Raylife - DocuSign Integration

• Type: Story
• Status: Closed
• Priority: Minor
• Resolution: Completed
• Affects Version/s: None
• Fix Version/s: 7.4.3.8 CE GA8, 7.4.13 DXP U4, Master
• Component/s: DocuSign, Raylife, Solutions
• Labels:
  • CoE_Approved
  • raylife-d2c-mvp
• Epic Link: Raylife - D2C Commerce Integration (Binding Application)

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