User Story:
As a user I would like to see the persistency score displayed in years to add more value to the end user.
Requirements:
For clients that are configured to receive persistency time based:
Making UI changes to Product quad view and view all
Default method with be 'Lifetime'
Updating all displays to pull persistency score in years (time based)
Years to the tenth decimal
Once story is completed
Conduct regression testing to make sure all functionality stayed the same on the quad view and view all screens
Table structure might not be in place prior to this story. We will need to accomplish as much as possible then have a later story to link the UI with the appropriate tables.
Tabular view should always match the chart view (list of Product and results)
Quad Views
View All
Use existing colors, styles, and font for text and graphs
Acceptance Criteria:
UI CHANGES
Inside the Quad View
This change will take place on the following screens:
Product Top Ranked Tabular
Product Top Ranked Chart
Product Distribution Tabular
Product Distribution Chart
Product Trend Tabular
Product Trend Chart
Updating the lookup Period:
Lookup Period: Lifetime as of XX/XX/XX (last load date)
Format MM/DD/YY
Remove the persistency end date
Product Top Ranked tabular (this page only)
Replace Persistency Score with Average Years Held
Product Distribution tabular (this page only)
Replace Persistency Score with Average Years Held
Product Trend Trend tabular
TBD date range display
Inside the 'View All' (bottom left of in quad view)
Updating the lookup Period:
Lookup Period: Lifetime as of XX/XX/XX (last load date)
Remove the persistency end date
This update will be applied to
Product Details (Top Ranked) Tabular
Product Details (Top Ranked) Chart
Product Trend Tabular
Product Trend Chart
Note - User can't view the distribution from a view all screen. This can only be achieved from the search screen
Product Top Ranked tabular (this page only)
Replace Persistency Score with Average Years Held
Trend tabular (this page only)
TBD date range display
Product Details (Product Family Views > Product Details)
This will direct the user to the top ranked tabular view
UPDATING ALL DISPLAYS TO PULL PERSISTENCY SCORE IN YEARS (TIME BASED)
Places needed to make this update:
Inside the Quad View (user can switch between views by selecting the down arrow next to there current view)
Product Top Ranked tabular view
Display 9 Product from last load
Left aligned
Sort from largest to smallest years then Product A>Z
Product Top Ranked chart view - Sideways bar chart
Display 9 Product from last load
Product Right aligned
Sort from largest to smallest years then Product A>Z
Product Distribution tabular view
Display the Product that match there appropriate section (from last load):
Top Product
Top 1/8 Product
Top quartile Product
Median (middle Product)
Average of 'XXX' Product
Bottom quartile Product
Bottom 1/8 Product
Bottom Product
Sort from largest to smallest years then Product A>Z
Product Distribution chart view - Line Chart
Display the sections above
Product Trend tabular view
Display 9 Product from last load
Sort from largest to smallest years then Product A>Z
TBD how far back we display
Product Trend chart view - Line chart
Display 9 Product from last load
Sort from largest to smallest score years then Product A>Z
TBD how far back we display
View All (bottom left of in quad view)
Top Ranked tabular
Display 20 Product last load
Product left aligned
Sort from largest to smallest score years then Product A>Z
Pagination - User will be required to hit next to display the next 20... Continue function until all Product can be displayed.
Top Ranked chart - Bar Chart
Display 20 Product last load
Product left aligned
Sort from largest to smallest score years then Product A>Z
Pagination - User will be required to hit next to display the next 20... Continue function until all Product can be displayed.
Top Trend tabular
Display 20 Product from last load
Sort from largest to smallest score years then Product A>Z
Pagination - User will be required to hit next to display the next 20... Continue function until all Product can be displayed.
TBD how far back in time we display
Top Trend chart - Line Chart
Display 20 Product from last load
Sort from largest to smallest score
Pagination - User will be required to hit next to display the next 20... Continue function until all Product can be displayed.
TBD how far back in time we display
Product Details (Product Family Views > Product Details)
This will direct the user to the top ranked tabular view
PENDING
Optimus team will be creating the table structure
The table structure will house pre cacluated scores for Lifetime
Optimus team will be creating the configurable setting.
Trend Tabular/Chart
NOTE:
In the 'View All' portion the 'Download as CSV' will be handled in a later story since these scores will need to be updated
Sort order might be different in mockups attached. This was a recent change, use the sort order in the A/C
ADDITIONAL INFORMATION
Persistency data will be loaded monthly
Lifetime
Displays the lifetime of data available recaculate at the end of each month when new data is loaded.
Example - Russell a user of SCE has data back until 2010.
On March 31st, 2015 - Lifetime will review Jan 2010 - March 2015.
On April 30, 2015 - Lifetime will review Jan 2010 - April 2015
On June 30th, 2015 - Lifetime will review Jan 2010 - June 2015