LeaseGem - Revolutionize Lease Management - Full.CX: The AI-powered product development platform

Create products with ease

Full.CX effortlessly transforms your ideas into product requirements.

Full.CX turns product visions into detailed product requirements. The product below was entirely generated using our AI and advanced algorithms, exclusively available to our paid subscribers.

Product Details

Name

LeaseGem

Tagline

Revolutionize Lease Management

Inspiration Story for LeaseGem

The inception of LeaseGem was driven by the firsthand experiences of observing property managers and real estate professionals struggle with the burdensome and intricate process of lease management. The complexity of tracking numerous lease agreements, coupled with the constant risk of missing critical dates and compliance requirements, highlighted a glaring need for an intelligent, automated solution.

This realization came during a discussion with several property managers who expressed their frustrations over the administrative hurdles and inefficiencies they faced daily. Their stories of spending countless hours on manual lease tracking, document management, and compliance tasks painted a clear picture of an industry ripe for innovation.

Inspired by these insights, LeaseGem was conceived with the vision of simplifying and optimizing lease administration. The core idea was to develop a user-friendly, scalable platform that could not only automate mundane tasks but also provide real-time insights and analytics, enabling property managers and real estate professionals to make informed decisions and focus on strategic growth.

In essence, LeaseGem was born out of a genuine desire to remove the complexities and inefficiencies from lease management, providing a seamless, intelligent solution that empowers users to operate with greater efficiency and confidence.

Long Term Goal

In the next decade, LeaseGem aims to be the pioneering force in lease and asset management, leveraging AI-driven insights and predictive analytics to set new industry standards, ultimately empowering real estate professionals to achieve unparalleled efficiency, growth, and strategic success.

Personas

Sophia Landry

Name: Sophia Landry
Description: Sophia is a driven property manager with a passion for creating efficient and compliant lease management practices. She is dedicated to providing excellent tenant experiences and optimizing property operations through streamlined lease tracking and analytics. Sophia seeks a user-friendly solution that empowers her to focus on strategic growth and ensure regulatory compliance in property management.
Demographics: Age: 35-45 Gender: Female Education: Bachelor's Degree Occupation: Property Manager Income Level: Above Average
Background: Sophia has a background in property management and has honed her expertise through years of experience in overseeing residential and commercial properties. Her attention to detail and commitment to compliance stem from successfully managing diverse portfolios of leased properties. Outside of work, Sophia enjoys attending industry events and staying updated on the latest real estate regulations.
Psychographics: Sophia values efficiency, compliance, and tenant satisfaction. She seeks tools that align with her professional values and enhance her ability to provide exceptional property management services. Her motivation stems from the desire to create seamless experiences for both tenants and property owners while maximizing operational efficiency.
Needs: Sophia needs a solution that simplifies lease administration, provides real-time compliance tracking, and offers customizable reports. She also requires a user-friendly interface with powerful analytics to optimize property operations and focus on strategic growth initiatives.
Pain: Sophia experiences challenges in juggling multiple lease agreements, ensuring compliance, and managing tenant-related tasks. The lack of an efficient lease management solution often leads to time-consuming administrative burdens and the risk of compliance errors.
Channels: Sophia prefers professional industry platforms, industry conferences, and online business communities to seek information, connect with industry experts, and engage with property management software providers.
Usage: Sophia engages with lease management software on a daily basis, relying on it for critical date tracking, report generation, and compliance monitoring. She also values the ability to access the platform remotely to manage lease-related tasks while on the go.
Decision: Sophia's decision-making is influenced by the platform's ease of use, compliance features, scalability, and support services. She carefully evaluates the potential impact on property operations, tenant experiences, and the overall efficiency of the lease management process before making a decision.

