Entities Design

Domain Objects 4

• DOM-CRM-ENT-001ContactDraft
• DOM-CRM-ENT-002OrganizationDraft
• DOM-CRM-ENT-003AffiliationDraft
• DOM-CRM-ENT-033Record Protection and HistoryDraft

State Models 7

• STATE-CRM-ENT-001Contact record lifecycleDraft
• STATE-CRM-ENT-002Organization record lifecycleDraft
• STATE-CRM-ENT-003Organization role compliance statusDraft
• STATE-CRM-ENT-004Compliance reprocess runDraft
• STATE-CRM-ENT-005Affiliation and role period lifecycleDraft
• STATE-CRM-ENT-006Shared contact detail sourceDraft
• STATE-CRM-ENT-007Record lockDraft

Workflows 11

• WF-CRM-ENT-001Create a contactDraft
• WF-CRM-ENT-002Save a contact and its affiliationsDraft
• WF-CRM-ENT-003Create and save an organizationDraft
• WF-CRM-ENT-004Recalculate role compliance and submit the noticeDraft
• WF-CRM-ENT-005Reprocess compliance across the workspaceDraft
• WF-CRM-ENT-006Reconcile affiliation datesDraft
• WF-CRM-ENT-007Give automatic roles on the start dayDraft
• WF-CRM-ENT-008Save or delete an organization type with its notice templateDraft
• WF-CRM-ENT-009Delete a contact or an organizationDraft
• WF-CRM-ENT-010Disconnect and resolve shared contact detailsDraft
• WF-CRM-ENT-011Feed Quick Search from record changesDraft

Service Contracts 2

• SVC-CRM-ENT-configuration-typesClassification Types Service ModuleDraft
• SVC-CRM-ENT-entitiesEntities Service ModuleDraft

Screen Designs 13

• SCR-CRM-ENT-001Contacts listDraft
• SCR-CRM-ENT-002Create ContactDraft
• SCR-CRM-ENT-003Contact 360Draft
• SCR-CRM-ENT-004Edit ContactDraft
• SCR-CRM-ENT-005Organizations listDraft
• SCR-CRM-ENT-006Create OrganizationDraft
• SCR-CRM-ENT-007Organization 360Draft
• SCR-CRM-ENT-008Contact types configurationDraft
• SCR-CRM-ENT-009Organization types configurationDraft
• SCR-CRM-ENT-010Affiliation types configurationDraft
• SCR-CRM-ENT-011Contact roles configurationDraft
• SCR-CRM-ENT-012Address types configurationDraft
• SCR-CRM-ENT-013Phone number types configurationDraft

Decision Records 15

• ADR-CRM-ENT-001Entities Owns the Classification TypesProposed
• ADR-CRM-ENT-002The Contact Owns Its AffiliationsProposed
• ADR-CRM-ENT-003Whole-record Saves Carry the Complete PayloadProposed
• ADR-CRM-ENT-004Changes Use the Version ReadProposed
• ADR-CRM-ENT-005Records Commit Before Their ReactionsProposed
• ADR-CRM-ENT-006Compensate Platform-held Templates After CRM CommitProposed
• ADR-CRM-ENT-007Only Contacts and Organizations Carry Custom FieldsProposed
• ADR-CRM-ENT-008Commit Compliance Notice Submissions with StatusProposed
• ADR-CRM-ENT-009Dates Follow the Workspace CalendarProposed
• ADR-CRM-ENT-010Archive Is Separate from StatusProposed
• ADR-CRM-ENT-011Keep Customer Locks and Rhythm Protection ApartProposed
• ADR-CRM-ENT-012Resolve Shared Details on ReadProposed
• ADR-CRM-ENT-013The Database Writes Record HistoryProposed
• ADR-CRM-ENT-014Activate Cross-service Behaviors Through Deployment SwitchesProposed
• ADR-CRM-ENT-015No Entities Operation Is Published to SubmissionsProposed

Capability Test Specifications 20

• ATS-CRM-ENT-001Establish a person’s CRM recordProposed
• ATS-CRM-ENT-002Establish an organization and its hierarchyProposed
• ATS-CRM-ENT-003Locate people and organizationsProposed
• ATS-CRM-ENT-004Save corrections without overwriting another changeProposed
• ATS-CRM-ENT-005Maintain reliable contact pointsProposed
• ATS-CRM-ENT-006Share organization contact points with affiliated peopleProposed
• ATS-CRM-ENT-007Capture a person’s communication choicesProposed
• ATS-CRM-ENT-008Keep workspace’s-defined information with recordsProposed
• ATS-CRM-ENT-009Maintain a person’s organizational relationshipsProposed
• ATS-CRM-ENT-010Keep dated relationships currentProposed
• ATS-CRM-ENT-011Maintain responsibilities on organizational relationshipsProposed
• ATS-CRM-ENT-012Review organization role compliance and prepare noticesProposed
• ATS-CRM-ENT-013Set records aside and restore themProposed
• ATS-CRM-ENT-014Remove records and their owned informationProposed
• ATS-CRM-ENT-015Control record locks and system protectionProposed
• ATS-CRM-ENT-016Inspect a record’s changes over timeProposed
• ATS-CRM-ENT-017Configure affiliation types and contact rolesProposed
• ATS-CRM-ENT-018Organize the workspace’s record classificationsProposed
• ATS-CRM-ENT-019Resolve the forms and layouts used for CRM recordsProposed
• SAT-CRM-ENT-004Edit Contact: Screen AcceptanceProposed

Documents 1

• CMP-CRM-ENT-001Address EditorDraft

Screens