372 lines
16 KiB
Plaintext
372 lines
16 KiB
Plaintext
graph TD
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%% START - User Access
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Start([User Access Portal]) --> Login[Login via RE Bridge Centralised SSO]
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Login --> AuthCheck{Authentication Success?}
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AuthCheck -->|No| LoginError[Authentication Failed]
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AuthCheck -->|Yes| Dashboard[User Dashboard]
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%% DASHBOARD ROUTING
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Dashboard --> UserType{User Role}
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UserType -->|Dealer| DealerPortal[Dealer Portal]
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UserType -->|Internal Staff| StaffPortal[Staff Portal]
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UserType -->|Admin| AdminAuthCheck{Admin Permission Level}
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%% ADMIN ROLE HIERARCHY
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AdminAuthCheck -->|Super Admin| AdminPortal[Full Admin Portal]
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AdminAuthCheck -->|System Admin| SystemAdminView[System Admin View]
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AdminAuthCheck -->|Workflow Admin| WorkflowAdminView[Workflow Admin View]
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AdminAuthCheck -->|Reports Admin| ReportsAdminView[Reports Admin View]
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AdminAuthCheck -->|Regional Admin| RegionalAdminView[Regional Admin View]
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%% ROUTE TO ADMIN ACTIONS
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SystemAdminView --> AdminActions{Admin Actions}
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WorkflowAdminView --> AdminActions
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ReportsAdminView --> AdminActions
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RegionalAdminView --> AdminActions
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%% DEALER PORTAL - BECOME A DEALER FLOW
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DealerPortal --> DealerAction{Dealer Action}
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DealerAction -->|New Application| NewApp[Submit 'Become a Dealer' Form]
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DealerAction -->|Existing Application| TrackApp[Track Application Status]
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DealerAction -->|Claims| ClaimProcess[Submit Claim Request]
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%% NEW DEALER APPLICATION FLOW
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NewApp --> CaptureForm[Frontend: Capture Form Data]
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CaptureForm --> ValidateForm[Frontend: Form Validation]
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ValidateForm --> SubmitForm[Frontend: Submit to Backend API]
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SubmitForm --> StoreData[Backend: Store in Database]
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StoreData --> CheckLocation{Backend: Location Has Vacancy?}
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CheckLocation -->|No| RejectEmail[Backend: Send Non-Opportunity Email]
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CheckLocation -->|Yes| AckEmail[Backend: Send Acknowledgement Email]
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AckEmail --> SendQuestionnaire[Backend: Send Questionnaire Link]
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SendQuestionnaire --> WaitResponse{Backend: Response Received?}
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WaitResponse -->|No - D+2| Reminder1[Backend: Send Reminder Email]
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Reminder1 --> WaitResponse2{Backend: Response Received?}
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WaitResponse2 -->|No - D+5| Reminder2[Backend: Send Final Reminder]
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Reminder2 --> WaitResponse3{Backend: Response Received?}
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WaitResponse3 -->|No - D+20| ExpireLink[Backend: Close Questionnaire]
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WaitResponse -->|Yes| ProcessResponse[Backend: Calculate Weighted Rank]
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WaitResponse2 -->|Yes| ProcessResponse
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WaitResponse3 -->|Yes| ProcessResponse
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ProcessResponse --> DDShortlist[Staff Portal: DD Team Reviews & Shortlists Top 10]
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DDShortlist --> AssignZM[Backend: Assign to Zonal Manager DD]
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AssignZM --> ZMEval{Staff Portal: ZM-DD KT Evaluation}
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ZMEval -->|Rejected| ZMReject[Backend: Store Rejection Reason]
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ZMEval -->|Shortlisted| AssignRBM[Backend: Auto-Assign to RBM]
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AssignRBM --> RBMEval{Staff Portal: RBM Evaluation}
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RBMEval -->|Rejected| RBMReject[Backend: Store Rejection Reason]
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RBMEval -->|Approved| AssignDDL[Backend: Auto-Assign to DDL Team]
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AssignDDL --> FDD[Backend: Send OTP-Protected Link for FDD]
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FDD --> UploadFDD[External Agency: Upload FDD Report L1/L2]
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UploadFDD --> SubmitNBH[Staff Portal: DD Team Submits to NBH]
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SubmitNBH --> NBHApproval{Staff Portal: NBH Approval}