Maxwell Chen

Name: Maxwell Chen
Description: Maxwell is an ambitious real estate professional with a focus on collaborative lease administration and operational scalability. He seeks a scalable, cloud-based solution that facilitates seamless document management, lease tracking, and insights generation. Maxwell's goal is to optimize lease administration, enhance collaboration across his real estate operations, and harness powerful analytics for informed decision-making.
Demographics: Age: 30-40 Gender: Male Education: Master's Degree Occupation: Real Estate Professional Income Level: Above Average
Background: Maxwell's background includes extensive experience in real estate, specializing in lease administration and property operations. He has successfully managed diverse portfolios of lease agreements and is passionate about leveraging technology to enhance collaboration and operational scalability. Outside of work, Maxwell enjoys attending real estate forums and staying updated on market trends.
Psychographics: Maxwell values collaboration, scalability, and data-driven insights. He seeks technology solutions that align with his professional goals and enable seamless collaboration across his real estate operations. His motivation stems from the desire to harness analytics for informed decision-making and strategic growth.
Needs: Maxwell needs a cloud-based platform that offers scalable architecture, secure access, and intuitive document management features. He also requires advanced analytics capabilities to generate insights and foster collaboration across his real estate operations.
Pain: Maxwell encounters challenges in managing diverse lease portfolios, facilitating collaborative lease administration, and harnessing actionable insights for strategic decision-making. The absence of a scalable and collaborative lease management solution often leads to operational inefficiencies and limited insights generation.
Channels: Maxwell actively engages with professional real estate platforms, industry events, and online forums to seek industry insights, connect with technology providers, and explore innovative solutions for real estate operations.
Usage: Maxwell engages with lease management software regularly, relying on it for document collaboration, lease tracking, and insights generation. He also values the secure access and scalable architecture for seamless collaboration across his real estate operations.
Decision: Maxwell's decision-making process is influenced by the platform's scalability, data-driven insights, security features, and integration capabilities. He evaluates the potential impact on collaboration, scalability, and informed decision-making across his real estate operations before choosing a lease management solution.

Olivia Martinez

Name: Olivia Martinez
Description: Olivia is a dedicated lease administrator who strives for accurate and efficient lease tracking, document management, and compliance reporting. She is committed to streamlining lease administration processes and generating customizable reports. Olivia seeks a solution that empowers her to ensure accurate and efficient lease administration, allowing her to focus on strategic growth initiatives and tenant satisfaction.
Demographics: Age: 25-35 Gender: Female Education: Associate's Degree Occupation: Lease Administrator Income Level: Average
Background: Olivia's background includes experience in lease administration, focusing on accurate lease tracking and document management. Despite her busy work schedule, she actively pursues professional development opportunities to stay updated on industry best practices and compliance regulations. In her free time, Olivia enjoys attending industry seminars and networking events.
Psychographics: Olivia values accuracy, efficiency, and compliance. She seeks a user-friendly and intuitive platform that aligns with her professional values and enhances her ability to manage leases and generate insightful reports. Her motivation stems from the desire to streamline lease administration, ensure compliance, and focus on strategic growth initiatives.
Needs: Olivia needs a user-friendly platform that simplifies lease administration, offers customizable reporting, and provides dynamic dashboards for accurate insights. She also requires a solution with intuitive document management features to streamline lease tracking and manage critical dates effectively.
Pain: Olivia faces challenges in efficiently managing lease agreements, generating comprehensive reports, and ensuring accurate lease tracking. The lack of an intuitive lease management solution often leads to time-consuming administrative tasks and the risk of manual errors.
Channels: Olivia prefers online industry forums, professional development platforms, and industry publications to seek information, connect with industry peers, and explore lease management software solutions.
Usage: Olivia engages with lease management software on a regular basis, relying on it for accurate lease tracking, report generation, and document management. She also values the platform's user-friendly interface for streamlined lease administration.
Decision: Olivia's decision-making is influenced by the platform's user-friendliness, reporting capabilities, compliance features, and support services. She carefully evaluates the potential impact on lease administration, compliance, and her ability to focus on strategic growth initiatives before selecting a lease management solution.

Product Ideas

Smart Lease Alerts: Introduce an automated alert system within LeaseGem that sends real-time lease notification reminders to property managers, real estate professionals, and lease administrators. This feature enables users to stay updated on critical dates and deadlines, enhancing lease management efficiency and compliance.
Collaborative Document Exchange: Implement a secure and collaborative document exchange feature on LeaseGem, allowing property managers, real estate professionals, and lease administrators to share, review, and sign lease documents within the platform. This functionality streamlines document management, fosters seamless collaboration, and accelerates the lease agreement process.
AI-Powered Lease Analytics: Integrate advanced AI-powered analytics and predictive insights into LeaseGem, empowering users with valuable lease performance forecasts, risk assessments, and optimization recommendations. This innovative feature leverages machine learning to provide users with actionable intelligence for strategic decision-making and performance enhancement.
Mobile Lease Approval: Develop a mobile lease approval functionality for LeaseGem, enabling property managers, real estate professionals, and lease administrators to review, approve, and manage lease agreements on-the-go using their mobile devices. This feature enhances flexibility, accessibility, and efficiency in lease administration, catering to the dynamic needs of users.

