CHANGE CONTROL PROCESS FORM

Project ID:
CCP Number:

Desjardins TPP-Production
Enhancement
CCP 079

Solo essential
Client Name: Desjardins
Requested by:
Phone:
Caroline Larose
418-838-7800 X 7821
Project Manager/Business Analyst:
Alexandre Fortin-Martel / Maryse Fontaine
Requested implementation date: TBD

Date:
January 23, 2015
Phone:
418-838-7800
2820/4448
Version/ Baseline no:
V.1 form submitted to Ebix

Business Need:
Add new application form called Solo essential in Specific and Generic
tracks.
Description:
1.
a)
b)
c)
d)

On Specific Product setup (modifications in pink):

Add Application form: Solo essential
Add Plan: Solo essential
Add coverages (refer to the attached template)
Replicate the following screens : Create case (Generic Field appendix),
Medical info, Doctor info and Non medical info . Link them to the new
application form.

2.
a)
b)
c)

On Generic Product setup (modifications in pink):

Add specific plan name: Solo essential
Add coverages (refer to the attached template)
Adjust the occupational category and the waiting period values.

3. Add values 1,2,3,4,5,5B and 6 in the dropdown of occupation class

(Decision tool screen) (refer to Miscellaneous template).
4. Add the not applicable value in the dropdown of the status (Insured
screen) (refer to the Field appendix template).

CC: Client /Business Analyst, Engagement Manager, SQA and Project Manager

Reason:
New product Solo essential will be lauch April 2015.
Workaround/impact:
TEMPLATES:

Specific Product
Setup.xls

Generic Product
setup.xls

Generic Generic - Field

Miscellaneous data.xlsappendix Details.xls

Estimate This section is to be completed by Ebix

Estimated Effort (Hrs./Resource type):

Known Risks:

Impact to Schedule:

Clarification Needed:

Assumptions:

Expected completion/delivery
date:

Estimated Cost:

Cost to maintain (if Custom Code):

APPROVED BY CLIENT/ SPONSOR Name:

Date:

CC: Client /Business Analyst, Engagement Manager, SQA and Project Manager

Notes:
1. Estimate or request for clarification will be provided within 5 days of receipt
of the CCP form.
2. CCP will be considered active after approved by an authorized client
representative.
3. Delivery date will be communicated after approval of CCP.
4. All work completed will require acceptance from client. Acceptance is
expected within 24-48 hours of work completion.
5. Changes to the scope of this CCP will require a revision to be issued and
may affect price and duration estimates
6. Price and duration estimates are based on description of requested change
as outlined in this CCP.
7. Cost and time estimates may vary by 20% depending on final approved
requirements and detail design.
8. Final Cost will be billed on an actual basis using current rates.
9. An invoice will be submitted to client for payment within 5 days of work
completion. If the CCP is cancelled or put on hold, all work completed to
that point would be prorated and submitted to the client for payment.

CC: Client /Business Analyst, Engagement Manager, SQA and Project Manager