Professional Documents
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Vietnam, 01 2011
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M, D
Change Description
New Version
0.1
2010
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Table of Contents
Contents
Ngn hang Tin Phong............................................................................................
H
thng quan tri quan h
khach hang....................................................................
Software Requirement Specifications......................................................................
Project Code: CRM-Online.......................................................................................
Document Code: CRM_SRS_v.1.0............................................................................
Record of change.....................................................................................................
SIGNATURE PAGE....................................................................................................
Table of Contents.......................................................................................................
1.1. Purpose...........................................................................................................
1.2. Definitions, Acronyms, and Abbreviations............................................................
1.3. References.......................................................................................................
2. High Level Requirements.........................................................................................
2.1. Product Perspective...........................................................................................
2.2. Actors and Use Cases Descriptions......................................................................
2.2.1. Diagram....................................................................................................
2.2.2. Actors Description.....................................................................................
2.2.3. Use Cases Description................................................................................
2.2.4. Use Case & Actor mapping.........................................................................
2.3. Operating Environment....................................................................................
2.4. Assumption and Dependencies.........................................................................
3. Functional Requirements........................................................................................
3.1. Module 01......................................................................................................
3.1.1. UC01: Login.............................................................................................
3.1.2. UC02: List users in a devision.....................................................................
3.1.3. UC03: Search users...................................................................................
3.1.4. UC04: View details user.............................................................................
3.1.5. UC05: Add new user..................................................................................
3.1.6. UC06: Edit user........................................................................................
3.1.7. UC07: Delete user.....................................................................................
3.1.8. UC08: List devisions..................................................................................
3.1.9. UC09: View detail devison..........................................................................
3.1.10. UC10: Add new devision..........................................................................
4
Introduction
1.1. Purpose
This Software Requirements Specification provides a complete description of all the
functions and specifications of the CRM project developing Customer Relationship
Management System. This document is intended to be used by the members of the
project team that will implement and verify the correct functioning of the system.
Abbreviations/T
erms
SRS
BR
SC
UC
Explanation
Software Requirement Specification
Business Rule
Screen
Use Case
Table 1: Abbreviations & Terminologies
1.3. References
#
Name
Description
Table 2: Reference
10
11
12
Actor Name
Admin
Division Leader
13
3
4
5
Code
UC01
UC41
UC02
UC03
UC04
UC05
UC42
UC06
UC07
UC08
UC09
UC10
UC11
Name
Login
Validation user AD
List users in a devision
Search users
View details user
Add new user
Check user AD
Edit user
Delete user
List devisions
View detail devison
Add new devision
Edit devision
14
15
UC12
UC40
Delete devision
Ly thng tin t TPB
16
UC43
Define categories
17
UC44
19
20
21
UC13
UC14
UC15
Search customers
View detail customer
View customer histories
22
23
24
25
UC16
UC17
UC18
UC19
26
27
28
29
UC20
UC21
UC22
UC23
30
UC24
31
UC25
32
UC26
33
UC27
34
UC28
Brief Description
Cho phep actor ng nh
p vao h
thng
Cho phep xac inh quyn truy cp so vi h thng AD
Cho phep actor view toan b
users trong h
thng
Cho phep actor tim kim users trong h
thng
Cho phep actor view chi tit m
t user
Cho phep actor thm mi m
t user
Cho phep xac inh User so vi h thng AD
Cho phep actor c
p nh
t thng tin m
t user
Cho phep actor xoa m
t user
Cho phep actor view toan b
phong ban/chi nhanh
Cho phep actor view chi tit phong ban/chi nhanh
Cho phep actor thm mi m
t phong ban/chi nhanh
Cho phep actor c
p nh
t thng tin phong ban/chi
nhanh
Cho phep actor xoa phong ban/chi nhanh
H
thng t
ng ly thng tin t TPB phuc vu cho
vi
c kt xut bao cao
Cho phep inh nghia, m ta danh muc nh cac trang
thai, role id..