Product Features

Instant Notifications

Receive real-time alerts for critical lease dates and deadlines, ensuring timely action and compliance with lease agreements.

Requirements

Real-time Lease Alerts

User Story: As a property manager, I want to receive instant notifications for critical lease dates so that I can take timely action and ensure compliance with lease agreements.
Description: Implement real-time alerts and notifications for important lease dates and deadlines within the LeaseGem platform. This feature will enable users to receive timely notifications and reminders, ensuring compliance with lease agreements and proactive management of critical dates. The real-time lease alerts will be seamlessly integrated with the existing lease tracking and document management functionalities, providing a comprehensive solution for lease administration.
Acceptance Criteria: User Receives Real-time Alert for Lease Renewal Deadline

When a lease renewal deadline is approaching, the user should receive a real-time alert via email and in-platform notifications. The alert should include the specific lease details and deadline date.

User Receives Real-time Alert for Rental Payment Due Date

When a rental payment due date is approaching, the user should receive a real-time alert via email and in-platform notifications. The alert should include the specific lease details, amount, and due date.

User Views Historical Alerts in Dashboard

The user should be able to view a historical record of all past alerts in the dashboard, including the date and time of the alert, the type of alert, and the action taken. The historical alerts should provide insights and tracking of past activities.

User Manages Alert Preferences

The user should be able to manage alert preferences, including the frequency and type of alerts they wish to receive. The preferences should be easily configurable and adjustable based on the user's specific needs and requirements.

Customizable Notification Preferences

User Story: As a real estate professional, I want to customize my notification preferences so that I can receive alerts for lease events that are most relevant to my management tasks.
Description: Introduce the ability for users to customize their notification preferences within LeaseGem. This feature will allow users to choose the types of lease-related events for which they want to receive notifications. By offering customizable notification settings, users can tailor their notification preferences to align with their specific lease management needs and priorities.
Acceptance Criteria: User selects lease event types for notifications

Given the user is logged into LeaseGem, when the user accesses the notification preferences settings, then the user can select specific lease event types for which they want to receive notifications.

Save notification preferences

Given the user has selected their notification preferences, when the user saves the changes, then the selected notification preferences are successfully saved to the user's account.

Receive real-time alerts based on customized preferences

Given the user has customized their notification preferences, when a relevant lease event occurs, then the user receives a real-time alert according to their customized preferences.

Notification Delivery Channels

User Story: As a user of LeaseGem, I want to receive lease notifications through various channels so that I can stay informed even when I am not actively using the platform.
Description: Enhance the notification delivery system to support multiple channels such as email, SMS, and in-app notifications. By incorporating versatile delivery channels, users can receive lease alerts through their preferred communication channels, ensuring that they stay informed regardless of their access to the LeaseGem platform.
Acceptance Criteria: User Receives Email Notifications for Critical Lease Dates

Given that the user has set up email notifications in their account settings, when a critical lease date is approaching, an email notification is sent to the user's registered email address, containing details of the upcoming lease event.

User Receives SMS Notifications for Critical Lease Dates

Given that the user has opted in for SMS notifications in their account settings, when a critical lease date is approaching, an SMS notification is sent to the user's registered mobile number, containing details of the upcoming lease event.

User Receives In-App Notifications for Critical Lease Dates

Given that the user is logged in to the LeaseGem platform, when a critical lease date is approaching, an in-app notification is displayed to the user, containing details of the upcoming lease event.

User Can Select Preferred Notification Channels

Given that the user is accessing their notification settings, when the user selects their preferred notification channels (email, SMS, in-app), the system saves and applies the chosen notification channels to deliver critical lease date notifications.

Notification Delivery Failure Handling

Given that a notification fails to be delivered due to technical issues or invalid contact information, when the system encounters a delivery failure, appropriate error handling and notifications are triggered to inform the user and log the delivery failure for troubleshooting.

