Detailed Use Case Estimates: CRM & Masters (Pillar 3)

This document provides a granular, bottom-up estimation for the CRM, Workflow, & Masters module (Phase 0/POC - 45 UCs).

ID	Title	Unit	FE (h)	BE (h)	QA (h)	Total (h)	Complexity Notes
CRM-001	Create Company Record	CRM	10	10	4	24	Basic Master form.
CRM-002	Manage Company Tabs	CRM	8	4	2	14	8-tab UI container.
CRM-004	Track Multi-Location	CRM	4	6	2	12	Nested address logic.
CRM-005	Associate Key Contacts	CRM	4	6	2	12	Linkages to Contact Master.
CRM-011	Employee Accountability	CRM	2	6	2	10	Ownership mapping.
CRM-016	Advanced Filters	CRM	12	8	4	24	Search & Grid engine.
CRM-017	Activity Timeline	CRM	12	10	4	26	Chronological feed.
CRM-021	Document OCR Hub (AI)	CRM	10	40	10	60	OCR extraction & semantic mapping.
CRM-022	Duplicate Detection	CRM	4	12	4	20	Name/GST match logic.
CRM-030	GST/PAN Validation	CRM	2	12	4	18	External API sync.
CRM-031	Credit Limit Rules	CRM	4	8	4	16	Threshold enforcement.
CRM-060	Next-Step Logic	CRM	4	6	2	12	Suggested actions.
WFL-010	State Machine	WFL	10	20	8	38	New -> Qualified rules.
WFL-011	Validation Gate	WFL	2	8	4	14	Hard block logic.
WFL-012	Response Playbooks	WFL	6	10	4	20	Template suggestions.
WFL-013	Terminal Triage	WFL	2	4	2	8	Rejected/Drop states.
WFL-014	Pipeline Sub-statuses	WFL	4	6	2	12	Parallel child states.
WFL-015	Executive Dashboard	WFL	10	10	4	24	High-level metrics.
PRE-001	Raw Data Ingestion	PRE	4	8	4	16	Excel upload engine.
PRE-002	3-Level Screening	PRE	8	12	4	24	Workflow approval UI.
PRE-003	Source Attribution	PRE	2	4	2	8	Metadata tagging.
PRE-004	Raw-to-Recheck Map	PRE	2	8	4	14	Auto-dedupe engine.
PRE-005	Transfer to BD	PRE	4	6	2	12	Ownership conflict logic.
PRE-006	Performance Alerts	PRE	2	6	2	10	Variance threshold jobs.
PRE-007	11:30 AM Rule	PRE	2	6	2	10	Absentee auto-shift.
PRE-008	Call Execution	PRE	4	4	2	10	Outcome logging UI.
PRE-009	Route Planning	PRE	4	6	2	12	Pincode geofencing.
PRE-010	Validator Workflow	PRE	4	12	8	24	(MOM 2) Man-in-the-loop.
MST-001	3-Tier Hierarchies	MST	4	8	2	14	Parent/Child logic.
MST-002	Online Verification	MST	2	8	2	12	GST/MCA portal sync.
MST-003	Product DNA & Synonyms	MST	4	6	2	12	Alias mapping table.
MST-004	Product Code Master	MST	4	10	4	18	(MOM 2) ERP Mapping.
MST-005	Contact Dual-Role	MST	4	6	2	12	Multi-company mapping.
MST-006	Barring Governance	MST	2	6	2	10	Commercial block rules.
MST-007	Bank Mapping	MST	2	4	2	8	Entity-specific banks.
MST-008	Master Promotion	MST	2	6	2	10	Prelead -> Customer.
MST-009	Grade Management	MST	4	6	2	12	Buying vs Selling grades.
MST-010	CC Auto-ingestion (AI)	MST	5	20	5	30	AI contact harvesting.
MST-011	Spot Pricing Only	MST	2	4	2	8	Price fluctuation toggle.
MST-012	Product Barring	MST	2	4	2	8	Compliance gate.
MST-013	Advanced Search	MST	4	4	2	10	Synonym-aware search.
MST-014	Compliance Tracking	MST	4	8	2	14	COA/MSDS Expiry.
MST-015	Viability Discard	MST	2	6	2	10	4-variable logic engine.
MST-016	Audit View	MST	4	4	2	10	Bulk approval queue.
QLT-005	Sample Request Lifecycle	QLT	4	12	4	20	(MOM 2) Parallel Flow.
	Module Total		198	452	150	800	Adjusted for MOM 2
	PILLAR 3 TOTAL					800

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Analysis

• Top Risk: Data Hygiene remains the primary variance factor for the CRM master.
• Hierarchy Depth: Managing 3-tier corporate hierarchies (Group -> Parent -> Unit) requires strict mapping discipline.