B2C Portal
General
Overview Tasks
Notes
Roles
Users
Registration User
User Mgmt GUI
Notifications
Admin News
News Layout
News Layout Edit
Notifications
FAQ Administration and GUI
Starting page
Starting page
Starting page – Template SGI
Strating page - News
Dashboard
Dashboard
Dashboard – Template SGI
Damages / claims
Damages – AMS
View Damages
View Damages – Template SGI
View Damages Details
View Damages Details – Template SGI
View Damage Form 1 – Template SGI
View Damage Form 2 – Template SGI
View Damage Form 3 – Template SGI
View Damage Form 4 – Template SGI
View Damage Form 5 – Template SGI
View Damage Form 6 – Template SGI
View Damage Form 7 – Template SGI
View Damage Form 8 – Template SGI
View Damage Form 9 – Template SGI
View Damage Form 10 – Template SGI
View Damage – success message
Selection values for Drop downs
View Dialog Schadensnachtrag
Contracts
Contracts overview
View Contracts Overwiew– Template SGI
View Contracts Details
View Contracts Details – Template SGI
View Dialog Änderungsmitteilung Contract
My Data / Customer
View Customer Details
View Customer Details – Template SGI
View Dialog Änderungsmitteilung Customer
Reporting
1.15M
Категория: ИнтернетИнтернет

Customer portal optimized for B2C business

1. B2C Portal

ZEUSS Insurance Factory

2. General

Customer portal optimized for B2C business.
Users are no longer "insurance specialists" from larger companies but small tradespeople. Customers are acquired, for example, through
cooperation with lessors.
Users should be able to view contracts, make change notifications.
Users should be able to submit damage reports, provide supplements and view damage.
Easy handling and wording
Use also for "cross selling", i.e. advertising other insurance products.
Must be responsive
Reporting to analyze the use of the portal

3. Overview Tasks

1.
Set up new system (basis SGI Portal); adjust "structure" (e.g. customer connection does not exist)
2.
Adapt user administration / roles / rights system (only user and admin; leave UI unresponsive)
3.
Self registration process (users are known via email address in AMS; confirmation mail, small UI)
4.
Logic to "lock" users (also in AMS)
5.
Connection to Zeuss DB / Zeuss WS / AMS WS (eVBs, saving changes....)
6.
Start page new: simple dashboard, quick navigation to important tasks; news / advertising for additional products (version 1
static, version 2 with configuration options for admin)
7.
Customize logic notifications for actions (NEW: email only, not via notification area)
8.
Check / adjust admin area
9.
Customize / simplify forms claim notification (responsive)
10.
Forms structured notification contract / master data change (version 2 possibly with display tariff if SB are changed) Changes in
contracts; customer data as in customer portal (simple dialog; send per mail and add attachments in AMS)
11.
Reporting / statistics (monthly xslx: number of registrations, new users, damage reports, change requests, possibly install
Mamoto?)
12.
Ensure responsiveness

4. Notes

• Load testing must be done

5. Roles

• Usergroup internal
• Administrator: configuration notifications; maintains FAQs; Usermgmt (for
admin and „ Newsmanager“)
• Newsmanager: maintains News
• Usergroup Customers
• Users (identified by email address) are in AMS

6. Users

• Users who can access the portal are in AMS; identification via e-mail
address.
• A user can be linked to several customers in AMS
• Customer connection (match code) is not used
• Account or customer active control via AMS (must be checked if user
is “active” in AMS [details will follow] at every login and refresh of the
token)
• AMS user table (or better customer table?) gets field to flag when a
user is registered in the portal (used to calculate quotas for these
customers for the dashboard)