Testing Notification Delivery Speed

Given that critical lease date is triggered in the system, when notifications for the critical lease date are sent, the system delivers the notifications within 30 seconds to ensure real-time alerting.

Customizable Reminders

Tailor reminder preferences to specific lease terms, allowing personalized notifications for key milestones and events.

Requirements

Custom Reminder Templates

User Story: As a property manager, I want to create custom reminder templates for specific lease terms so that I can receive personalized notifications for key milestones, ensuring I never miss crucial events.
Description: Enable users to create custom reminder templates for specific lease terms and milestones. This feature allows users to personalize reminders based on their unique lease agreements, ensuring timely notifications for crucial events and obligations. The capability integrates seamlessly within the existing reminder system, providing flexibility and customization to enhance user experience and efficiency in lease management.
Acceptance Criteria: User creates a new reminder template

Given the user is on the 'Reminder Templates' page, when the user selects the 'Create New Template' option, then a blank template form with fields for title, description, and reminder settings is displayed.

User customizes reminder settings

Given the user has created a new reminder template, when the user sets custom reminder preferences for specific lease terms and milestones, then the changes are saved and reflected in the template details.

User integrates custom reminder template with existing reminders

Given the user has customized a reminder template, when the user integrates the template with existing reminders, then the template is added to the reminder system and notifications are sent based on the custom settings.

Reminder Scheduling and Frequency

User Story: As a real estate professional, I want to schedule and set the frequency of reminders for lease milestones so that I can tailor the notifications to my preferred times and intervals, ensuring I never miss a critical date.
Description: Implement the ability to schedule and set the frequency of reminders for lease milestones and events. This functionality enables users to tailor their reminder preferences, ensuring that they receive notifications at their preferred times and intervals. By allowing users to manage when and how often they receive reminders, this feature enhances user control and ensures that they stay informed about important lease-related activities.
Acceptance Criteria: User schedules a reminder for a lease milestone

Given a lease milestone, when the user sets a reminder for the milestone with a specific date and time, then the reminder is scheduled and saved successfully.

User sets the frequency of reminders for lease events

Given a lease event, when the user sets the frequency for reminders with options such as daily, weekly, or custom interval, then the reminders are scheduled with the selected frequency.

User receives a reminder for a lease milestone

Given a scheduled reminder for a lease milestone, when the reminder date and time is reached, then the user receives the reminder notification as per the scheduled time.

User edits a scheduled reminder

Given an existing scheduled reminder, when the user edits the reminder details such as date, time, or frequency, then the reminder is updated successfully with the new details.

Reminder Delivery Channels

User Story: As a lease administrator, I want to receive reminders for lease milestones through multiple delivery channels so that I can stay informed via my preferred communication methods, ensuring I never miss critical lease events.
Description: Integrate multiple delivery channels for reminders, including email, SMS, and in-app notifications, to provide users with versatile options for receiving reminders. This capability offers users the flexibility to choose their preferred communication channel for receiving reminders, ensuring timely and effective notifications across different devices and platforms. By supporting various delivery channels, the feature enhances user accessibility and ensures that reminders reach users through their preferred communication mediums.
Acceptance Criteria: User sets up email reminder preference

Given the user is logged in to the system, when the user navigates to the reminder settings, then the user can select email as a delivery channel for reminders.

User sets up SMS reminder preference

Given the user is logged in to the system, when the user navigates to the reminder settings, then the user can select SMS as a delivery channel for reminders.

User receives in-app notification

Given the user has an upcoming lease event, when the event triggers a reminder, then the user receives an in-app notification on their dashboard.

Email reminder is successfully delivered

Given the user has set up email reminders, when the reminder is triggered, then the user receives the email reminder in their inbox.

SMS reminder is successfully delivered

Given the user has set up SMS reminders, when the reminder is triggered, then the user receives the SMS reminder on their mobile device.

In-app notification is successfully delivered

Given the user has set up in-app notifications, when the reminder is triggered, then the user receives the in-app notification on their dashboard.

Compliance Tracking

Monitor and track lease compliance through automated alerts, reducing the risk of missing critical dates and contractual obligations.

