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templates/document.html
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|
| 1 |
+
<!DOCTYPE html>
|
| 2 |
+
<html lang="en">
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| 3 |
+
<head>
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| 4 |
+
<meta charset="UTF-8">
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| 5 |
+
<meta name="viewport" content="width=device-width, initial-scale=1.0">
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| 6 |
+
<title>Subcontractor Performance Review Automation Document</title>
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| 7 |
+
<style>
|
| 8 |
+
body {
|
| 9 |
+
font-family: Arial, sans-serif;
|
| 10 |
+
margin: 40px;
|
| 11 |
+
background-color: #f9f9f9;
|
| 12 |
+
line-height: 1.6;
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| 13 |
+
}
|
| 14 |
+
.container {
|
| 15 |
+
max-width: 1000px;
|
| 16 |
+
margin: 0 auto;
|
| 17 |
+
background: white;
|
| 18 |
+
padding: 30px;
|
| 19 |
+
border-radius: 8px;
|
| 20 |
+
box-shadow: 0 2px 8px rgba(0, 0, 0, 0.1);
|
| 21 |
+
}
|
| 22 |
+
h1, h2, h3 {
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| 23 |
+
color: #2c3e50;
|
| 24 |
+
}
|
| 25 |
+
h1 {
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| 26 |
+
border-bottom: 2px solid #3498db;
|
| 27 |
+
padding-bottom: 10px;
|
| 28 |
+
}
|
| 29 |
+
h2 {
|
| 30 |
+
margin-top: 30px;
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| 31 |
+
border-bottom: 1px solid #ecf0f1;
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| 32 |
+
padding-bottom: 5px;
|
| 33 |
+
}
|
| 34 |
+
h3 {
|
| 35 |
+
margin-top: 20px;
|
| 36 |
+
color: #34495e;
|
| 37 |
+
}
|
| 38 |
+
p, li {
|
| 39 |
+
color: #555;
|
| 40 |
+
}
|
| 41 |
+
ul {
|
| 42 |
+
padding-left: 20px;
|
| 43 |
+
}
|
| 44 |
+
table {
|
| 45 |
+
width: 100%;
|
| 46 |
+
border-collapse: collapse;
|
| 47 |
+
margin: 20px 0;
|
| 48 |
+
}
|
| 49 |
+
th, td {
|
| 50 |
+
padding: 12px;
|
| 51 |
+
border: 1px solid #ddd;
|
| 52 |
+
text-align: left;
|
| 53 |
+
}
|
| 54 |
+
th {
|
| 55 |
+
background-color: #3498db;
|
| 56 |
+
color: white;
|
| 57 |
+
}
|
| 58 |
+
tr:nth-child(even) {
|
| 59 |
+
background-color: #f2f2f2;
|
| 60 |
+
}
|
| 61 |
+
.section {
|
| 62 |
+
margin-bottom: 40px;
|
| 63 |
+
}
|
| 64 |
+
.toc {
|
| 65 |
+
background-color: #ecf0f1;
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| 66 |
+
padding: 15px;
|
| 67 |
+
border-radius: 5px;
|
| 68 |
+
margin-bottom: 30px;
|
| 69 |
+
}
|
| 70 |
+
.toc ul {
|
| 71 |
+
list-style-type: none;
|
| 72 |
+
padding: 0;
|
| 73 |
+
}
|
| 74 |
+
.toc li {
|
| 75 |
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margin: 5px 0;
|
| 76 |
+
}
|
| 77 |
+
.toc a {
|
| 78 |
+
color: #2980b9;
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| 79 |
+
text-decoration: none;
|
| 80 |
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}
