1. Visible Pages
1.1. Logon Page
1.2. Main Menu Page
1.3. Configuration Page
1.4. User List
1.4.1. View Add Update Delete User Page
1.5. Client List Page
1.5.1. View Add Update Delete Client Page
1.5.1.1. Policies List Page
1.5.1.1.1. View Add Update Delete Policy Page
2. Back-end Data Tables1
2.1. tblUsers
2.1.1. lngRecordID
2.1.2. txtFullname
2.1.3. txtUsername
2.1.4. txtPassword
2.1.5. txtUsertype Admin General
2.1.6. blnActive
2.1.7. txtSalt
2.2. tblClients
2.2.1. lngRecordID
2.2.2. txtSurname
2.2.3. txtForename
2.2.4. txtPreferredFormOfAddressing
2.2.5. lngSpouseLink
2.2.6. txtCRMNumber
2.2.7. txtAddressLine1
2.2.8. txtAddressLine2
2.2.9. txtTown
2.2.10. txtCounty
2.2.11. txtPostcode
2.2.12. txtTelephoneNumberHome
2.2.13. txtTelephoneNumberMobile
2.2.14. txtEmailAddress
2.2.15. dtmDateOfBirth
2.2.16. dtmDeceasedDate
2.2.17. dtmTermsOfBusinessLastNotified
3. Front End
3.1. Modules
3.1.1. Created during development as required
3.2. Queries
3.2.1. Created during development as required
3.3. Reports
3.3.1. Birthdays (next 6 weeks)
3.3.2. Who has not had TOB in last X Months
3.3.3. Who has not been met in last X Months
3.3.4. Total Assets Under Management
3.4. Non-visible Pages
3.4.1. These are pages that interact with the database to retrieve and save data
4. Backend Data Tables2
4.1. tblConfiguration
4.1.1. lngRecordID
4.1.2. Data Fields to be determined
4.2. tblPolicies 1:M
4.2.1. lngRecordID
4.2.2. lngClientRecordID
4.2.3. txtAgency (PIIA or PBA)
4.2.4. txtPolicyCurrency
4.2.5. sngPolicyValue
4.2.6. dtmDateOfValuation
4.2.7. dtmDateSurrenderedOrClosed
4.2.8. txtReasonForSurrenderOrClosure
4.2.9. txtLifeCompany
4.2.10. txtPolicyNumber
4.2.11. txtTrustee (moved)
4.2.12. txtTrusteeReference
4.3. tblMeetings
4.3.1. lngRecordID
4.3.2. lngClientRecordID
4.3.3. dtmMeetingDate
4.3.4. memMeetingNotes (Notes box to hold policy values and meeting notes)