Requirements

Automated Alerts

User Story: As a property manager, I want to receive automated alerts for critical lease dates so that I can proactively monitor compliance and mitigate risks of missing important deadlines.
Description: Implement a system to automatically generate alerts for upcoming critical lease dates to ensure proactive compliance monitoring and risk mitigation. The feature will integrate with existing lease data and notification settings to provide timely reminders and notifications for important deadlines and obligations.
Acceptance Criteria: User Receives Alert for Upcoming Lease Expiration Date

Given that a lease expiration date is approaching, when the system triggers an alert to the user, then the user should receive a timely notification including lease details and action steps.

Compliance Tracking Dashboard Update

Given that a critical compliance date has passed, when the system updates the compliance tracking dashboard with the new status, then the dashboard should accurately reflect the updated compliance information.

Customizable Alert Settings

Given that a user wants to customize alert settings for specific lease events, when the user modifies the alert settings, then the system should apply the updated settings and trigger alerts based on the new criteria.

Customizable Notifications

User Story: As a real estate professional, I want to customize my notification preferences to receive relevant alerts in my preferred manner, so that I can efficiently track lease compliance based on my unique requirements.
Description: Enable users to customize their notification preferences, including the type of alerts, frequency, and delivery method. This feature will enhance user experience by allowing them to set personalized notification settings to align with their specific compliance tracking needs and preferences.
Acceptance Criteria: User sets up customized notification preferences for lease compliance alerts

Given that the user is logged into the LeaseGem platform, when the user navigates to the notification settings section, then they should be able to specify the type of alerts, frequency, and delivery method for lease compliance alerts.

User receives customized lease compliance alerts based on set preferences

Given that the user has customized their notification preferences for lease compliance alerts, when a critical date or contractual obligation is approaching, then the user should receive an alert according to the specified type, frequency, and delivery method.

User updates existing notification preferences for lease compliance alerts

Given that the user has already set up notification preferences for lease compliance alerts, when the user wants to make changes to these preferences, then they should be able to easily update the type, frequency, and delivery method of alerts.

Audit Trail Logging

User Story: As a compliance officer, I want to access an audit trail log to track all compliance activities and changes, so that I can maintain a transparent and accountable compliance monitoring process.
Description: Implement an audit trail log to track all compliance-related activities and changes made to lease data. This will provide a comprehensive history of actions taken, ensuring transparency and accountability in compliance monitoring and reporting.
Acceptance Criteria: Record Lease Document Creation

Given a new lease document is created, When the document is saved, Then the system logs the user, timestamp, and details of the document creation.

Update Lease Document

Given an existing lease document is updated, When the changes are saved, Then the system logs the user, timestamp, and details of the document updates.

View Audit Trail

Given a user accesses the audit trail, When the user searches for specific lease activities, Then the system displays a comprehensive list of historical actions, including user, timestamp, and details of lease-related activities.

Export Audit Trail Report

Given a user wants to export an audit trail report, When the user generates the report, Then the system creates a downloadable file containing a detailed list of audit trail activities.

Activity Dashboard

Access a centralized dashboard displaying all lease alerts and notifications, providing a comprehensive overview of upcoming deadlines.

Requirements

Alerts and Notifications

User Story: As a property manager, I want to receive real-time alerts and notifications for upcoming lease deadlines so that I can proactively manage my lease agreements and ensure compliance.
Description: Implement a feature to send real-time alerts and notifications for upcoming lease deadlines and critical dates.
Acceptance Criteria: User accesses the Activity Dashboard

The Activity Dashboard displays all upcoming lease alerts and notifications

User clicks on a lease alert

The system sends a real-time notification for the upcoming lease deadline

User marks a lease deadline as complete

The system updates the dashboard and removes the lease alert notification

Customizable Dashboard

User Story: As a real estate professional, I want to customize my dashboard to display lease alerts and notifications based on my specific preferences so that I can focus on the most critical deadlines and manage my lease portfolio effectively.
Description: Develop a customizable dashboard that allows users to personalize and prioritize lease alerts and notifications based on their specific preferences and business needs.
Acceptance Criteria: User customizes lease alerts

Given a user is logged into LeaseGem and has access to the activity dashboard, when the user selects the 'Customize Alerts' option, then the user can personalize and prioritize lease alerts based on specific dates, properties, tenant names, or other customizable filters.