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| 81 |
+
.toc a:hover {
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| 82 |
+
text-decoration: underline;
|
| 83 |
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}
|
| 84 |
+
</style>
|
| 85 |
+
</head>
|
| 86 |
+
<body>
|
| 87 |
+
<div class="container">
|
| 88 |
+
<h1>Subcontractor Performance Review Automation</h1>
|
| 89 |
+
<p><strong>Client:</strong> Internal MVP Launch (Phase 1)</p>
|
| 90 |
+
<p><strong>Prepared By:</strong> Sathkrutha Tech Solutions</p>
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| 91 |
+
<p><strong>Date:</strong> May 3, 2025</p>
|
| 92 |
+
|
| 93 |
+
<!-- Table of Contents -->
|
| 94 |
+
<div class="toc section">
|
| 95 |
+
<h2>Table of Contents</h2>
|
| 96 |
+
<ul>
|
| 97 |
+
<li><a href="#brd">Business Requirement Document (BRD)</a>
|
| 98 |
+
<ul>
|
| 99 |
+
<li><a href="#executive-summary">1.1 Executive Summary</a></li>
|
| 100 |
+
<li><a href="#business-objectives">1.2 Business Objectives</a></li>
|
| 101 |
+
<li><a href="#stakeholders">1.3 Stakeholders</a></li>
|
| 102 |
+
<li><a href="#functional-requirements">1.4 Functional Requirements</a></li>
|
| 103 |
+
<li><a href="#non-functional-requirements">1.5 Non-Functional Requirements</a></li>
|
| 104 |
+
<li><a href="#scope">1.6 Scope</a></li>
|
| 105 |
+
<li><a href="#assumptions">1.7 Assumptions</a></li>
|
| 106 |
+
<li><a href="#success-metrics">1.8 Success Metrics</a></li>
|
| 107 |
+
<li><a href="#risks-mitigations">1.9 Risks & Mitigations</a></li>
|
| 108 |
+
<li><a href="#gtm-plan">1.10 GTM Plan</a></li>
|
| 109 |
+
<li><a href="#approval">1.11 Approval</a></li>
|
| 110 |
+
</ul>
|
| 111 |
+
</li>
|
| 112 |
+
<li><a href="#sdd">Solution Design Document (SDD)</a>
|
| 113 |
+
<ul>
|
| 114 |
+
<li><a href="#architecture-overview">2.1 Architecture Overview</a></li>
|
| 115 |
+
<li><a href="#data-flow-diagram">2.2 Data Flow Diagram</a></li>
|
| 116 |
+
<li><a href="#salesforce-object-design">2.3 Salesforce Object Design</a></li>
|
| 117 |
+
<li><a href="#ai-model-design">2.4 AI Model Design</a></li>
|
| 118 |
+
<li><a href="#ui-design">2.5 User Interface Design</a></li>
|
| 119 |
+
</ul>
|
| 120 |
+
</li>
|
| 121 |
+
<li><a href="#tsd">Technical Specification Document (TSD)</a>
|
| 122 |
+
<ul>
|
| 123 |
+
<li><a href="#api-integrations">3.1 API Integrations</a></li>
|
| 124 |
+
<li><a href="#platform-hosting">3.2 Platform/Hosting</a></li>
|
| 125 |
+
<li><a href="#performance-targets">3.3 Performance Targets</a></li>
|
| 126 |
+
<li><a href="#security-considerations">3.4 Security Considerations</a></li>
|
| 127 |
+
<li><a href="#testing-qa-plan">3.5 Testing & QA Plan</a></li>
|
| 128 |
+
</ul>
|
| 129 |
+
</li>
|
| 130 |
+
<li><a href="#gtm-user-stories">STPL Marketing & GTM User Stories</a></li>
|
| 131 |
+
</ul>
|
| 132 |
+
</div>
|
| 133 |
+
|
| 134 |
+
