Line of Credit (LOC) Payment Protection Automation Project

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Client Requisition

Project Description: Automate the application and approval of Payment Protection Insurance (Credit Life, Disability) as part of the sale of lines of credit. Automate setup of insurance with the insurance carrier and provide additional automation of insurance documents into the Electronic Imaging and Workflow System.

Application Description: Branch, Teller, and Call Center Customer Relationship Management (CRM) System

Project Role: Business Analyst/Systems Analyst

Expanded Role Description:
• Identified and documented project risks, issues, assumptions, and decisions.
• Identified and documented the business and technical requirements.
• Produced requirements documentation using standardized requirements tools.
• Facilitated meetings to gather and review business and technical requirements and project estimates.
• Participated in analysis and high-level design in order to ensure that the design supported the business and technical requirements.
• Provided knowledge transfer and coaching to development resources.
• Consulted and assisted with the development of system software.
• Supported unit testing and integration testing of the system software.
• Supported implementation of system software into production.

Experience: Business Analysis using standardized requirements management tools

Technologies: Rational RequisitePro, Rational Rose/XDE/RSM, Rational ClearQuest, BizTalk

Industry: Banking