Project Overview: Enable our customers to creat user level login at Fusion 4.0 knowledgebase, to register an account in Fusion, where they can view certain fields of our choice from piplelinedeals SQL database.
In order to make sure they register for their own property instead of some stranger, we want to add 2 additional criteria to create a login. 1. street number of property 2. Last four of Social Sec Number.
These would be unique validation fields in addition to email and password. So, when they register, these criteria are checked against the database, and call up the correct property information from pipeline SQL.
Upon successful account creation, at the home landing page of the registered user, I want to display several data fields from pipelinedeals such as Date Received, Date Sold, Property address, and Deal Status. Please seek mockup for layout of fields.
The data from Pipelinedeals would API into Fusion every night at 12 am EST USA.
When the user logs in using validation criteria, the home landing page would show a "deal summary" to the user upon landing on home page of fusion User login.
The default items that Kayako wants to display such as ticket history, and the links to knowledgebase can all be pushed down a bit on the page to make room for the summary.
Task 1: User validation when registering.
Description: when registering trough the support center users will input the property street number and 4 last digits of their SSN. If there's a match on the Pipelinedeals table for these 2 fields the user will be automatically validated and he will receive an Kayako registration successful email.
Task 2: User validation when login in.
Description: users with an existing account will login with their email address, password, street number and 4 last digits of their SSN. If there's a match on the Pipelinedeals table for these 2 fields users will be able to login.
Task 3: Home screen changes
Description: the home screen will only display the KB widget and the Pipeline deal custom fields for that property, Please see mock up for fields to display.
Task 4: Kayako-Pipeline daily sync
Description: an automated daily sync process will run at night. This process will obtain all the Pipelinedeals deals and will store them in a local table using the API.