1. Business Objective

Automate the policy processing workflow by integrating Zurich business users, an automation engine, human validation, Dataverse, SharePoint, and external APIs (UWD, E-File, Government systems).

2. Actors

• Zurich User
  • Automation Bot
  • Human Validator
  • Administrator
  • External Systems (UWD, E-File, Government APIs)

3. High-Level Workflow

1. User uploads document.
   2. Automation extracts data.
   3. Business rules are applied.
   4. External APIs are invoked.
   5. Data is stored in Dataverse.
   6. Documents are stored in SharePoint.
   7. Human validation occurs when required.
   8. Record is approved/rejected.

4. UML Diagrams to be Produced

• Use Case Diagram
  • Activity Diagram
  • Sequence Diagram
  • Component Diagram
  • Class Diagram
  • State Diagram
  • Deployment Diagram
  • ER Diagram
  • BPMN Swimlane Diagram

5. Functional Requirements

• Document Upload
  • OCR/Data Extraction
  • Validation Rules
  • Human Review
  • API Integration
  • Dataverse Storage
  • SharePoint Storage
  • Reporting & Audit

6. Non-Functional Requirements

Usability, Maintainability, Security, Performance, Reliability, Audit Compliance, Monitoring & Alerting.

7. External Integrations

UWD API
E-File API
Government APIs
Dataverse
SharePoint

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• Expiration: Never