Functional Requirements
ID | Description |
|---|---|
FR-01 | Sync customer data from CRM, Billing, and Support modules |
FR-02 | Allow lifecycle status updates via UI and API |
FR-03 | Display current lifecycle stage and summary metrics in Customer360 tab |
FR-04 | Support custom lifecycle stage definitions per tenant |
FR-05 | Log all stage transitions with timestamp and user ID |
Non-functional Requirements
Response time under 500ms for lifecycle summary API.
System must support 50,000 customer records per tenant.
Data must be encrypted at rest.
Full audit logging of stage changes.
RBAC enforcement for lifecycle updates.
Use Cases
Use Case 1: Customer Success Management
A Customer Success Manager logs into WiseApp and checks which customers are currently "At-Risk" to prioritize outreach.
Use Case 2: Lifecycle Integration via API
An external workflow tool uses the lifecycle update API to automatically mark customers as "Renewed" when their annual contract is signed.