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CRM - Software Requirement Specification

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

Vietnam, 01 2011

CRM - Software Requirement Specification

Record of change

*A - Added M - Modified D - Deleted


Effective
Date

Changed Items

Jan 13,

A*
M, D

Change Description

Khi tao tai li


u SRS

New Version

0.1

2010

SIGNATURE PAGE
AUTHOR:

Name: FPT Software


Title:

Signature:
Date:

REVIEWERS:

Name: ___________
Title:

Signature:
Date:
2

CRM - Software Requirement Specification

APPROVAL:

Name: ___________
Title:

Signature:
Date:

Name:
Title:

Signature:
Date:

CRM - Software Requirement Specification

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

CRM - Software Requirement Specification


3.1.11. UC11: Edit devision.................................................................................
3.1.12. UC12: Delete devision..............................................................................
3.2. Module 02......................................................................................................
3.2.1. UC13: Search customers............................................................................
3.2.2. UC14: View detail customer........................................................................
3.2.3. UC15: View customer histories...................................................................
3.2.4. UC16: Add new customer...........................................................................
3.2.5. UC17: Edit customer.................................................................................
3.2.6. UC18: Delete customer..............................................................................
3.2.7. UC19: List used services............................................................................
3.2.8. UC20: Add new used services.....................................................................
3.2.9. UC21: Update used services.......................................................................
3.2.10. UC22: Approve change............................................................................
3.2.11. UC23: Nh
p d li
u - Tinh hinh SXLD........................................................
3.2.12. UC24: Nh
p d li
u Quan h
vi cac t chc tin dung...............................
3.2.13. UC25: Nh
p d li
u Lich s tip xuc........................................................
3.2.14. UC26: Edit d li
u - Tinh hinh SXLD.........................................................
3.2.15. UC27: Edit d li
u Quan h
vi cac t chc tin dung.................................
3.2.16. UC28: Edit d li
u Lich s tip xuc..........................................................
3.2.17. UC29: Details View Tinh hinh SXKD........................................................
3.2.18. UC30: Details View Quan h
vi cac t chc tin dung................................
3.2.19. UC31: Details View Lich s tip xuc........................................................
3.2.20. UC32: Duy
t TXKH Approve...................................................................
3.2.21. UC33: Duy
t TXKH Reject......................................................................
3.2.22. UC34: Duy
t TXKH Cancel.....................................................................
3.2.23. UC35: Xoa Quan h
vi cac t chc tin dung............................................
3.2.24. UC36: Xoa Lich s tip xuc....................................................................
3.3. Module 03......................................................................................................
3.3.1. UC37: Bao cao theo CIF.............................................................................
3.3.2. UC38: Bao cao theo VKD.........................................................................
3.3.3. UC39: Bao cao toan bank...........................................................................
3.3.4. UC40: Ly thng tin t TPB........................................................................
3.3.5. UC41: Validation user AD...........................................................................
3.3.6. UC42: Check user AD................................................................................
3.3.7. UC43: Define categories............................................................................

CRM - Software Requirement Specification


3.3.8. UC44:......................................................................................................
4. Mockup Screens...................................................................................................
4.1. SC01: Login...................................................................................................
4.2. SC02: List users in a devision...........................................................................
4.3. SC03: Search users.........................................................................................
4.4. SC04: View details user...................................................................................
4.5. SC05: Add new user........................................................................................
4.6. SC06: Edit user..............................................................................................
4.7. SC07: Delete user...........................................................................................
4.8. SC08: List devisions........................................................................................
4.9. SC09: View detail devison................................................................................
4.10. SC10: Add new devision................................................................................
4.11. SC11: Edit devision.......................................................................................
4.12. SC12: Delete devision....................................................................................
4.13. SC13: Search customers................................................................................
4.14. SC14: View detail customer............................................................................
4.15. SC15: View customer histories........................................................................
4.16. SC16: Add new customer...............................................................................
4.17. SC17: Edit customer......................................................................................
4.18. SC18: Delete customer..................................................................................
4.19. SC19: List used services................................................................................
4.20. SC20: Add new used services.........................................................................
4.21. SC21: Update used services...........................................................................
4.22. SC22: Approve change..................................................................................
4.23. SC23: Nh
p d li
u - Tinh hinh SXLD..............................................................
4.24. SC24: Nh
p d li
u Quan h
vi cac t chc tin dung.....................................
4.25. SC25: Nh
p d li
u Lich s tip xuc..............................................................
4.26. SC26: Edit d li
u - Tinh hinh SXLD...............................................................
4.27. SC27: Edit d li
u Quan h
vi cac t chc tin dung.......................................
4.28. SC28: Edit d li
u Lich s tip xuc................................................................
4.29. SC29: Details View Tinh hinh SXKD..............................................................
4.30. SC30: Details View Quan h
vi cac t chc tin dung......................................
4.31. SC31: Details View Lich s tip xuc..............................................................
4.32. SC32: Duy
t TXKH Approve.........................................................................
4.33. SC33: Duy
t TXKH Reject............................................................................

