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Mockups are adaptations of client work, and are not exact representations.

 

  1. Enterprise Case Management for information requests

 

Information Request Case Entry Mockup

  • Case information entered where the case is considered a container for all the things to track.
  • Table below the mock up describes a portion of the user events, activities, and rules relevant to the mock up
  • See the business process model to see where in the process this UI supports and workflow diagram for the state the UI is used.

The table below lists a portion of the events supported by the wireframe above.

Business Event

RoleUser EventWorkflow StateActivityBusiness Rules

(the event that causes the

business person to do something)

Who responds to the event and use this UI?

What events does the user do with this UI

When does it happenWhat the role and system do in response to the eventrules for the event response
External Entity requests a specific case file

Request Coordinator

Request Liaison

Create Information Request Case

 

No Open Case
  1. Select to create Case
  2. Add Case fields
  3. Save
  4. Workflow State = In Progress

Case Name must be unique

All fields are required

Selection of Criminal Prosecution Authority automatically requires the requested items have Executive Approval to gather and send to requesting entity

      

 

 

Requested Item Entry Mockup

 

The table below lists a portion of the events supported by the wireframe above.

Business Event

RoleUser EventWorkflow StateActivityBusiness Rules

(the event that causes the

business person to do something)

Who responds to the event and use this UI?

What events does the user do with this UI

When does it happenWhat the role and system do in response to the eventrules for the event response
New Case Created, Items requested need to be added to case

Request Coordinator

Request Liaison

Add Requested Items

 

Case = In Progress

 

  1. Select to create requested item
  2. Add item fields
  3. evaluate and add for executive approval
  4. Workflow State = Open
  5. If necessary, Executive notified to review case for approval of requested item

A case can have 1 or more requested items

Each item requested in the case must be added as a requested item

Requested Item has been produced, Liaison or Coordinator does due diligence on the requested item contentRequest Coordinator

Request Liaison

 Mark as Due Diligence Complete 

Case = In Progress

Mark as due diligence complete If Request Coordinator is the case owner, only a request coordinator role can mark for due diligence complete.

 

 

2. Form 211 - Market Maker application for clearance on OTC Exchange

 

 

 

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