<!-- Business Requirement Document (BRD) -->
|
| 135 |
+
<div class="section" id="brd">
|
| 136 |
+
<h2>Business Requirement Document (BRD)</h2>
|
| 137 |
+
|
| 138 |
+
<div id="executive-summary">
|
| 139 |
+
<h3>1.1 Executive Summary</h3>
|
| 140 |
+
<p>This app scores and ranks subcontractors based on work quality, timeliness, incident rates, compliance, and communication, using data-driven review automation to support vendor decisions.</p>
|
| 141 |
+
</div>
|
| 142 |
+
|
| 143 |
+
<div id="business-objectives">
|
| 144 |
+
<h3>1.2 Business Objectives</h3>
|
| 145 |
+
<p>Automate and standardize subcontractor evaluations across projects to improve quality control, streamline procurement, and incentivize better vendor performance.</p>
|
| 146 |
+
</div>
|
| 147 |
+
|
| 148 |
+
<div id="stakeholders">
|
| 149 |
+
<h3>1.3 Stakeholders</h3>
|
| 150 |
+
<table>
|
| 151 |
+
<tr>
|
| 152 |
+
<th>Role</th>
|
| 153 |
+
<th>Name</th>
|
| 154 |
+
</tr>
|
| 155 |
+
<tr>
|
| 156 |
+
<td>Product Owner</td>
|
| 157 |
+
<td>Sathkrutha Delivery Lead</td>
|
| 158 |
+
</tr>
|
| 159 |
+
<tr>
|
| 160 |
+
<td>Solution Architect</td>
|
| 161 |
+
<td>Salesforce Engineering Team</td>
|
| 162 |
+
</tr>
|
| 163 |
+
<tr>
|
| 164 |
+
<td>AI Engineer</td>
|
| 165 |
+
<td>Vendor Scoring Analyst</td>
|
| 166 |
+
</tr>
|
| 167 |
+
<tr>
|
| 168 |
+
<td>QA & Ops</td>
|
| 169 |
+
<td>Subcontractor Review QA Team</td>
|
| 170 |
+
</tr>
|
| 171 |
+
<tr>
|
| 172 |
+
<td>Business Lead</td>
|
| 173 |
+
<td>STPL Procurement Head</td>
|
| 174 |
+
</tr>
|
| 175 |
+
</table>
|
| 176 |
+
</div>
|
| 177 |
+
|
| 178 |
+
<div id="functional-requirements">
|
| 179 |
+
<h3>1.4 Functional Requirements</h3>
|
| 180 |
+
<ul>
|
| 181 |
+
<li>Log work completion, delay reports, incident logs</li>
|
| 182 |
+
<li>Score vendors on quality, time, safety, and conduct</li>
|
| 183 |
+
<li>Generate monthly performance report with trend</li>
|
| 184 |
+
<li>Display leaderboard and issue risk alerts for low rank</li>
|
| 185 |
+
<li>Auto-send vendor reports and PDF certification</li>
|
| 186 |
+
</ul>
|
| 187 |
+
</div>
|
| 188 |
+
|
| 189 |
+
<div id="non-functional-requirements">
|
| 190 |
+
<h3>1.5 Non-Functional Requirements</h3>
|
| 191 |
+
<ul>
|
| 192 |
+
<li>Report generation < 10 seconds per vendor</li>
|
| 193 |
+
<li>Vendor ranking across 500+ subcontractors</li>
|
| 194 |
+
<li>Support multilingual report headers</li>
|
| 195 |
+
<li>Report archive with 1-year retention</li>
|
| 196 |
+
</ul>
|
| 197 |
+
</div>
|
| 198 |
+
|
| 199 |
+
<div id="scope">
|
| 200 |
+
<h3>1.6 Scope</h3>
|
| 201 |
+
<p><strong>In Scope:</strong></p>
|
| 202 |
+
<ul>
|
| 203 |
+
<li>Monthly vendor scoring and reporting</li>
|
| 204 |
+
<li>Leaderboards, alerts, and certification</li>
|
| 205 |
+
<li>Client/PM view of vendor scores</li>
|
| 206 |
+
</ul>
|
| 207 |
+
<p><strong>Out of Scope:</strong></p>
|
| 208 |