CRM - Software Requirement Specification


4.34. SC34: Duy
t TXKH Cancel...........................................................................
4.35. SC35: Xoa Quan h
vi cac t chc tin dung..................................................
4.36. SC36: Xoa Lich s tip xuc..........................................................................
4.37. SC37: Bao cao theo CIF.................................................................................
4.38. SC38: Bao cao theo VKD..............................................................................
4.39. SC39: Bao cao toan bank...............................................................................
4.40. SC40:..........................................................................................................

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.

1.2. Definitions, Acronyms, and Abbreviations


#
1
2
3
4

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

CRM - Software Requirement Specification

2. High Level Requirements


2.1. Product Perspective
This application is integrated into eHTi which can also operate independently, shall
offer a unified place for the MHA officers to find, communicate with, manage people
and their permissions, including support for custom fields such as area of focus,
specialty, language proficiency etc.

CRM - Software Requirement Specification

2.2. Actors and Use Cases Descriptions


2.2.1. Diagram

Diagram 01 Admin roles

CRM - Software Requirement Specification

Diagram 02 Quan ly thng tin khac hang


Note: ESD admins can access to ALL functions

10

CRM - Software Requirement Specification

Diagram 03 Quan ly bao cao tip xuc KH

11

CRM - Software Requirement Specification

Diagram 04 Quan ly bao thu nh


p KH

12

CRM - Software Requirement Specification

Diagram 05 S trang thai bao cao TXKH

2.2.2. Actors Description


#
1
2

Actor Name
Admin
Division Leader

Definition & Interests

13

3
4
5

CRM - Software Requirement Specification


Staff
BOD
System

2.2.3. Use Cases Description


#
1
2
3
4
5
6
7
8
9
10
11
12
13

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

Add new customer


Edit customer
Delete customer
List used services

26
27
28
29

UC20
UC21
UC22
UC23

30

UC24

31

UC25

32

UC26

33

UC27

34

UC28

Add new used services


Update used services
Approve change
Nh
p d li
u - Tinh hinh
SXLD
Nh
p d li
u Quan h
vi
cac t chc tin dung
Nh
p d li
u Lich s tip
xuc
Edit d li
u Tinh hinh
SXLD
Edit d li
u Quan h
vi
cac t chc tin dung
Edit d li
u Lich s tip

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..

Cho phep actor tim kim khach hang


Cho phep actor view chi tit thng tin m
t khach hang
Cho phep actor view chi tit lich s c
p nh
t thng tin
cua m
t khach hang
Cho phep actor thm mi m
t khach hang
Cho phep actor c
p nh
t thng tin m
t khach hang
Cho phep actor xoa m
t khach hang
Cho phep actor view thng tin dich vu khach hang
ang s dung
Cho phep actor thm mi dich vu khach hang s dung
Cho phep actor c
p nh
t dich vu khach hang s dung
Cho phep actor approve submit thng tin khach hang
Cho phep actor nh
p thng tin tinh hinh SXKD cua
khach hang
Cho phep actor nh
p thng tin quan h
vi cac t
chc tin dung cua khach hang
Cho phep actor nh
p thng tin lich s tip xuc khach
hang
Cho phep actor c
p nh
t thng tin tinh hinh SXKD cua
khach hang
Cho phep actor c
p nh
t thng tin quan h
vi cac t
chc tin dung cua khach hang
Cho phep actor c
p nh
t thng tin lich s tip xuc
14

35
36
37
38
39
40
41
42
43
44
45

CRM - Software Requirement Specification


xuc
khach hang
UC29
Details View Tinh hinh Cho phep actor view chi tit thng tin tinh hinh SXKD
SXKD
cua khach hang
UC30
Details View Quan h
vi Cho phep actor view chi tit thng tin quan h
vi cac
cac t chc tin dung
t chc tin dung cua khach hang
UC31
Details View Lich s tip Cho phep actor view chi tit lich s tip xuc khach
xuc
hang
UC32
Duy
t TXKH Approve
Cho phep actor approve submit bao cao TXKH
UC33
Duy
t TXKH Reject
Cho phep actor reject submit bao cao TXKH
UC34
Duy
t TXKH Cancel
Cho phep actor cancel submit bao cao TXKH
UC35
Xoa Quan h
vi cac t Cho phep actor xoa thng tin quan h
vi cac t chc
chc tin dung
tin dung cua khach hang
UC36
Xoa Lich s tip xuc
Cho phep actor xoa lich s tip xuc khach hang
UC37
Bao cao theo CIF
Cho phep actor kt xut/view bao cao theo CIF
UC38
Bao cao theo VKD
Cho phep actor kt xut/view bao cao theo VKD
UC39
Bao cao toan bank
Cho phep actor kt xut/view bao cao toan bank
Table 3: Use Case List

x
x
x
x
x
x
x
x
x

X
x
x
x
x

UC01: Login
UC02:
UC03:
UC04:
UC05:

List users in a devision


Search users
View details user
Add new user

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

2.2.4. Use Case & Actor mapping

x
x
x
15

CRM - Software Requirement Specification


UC22: Approve change
UC23: Nh
p d li
u - Tinh hinh
SXLD
UC24: Nh
p d li
u Quan h
vi
cac t chc tin dung
UC25: Nh
p d li
u Lich s tip
xuc
UC26: Edit d li
u Tinh hinh
SXLD
UC27: Edit d li
u Quan h
vi
cac t chc tin dung
UC28: Edit d li
u Lich s tip
xuc
UC29: Details View Tinh hinh
SXKD
UC30: Details View Quan h
vi
cac t chc tin dung
UC31: Details View Lich s tip
xuc
UC32: Duy
t TXKH Aprove
UC33: Duy
t TXKH Reject
UC34: Duy
t TXKH Cancel
UC35: Xoa Quan h
vi cac t
chc tin dung
UC36: Xoa Lich s tip xuc
UC37: Bao cao theo CIF
UC38: Bao cao theo VKD
UC39: Bao cao toan bank
UC40: Ly thng tin t TPB
UC41: Validation user AD
UC42: Check user AD
UC43: Define categories
x
UC44:

x
x

x
x
x
x
x
x
x

x
x
x
x
x
x

(*): Anonymous user can see wall of other user profile

2.3. Operating Environment


2.4. Assumption and Dependencies

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

Chuyn ti trang default vi role tng ng

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

3.1.2. UC02: List users in a devision


Use Case Description
Name
List users in a devision
Code
UC02
Description
Cho phep actor view toan b
users trong h
thng
Actor
Admin
Trigger Load trang quan ly users
PreActor a ng nh
p vao h
thng
condition
Post
View danh sach toan b
users trong h
thng
condition

Activities
Actor
Main Flow: List users in a devision successfully
1
Actor click vao sub menu item

System

17

CRM - Software Requirement Specification


Quan ly ngi dung/Quan ly
thng tin
2

Business Rules
Rule
Rule
No.
1
Hin thi Gridview

n Gridview

Load thng tin toan b


users co trong h

thng, bind date vao gridview va hin thi


ln trang Quan ly thng tin ngi dung
(SC03).

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

3.1.3. UC03: Search users


Use Case Description
Name
Search users
Code
UC03
Description
Cho phep actor tim kim users trong h
thng
Actor
Admin
Trigger Actor click button [Search]
trn man hinh quan ly
thng tin users
PreActor a ng nh
p vao h
thng
condition
Post
View danh sach users tim thy vi iu ki
n tim kim ho
c hin thi
condition
message thng bao nu khng tim thy user nao thoa man iu
ki
n.

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

Select danh sach users tim thy trong


CSDL vi iu ki
n tim kim
Load danh sach users tim thy vao
gridview va hin thi ln trang (SC03)

18

CRM - Software Requirement Specification


Business Rules
Rule
Rule
Description
No.
1
Hin thi Gridview
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.
2
n Gridview
n Gridview khi khng co d li
u. Hin thi
message thng bao khng tim thy user thoa
man.

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

3.1.4. UC04: View details user


Use Case Description
Name
View details user
Code
Description
Cho phep actor view chi tit m
t user
Actor
Admin
Trigge
r
Pre-condition
Actor a ng nh
p vao h
thng.
Post condition
View chi tit user thanh cng

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

Select thng tin chi tit user c chon.


Load thng tin user ln trang Thng tin
ngi dung (SC04) va hin thi

Description

System Message
N/A

19

CRM - Software Requirement Specification

3.1.5. UC05: Add new user


Use Case Description
Name
Add new user
Code
Description
Cho phep actor thm mi m
t user
Actor

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.

Add new user thanh cng.

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.

Sa lai nhng thng tin cha


ung (nu h

thng check
validation cha ung).

System

Load trang Thm mi thng tin ngi


dung (SC05)

Validation cac thng tin nh


p vao.

Business Rules
Rule No.
Rule

Lu thng tin ngi dung mi vao


CSDL, thng bao thanh cng va
chuyn sang trang Quan ly thng
tin ngi dung (SC02)

Description

System Message

3.1.6. UC06: Edit user


Use Case Description
Name
Edit user

Code

UC06
20

CRM - Software Requirement Specification


Description
Cho phep actor c
p nh
t thng tin m
t user
Actor
Admin
Trigger The actor click button [C
p
nh
t]
PreActor ng nh
p vao h
thng
condition
Post
Edit user thanh cng.
condition
Activities
Actor
Main Flow: Edit user successfully
1
T man hinh quan ly thng tin
ngi dung (SC03), actor click
vao link C
p nh
t

C
p nh
t nhng thng tin cn
thit va n button [C
t nh
t]

Sa lai cac thng tin nh


p vao
nu validation cha ung

Business Rules
Rule No.
Rule

System

Load thng tin user ln trang Thng tin


ngi dung (SC06) va hin thi

Validation cac thng tin nh


p vao.