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NBHApproval -->|Rejected| NBHReject[Backend: Store Rejection & Notify]
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NBHApproval -->|Approved| IssueLOI[Backend: Generate & Send LOI]
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IssueLOI --> UploadLOI[Staff Portal: Upload LOI to System]
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UploadLOI --> IssueLOA[Backend: Generate & Send LOA]
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IssueLOA --> UploadLOA[Staff Portal: Upload LOA to System]
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UploadLOA --> ScheduleEOR[Staff Portal: Regional DD Schedules EOR Audit]
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ScheduleEOR --> UploadEOR[Staff Portal: Upload EOR Audit Report]
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UploadEOR --> EORApproval{Staff Portal: NBH EOR Approval}
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EORApproval -->|Rejected| EORReject[Backend: Store Rejection & Notify]
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EORApproval -->|Approved| UpdateDealer[Backend: Update Dealer Info]
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UpdateDealer --> ActiveDealer([Active Dealer Created])
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%% DEALER CLAIM PROCESS
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ClaimProcess --> ClaimForm[Frontend: Claim Request Form]
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ClaimForm --> ValidateClaim[Frontend: Form Validation]
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ValidateClaim --> SubmitClaim[Frontend: Submit to Backend API]
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SubmitClaim --> RI[Backend: Request Initiation]
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RI --> RI1[Backend: Store Request Details]
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RI1 --> PS[Backend: Proposal Submission]
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PS --> PS1[Frontend: Dealer Submits Proposal]
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PS1 --> PS2[Frontend: Cost Breakup]
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PS1 --> PS3[Frontend: Timeline for Closure]
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PS1 --> PS4[Frontend: Supporting Documents]
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PS2 --> RE[Backend: Request Evaluation]
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PS3 --> RE
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PS4 --> RE
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RE --> RE1{Staff Portal: Requestor Reviews}
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RE1 -->|Needs Clarification| RE2[Backend: Request More Info]
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RE2 --> PS1
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RE1 -->|Approved| RE3[Backend: Confirm to Proceed]
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RE3 --> DLA[Staff Portal: Dept. Lead Approval]
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DLA --> DLA1{Staff Portal: Lead Reviews Request}
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DLA1 -->|Needs Clarification| DLA2[Backend: Request Clarification]
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DLA2 --> RE
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DLA1 -->|Approved| DLA3[Backend: Approve Request]
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DLA3 --> BUD[Backend: Budgeting]
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BUD --> BUD1[Backend: Block Budget]
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BUD1 --> BUD2[Backend: Assign to IO]
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BUD2 --> AC[Backend: Activity Creation]
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AC --> AC1[Backend: System Creates Activity]
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AC1 --> AC2[Backend: Auto-Email Confirmation]
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AC2 --> AC3[Backend: Notify Requestor]
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AC2 --> AC4[Backend: Notify Dealer]
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AC2 --> AC5[Backend: Notify Lead]
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AC3 --> AE[Frontend: Activity Execution Interface]
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AC4 --> AE
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AC5 --> AE
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AE --> AE1[Frontend: Dealer Executes Activity]
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AE1 --> AE2[Frontend: Submit Required Documents]
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AE2 --> CA[Backend: Claim Approval]
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CA --> CA1{Staff Portal: Requestor Reviews Documents}
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CA1 -->|More Info Needed| CA2[Backend: Request Additional Info]
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CA2 --> AE2
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CA1 -->|Approved| CA3{Staff Portal: Approval Type}
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CA3 -->|Full Approval| EI[Backend: E-Invoicing]
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CA3 -->|Partial Approval| EI
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EI --> EI1[Backend: Generate E-Invoice]
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EI1 --> EI2[Backend: Issue Credit Note]
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EI2 --> ClaimSettled([Claim Settled])
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%% DEALER OFFBOARDING - RESIGNATION
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ActiveDealer --> DealerOps{Staff Portal: Dealer Operations}
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DealerOps -->|Resignation Request| ResignStart[Frontend: Dealer Sends Email to ZBH]
