Hi,
This is my first project in CRM. I am trying to arrive at system model which will include, entities, security role and any customization required at high level for below requirement. I need advise from CRM Gurus on what would be entities, security role and customization that i will need to do for below requirement. Any advise will be appreciated !
Current Process
IBS Group is fund management organization, which distributes funds to the eligible member’s enrolled in the organization through the various programs that it runs.
These programs are called as ICare, I Education, IFamily and they are run through the initiative called Community Program, which is managed by IBS Group.
IBS Group is governed by IBS Board of Directors which consist of board members.
Each of the programs such as ICare, IEducation have one or more program streams as shown in Visio diagram below.
Traditional members consists of people who utilize the benefits of the program services such as Health, Medicine, Rent; To utilize the program benefits they have to make an application to the Representative Group claiming that they are eligible to receive benefits, this is done by proving that these (Traditional Members) have stake in one or many of the Asset in the asset group.
Representative Group consists of members (individuals).
Asset can be land, Building, Machinery.
Representatives can approve or disapprove the ownership claim made by Traditional owners and the notification of same is provided to the Traditional owners and IBS Group; If application is approved then traditional owners makes claim to IBS Group for one of the program to receive benefit, after receiving the claim made by traditional owner IBS Group reviews to ascertain if the traditional owner is in the list of approvers and what kind of benefits he is eligible for; after ascertaining the eligibility of traditional owner IBS Group releases the benefit for him through one of the subprogram based on eligibility.
Community program is the name of the initiative managed by the IBS Group and it contains one or more programs that have one or more subprograms that are targeted towards specific objective to cater to community needs.
I need to find out entities, attributes, security roles and any customization required to achieve above functionality