7. Registration User

1.
User receives link per email (from AMS), clicks on link and „I‘m new here“
2.
User enters email address (show hint that same address as for contract must be used)
3.
After entering a valid email address „Register now“ is activated
4.
User clicks „Register Now“ – system looks for address in AMS
a)
When found: show message „ „Herzliche Willkommen….wir haben Link zum Aktivieren des Benutzerkontos an die E-Mail Adresse
sendet….bitte aktivieren / Welcome … you will receive e-mail for activation….“ and send email with activation link
b)
When not found show message: „Sie sind nicht berechtigt …… / You are not entitled to use this portal“
5.
User clicks activation link within valid period: login page shows with message „Glückwunsch, Ihr Konto wurde aktiviert…bitte vergeben
Sie ein Kennwort und geben Sie Name und Vorname an… / congratulations, your account was activated, please enter your name and set
a password…“ (fields for name, first name, password and password repeat + password strenght).
a)
Correct password + OK: Account is activated and user is logged in
b)
Password to weak or repeat is wrong: Show message
6.
User clicks activation link after valid period: login page shows with message „ „…zu spät … Bitte fordern Sie einen neuen
Aktivierungslink an / …sorry has expired, you can request new link by clicking button below…“ Show button „Start resitration /
Registrierung starten“ -> back to 1.
7.
User does not click activation link: Cancel prozess (not sure if there is any to do?)

8. User Mgmt GUI

Not for smartphone; if
resolution too small show hint
Nur interne Rollen Administrator
und Newsmanager
Mehrfachauswahl

9. Notifications

Not for smartphone; if
resolution too small show hint
• No messages notifcation center
• Add action statistics
Statistik

10. Admin News

• New section news „News“ in „Verwaltung“
• Add / edit news like now FAQs
• There is only one version of news
Not for smartphone; if
resolution too small show hint

11. News Layout

Not for smartphone; if
resolution too small show hint
News
Das ist die Schlagzeile
Das ist der Newstext
Noch mehr
Auch mit Bild
Öffnet Editor
zum Pflegen der
News

12. News Layout Edit

Not for smartphone; if
resolution too small show hint
News Editieren
Das ist die Schlagzeile
Das ist der Newstext
Noch mehr
Auch mit Bild
Wenn beide
Bereiche leer
sind, wird keine
News angezeigt

13. Notifications

Not used, remove icon

14. FAQ Administration and GUI

FAQs same as customer portal

15. Starting page

• New
• Create damage button
• Dashboard, damages, contracts and my data tiles

16. Starting page

Designvorlage kommt von SGI
Wird auf Startseite
nicht benötigt
Öffnet Formular
Schadenmeldung

17. Starting page – Template SGI

Note on all slides with
"Template SGI": This is
about content, not about
implementing the design /
layout 1:1
Passwort ändern
FAQ
Farbe (hell/dunkel)
Sprache (Deutsch/Englisch)
• Switch dark / light like in
customer portal

18. Strating page - News

Headline
Hier steht der Text
Lore ipsum
Auch mit Absatz und FETT

19. Dashboard

• Select customer (if user has more than one)
• Widgets quotes, number of active contracts and open damages
• Note: there is no dashboard DB; quote will be in customer table in
ASM

20. Dashboard

Designvorlage kommt von SGI
Only show when user has
more than one custoemr

21. Dashboard – Template SGI

• Dropdown with customer
Name1, beneath that Name2
and Name3 like in custoemr
portal
• Click on AON back to starting
page

22. Damages / claims

• Option to create new damage
• List of „tiles“, click on tile opens details
• Label of tiles: Risiko – Schadentag – Zuordnung (nur bei KFZ, VK/TK/HP…)
• Show all open damages
• Option to show closed damages
• In Detailansicht offene Schäden (Feldliste kommt von SGI)
• In details option for „Schadennachtrag“

23. Damages – AMS

• Create damages in AMS as in customer portal
• Damages must be completed in one step (no intermediate saving like in customer portal)
• In AMS „Reminders“ must be created when a damage is created (details will follow from Hr.
Krause)
• Nachmeldung: Add attachments to damage in AMS (like customer portal)

24. View Damages

Designvorlage kommt von SGI
Schäden
Klick / tap auf Kachel öffnet
Detailansicht (nicht wie
hier dargestellt aufklappen)
Kennzeichen
Risiko – Schadentag – Zuordnung
R R 1234 – Opel Corsa – 11.11.2021 - VK
Alle Schäden anzeigen Switch open/close

25. View Damages – Template SGI

Only show tiles, click on tile
opens details (so not as shown
here with section that opens)