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ResignStart --> ResignRecord[Staff Portal: ZBH Records in System]
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ResignRecord --> ResignZBH{Staff Portal: ZBH Approval}
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ResignZBH -->|Rejected| ResignRejectZBH[Backend: Return to Previous Level & Notify]
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ResignZBH -->|Approved| ResignDDL{Staff Portal: DD Lead Approval}
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ResignDDL -->|Rejected| ResignRejectDDL[Backend: Return to ZBH & Notify]
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ResignDDL -->|Approved| ResignNBH{Staff Portal: NBH Approval}
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ResignNBH -->|Rejected| ResignRejectNBH[Backend: Return to DD Lead & Notify]
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ResignNBH -->|Approved| GenResignLetter[Backend: Generate Resignation Acceptance Letter]
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GenResignLetter --> SendResignLetter[Staff Portal: NBH Approves & Shares Letter]
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SendResignLetter --> StartFF1[Backend: Start F&F Process]
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%% DEALER OFFBOARDING - TERMINATION
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DealerOps -->|Termination Initiated| TermStart[Staff Portal: Identify Termination Reason]
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TermStart --> TermType{Staff Portal: Termination Type}
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TermType -->|Immediate| TermDocs1[Staff Portal: ASM Collects Documentation]
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TermType -->|By Convenience| TermDocs2[Staff Portal: ASM Collects Documentation]
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TermDocs1 --> PrepNotes[Backend: Generate Termination Notes PDF]
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TermDocs2 --> PrepNotes
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PrepNotes --> TermZBH{Staff Portal: ZBH Approval}
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TermZBH -->|Rejected| TermRejectZBH[Backend: Return & Notify]
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TermZBH -->|Approved| TermDDL{Staff Portal: DD Lead Approval}
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TermDDL -->|Rejected| TermRejectDDL[Backend: Return to ZBH & Notify]
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TermDDL -->|Approved| TermNBH{Staff Portal: NBH Approval}
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TermNBH -->|Rejected| TermRejectNBH[Backend: Return to DD Lead & Notify]
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TermNBH -->|Approved| TermCCO{Staff Portal: CCO Approval}
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TermCCO -->|Rejected| TermRejectCCO[Backend: Return to NBH & Notify]
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TermCCO -->|Approved| TermCEO{Staff Portal: CEO Approval}
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TermCEO -->|Rejected| TermRejectCEO[Backend: Return to CCO & Notify]
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TermCEO -->|Approved| IssueNotice[Backend: Generate Show Cause Notice]
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IssueNotice --> Send15Day[Backend: Send Notice with 15-Day Deadline]
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Send15Day --> WaitDealer{Frontend: Dealer Response?}
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WaitDealer -->|Response Received| ReviewResponse[Staff Portal: Review Response]
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WaitDealer -->|No Response| UploadTermLetter[Staff Portal: DD Lead Uploads Signed Termination Letter]
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ReviewResponse --> FinalDecision{Staff Portal: Final Decision}
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FinalDecision -->|Proceed| UploadTermLetter
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FinalDecision -->|Withdraw| TermWithdraw[Backend: Termination Withdrawn]
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UploadTermLetter --> StartFF2[Backend: Start F&F Process]
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%% FULL & FINAL SETTLEMENT PROCESS
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StartFF1 --> FFNotify[Backend: Send F&F Notification to All Stakeholders]
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StartFF2 --> FFNotify
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FFNotify --> FFTrack[Frontend: F&F Tracking System Activated]
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FFTrack --> FFStakeholders[Backend: Each Stakeholder Receives Task]
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FFStakeholders --> FFFinance[Frontend: Finance - Settlement Forms]
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FFStakeholders --> FFLegal[Frontend: Legal - Clearance Forms]
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FFStakeholders --> FFOthers[Frontend: Other Stakeholders - Respective Forms]
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FFFinance --> FFUpdate1[Frontend: Update Status in System]
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FFLegal --> FFUpdate2[Frontend: Update Status in System]
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FFOthers --> FFUpdate3[Frontend: Update Status in System]
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FFUpdate1 --> FFCheck{Backend: All Tasks Complete?}
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FFUpdate2 --> FFCheck
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FFUpdate3 --> FFCheck
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FFCheck -->|No| FFReminder[Backend: Send Reminder if TAT Exceeded]
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FFReminder --> FFCheck
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FFCheck -->|Yes| BlockDealer[Backend: Block Dealer from System]