Update thng tin vao user vao CSDL,


thng bao thanh cng va chuyn v man
hinh Quan ly thng tin ngi dung
(SC02).

Description

System Message
N/A

3.1.7. UC07: Delete user


Use Case Description
Name
Delete user
Code
Description
Cho phep actor xoa m
t user
Actor
Admin
Trigger
PreActor a ng nh
p vao h
thng
condition
Post
Delete user successfully
condition

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

CRM - Software Requirement Specification


[Delete]
2

Business Rules
Rule No.
Rule

Xoa thng tin ngi dung khoi CSDL,


thng bao thanh cng vao chuyn v
trang Quan ly thng tin ngi dung
(SC02)

Description

System Message
N/A

3.1.8. UC08: List devisions


Use Case Description
Name
List devisions
Code
UC08
Description
Cho phep actor view toan b
phong ban/chi nhanh
Actor
Admin
Trigger Load trang Chi nhanh
PreActor a ng nh
p vao h
thng
condition
Post
condition

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

Load trang Chi nhanh (SC08), select va


hin thi danh sach phong ban/chi nhanh.

Description

System Message
N/A

22

CRM - Software Requirement Specification

3.1.9. UC09: View detail devison


Use Case Description
Name
View detail devison
Code
UC09
Description
Cho phep actor view chi tit phong ban/chi nhanh
Actor
Authenticated Users
Trigger Actor click link C
p nh
t
PreActor a ng nh
p vao h
thng
condition
Post
View detail devison thanh cng.
condition
Activities
Actor
System
Main Flow: View detail devison 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
Business Rules
Rule No.

Rule

Description

System Message
N/A

3.1.10. UC10: Add new devision


Use Case Description
Name
Add new devision
Code
UC10
Description
Cho phep actor thm mi m
t phong ban/chi nhanh
Actor
Admin
Trigger Actor click button [Thm
mi]
PreActor a ng nh
p vao h
thng
condition
Post
Add new devision thanh cng.
condition
Activities
Actor
System
Main Flow: Add new devision successfully
1 T danh sach man hinh Chi
nhanh (SC08), click button [Thm
mi]
2 Load trang Thm mi chi nhanh (SC10)
23

CRM - Software Requirement Specification


3
Nh
p thng tin chi nhanh
va click button [Thm
mi]
4 Validation d li
u nh
p.
4 Chinh sa lai d li
u nh
p cho
ung validation
5 Thm mi chi nhanh vao CSDL, thng
bao thanh cng va chuyn trang Chi
nhanh (SC08)
Business Rules
Rule No.
Rule

Description

System Message
N/A

3.1.11. UC11: Edit devision


Use Case Description
Name
Edit devision
Code
UC11
Description
Cho phep actor c
p nh
t thng tin phong ban/chi nhanh
Actor
Admin
Trigger Actor click button
nh
t]
PreActor a ng nh
p vao h
thng
condition
Post
Edit devision thanh cng
condition

[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

CRM - Software Requirement Specification


Rule
Rule
Description
No.

System Message

3.1.12. UC12: Delete devision


Use Case Description
Name
Delete devision
Code
UC12
Description
Cho phep actor xoa phong ban/chi nhanh
Actor
Admin
Trigger Actor click button [Xoa]
PreActor a ng nh
p vao h
thng
condition
Post
Delete devision thanh cng.
condition
Activities
Actor
Main Flow: Delete devision successfully

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

CRM - Software Requirement Specification


Main Flow: Search customers successfully
1
T man hinh bt ky, actor la
chon left menu Quan ly khach
hang/Quan ly thng tin
2
3

Load trang Quan ly thng tin khach hang


(SC13)

Nh
p/ la chon iu ki
n tim
kim
4
5

Business Rules
Rule
Rule
No.

Select thng tin khach hang theo iu


ki
n tim kim.
Bind data ln datagird vao hin thi.

Description

System Message

3.2.2. UC14: View detail customer


Use Case Description
Name
View detail customer
Code
UC14
Description
Cho phep actor view chi tit thng tin m
t khach hang
Actor
Devision Leader, Staff, Trigger Actor click link Chi tit
BOD
PreActor a ng nh
p vao h
thng
condition
Post
View detail customer thanh cng.
condition

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

CRM - Software Requirement Specification

System Message
N/A

3.2.3. UC15: View customer histories


Use Case Description
Name
View customer histories
Code
UC15
Description
Cho phep actor view chi tit lich s c
p nh
t thng tin cua m
t
khach hang
Actor
Devison Leader, Staff, Trigger
BOD
PreActor a ng nh
p vao h
thng
condition
Post
View customer histories thanh cng
condition

Activities
Actor
Main Flow: View customer histories successfully

Business Rules
Rule
Rule
No.