35
36
37
38
39
40
41
42
43
44
45
x
x
x
x
x
x
x
x
x
X
x
x
x
x
UC01: Login
UC02:
UC03:
UC04:
UC05:
x
x
x
x
UC06:
UC07:
UC08:
UC09:
UC10:
UC11:
UC12:
UC13:
UC14:
UC15:
UC16:
UC17:
UC18:
UC19:
UC20:
UC21:
Edit user
Delete user
List devisions
View detail devison
Add new devision
Edit devision
Delete devision
Search customers
View detail customer
View customer histories
Add new customer
Edit customer
Delete customer
List used services
Add new used services
Update used services
x
x
x
x
x
x
x
System
Staff
Use Case
BOD
Devision Leader
Actor
Admin
x
x
x
15
x
x
x
x
x
x
x
x
x
x
x
x
x
x
x
3. Functional Requirements
3.1. Module 01
3.1.1. UC01: Login
Use Case Description
16
CRM - Software
Name
Description
Actor
Precondition
Post
condition
Requirement Specification
Login
Code
UC01
Cho phep actor ng nh
p vao h
thng
Admin/Devision
Trigger Actor bm nut login
Leader/Staff/BOD
Activities
Actor
Main Flow: Login thanh cng
1
Actor nh
p tn ng nh
p/m
t
khu va click vao button Login
trn trang ng nh
p (SC01).
System
Business Rules
Rule No.
Rule
Kim tra tn ng nh
p/m
t khu la
chinh xac sau o chuyn ti trang default
role tng ng (SC03, SC02...)
Description
System Message
MS01
Tn ng Nhp va/hoc Mt Khu cua ban khng chinh xac. Vui
long kim tra va th lai.
Mesage thng bao khi actor nh
p sai tn ng nh
p/m
t khu
Activities
Actor
Main Flow: List users in a devision successfully
1
Actor click vao sub menu item
System
17
Business Rules
Rule
Rule
No.
1
Hin thi Gridview
n Gridview
Description
GridView hin thi ung d li
u, d liu am
bao a encode trc khi hin thi, am bao
khng v trang khi d li
u qua dai.
n Gridview khi khng co d li
u.
System Message
N/A
Activities
Actor
Main Flow: Search users successfully
1
Actor nh
p/la chon iu ki
n tim
kim trn man hinh quan ly thng
tin users (SC03), click button
[Search]
System
2
3
18
System Message
MS01
H
thng khng tim thy thng tin khach hang trn. Vui long th
lai.
Mesage thng bao khi h
thng khng tim thy user thoa man
iu ki
n tim kim cua actor
UC04
Actor click link Chi tit cua
m
t user trn gridview
Activities
Actor
Main Flow: View details user successfully
1
T man hinh quan ly thng tin
ngi dung (SC03), actor click
vao link Chi tit
2
3
Business Rules
Rule
Rule
No.
System
Description
System Message
N/A
19
Admin
Trigger
Precondition
Post
condition
Actor a ng nh
p vao h
thng
UC05
Actor click button [Thm
mi] trn man hinh Thm
mi ngi dung.
Activities
Actor
Main Flow: Add new user successfully
1
T man hinh bt ky, actor la
chon left menu Quan ly ngi
dung/Thm mi
Nh
p vao cac thng tin c yu
cu.
thng check
validation cha ung).
System
Business Rules
Rule No.
Rule
Description
System Message
Code
UC06
20
C
p nh
t nhng thng tin cn
thit va n button [C
t nh
t]
Business Rules
Rule No.
Rule
System
Description
System Message
N/A
UC07
Actor click button [Delete]
Activities
Actor
Main Flow: View Users Groups
1
T man hinh view Thng tin ngi
dung
(SC04),
click
button
System
21
Business Rules
Rule No.
Rule
Description
System Message
N/A
Activities
Actor
Main Flow: View Wall successfully
1
T man hinh bt ky, actor la
chon left menu Danh muc/Chi
nhanh
System
Business Rules
Rule No.