26. View Damages Details

<- R R 1234 – Opel Corsa – 11.11.2021 - VK
Designvorlage kommt von SGI
„Überschrift“ selektierter Schaden
Evtl. auch Vertragsnummer
anzeigen?
Zurück zur
Liste Schäden
Schadendetails
Button instead of burger menu for
„Schadennachtrag“
Dokumente
Number of columns
depending on number of
fields

27. View Damages Details – Template SGI

These fields shall show in details
No list but icons like in slide above

28. View Damage Form 1 – Template SGI

If "Yes", abort the
damage “process”.
Show message:
"Immediate
assistance is
available at the
following telephone
number".
Weiter mit view 2
Ist Soforthilfe erforderlich?
Yes
No
Fahrzeug - Schritt 1 von 5
Grund / Reason
„Weiter“ after Yes: Show message
depending on selection in dropdown
reason (simple text with phone number)
Show dropdown when Yes is selected
Options:
- Fahrzeug nicht fahrbereit
- Personenschaden
- Anderer Grund

29. View Damage Form 2 – Template SGI

If „Panne“ is selected -> Zuordnung must be
set to „Schutzbrief“
Handelt es sich um einen Unfall oder eine Panne?
Weiter mit view 3
Unfall /
Accident
1. Click on Accident or Breakdown:
show message with definition
Panne /
Breakdo
wn
Was ist ein Unfall / What is an accident
Ein Unfallereignis liegt vor, wenn das Fahrzeug durch ein unmittelbar von außen her
plötzlich mit mechanischer Gewalt einwirkendes Ereignis beschädigt wird. / An accident
event occurs when the vehicle is damaged by an event directly and suddenly acting
from the outside with mechanical force.
Was ist eine Panne / What is a breakdown
Eine Panne ist ein Schadenereignis, was durch einen inneren Brems-/Bruch/Betriebsschaden oder auch Defekt entsteht. / A breakdown is a damage event, which
occurs due to an internal brake/breakage/operating damage or also defect.
Weiter mit view 9

30. View Damage Form 3 – Template SGI

Ist Ihr eigenes Fahrzeug beschädigt?
Weiter
Weitermit
mitFolie
view 13
4
Ja
„Zuordnung in damage depends on
selection of Schadenart / Kind of damage
Ursache
Nein
Schadenart
Show dropdown when yes is selected
Selection values see slide „Selection
values for Drop downs“ below
Weiter mit view 4

31. View Damage Form 4 – Template SGI

Ist bei dem Ereignis auch ein Fremdschaden entstanden / Gibt es weitere Beteiligte?
Weiter mit view 7
Weiter
Weitermit
mitFolie
view 13
5
Ja
Nein
Schuldfrage / Responsibility
Schadenart / Kind of Damage
If Yes
-> Zuordnung of damage is „Haftpflicht“
-> Show dropdown Schuldfrage
-> Show dropdown Schadenart
-> Selection values in Schadenart only those with „Haftpflicht“
(see slide selection values below)
Show dropdown when yes is selected
Values:
- Selbst verschuldet / Own fault
- Fremd verschuldet / Caused by third party
- Unklar (Prüfung erforderlich) / unknown

32. View Damage Form 5 – Template SGI

Angaben zum Unfallgegner / Details third party
view 6

33. View Damage Form 6 – Template SGI

Weiter
Weitermit
mitFolie
view 13
5
Möchten Sie weitere Unfallgegner hinzufügen? /
Would you like to add more accident opponents?
Ja
Any number of third patries can be added
so as long as user clicks yes go back to view
5
Nein
Weiter mit view 7

34. View Damage Form 7 – Template SGI

1. If Cause (Ursache) = Breakdown, set
value automatically and don‘t show
field Cause
2. Else: Selection value for Cause depend
on Zuordnung from views 3 and 4
above (List see slide selection values
below)
Weiter mit view 8

35. View Damage Form 8 – Template SGI

1. Prefill with name, first name of user
2. All fields optional
Weiter mit view 9

36. View Damage Form 9 – Template SGI

Damage description (Schadensschilderung) is
required field
Weiter mit view 10

37. View Damage Form 10 – Template SGI

Dokumente
Einreichen
Open gallerie
Open camera
Not sure if this works on
smart phone with browser
based app

