Technical discovery for form processing options

[baltes]

Technical Discovery for Form Processing

1. Overview:

Purpose: The IVC Forms team needs to understand the options that are available for sending submitted form data to other systems/teams for processing.

Scope: Gain an understanding of possible integration points for handing off a completed application for CHAMPVA benefits (form 10-10d) for further processing. Business Impact: Digitized form submissions will reduce downstream scanning and manual processing.

2. Stakeholders:

PEGA Implementation team IVC Forms

3. System Landscape:

PEGA

• Is there an intake endpoint?
• What metadata is needed?

  Box.com

  4. Technical Requirements:

  Data Requirements: We need to understand what we'll need to transmit and how, including but not limited to the form data and any required metadata Performance: Are there any performance considerations that we need to be aware of? Security: Have we sufficiently explored the security considerations that we need to be aware of? Scalability: What concerns might we run into at scale?

  5. API Specification:

  Endpoints: List the required endpoints for communication. Authentication: Define the authentication methods (OAuth, API keys, etc.). Data Formats: Specify data formats (JSON, XML, etc.) for requests and responses. Rate Limiting: If applicable, detail any rate-limiting considerations.

  6. Integration Points:

  Identify specific touchpoints where integration is necessary. Define triggers and events that initiate data exchange.

  7. Error Handling:

  Develop a plan for handling errors and exceptions during data transmission. Establish protocols for logging and alerting in case of integration failures. *8. Testing Strategy: Define testing scenarios for different integration scenarios (success, failure, partial success). Outline the testing environment and data sets.

  9. Deployment Plan:

  Detail the steps for deploying the integration into production. Identify rollback procedures in case of issues during deployment.

  10. Monitoring and Maintenance:

  Specify tools and metrics for monitoring integration health. Outline ongoing maintenance tasks and responsibilities.

  11. Documentation:

  Create comprehensive documentation for both internal and external users. Include API documentation, integration guides, and troubleshooting resources.

  12. Risks and Mitigations:

  Identify potential risks associated with the integration. Develop mitigation strategies for each identified risk.

  13. Approval and Sign-off:

  Define a process for obtaining approval from relevant stakeholders. Ensure sign-off on the integration plan and technical specifications.

[pshahVA]

I'm not sure if all the forms would go to the same endpoint. The reality is that we probably have a few systems that we will have to hit.

[baltes]

@pshahVA Within CHAMPVA or across IVC? We can definitely call out other systems here if we know enough to begin discovery.

[pshahVA]

@baltes yes, I meant across IVC, but as I reread the ticket, this is only for the CHAMPVA form, so disregard my comment.