Rule
Description
System Message
N/A
22
Rule
Description
System Message
N/A
Description
System Message
N/A
[C
p
Activities
Actor
System
Main Flow: Edit devision successfully
1 T danh sach man hinh Chi
nhanh (SC08), click link C
p
nh
t
2 Load trang C
p nh
t chi nhanh (SC09) va
hin thi thng tin chi nhanh c chon
3
C
p nh
t thng tin chi
nhanh va click button
[C
p nh
t]
4 Validation d li
u nh
p.
5 Chinh sa lai d li
u nh
p cho
ung validation
6 C
p nh
t chi nhanh vao CSDL, thng bao
thanh cng va chuyn trang Chi nhanh
(SC08)
Business Rules
24
System Message
Business Rules
Rule
Rule
No.
System
Description
System Message
3.2. Module 02
3.2.1. UC13: Search customers
Use Case Description
Name
Search customers
Code
Description
Cho phep actor tim kim khach hang
Actor
Devision Leader, Staff, Trigger
BOD
PreActor a ng nh
p vao h
thng
condition
Post
Search customers thanh cng
condition
UC13
Actor click
kim]
button
[Tim
Activities
Actor
System
25
Nh
p/ la chon iu ki
n tim
kim
4
5
Business Rules
Rule
Rule
No.
Description
System Message
Activities
Actor
System
Main Flow: View detail customer successfully
1
T danh sach man hinh Quan ly
thng tin khach hang (SC13),
click link Chi tit
2
Select thng tin khach hang c la
chon t CSDL
3
Load trang C
p nh
t thng tin khach
hang (SC14), bind data va hin thi thng
tin
Business Rules
Rule
Rule
No.
Description
26
System Message
N/A
Activities
Actor
Main Flow: View customer histories successfully
Business Rules
Rule
Rule
No.
System
Description
System Message
N/A
System
27
Nh
p thng tin khach hang va
click button [Thm mi]
Nh
p lai thng
validation.
tin
cho
Business Rules
Rule
Rule
No.
ung
Description
System Message
N/A
button
[C
p
Activities
Actor
Main Flow: Edit customer successfully
1
T danh sach man hinh Quan ly
thng tin khach hang (SC13),
click link C
p nh
t
C
p nh
t thng tin khac hang va
click button [C
p nh
t]
Nh
p lai thng
validation.
tin
cho
System
Validation d li
u nh
p vao.
C
p nh
t thng tin khach hang vao CSDL,
thng bao thanh cng va chuyn v trang
ung
28
Description
System Message
N/A
UC18
Activities
Actor
Main Flow: Delete customer successfully
1
T man hinh Thng tin khach
hang (SC14), click button [Xoa]
2
Business Rules
Rule No.
Rule
System
Description
System Message
N/A
Activities
29
Business Rules
Rule No.
Rule
System
Description
System Message
Activities
Actor
System
Main Flow: Add new used services successfully
1
T man hinh Thm mi thng tin
khach hang (SC14), click tab
Tinh trang s dung SPDV cua
TPB.
2
Load tab va hin thi thng tin hi
n tai
(SC20)
3
La chon thng tin dich vu va
click button [Thm mi]
4
Thm mi khach hang vao CSDL, thng
bao thanh cng va chuyn v trang Quan
ly thng tin khach hang (SC13)
Business Rules
30
System Message
N/A
[C
p
Activities
Actor
System
Main Flow: Update used services successfully
1
T man hinh C
p nh
t thng tin
khach hang (SC17), click tab
Tinh trang s dung SPDV cua
TPB.
2
Load tab va hin thi thng tin hi
n tai
(SC21)
3
La chon thng tin dich vu va
click button [C
p nh
t]
4
C
p nh
t thng tin vao CSDL, thng bao
thanh cng va chuyn v trang Quan ly
thng tin khach hang (SC13)
Business Rules
Rule No.