38. View Damage – success message

After clicking Submit a dialog is displayed, after confirming with OK the list of damages is displayed
Der Schaden wurde eingereicht / Report was
submitted
Vielen Dank, dass Sie den Schaden über das
Portal gemeldet haben. Wir werden uns
umgehend darum kümmern / Thank you for
reporting the damage via the portal. We will
take care of it immediately
OK

39. Selection values for Drop downs

Schadenart
Teilentwendung
Totalentwendung
Wildschaden
Elementarschaden
Glasschaden
Auffahrunfall
Frontalzusammenstoß
Kollision
Parkschaden
Schleuderunfall
Abkommen von Fahrbahn
Rangierschaden
Zuordnung
Teilkasko
Teilkasko
Teilkasko
Teilkasko
Teilkasko
Vollkasko / Haftpflicht
Vollkasko / Haftpflicht
Vollkasko / Haftpflicht
Vollkasko / Haftpflicht
Vollkasko / Haftpflicht
Vollkasko / Haftpflicht
Vollkasko / Haftpflicht
Ursache
Wildwechsel
Hagel
Blitz
Sturm
Überschwemmung
Feuer
Tierbiss
Einbruch/Diebstahl
Schmorschaden/Kurzschluss
Steinschlag/Glasbruch
Unachtsamkeit
extern/unbekannt
Kontrollverlust
Vandalismus
Glätte
Gegenstand auf der Fahrbahn
Ladungssicherung/Verlust
Verschleiß
Spurwechsel
Vorfahrtsverletzung
Zuordnung
Teilkasko
Teilkasko
Teilkasko
Teilkasko
Teilkasko
Teilkasko
Teilkasko
Teilkasko
Teilkasko
Teilkasko
Vollkasko / Haftpflicht
Vollkasko / Haftpflicht
Vollkasko / Haftpflicht
Vollkasko
Vollkasko / Haftpflicht
Vollkasko / Haftpflicht
Vollkasko / Haftpflicht
Vollkasko
Vollkasko / Haftpflicht
Vollkasko / Haftpflicht

40. View Dialog Schadensnachtrag

Designvorlage kommt von SGI
View Dialog Schadensnachtrag
Neuer Schadensnachtrag
Kommentar
Dokumente zum Schadensnachtrag

41. Contracts

• Same as damages (tiel, click opens details)
• Label is Risiko
• All current contracts are shown (Status=EIGEN or Status=ANTRAG)
• Details depend on status
• In details option for „Änderungsmitteilung“

42. Contracts overview

Designvorlage kommt von SGI
Klick / tap auf Kachel öffnet
Detailansicht (nicht wie
hier dargestellt aufklappen)
Risiko
R R 1234 – Opel Corsa
ANTRAG – BMW 320
Anträge Status EIGEN und ANTRAG
werden angezeigt
Es wird immer das Risiko angezeigt

43. View Contracts Overwiew– Template SGI

Only show tiles, click on tile
opens details (so not as shown
here with section that opens)

44. View Contracts Details

<- R R 1234 – Opel Corsa
Designvorlage kommt von SGI
Risiko selected contract
Back to list
No menu but button
See next slide for fields to be shown
Layout depending on number
of fields
Dokumente

45. View Contracts Details – Template SGI

EIGEN
ANTRAG
No list of docs but icons like in slide above

46. View Dialog Änderungsmitteilung Contract

47. My Data / Customer

• Customer data is immediately displayed in detail (For customers there
is no overview page (with a list of all customers / companies of the
user). Usually this will be only a few companies, the selection for
display is done via the dropdown in the details page.
• If user is assigned to multiple customers, the first customer is
displayed; change customer via dropdown
• In Details option for „Änderungsmitteilung“

48. View Customer Details

Meine Daten
Designvorlage kommt von SGI
No menu but button
see next slide
Dokumente

49. View Customer Details – Template SGI

No list of docs but icons like in slide above

50. View Dialog Änderungsmitteilung Customer

51. Reporting

• Simple report to get a feeling about the usage of the portal
• Excel report, created last day of each month and sent per email
• Recipients can be defined in notification section
• Field / Infos
Current number of user accounts
Current number of customers
New accounts / number of customers created this month
Number of damage reports this month
Number of Änderungsmitteilungen Contracts this month
Number of Änderungsmitteilungen Customer this month
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