+
<ul>
|
| 209 |
+
<li>Contract creation or payment workflows</li>
|
| 210 |
+
<li>Legal penalty enforcement</li>
|
| 211 |
+
</ul>
|
| 212 |
+
</div>
|
| 213 |
+
|
| 214 |
+
<div id="assumptions">
|
| 215 |
+
<h3>1.7 Assumptions</h3>
|
| 216 |
+
<ul>
|
| 217 |
+
<li>All subcontractors are tagged to projects</li>
|
| 218 |
+
<li>Incidents and quality logs are submitted weekly</li>
|
| 219 |
+
<li>Score weightages pre-agreed with PMO</li>
|
| 220 |
+
</ul>
|
| 221 |
+
</div>
|
| 222 |
+
|
| 223 |
+
<div id="success-metrics">
|
| 224 |
+
<h3>1.8 Success Metrics</h3>
|
| 225 |
+
<ul>
|
| 226 |
+
<li>Top vendor pool accuracy > 90%</li>
|
| 227 |
+
<li>Monthly scoring coverage > 95% vendors</li>
|
| 228 |
+
<li>Alerts resolved within 72 hours</li>
|
| 229 |
+
</ul>
|
| 230 |
+
</div>
|
| 231 |
+
|
| 232 |
+
<div id="risks-mitigations">
|
| 233 |
+
<h3>1.9 Risks & Mitigations</h3>
|
| 234 |
+
<ul>
|
| 235 |
+
<li>Score disputes → include comment and appeal option</li>
|
| 236 |
+
<li>Fake reports → require photo/time geotag evidence</li>
|
| 237 |
+
</ul>
|
| 238 |
+
</div>
|
| 239 |
+
|
| 240 |
+
<div id="gtm-plan">
|
| 241 |
+
<h3>1.10 GTM Plan</h3>
|
| 242 |
+
<ul>
|
| 243 |
+
<li>Launch with 20+ active vendors across 3 projects</li>
|
| 244 |
+
<li>Poster: 'Measure What Matters – Vendor Edition'</li>
|
| 245 |
+
<li>Show live leaderboard and report export flow</li>
|
| 246 |
+
<li>Price by vendor count or score run frequency</li>
|
| 247 |
+
</ul>
|
| 248 |
+
</div>
|
| 249 |
+
|
| 250 |
+
<div id="approval">
|
| 251 |
+
<h3>1.11 Approval</h3>
|
| 252 |
+
<table>
|
| 253 |
+
<tr>
|
| 254 |
+
<th>Role</th>
|
| 255 |
+
<th>Name</th>
|
| 256 |
+
<th>Signature / Date</th>
|
| 257 |
+
</tr>
|
| 258 |
+
<tr>
|
| 259 |
+
<td>Product Owner</td>
|
| 260 |
+
<td>Sathkrutha Delivery Lead</td>
|
| 261 |
+
<td></td>
|
| 262 |
+
</tr>
|
| 263 |
+
<tr>
|
| 264 |
+
<td>Engineering Lead</td>
|
| 265 |
+
<td>Salesforce AI Architect</td>
|
| 266 |
+
<td></td>
|
| 267 |
+
</tr>
|
| 268 |
+
<tr>
|
| 269 |
+
<td>Business Lead</td>
|
| 270 |
+
<td>STPL Strategic Head</td>
|
| 271 |
+
<td></td>
|
| 272 |
+
</tr>
|
| 273 |
+
</table>
|
| 274 |
+
</div>
|
| 275 |
+
</div>
|
| 276 |
+
|
| 277 |
+
<!-- Solution Design Document (SDD) -->
|
| 278 |
+
<div class="section" id="sdd">
|
| 279 |
+
<h2>Solution Design Document (SDD)</h2>
|
| 280 |
+
|
| 281 |
+
<div id="architecture-overview">
|
| 282 |
+
<h3>2.1 Architecture Overview</h3>
|
| 283 |
+
<p>Subcontractor work logs, delay notices, quality reports, and incidents are ingested by Salesforce. A Hugging Face AI model computes monthly scores across multiple dimensions, enabling risk flagging and automatic PDF report generation. Reports are shared with vendors and procurement heads via dashboards and email.</p>
|
| 284 |
+
</div>
|
| 285 |
+
|
| 286 |
+
<div id="data-flow-diagram">
|
| 287 |
+
<h3>2.2 Data Flow Diagram</h3>
