Details

      Description

      User Story

      As a user that has successfully purchased my BOP insurance policy from Raylife, I want to receive an email with information on the policy document that I need to sign via DocuSign so that I can complete my transaction and get insurance.

      Acceptance Criteria:

      Given that I'm a user that has successfully paid for my BOP policy via PayPal, when PayPal redirects me to the final Raylife confirmation page, then I should be automatically sent an email from DocuSign to sign my policy documents.

      DocuSign Integration:

      • When PayPal payment is successful, a call will be made to DocuSign to send a new envelope to the user's email address with their policy document to sign.
        • Envelope Details:
          • Recipient Full Name:  <user's First Name and Last Name entered on the Basic Info page>
          • Recipient Email:  <user's Business Email Address entered on the Basic Info page>
          • Email Subject:  "Please Sign Your Raylife Policy Document"
          • Email Message:  "Thank you for purchasing Raylife Insurance for your business.  Please sign your policy document using DocuSign to complete your transaction and officially bind your policy."
          • Document to attach
            • This policy document should be dynamic and come from the API, but will use a fake document for now to be used on all transactions.  See the PDF file attached in this user story and use for DocuSign.

       

      Discussion items for the team:

      1. How can we implement it so that a dynamic policy document can be created and then sent to the user via DocuSign?

      Mobile Responsiveness:

      • All pages must be mobile-friendly
      • NOTE: ACTUAL MOBILE-RESPONSIVE DESIGNS AS SHOWN IN THE MOCKUP WILL BE COVERED UNDER A SEPARATE EPIC (LPS-134804).  WE JUST NEED TO MAKE SURE THAT THE STORY CAN BE VIEWED AS PASSABLE ON A MOBILE DEVICE

       

      UX Design:

      https://www.figma.com/file/Qmm3nunuK0mRoNTX2JI6qy/raylife-website-2.4?node-id=107%3A11026 

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              Assignee:
              evelyne.duarte Evelyne Duarte
              Reporter:
              monica.posin Monica Posin (Inactive)
              Engineering Assignee:
              SE Support
              Recent user:
              Joel Rocha
              Participants of an Issue:
              QA Engineer(s) Assigned:
              Joel Rocha
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                Dates

                Created:
                Updated:
                Resolved:

                  Packages

                  Version Package
                  7.4.3.8 CE GA8
                  7.4.13 DXP U4
                  Master