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BlockDealer --> FFComplete[Backend: Send Completion Email to All Stakeholders]
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FFComplete --> End([Process Complete])
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%% FIELD VISIT REPORT MODULE
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StaffPortal --> FieldVisit[Field Visit Report Module]
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FieldVisit --> FJC[Frontend: FJC Planning Interface]
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FJC --> FJC1[Frontend: Document Preparation]
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FJC --> FJC2[Frontend: Review & Approval Flow]
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FJC --> FJC3[Frontend: Dealer Coordination]
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FJC1 --> VE[Frontend: Visit Execution Module]
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FJC2 --> VE
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FJC3 --> VE
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VE --> VE1{Staff Portal: Field Visit As Per Plan?}
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VE1 -->|Yes| VE2[Frontend: Execute Visit]
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VE1 -->|No| VE3[Frontend: Re-plan Changes]
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VE3 --> VE2
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VE2 --> VE4[Frontend: Dealer Discussion]
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VE4 --> DM[Frontend: Discussion Management Module]
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DM --> DM1[Frontend: Capture Actionable Insights]
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DM --> DM2[Frontend: Record Feedback]
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DM --> DM3[Frontend: Performance Metrics]
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DM1 --> MOM[Frontend: MOM Creation Module]
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DM2 --> MOM
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DM3 --> MOM
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MOM --> MOM1[Frontend: Structured Documentation]
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MOM --> MOM2[Frontend: Action Item Tracking]
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MOM --> MOM3[Frontend: Task Delegation]
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MOM1 --> CS[Backend: Closure & Sharing Module]
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MOM2 --> CS
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MOM3 --> CS
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CS --> CS1[Backend: Document Submission]
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CS1 --> CS2[Backend: Archiving]
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CS2 --> CS3[Backend: Stakeholder Communication]
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CS3 --> AW[Backend: Approval Workflow]
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AW --> AW1{Staff Portal: Hierarchy-Based Approval}
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AW1 -->|Approved| FieldVisitComplete([Field Visit Completed & Archived])
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AW1 -->|Rejected| Feedback[Backend: Feedback to Team]
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Feedback --> FJC
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%% ADMIN PORTAL FEATURES WITH PERMISSION CHECKS
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AdminPortal --> AdminActions{Admin Actions}
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AdminActions -->|User Management| CheckUserMgmt{Backend: Has Permission?}
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AdminActions -->|Master Data| CheckMasterData{Backend: Has Permission?}
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AdminActions -->|Workflow Engine| CheckWorkflow{Backend: Has Permission?}
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AdminActions -->|Reports| CheckReports{Backend: Has Permission?}
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%% USER MANAGEMENT PERMISSIONS
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CheckUserMgmt -->|Yes - Super Admin/System Admin| UserMgmt[Frontend: User Management Interface]
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CheckUserMgmt -->|No| AccessDenied1[Frontend: Access Denied - Insufficient Permissions]
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UserMgmt --> RoleMgmt[Frontend: Role Management]
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UserMgmt --> PermissionMgmt[Frontend: Permission Matrix]
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UserMgmt --> RegionalScoping[Frontend: Regional Scoping]
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%% MASTER DATA PERMISSIONS
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CheckMasterData -->|Yes - Super Admin/System Admin/Regional Admin| MasterData[Frontend: Master Data Management]
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CheckMasterData -->|No| AccessDenied2[Frontend: Access Denied - Insufficient Permissions]
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MasterData --> CheckRegionalScope{Backend: Is Regional Admin?}
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CheckRegionalScope -->|Yes| RegionalMasterData[Frontend: Regional Scoped Data Only]
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CheckRegionalScope -->|No| FullMasterData[Frontend: Full Master Data Access]
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RegionalMasterData --> TownMgmtRegional[Frontend: Town Management - Regional]
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RegionalMasterData --> DealerCodeMgmtRegional[Frontend: Dealer Code Management - Regional]
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FullMasterData --> TownMgmt[Frontend: Town Management]
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FullMasterData --> DealerCodeMgmt[Frontend: Dealer Code Management]