|
| 288 |
+
<p>Work Logs + Delay + Quality Logs → Salesforce Site → Hugging Face AI Vendor Scoring → Scorecard + Alerts → Dashboard + Certification PDF</p>
|
| 289 |
+
</div>
|
| 290 |
+
|
| 291 |
+
<div id="salesforce-object-design">
|
| 292 |
+
<h3>2.3 Salesforce Object Design</h3>
|
| 293 |
+
<p><strong>Object:</strong> Subcontractor_Performance_Score__c</p>
|
| 294 |
+
<p><strong>Fields:</strong></p>
|
| 295 |
+
<ul>
|
| 296 |
+
<li>Vendor_ID__c (Lookup)</li>
|
| 297 |
+
<li>Month__c (Date)</li>
|
| 298 |
+
<li>Quality_Score__c (Percent)</li>
|
| 299 |
+
<li>Timeliness_Score__c (Percent)</li>
|
| 300 |
+
<li>Safety_Score__c (Percent)</li>
|
| 301 |
+
<li>Communication_Score__c (Percent)</li>
|
| 302 |
+
<li>Final_Score__c (Formula)</li>
|
| 303 |
+
<li>Certification_URL__c (URL)</li>
|
| 304 |
+
<li>Alert_Flag__c (Checkbox)</li>
|
| 305 |
+
</ul>
|
| 306 |
+
</div>
|
| 307 |
+
|
| 308 |
+
<div id="ai-model-design">
|
| 309 |
+
<h3>2.4 AI Model Design</h3>
|
| 310 |
+
<p><strong>Model:</strong> Weighted Scoring with Rules + Trend Detection</p>
|
| 311 |
+
<p><strong>Inputs:</strong> Delay % logs, QA incidents, safety compliance, feedback logs</p>
|
| 312 |
+
<p><strong>Outputs:</strong> Score breakdown, final score, trend deviation</p>
|
| 313 |
+
<p><strong>Hosted on:</strong> Hugging Face with JSON response</p>
|
| 314 |
+
</div>
|
| 315 |
+
|
| 316 |
+
<div id="ui-design">
|
| 317 |
+
<h3>2.5 User Interface Design</h3>
|
| 318 |
+
<ul>
|
| 319 |
+
<li>Vendor scorecard with breakdown and trend arrows</li>
|
| 320 |
+
<li>Leaderboard of top-performing vendors</li>
|
| 321 |
+
<li>PDF certificate with monthly badge</li>
|
| 322 |
+
<li>Alert icon for underperforming vendors</li>
|
| 323 |
+
<li>Admin screen for score adjustment audit trail</li>
|
| 324 |
+
</ul>
|
| 325 |
+
</div>
|
| 326 |
+
</div>
|
| 327 |
+
|
| 328 |
+
<!-- Technical Specification Document (TSD) -->
|
| 329 |
+
<div class="section" id="tsd">
|
| 330 |
+
<h2>Technical Specification Document (TSD)</h2>
|
| 331 |
+
|
| 332 |
+
<div id="api-integrations">
|
| 333 |
+
<h3>3.1 API Integrations</h3>
|
| 334 |
+
<p>Vendor logs posted to Hugging Face monthly. Response includes score categories and alert flag. Stored in Salesforce and linked to report generator. Certification emailed to vendor and procurement.</p>
|
| 335 |
+
</div>
|
| 336 |
+
|
| 337 |
+
<div id="platform-hosting">
|
| 338 |
+
<h3>3.2 Platform/Hosting</h3>
|
| 339 |
+
<p><strong>Frontend:</strong> Salesforce Vendor Portal + Admin View</p>
|
| 340 |
+
<p><strong>Backend:</strong> Hugging Face Scoring Engine</p>
|
| 341 |
+
<p><strong>Data Sources:</strong> Delay logs, QA reports, incident database</p>
|
| 342 |
+
<p><strong>Reports:</strong> Certification with multilingual title support</p>
|
| 343 |
+
</div>
|
| 344 |
+
|
| 345 |
+
<div id="performance-targets">
|
| 346 |
+
<h3>3.3 Performance Targets</h3>