Rule
Description
System Message
N/A
Activities
Actor
Main Flow: Approve change successfully
1
T man hinh Thng tin khach
hang (SC14), click button [Ph
duy
t]
2
Business Rules
Rule No.
Rule
System
Description
System Message
3.2.11. UC23: Nh
p d li
u - Tinh hinh SXLD
Use Case Description
Name
Nh
p d li
u - Tinh hinh Code
UC23
SXLD
Description
Cho phep actor nh
p thng tin tinh hinh SXKD cua khach hang
Actor
Trigger
PreActor a ng nh
p vao h
thng
condition
Post
Nh
p d li
u - Tinh hinh SXLD thanh cng
condition
Activities
Actor
System
Main Flow: Nh
p d li
u - Tinh hinh SXLD successfully
1
T man hinh bt ky, actor la
chon left menu Bao cao tip xuc
KH/Thm mi
2
Load trang Bao cao tip xuc khach hang
32
Nh
p thng tin tinh hinh SXKD va
4
Business Rules
Rule No.
Rule
C
p nh
t tinh hinh SXKD cua khach hang
vao CSDL.
Description
System Message
3.2.12. UC24: Nh
p d li
u Quan h
vi cac t chc tin
dung
Use Case Description
Name
Nh
p d li
u Quan h
Code
UC24
vi cac t chc tin dung
Description
Actor
Trigger
PreActor a ng nh
p vao h
thng
condition
Post
Nh
p d li
u Quan h
vi cac t chc tin dung thanh cng
condition
Activities
Actor
System
Main Flow: Nh
p d li
u Quan h
vi cac t chc tin dung successfully
1
T man hinh bt ky, actor la
chon left menu Bao cao tip xuc
KH/Thm mi
2
Load trang Bao cao tip xuc khach hang
(SC23), la chon tab Quan h
vi cac t
chc tin dung (SC24)
3
Nh
p thng tin quan h
vi cac t
chc tin dung.
4
C
p nh
t quan h
vi cac t chc tin dung
cua khach hang vao CSDL.
Business Rules
N/A
System Message
33
3.2.13. UC25: Nh
p d li
u Lich s tip xuc
Use Case Description
Name
Nh
p d li
u Lich s Code
UC25
tip xuc
Description
Cho phep actor nh
p thng tin lich s tip xuc khach hang
Actor
Trigger
PreActor a ng nh
p vao h
thng
condition
Post
Delete member successfully.
condition
Activities
Actor
System
Main Flow: Nh
p d li
u Lich s tip xuc successfully
1
T man hinh bt ky, actor la
chon left menu Bao cao tip xuc
KH/Thm mi
2
Load trang Bao cao tip xuc khach hang
(SC23), la chon tab Lich s tip xuc
KH
3
Click button [Thm mi]
4
Load trang Thm mi lich s quan h
Business Rules
N/A
System Message
Activities
Actor
System
Main Flow: Edit d li
u - Tinh hinh SXLD successfully
1
T man hinh bt ky, actor la
chon left menu Bao cao tip xuc
KH/Quan ly thng tin
2
Load man hinh Bao cao tip xuc khach
hang.
3
T danh sach bao cao click link
Chi tit
4
Load man hinh Bao cao tip xuc khach
hang (SC25)
5
La chon tab Tinh hinh SXKD
6
Load tab (SC29)
7
Nh
p thng tin cn thit va click
button [C
p nh
t]
8
Lu thng tin vao CSDL
Business Rules
Rule
Description
System Message
Activities
Actor
System
Main Flow: Edit d li
u Quan h
vi cac t chc tin dung successfully
1
T man hinh bt ky, actor la
chon left menu Bao cao tip xuc
KH/Quan ly thng tin
2
Load man hinh Bao cao tip xuc khach
hang.