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FullMasterData --> EvaluationCriteria[Frontend: Evaluation Criteria Management]
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%% WORKFLOW ENGINE PERMISSIONS
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CheckWorkflow -->|Yes - Super Admin/Workflow Admin| WorkflowEngine[Frontend: Custom Workflow Engine]
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CheckWorkflow -->|No| AccessDenied3[Frontend: Access Denied - Insufficient Permissions]
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WorkflowEngine --> TemplateBuilder[Frontend: Template Builder]
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WorkflowEngine --> DynamicWorkflow[Frontend: Dynamic Workflow Creation]
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WorkflowEngine --> WorkflowMonitoring[Frontend: Workflow Monitoring]
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%% REPORTS PERMISSIONS
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CheckReports -->|Yes - All Admin Roles| Reports[Frontend: Reports & Analytics]
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CheckReports -->|No| AccessDenied4[Frontend: Access Denied - Insufficient Permissions]
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Reports --> CheckReportScope{Backend: Determine Report Scope}
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CheckReportScope -->|Regional Admin| RegionalReports[Frontend: Regional Reports Only]
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CheckReportScope -->|Other Admins| AllReports[Frontend: All Reports]
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RegionalReports --> DealerWiseReportRegional[Frontend: Dealer-wise Report - Regional]
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RegionalReports --> PendingRequestReportRegional[Frontend: Pending Request Report - Regional]
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AllReports --> DealerWiseReport[Frontend: Dealer-wise Report]
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AllReports --> MISReport[Frontend: MIS Report]
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AllReports --> PendingRequestReport[Frontend: Pending Request Report]
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AllReports --> FFTrackingReport[Frontend: F&F Tracking Report]
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AllReports --> ApplicationSummaryReport[Frontend: Application Summary Report]
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%% ACCESS DENIED ENDPOINTS
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AccessDenied1 --> AdminActions
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AccessDenied2 --> AdminActions
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AccessDenied3 --> AdminActions
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AccessDenied4 --> AdminActions
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%% END POINTS
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RejectEmail --> End
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ExpireLink --> End
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ZMReject --> End
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RBMReject --> End
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NBHReject --> End
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EORReject --> End
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TermWithdraw --> End
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LoginError --> Login
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%% STYLING
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style Start fill:#90EE90
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style End fill:#FFB6C1
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style ActiveDealer fill:#87CEEB
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style ClaimSettled fill:#87CEEB
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style FieldVisitComplete fill:#87CEEB
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style NBHApproval fill:#FFD700
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style EORApproval fill:#FFD700
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style ResignNBH fill:#FFD700
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style TermCEO fill:#FFD700
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style BlockDealer fill:#FF6B6B
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style Dashboard fill:#E6E6FA
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style StaffPortal fill:#F0F8FF
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style DealerPortal fill:#F5F5DC
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style AdminPortal fill:#FFE4E1
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style AdminAuthCheck fill:#DDA0DD
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style SystemAdminView fill:#F0E68C
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style WorkflowAdminView fill:#F0E68C
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style ReportsAdminView fill:#F0E68C
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style RegionalAdminView fill:#F0E68C
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style AccessDenied1 fill:#FFA07A
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style AccessDenied2 fill:#FFA07A
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style AccessDenied3 fill:#FFA07A
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style AccessDenied4 fill:#FFA07A
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style CheckUserMgmt fill:#ADD8E6
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style CheckMasterData fill:#ADD8E6
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style CheckWorkflow fill:#ADD8E6
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style CheckReports fill:#ADD8E6
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style CheckRegionalScope fill:#ADD8E6
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style CheckReportScope fill:#ADD8E6
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