|
| 347 |
+
<ul>
|
| 348 |
+
<li>Score calculation < 8 seconds</li>
|
| 349 |
+
<li>Certification generation < 5 seconds</li>
|
| 350 |
+
<li>Support 1000+ vendors across 30+ projects</li>
|
| 351 |
+
</ul>
|
| 352 |
+
</div>
|
| 353 |
+
|
| 354 |
+
<div id="security-considerations">
|
| 355 |
+
<h3>3.4 Security Considerations</h3>
|
| 356 |
+
<ul>
|
| 357 |
+
<li>Scores editable by authorized role only</li>
|
| 358 |
+
<li>Audit log of score edits maintained</li>
|
| 359 |
+
<li>Certificates tokenized for secure vendor download</li>
|
| 360 |
+
</ul>
|
| 361 |
+
</div>
|
| 362 |
+
|
| 363 |
+
<div id="testing-qa-plan">
|
| 364 |
+
<h3>3.5 Testing & QA Plan</h3>
|
| 365 |
+
<ul>
|
| 366 |
+
<li>Simulate scoring for 25 vendors</li>
|
| 367 |
+
<li>Cross-validate category breakdowns</li>
|
| 368 |
+
<li>Review alert triggering logic</li>
|
| 369 |
+
<li>PDF formatting test in English + Telugu</li>
|
| 370 |
+
</ul>
|
| 371 |
+
</div>
|
| 372 |
+
</div>
|
| 373 |
+
|
| 374 |
+
<!-- STPL Marketing & GTM User Stories -->
|
| 375 |
+
<div class="section" id="gtm-user-stories">
|
| 376 |
+
<h2>STPL Marketing & GTM User Stories</h2>
|
| 377 |
+
<table>
|
| 378 |
+
<tr>
|
| 379 |
+
<th>ID</th>
|
| 380 |
+
<th>Role</th>
|
| 381 |
+
<th>User Story</th>
|
| 382 |
+
<th>Acceptance Criteria</th>
|
| 383 |
+
<th>Tasks</th>
|
| 384 |
+
<th>Assumptions</th>
|
| 385 |
+
</tr>
|
| 386 |
+
<tr>
|
| 387 |
+
<td>STPL-VND-001</td>
|
| 388 |
+
<td>Procurement</td>
|
| 389 |
+
<td>View vendor performance score</td>
|
| 390 |
+
<td>Score + alert flag by 1st of month</td>
|
| 391 |
+
<td>Upload logs</td>
|
| 392 |
+
<td>Vendor assigned</td>
|
| 393 |
+
</tr>
|
| 394 |
+
<tr>
|
| 395 |
+
<td>STPL-VND-002</td>
|
| 396 |
+
<td>Vendor</td>
|
| 397 |
+
<td>Download monthly certificate</td>
|
| 398 |
+
<td>PDF with badge and breakdown</td>
|
| 399 |
+
<td>Auto-email on upload</td>
|
| 400 |
+
<td>Access setup</td>
|
| 401 |
+
</tr>
|
| 402 |
+
<tr>
|
| 403 |
+
<td>STPL-VND-003</td>
|
| 404 |
+
<td>Marketing</td>
|
| 405 |
+
<td>Poster: 'Rated to Perform – Vendor Metrics'</td>
|
| 406 |
+
<td>Score breakdown with rank visual</td>
|
| 407 |
+
<td>Design 3 options</td>
|
| 408 |
+
<td>Sample vendor filled</td>
|
| 409 |
+
</tr>
|
| 410 |
+
<tr>
|
| 411 |
+
<td>STPL-VND-004</td>
|
| 412 |
+
<td>Sales</td>
|
| 413 |
+
<td>Plan per vendor or per batch</td>
|
| 414 |
+
<td>Support 25/50/100 vendor pricing</td>
|
| 415 |
+
<td>Add certificate and alert cost</td>
|
| 416 |
+
<td>Volume discount done</td>
|
| 417 |
+
</tr>
|
| 418 |
+
<tr>
|
| 419 |
+
<td>STPL-VND-005</td>
|
| 420 |
+
<td>QA</td>
|
| 421 |
+
<td>Score correctness check</td>
|
| 422 |
+
<td><5% deviation across 10 test cases</td>
|
| 423 |
+
<td>Validate inputs</td>
|
| 424 |
+
<td>Logs verified</td>
|
| 425 |
+
</tr>
|
| 426 |
+
</table>
|
| 427 |
+
</div>
|
| 428 |
+
</div>
|
| 429 |
+
</body>
|
| 430 |
+
</html>
|