3
T danh sach bao cao click link
Chi tit
4
Load man hinh Bao cao tip xuc khach
hang (SC25)
5
La chon tab Quan h
vi t
chc tin dung
6
Load tab (SC30)
7
Nh
p thng tin cn thit va click
button [C
p nh
t]
8
Lu thng tin vao CSDL
Business Rules
N/A
System Message
Activities
Actor
Main Flow: Edit d li
u Lich s tip xuc successfully
1
T man hinh bt ky, actor la
chon left menu Bao cao tip xuc
System
36
Nh
p thng tin cn thit va click
button [C
p nh
t]
Business Rules
N/A
System Message
Activities
Actor
System
Main Flow: Details View Tinh hinh SXKD successfully
1
T man hinh bt ky, actor la
chon left menu Bao cao tip xuc
KH/Quan ly thng tin
2
Load man hinh Bao cao tip xuc khach
hang.
37
Business Rules
Rule No.
Rule
Description
System Message
Code
UC30
vi cac t chc tin dung
Description
Cho phep actor view chi tit thng tin quan h
vi cac t chc tin
dung cua khach hang.
Actor
BOD
Trigger Actor click link Chi tit
PreActor a ng nh
p vao h
thng
condition
Post
Details View Quan h
vi cac t chc tin dung thanh cng.
condition
Activities
Actor
System
Main Flow: Details View Quan h
vi cac t chc tin dung successfully
1
T man hinh bt ky, actor la
chon left menu Bao cao tip xuc
KH/Quan ly thng tin
2
Load man hinh Bao cao tip xuc khach
hang.
3
T danh sach bao cao click link
Chi tit
4
Load man hinh Bao cao tip xuc khach
hang (SC25)
5
La chon tab Quan h
vi t
chc tin dung
6
Load tab (SC30)
Business Rules
N/A
System Message
38
Activities
Actor
System
Main Flow: Details View Lich s tip xuc thanh cng successfully
1
T man hinh bt ky, actor la
chon left menu Bao cao tip xuc
KH/Quan ly thng tin
2
Load man hinh Bao cao tip xuc khach
hang.
3
T danh sach bao cao click link
Chi tit
4
Load man hinh Bao cao tip xuc khach
hang (SC25)
5
La chon tab Lich s quan h
6
Load tab (SC31)
Business Rules
N/A
System Message
button
[Ph
39
Activities
Actor
System
Main Flow: Duy
t TXKH Approve successfully
1
T man hinh view Bao cao tip
xuc KH (SC32), click button [Ph
duy
t]
2
Update CSDL va thng bao thanh cng
Business Rules
Rule No.
Rule
Description
System Message
click
button
[T
Activities
Actor
System
Main Flow: Duy
t TXKH Reject successfully
1
T man hinh view Bao cao tip
xuc KH (SC32), click button [T
chi]
2
Update CSDL va thng bao thanh cng
Business Rules
Rule No.
Rule
Description
System Message
N/A
40
Activities
Actor
System
Main Flow: Duy
t TXKH Cancel successfully
1
T man hinh view Bao cao tip
xuc KH (SC32), click button [Huy
bo]
2
Load lai trang ban u
Business Rules
Rule No.
Rule
Description
System Message
N/A
41
Business Rules
Rule No.
Rule
Description
-
System Message
N/A
Activities
Actor
Main Flow: Xoa Lich s tip xuc successfully
Business Rules
Rule No.
Rule
System
Description
System Message
3.3. Module 03
3.3.1. UC37: Bao cao theo CIF
Use Case Description
Name
Bao cao theo CIF
Code
UC37
42
Trigger
Actor a ng nh
p vao h
thng
Bao cao theo CIF thanh cng
Activities
Actor
Main Flow: Bao cao theo CIF successfully
1
T man hinh bt ky, actor la
chon left menu Bao cao thu
nh
p KH
2
3
System
Business Rules
Rule No.