System

Description

System Message
N/A

3.2.4. UC16: Add new customer


Use Case Description
Name
Add new customer
Code
UC16
Description
Cho phep actor thm mi m
t khach hang.
Actor
Devision Leader, Staff, Trigger Actor click button [Thm
BOD
mi]
PreActor a ng nh
p vao h
thng
condition
Post
Add new customer thanh cng
condition
Activities
Actor
Main Flow: Add new customer successfully
1
T man hinh bt ky, actor la
chon left menu Quan ly khach

System

27

CRM - Software Requirement Specification


hang/Thm mi
3

Nh
p thng tin khach hang va
click button [Thm mi]

Nh
p lai thng
validation.

tin

cho

Business Rules
Rule
Rule
No.

Load trang Thm mi khach hang (SC16)

Validation thng tin nh


p vao.

Thm mi khach hang vao CSDL, thng


bao thanh cng va chuyn v trang Quan
ly thng tin khach hang (SC13)

ung

Description

System Message
N/A

3.2.5. UC17: Edit customer


Use Case Description
Name
Edit customer
Code
UC17
Description
Cho phep actor c
p nh
t thng tin m
t khach hang
Actor
Devision Leader, Staff, Trigger Actor click
BOD
nh
t]
PreActor a ng nh
p vao h
thng
condition
Post
Edit customer thanh cng.
condition

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

Select thng tin khach hang c la


chon va load trang C
p nh
t khach hang
(SC17)

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

CRM - Software Requirement Specification


Quan ly thng tin khach hang (SC13)
Business Rules
Rule No.
Rule

Description

System Message
N/A

3.2.6. UC18: Delete customer


Use Case Description
Name
Delete customer
Code
Description
Cho phep actor xoa m
t khach hang
Actor
Devision Leader, BOD
Trigger
PreActor a ng nh
p vao h
thng
condition
Post
Delete customer thanh cng
condition

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

Xoa thng tin khach hang khoi CSDL,


thng bao thanh cng vao chuyn v
trang Quan ly thng tin khach hang
(SC13)

Description

System Message
N/A

3.2.7. UC19: List used services


Use Case Description
Name
List used services
Code
UC19
Description
Cho phep actor view thng tin dich vu khach hang ang s dung
Actor
Devision Leader, Staff, Trigger
BOD
PreActor a ng nh
p h
thng
condition
Post
List used services thanh cng.
condition

Activities
29

CRM - Software Requirement Specification


Actor
Main Flow: List used services successfully
1
T man hinh Thng tin khach
hang (SC14), click tab Tinh
trang s dung SPDV cua TPB.
2

Business Rules
Rule No.
Rule

System

Load tab va hin thi thng tin (SC19)

Description

System Message

3.2.8. UC20: Add new used services


Use Case Description
Name
Add new used services
Code
UC20
Description
Cho phep actor thm mi dich vu khach hang s dung
Actor
Devision Leader, Staff, Trigger
BOD
PreActor a ng nh
p vao h
thng
condition
Post
Add new used services thanh cng.
condition

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

CRM - Software Requirement Specification


Rule No.
Rule
Description

System Message
N/A

3.2.9. UC21: Update used services


Use Case Description
Name
Update used services
Code
UC21
Description
Cho phep actor c
p nh
t dich vu khach hang s dung
Actor
Devision leader, Staff, Trigger Actor click button
BOD
nh
t]
PreActor a ng nh
p vao h
thng
condition
Post
Update used services thanh cng
condition

[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

3.2.10. UC22: Approve change


Use Case Description
Name
Approve change
Code
UC22
Description
Cho phep actor approve submit thng tin khach hang
Actor
Devision Leader, BOD
Trigger
PreActor a ng nh
p vao h
thng
31

CRM - Software Requirement Specification


condition
Post
Approve change thanh cng
condition

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

Update CSDL, thng bao thanh cng vao


chuyn v trang Quan ly thng tin khach
hang (SC13)

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

CRM - Software Requirement Specification


(SC23)
3

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

CRM - Software Requirement Specification

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

khach hang (SC25)


5
Nh
p thng tin yu cu
6
Lu thng tin lich s quan h
vao CSDL
va chuyn v trang Bao cao tip xuc
khach hang (SC23)

Business Rules
N/A

System Message

3.2.14. UC26: Edit d li


u - Tinh hinh SXLD
Use Case Description
Name
Edit d li
u - Tinh hinh Code
UC26
SXLD
Description
Cho phep actor c
p nh
t thng tin tinh hinh SXKD cua khach hang
Actor
Trigger
PreActor a ng nh
p vao h
thng
34

CRM - Software Requirement Specification


condition
Post
Cho phep actor c
p nh
t thng tin tinh hinh SXKD cua khach hang
condition
thanh cng.

