (LPM)
Sales Manager Lending Protection (SMLP)
Sales Executives
Account Consultants
User roles in scope for TCoE testing.
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User Flow
For Credit Union employee
Log into cunamutual.com
Registration process (Username and password)
Login with username and password
Sign the agreement for the first time sign in
Navigate to LDP Zone
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User Flow
For CUNA Mutual employee or Site Admin
(Registration process is not required)
CUNA Mutual Intranet
Navigate to LDP Zone
No agreement for the first time sign in
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LDP Operation
Access to more LDP resources through web-seminars, e-Learning and the LDP Zone
Metrics to meet both good and difficult economic conditions
Create an exit path for un-profitable CU’s
Converts materials for new distribution channel and preparing them to be used in new markets
If touch points increases per year then retention increases (based on best practices research
Providing vehicle for LDP CU’s and LPM’s to leverage each others best practices.
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In Scope for all users
Access the LDP Zone through LRC or LDP tool kit View resources on home page relevant to role Users can navigate to other role pages to within site Submit new discussion and submit new messages to discussion topic Can edit, view, list, sort and reply to messages View/Sort/List of discussions. Do search/advance search for the discussion topic/word within the site Participate in surveys and polls Create/view/update the my author profile View rating, author details about a content item and add content of various media types View other profiles with their points. See nickname, credit union, and picture Submit an idea with attachments, best practice, feedback, questions and receive
acknowledgement that something was submitted View learnings, opportunities, motivations, recognitions and best practices Able to recognize peers and view the recognition for top contributors Go to LDP Navigator from participation graph
Information within the concept of Idea Center
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In Scope for restricted users
CMG Employees Navigate to LDP Zone through LDP Tool kit within intranet Participation in a non moderated discussion board Option to select a credit union is provided and also related participation graph View the rock stars metrics Tracking of metrics only, not for display Points/Metrics should tracked and are not viewable View and sort list of LDP Team bio’s
CU Employees Register only if an active LDP credit union Participate in moderated discussion board Go to program resources and view resources relevant to role
Site Admin/Moderator Site admin will manage and admin the site related to content and users Reviewing initial compliance and approval content Creating, editing, uploading, managing and archiving content Add survey or poll, announce results, a new topic for the discussion board Responsible for complying the surveys and polls prior to publishing Responsible for removing outdated surveys and/or polls
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In Scope for restricted users
Right to accept/ reject/ modify/ delete discussion board messages and replies. Add new generic portlet, its content and modify the contents of portlet. Add/ edit/ delete LDP team bio info and edit the nick name of the user Add content by role and category and use advanced search to find it. Check program resources by
role and category for content item. Tracking of information about the Rock stars, tracking and displaying metrics for LPM’s within their
assigned credit unions. View, retrieve and select list of site users for mailing list. View the metrics to measure to site/content usage. View the metrics to measure user contributions and usage. Responsible for moderating discussion boards
Responsible for determination of discussion and/or messages need to be reviewed by compliance.
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Out of Scope
Acquiring LDP zone for new CU’s for this project Requesting access to the ‘site’ as a new service, when CU does not have a security
admin Providing and tracking an ‘agreement form’ before accessing the ‘site’ for the first time Process to remove user access to ‘site’ for CU that cancelled LDP Role based testing - system to provide functionality for all customer facing pages and
content to describe LDP Reporting of users Tracking and displaying about the metrics site and to provide measures on usage and
effectiveness Data calculation for the Rank Comparison Graphs, Participation Performance graphs. Surveying and polling creation Compliance, Legal and Records Management - the retention period, expiry date,
reporting period of content and/or collaboration within a published time period Content and graphic of LDP, LDP team member’s bio Foresee Survey, Other useful links and Program Resources page is out of scope.
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Assumptions
The credit union employee must be set up with a user account to request access to the ‘site’ Site Admin is responsible for content and meta data Determining if a user is required to be licensed based on state and validating the user is
licensed before providing access to LDP Zone is out of scope Exporting the mailing list as per Lyris format Testing Lyris ListManager application is out of scope for TCoE Reports will be viewed using the Reporting tool, but testing of the reporting tool is out of scope
for TCoE Any test related to search functionality is restricted to content within the LDP Zone site not
from other sites or cunamutual.com
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Thank YouThank You