Rule
Description
System Message
N/A
43
Business Rules
N/A
System Message
N/A
Activities
Actor
Main Flow: Bao cao toan bank successfully
1
T man hinh bt ky, actor la
chon left menu Bao cao thu
nh
p KH
2
3
System
44
System Message
UC40
Activities
Actor
Main Flow: Ly thng tin t TPB successfully
Business Rules
Rule No.
Rule
System
Description
System Message
Code
UC41
45
Activities
Actor
Main Flow: Validation user AD successfully
1
T man hinh login (SC01), actor
in tn ng nh
p/password va
click vao button login
2
Business Rules
Rule No.
Rule
System
thng.
Description
System Message
Activities
Actor
Main Flow: Check user AD successfully
System
46
Lin kt vi h
thng TPB, truyn vao tn
ng nh
p kim tra s tn tai cua user
AD trn h
thng TPB.
Tra v kt qua, tip tuc x ly trn man
hinh thm mi ngi dung
Business Rules
Rule No.
Rule
Description
System Message
Code
UC40
Trigger
Activities
Actor
System
Main Flow: Define categories successfully
M ta va quy c cac danh muc trong tai li
u nh trang thai lam vi
c, tinh thanh ph...
Business Rules
Rule No.
Rule
Description
System Message
47
3.3.8. UC44:
Use Case Description
Name
Code
Description
Actor
System
Trigger
Precondition
Post
Ly thng tin t TPB thanh cng
condition
Activities
Actor
Main Flow: successfully
Business Rules
Rule No.
Rule
System
Description
System Message
4. Mockup Screens
4.1. SC01: Login
48
Figure 1 - Login
Data field
N
o
Item
Type
Description
Data field
N
o
Item
Type
Description
49
N
o
Item
Type
Description
N
o
Item
Type
Description
Data field
No
Item
Type
Description
Data field
N
o
Item
Type
Description
51
N
o
Item
Type
Description
52
N
o
Item
Type
Description
Data field
The red strings indicate the users who can see this component
N
o
Item
Type
Description
53
N
o
Item
Type
Description
54
N
o
Item
Type
Description
N
o
Item
Type
Description
Data field
N
o
Item
Type
Description
55
N
o
Item
Type
Description
N
o
Item
Type
Description
56
N
o
Item
Type
Description
57
Data field
N
o
Item
Type
Description
-
58
Data field
N
o
Item
Type
Description
59
N
o
Item
Type
Description
N
o
Item
Type
Description
60
Data field
N
o
Item
Type
Description
61
N
o
Item
Type
Description
62
4.23. SC23: Nh
p d li
u - Tinh hinh SXLD
Figure 23 - Nh
p d li
u - Tinh hinh SXLD
Data field
N
o
Item
Type
Description
63
4.24. SC24: Nh
p d li
u Quan h
vi cac t chc tin dung
Figure 24 Nh
p d li
u Quan h
vi cac t chc tin dung
Data Field
N
o
Item
Type
Description
4.25. SC25: Nh
p d li
u Lich s tip xuc
64
N
o
Item
Type
Description
65
Figure 26 Edit d li
u - Tinh hinh SXLD
Data field
Item
Type
Description
66
Figure 27 Edit d li
u Quan h
vi cac t chc tin dung
Data field
N
o
Item
Type
Description
67
Figure 28 - Edit d li
u Lich s tip xuc
Data field
N
o
Item
Type
Description
N
o
Item
Type
Description
68
Data field
N
o
Item
Type
Description
N
o
Item
Type
Description
69
Figure 32 Duy
t TXKH Approve
Data field
70
N
o
Item
Type
Description
Figure 33 Duy
t TXKH Reject
71
Data field
N
o
Item
Type
Description
72
Figure 33 Duy
t TXKH Cancel
Data field
Item
Type
Description
73
N
o
Item
Type
Description
74
N
o
Item
Type
Description
N
o
Item
Type
Description
75
N
o
Item
Type
Description
76
N
o
Item
Type
Description
4.40. SC40:
77