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

3.2.15. UC27: Edit d li


u Quan h
vi cac t chc tin
dung
Use Case Description
Name
Edit d li
u Quan h
vi Code
UC27
cac t chc tin dung
Description
Cho phep actor c
p nh
t thng tin quan h
vi cac t chc tin
dung cua khach hang
Actor
Trigger
PreActor a ng nh
p vao h
thng
condition
Post
35

CRM - Software Requirement Specification


condition

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

3.2.16. UC28: Edit d li


u Lich s tip xuc
Use Case Description
Name
Edit d li
u Lich s tip Code
UC28
xuc
Description
Cho phep actor c
p nh
t thng tin lich s tip xuc khach hang
Actor
Trigger
PreActor a ng nh
p vao h
thng
condition
Post
Edit d li
u Lich s tip xuc
condition

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

CRM - Software Requirement Specification


KH/Quan ly thng tin

Load man hinh Bao cao tip xuc khach


hang.

Load man hinh Bao cao tip xuc khach


hang (SC25)

Load tab (SC31)

Lu thng tin vao CSDL

T danh sach bao cao click link


Chi tit

La chon tab Lich s quan h

Nh
p thng tin cn thit va click
button [C
p nh
t]

Business Rules
N/A
System Message

3.2.17. UC29: Details View Tinh hinh SXKD


Use Case Description
Name
Details View Tinh hinh Code
UC29
SXKD
Description
Cho phep actor view chi tit thng tin tinh hinh SXKD cua khach
hang
Actor
BOD
Trigger Actor click link Chi tit
PreActor a ng nh
p vao h
thng
condition
Post
Details View Tinh hinh SXKD thanh cng
condition

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

CRM - Software Requirement Specification


3
T danh sach bao cao click link
Chi tit

Load man hinh Bao cao tip xuc khach


hang (SC25)

Load tab (SC29)

La chon tab Tinh hinh SXKD

Business Rules
Rule No.
Rule

Description

System Message

3.2.18. UC30: Details View Quan h


vi cac t chc tin
dung
Use Case Description
Name
Details View Quan h

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

CRM - Software Requirement Specification

3.2.19. UC31: Details View Lich s tip xuc


Use Case Description
Name
Details View Lich s Code
UC31
tip xuc
Description
Cho phep actor view chi tit lich s tip xuc khach hang
Actor
BOD
Trigger Actor click link Chi tit
PreActor a ng nh
p vao h
thng
condition
Post
Details View Lich s tip xuc thanh cng
condition

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

3.2.20. UC32: Duy


t TXKH Approve
Use Case Description
Name
Duy
t TXKH Approve
Code
UC32
Description
Cho phep actor approve submit bao cao TXKH
Actor
BOD
Trigger Actor click
duy
t]
PreActor a ng nh
p vao h
thng
condition
Post
Duy
t TXKH Approve
condition

button

[Ph

39

CRM - Software Requirement Specification

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

3.2.21. UC33: Duy


t TXKH Reject
Use Case Description
Name
Duy
t TXKH Reject
Code
UC33
Description
Cho phep actor reject submit bao cao TXKH
Actor
BOD
Trigger Actor
chi]
PreActor a ng nh
p vao h
thng
condition
Post
Duy
t TXKH Reject thanh cng
condition

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

CRM - Software Requirement Specification

3.2.22. UC34: Duy


t TXKH Cancel
Use Case Description
Name
Duy
t TXKH Cancel
Code
UC34
Description
Cho phep actor cancel submit bao cao TXKH
Actor
Trigger
PreActor a ng nh
p vao h
thng
condition
Post
Duy
t TXKH Cancel thanh cng
condition

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

3.2.23. UC35: Xoa Quan h


vi cac t chc tin dung
Use Case Description
Name
Xoa Quan h
vi cac t Code
UC35
chc tin dung
Description
Cho phep actor xoa thng tin quan h
vi cac t chc tin dung cua
khach hang
Actor
Trigger
PreActor a ng nh
p vao h
thng
condition
Post
Xoa Quan h
vi cac t chc tin dung thanh cng
condition

41

CRM - Software Requirement Specification


Activities
Actor
System
Main Flow: Xoa Quan h
vi cac t chc tin dung successfully
1
T man hinh view Bao cao tip
xuc KH (SC32), click button
[Xoa]
2
Xoa bao cao trong CSDL, thng bao thanh
cng va chuyn v trang tim kim.

