Overview
Business Document Management (BDM)
Introduction
Overview: This Document describes the features, workflows, business rules, and capabilities of the Business Document Management (BDM) application. Key Points:
- Covers the core modules and their functional behavior
- Describes approval workflows, versioning, and governance rules
- Provides a business-friendly view of the system capabilities
- Serves as a reference for design, implementation, and review
Scope
Overview: The scope of this document includes the key functional modules of the BDM application. Included Modules:
- Clause Module
- Template Module
- Document Module
- Workspace Module
- Admin Module
- Signature Module
Modules Overview
| Module | Description |
|---|---|
| Clause | Manage reusable business clauses with approval workflows and versioning. |
| Template | Create and manage templates using approved clauses and signatures. |
| Document | Generate, store, download, and manage business documents. |
| Workspace | Manage approvals, rework, rejections, and workflow tasks. |
| Admin | Manage decision trees, field catalog, and naming conventions. |
| Signature | Manage active and inactive signatures for templates and documents. |
Screen Overview
Overview: This section lists the key application screens referenced in the BDM solution. Included Screens:
- Clause Library Screen
- Create Clause Screen
- Template Library Screen
- Document Library Screen
Functional Requirements Summary
| Requirement ID | Module | Requirement | Priority |
|---|---|---|---|
| FR-001 | Clause | System shall allow users to create clauses | High |
| FR-002 | Template | System shall allow template creation using approved clauses | High |
| FR-003 | Document | System shall support single and mass document generation | High |
| FR-004 | Workspace | System shall support approval and rejection workflows | High |
| FR-005 | Admin | System shall support decision tree configuration | Medium |
| FR-006 | Signature | System shall manage active/inactive signatures | Medium |
Business Rules and Assumptions
Overview: This section consolidates the key business rules and assumptions that apply across the BDM application. Key Points:
- Approval requirements are driven by business entity configuration
- Module tab counts must match the underlying records shown
- Creator-only edit restrictions apply to draft and rework scenarios where defined
- Clause delete behavior is implemented as soft delete
- Versioning is triggered according to module-specific rules
- Audit visibility must be maintained for activities and workflow decisions
- Naming conventions configured by administrators must be reflected consistently across related modules
Non-Functional Requirements
Overview: These non-functional requirements define the expected quality attributes and platform behavior for the BDM application.
- Application shall support role-based access control.
- Application shall maintain audit logs for all activities.
- Application shall support secure document storage.
- Application shall support scalable document generation.
- Application shall support browser-based responsive UI.