SMART360 PRD – Categorized User Stories

1. Onboarding & Core Setup

Purpose: Setup the system, configure organization, utilities, subscriptions, and core settings.
Features (User Stories):

• Guided Workflow to setup Tenant and configure Utility
• Login , Forget password, Logout
• User Role Permissions for SMART360(AU01US02)
• Account Management & Session Control (AU01US03)
• Organization Setup (ONB01US01)
• System Admin Dashboard (ONB0502)
• Subscription Management (ONB08US01)
• Utility Management (ONB02US06)
• Utility Admin Dashboard (ONB02US01)
• Core System Settings (ONB02US02)
• User Access and Management (ONB02US03)
• Calendar & Scheduling Management (ONB02US04)
• Service Areas Management (ONB02US08)
• Utility Plans & Tariffs Management (ONB02US05)
• ID & Reference Format Settings (ONB02US07)
• Data Migration (ONB04US01)
• Bend to Menu (ONB07)

2. Integration Hub -

• Payment Gateway Integration (ONB03US01)

3. Consumer Information System (CIS)

Purpose: Manage consumer lifecycle, requests, payments, and complaints.
Features:

• CSO Dashboard (CIS01US01)
• Consumer Management (CIS01US02)
• New Service Connection Application Form (CIS01US03)
• New Connection Application Detail View (CIS01US04)
• Complaints (CIS01US05)
• Service Request Management (CIS01US06)
• Payments Management (CIS01US09)
• Outstanding Management System (CIS01US08)
• Disconnection Request Flow (CIS01US10)
• Reconnection Flow (CIS01US11)
• Account Transfer Request (CIS01US12)
• Payment Channel and Modes Configuration (CIS01US13)
• Operational SLA Management (CIS01US14)
• Self-Service Portal Management (CIS01US15)
• Settings (CIS01US07)

4. Call Center (CC)

• Call Center Dashboard (CC01US01)
• My performance (CC01US02)

5. Communication Hub (UX)

Purpose: Messaging, workflows, and communication templates.
Features:

• Communication Hub Dashboard (UX01US01)
• Individual & Bulk Messaging (UX02US02)
• Utility Contact List Management (UX03US03)
• Communication Workflows (UX03US04)
• Message History Management (UX05US05)
• Message Template Management (UX06US06)

6. Consumer Self-Service (CSS)

Purpose: Consumer-facing portal for bills, payments, preferences, and support.
Features:

• Consumer Portal Authentication (CSS01US01)
• Bill Management (CSS01US02)
• Service Payment Management (CSS01US03)
• Payment Agreement Management (CSS01US04)
• Payment History Management (CSS01US05)
• Credit Notes Management (CSS01US06)
• Usage & Consumption Smart Overview (CSS01US07)
• Service & Support Management (CSS01US08)
• In-App Notification System (CSS01US09)
• Request Tracker (CSS01US10)
• Profile Details (CSS01US11)
• Preferences Management (CSS01US12)
• FAQ Access (CSS01US13)
• Service Center Finder (CSS01US14)
• Consumer Self-Service Portal Dashboard (CSS01US15)

7. Meter Management (MX)

Purpose: Manage devices, meter reads, validation, and routes.
Features:

• Device Management Dashboard (MX01US01)
• Meter Device Management (MX01US02)
• Inventory Management (MX01US03)
• Meter Service Orders (MX01US04)
• Route Management (MX02US01)
• Read Cycle Management (MX02US02)
• Manual Meter Reads (MX02US04)
• Photo Meter Reads (MX02US03)
• Smart Meter Reads (MX02US05)
• Read Cycle List & Validation Configurations (MX03US01)
• Photo Read Validation (MX03US02)
• Manual Reading Validation (MX03US03)
• Reading Validation Dashboard (MX00US01)
• Meter Reading Format (MX04US01)
• Manufacturer & Model Management (MX04US02)
• Service Executives (MX04US03)
• Meter Reading Status & Reason Code Management (MX04US04)

8. Billing & Payments (BX)

Purpose: Generate bills, manage billing cycles, templates, and financial codes.
Features:

• Bill Generation (BX01US01)
• Single Bill Generation (BX01US02)
• Bill Generation V2 (BX01US03)
• Single Bill Generation V2 (BX01US04)
• Billing Manager Dashboard (BX02US01)
• Bill Template Management (BX03US01)
• Bill Cycle Setup (BX03US02)
• Master Bill Viewer (BX04US01)
• GL Codes Management (BX05US01)
• Printing & Distribution (BX06US01)

9. Workforce Management (WX)

Purpose: Manage field force, dispatchers, and service orders.
Features:

• Master (WX01US01)
• Field Force Management (WX02US02)
• Service Order Dashboard (WX03US03)
• System Settings Configuration (WX04US04)
• Dispatcher Management System (WX05US05)