Business Rules
Rule No.
Rule

Description
-

System Message
N/A

3.2.24. UC36: Xoa Lich s tip xuc


Use Case Description
Name
Xoa Lich s tip xuc
Code
UC36
Description
Cho phep actor xoa lich s tip xuc khach hang
Actor
Trigger
PreActor a ng nh
p vao h
thng
condition
Post
Xoa Lich s tip xuc thanh cng
condition

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

CRM - Software Requirement Specification


Description
Cho phep actor kt xut/view bao cao theo CIF
Actor
Pre-condition
Post
condition

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

Load trang Bao cao thu nh


p khach hang
().

La chon Ma s khach hang


(CIF), nh
p iu ki
n tim kim va
n [Tim kim]
4

Business Rules
Rule No.
Rule

Select thng tin theo iu ki


n tim kim
va hin thi bao cao.

Description

System Message
N/A

3.3.2. UC38: Bao cao theo VKD


Use Case Description
Name
Bao cao theo VKD
Code
UC38
Description
Cho phep actor kt xut/view bao cao theo VKD
Actor
Trigger
PreActor a ng nh
p vao h
thng
condition
Post
Bao cao theo VKD thanh cng
condition

43

CRM - Software Requirement Specification


Activities
Actor
System
Main Flow: Delete Offline Message successfully
1
T man hinh bt ky, actor la
chon left menu Bao cao thu
nh
p KH
2
Load trang Bao cao thu nh
p khach hang
().
3
La chon Ma VKD, nh
p iu
ki
n tim kim va n [Tim kim]
4
Select thng tin theo iu ki
n tim kim
va hin thi bao cao.

Business Rules
N/A

System Message
N/A

3.3.3. UC39: Bao cao toan bank


Use Case Description
Name
Bao cao toan bank
Code
UC39
Description
Cho phep actor kt xut/view bao cao toan bank
Actor
Trigger
PreActor a ng nh
p vao h
thng
condition
Post
Bao cao toan bank thanh cng
condition

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

Load trang Bao cao thu nh


p khach hang
().

La chon Ma VKD, la chon iu


ki
n tim kim [All] va n [Tim
kim]
4

Select thng tin theo iu ki


n tim kim
va hin thi bao cao.

44

CRM - Software Requirement Specification


Business Rules

System Message

3.3.4. UC40: Ly thng tin t TPB


Use Case Description
Name
Ly thng tin t TPB
Code
Description
Actor
System
Trigger
Precondition
Post
Ly thng tin t TPB thanh cng
condition

UC40

Activities
Actor
Main Flow: Ly thng tin t TPB successfully

Business Rules
Rule No.
Rule

System

Description

System Message

3.3.5. UC41: Validation user AD


Use Case Description
Name
Validation user AD

Code

UC41
45

CRM - Software Requirement Specification


Description
Actor
System
Trigger
Precondition
Post
Validation user AD thanh cng
condition

Actor login vao h


thng

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

S dung services c bn phia tpb cung


cp,
truyn
tham
s
tn
ng
nh
p/password a c ma hoa
validation ngi dung ng nh
p.
X ly phn quyn ngi dung trn h

thng.

Description

System Message

3.3.6. UC42: Check user AD


Use Case Description
Name
Check user AD
Code
UC42
Description
Check s tn tai cua user AD trn h
thng TPB add vao CRM.
Actor
System
Trigger Actor click button Check
avaiable trn man hinh
Thm mi ngi dung
(SC05)
Precondition
Post
Check user AD thanh cng
condition

Activities
Actor
Main Flow: Check user AD successfully

System

46

CRM - Software Requirement Specification


1
Nh
p tn ng nh
p va click
button Check avaiable trn man
hinh Thm mi ngi dung
(SC05)
2

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

3.3.7. UC43: Define categories


Use Case Description
Name
Define categories
Description
Actor
System
Precondition
Post
condition

