Receive COT details from customer

User Story:

As a COT team manager, when I have received details and/or evidence of a COT from a new customer, occupier or landlord, I want to populate this in the system and store the evidence against the customer record, so that I can create a call to action for an agent.

As is Process:

https://universaldocs-my.sharepoint.com/:u:/g/personal/andrew_hart_verastar_co_uk/ERIa26lIFgRArqmxayc4pjkBJLaw0DTtNLlG_-TjQo8TuQ?e=18rJx6

Value

COT team receive on average 200 DocuSign forms per week (by improving the customer journey this number should also increase). The process to receive the email, upload the evidence/form, create ticket and allocate takes on average 5 minutes per contract (3.5 minutes shortest/8.5 minutes longest in checks).

5 minutes * 200 =

16.6666667 hours total time spent per week.

Acceptance Criteria:

When the "form" is received, I expect that the information within it is automatically populates the system to process the COT.

When the information is populated in the system, I expect that it can be edited.

When we have received evidence of a COT from the customer, I expect that this is automatically stored against the customer record.

When the "form" is received, I expect that a call to action is automatically created for the COT team.

I expect that I can report on the number of "forms" received, the agent who is responsible for working it, the status of the investigation, the time taken to until an outcome has been logged.