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

CRM - Software Requirement Specification

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

CRM - Software Requirement Specification

Figure 1 - Login

Data field

N
o

Item

Type

Description

4.2. SC02: List users in a devision

Figure 2 List users in a divison

Data field

N
o

Item

Type

Description

49

CRM - Software Requirement Specification

4.3. SC03: Search users

Figure 3 Search users


Data field

N
o

Item

Type

Description

4.4. SC04: View details user

Figure 4 - View details user


50

CRM - Software Requirement Specification


Data field

N
o

Item

Type

Description

4.5. SC05: Add new user

Figure 5 Add new user

Data field

No

Item

Type

Description

4.6. SC06: Edit user

Figure 6 Edit user

Data field

N
o

Item

Type

Description

51

CRM - Software Requirement Specification

4.7. SC07: Delete user


Figure 7 - Delete user
Data field

N
o

Item

Type

Description

4.8. SC08: List devisions

Figure 8 List devisions

52

CRM - Software Requirement Specification


Data field

N
o

Item

Type

Description

4.9. SC09: View detail devison

Figure 9 View detail devison

Data field
The red strings indicate the users who can see this component

N
o

Item

Type

Description

53

CRM - Software Requirement Specification

4.10. SC10: Add new devision

Figure 10 Add new devision


Data field

N
o

Item

Type

Description

4.11. SC11: Edit devision

Figure 11 Edit devision

54

CRM - Software Requirement Specification


Data field

N
o

Item

Type

Description

4.12. SC12: Delete devision


Figure 12 Delete devision
Data field

N
o

Item

Type

Description

4.13. SC13: Search customers

Figure 13 Search customers

Data field

N
o

Item

Type

Description

55

CRM - Software Requirement Specification

4.14. SC14: View detail customer

Figure 14 View detail customer


Data field

N
o

Item

Type

Description

4.15. SC15: View customer histories


Figure 15 View customer histories
Data field

N
o

Item

Type

Description

56

CRM - Software Requirement Specification

4.16. SC16: Add new customer

Figure 16 Add new customer


Data field

N
o

Item

Type

Description

4.17. SC17: Edit customer

57

CRM - Software Requirement Specification

Figure 17 Edit customer

Data field

N
o

Item

Type

Description
-

58

CRM - Software Requirement Specification

4.18. SC18: Delete customer

Figure 18 Delete customer

Data field

N
o

Item

Type

Description

59

CRM - Software Requirement Specification

4.19. SC19: List used services

Figure 19 List used services


Data field

N
o

Item

Type

Description

4.20. SC20: Add new used services

Figure 20 Add new used services


Data field

N
o

Item

Type

Description

60

CRM - Software Requirement Specification

4.21. SC21: Update used services

Figure 21 Update used services

Data field

N
o

Item

Type

Description

61

CRM - Software Requirement Specification

4.22. SC22: Approve change

Figure 22 Approve change


Data field

N
o

Item

Type

Description

62

CRM - Software Requirement Specification

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

CRM - Software Requirement Specification

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

CRM - Software Requirement Specification


Figure 25 Nh
p d li
u Lich s tip xuc
Data field

N
o

Item

Type

Description

65

CRM - Software Requirement Specification

4.26. SC26: Edit d li


u - Tinh hinh SXLD

Figure 26 Edit d li
u - Tinh hinh SXLD

Data field

Item

Type

Description
66

CRM - Software Requirement Specification

4.27. SC27: Edit d li


u Quan h
vi cac t chc tin dung

Figure 27 Edit d li
u Quan h
vi cac t chc tin dung

Data field

N
o

Item

Type

Description

67

CRM - Software Requirement Specification

4.28. SC28: Edit d li


u Lich s tip xuc

Figure 28 - Edit d li
u Lich s tip xuc

Data field

N
o

Item

Type

Description

4.29. SC29: Details View Tinh hinh SXKD


Figure 29 - Details View Tinh hinh SXKD
Data field

N
o

Item

Type

Description

68

CRM - Software Requirement Specification

4.30. SC30: Details View Quan h


vi cac t chc tin dung

Figure 30 - Details View Quan h


vi cac t chc tin dung

Data field

N
o

Item

Type

Description

4.31. SC31: Details View Lich s tip xuc

Figure 31 Details View Lich s tip xuc


Data field

N
o

Item

Type

Description

69

CRM - Software Requirement Specification

4.32. SC32: Duy


t TXKH Approve

Figure 32 Duy
t TXKH Approve

Data field

70

CRM - Software Requirement Specification

N
o

Item

Type

Description

4.33. SC33: Duy


t TXKH Reject

Figure 33 Duy
t TXKH Reject
71

CRM - Software Requirement Specification

Data field

N
o

Item

Type

Description

72

CRM - Software Requirement Specification

4.34. SC34: Duy


t TXKH Cancel

Figure 33 Duy
t TXKH Cancel
Data field

Item

Type

Description
73

CRM - Software Requirement Specification

4.35. SC35: Xoa Quan h


vi cac t chc tin dung

Figure 35: Xoa Quan h


vi cac t chc tin dung
Data field

N
o

Item

Type

Description

4.36. SC36: Xoa Lich s tip xuc

Figure 36 Xoa Lich s tip xuc

74

CRM - Software Requirement Specification


Data field

N
o

Item

Type

Description

4.37. SC37: Bao cao theo CIF

Figure 37 Bao cao theo CIF


Data field

N
o

Item

Type

Description

75

CRM - Software Requirement Specification

4.38. SC38: Bao cao theo VKD

Figure 38 Bao cao theo VKD


Data field

N
o

Item

Type

Description

76

CRM - Software Requirement Specification

4.39. SC39: Bao cao toan bank

Figure 39 Bao cao toan bank


Data field

N
o

Item

Type

Description

4.40. SC40:

77

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