Dashboard updates reflect customized alerts

Given a user has customized lease alerts using the 'Customize Alerts' option, when lease alerts and notifications are displayed on the dashboard, then the dashboard accurately reflects the personalized and prioritized lease alerts based on the user's selections.

User saves customized dashboard settings

Given a user has personalized and prioritized lease alerts on the activity dashboard, when the user saves the customized settings, then the system saves and applies the customized dashboard layout for future use.

Alerts are consistently updated

Given the user has set personalized lease alerts and notifications on the dashboard, when there are changes to lease information or deadlines, then the dashboard updates and reflects the changes in real time.

User access to default dashboard if not customized

Given a user has not personalized and prioritized lease alerts on the activity dashboard, when the user accesses the dashboard, then the system displays the default dashboard layout with standard lease alerts and notifications.

Interactive Reporting

User Story: As a lease administrator, I want to generate customized reports and analyze lease data to evaluate performance and ensure compliance with lease terms and regulations.
Description: Introduce interactive reporting features that enable users to analyze lease data and generate customized reports for performance evaluation and compliance tracking.
Acceptance Criteria: User generates a performance report for the past six months

The system allows the user to select the date range and relevant lease data for generating performance reports

User views a visual representation of lease compliance status

The dashboard displays interactive charts and graphs showing lease compliance status based on key parameters such as rent payments, lease expirations, and overdue notices

User exports a compliance summary for audit purposes

The system provides an option to export a comprehensive compliance summary report in PDF format, including lease details, compliance status, and audit trails

User filters and drills down into specific lease performance metrics

The user can apply filters and drill-down options to analyze lease performance metrics including occupancy rates, lease durations, and revenue trends

Document Management Integration

User Story: As a property manager, I want to access and organize lease-related documents within the dashboard to streamline lease administration and documentation management processes.
Description: Integrate document management capabilities within the dashboard to facilitate easy access and organization of lease-related documents, ensuring a seamless workflow for lease administration.
Acceptance Criteria: User accesses the dashboard to view lease alerts and notifications.

Given that the user is logged in and has access to the dashboard, when they navigate to the dashboard, then they should see a centralized display of all lease alerts and notifications.

User uploads a lease-related document to the dashboard.

Given that the user has a lease-related document to upload, when they select the upload option in the dashboard, then the document should be successfully uploaded and appear in the document list.

User searches for a specific lease document within the dashboard.

Given that the user needs to find a specific lease document, when they use the search functionality in the dashboard and enter the document's name or relevant keywords, then the dashboard should display the document in the search results.

User categorizes a lease document within the dashboard.

Given that the user wants to categorize a lease document, when they select the categorization option in the dashboard and assign appropriate tags or labels, then the document should be successfully categorized for easy organization.

Notification History

Review a log of all lease notifications received, enabling easy reference and audit trail for compliance and decision-making.

Requirements

Notification Log

User Story: As a property manager, I want to review a log of all lease notifications received so that I can easily reference historical notifications, track compliance, and make informed decisions based on past notifications.
Description: The requirement involves creating a comprehensive log of all lease notifications received within the LeaseGem platform. This log will serve as a reliable reference and audit trail for compliance, decision-making, and historical record-keeping. The notification log will display important details such as notification date, type of notification, associated lease, and recipient. Additionally, users will have the capability to filter, search, and export the notification log for further analysis and reporting purposes, enhancing transparency and accountability within the lease management process.
Acceptance Criteria: User views notification log

When the user accesses the notification log, it should display a comprehensive list of all lease notifications received, including the notification date, type, associated lease, and recipient.

User filters notification log

When the user applies a filter to the notification log, it should accurately refine the displayed notifications based on selected criteria such as date range, notification type, or associated lease.

User exports notification log

When the user exports the notification log, it should generate a downloadable file containing all the displayed notifications in a compatible format for further analysis and reporting.

Notification Filters

User Story: As a real estate professional, I want to filter lease notifications based on specific criteria so that I can easily identify and analyze relevant notifications for individual leases or specific time periods.
Description: This requirement focuses on implementing advanced filtering options for lease notifications within the Notification Log feature. Users will have the ability to filter notifications based on various parameters such as notification type, date range, lease details, and recipient. The filtering capabilities will empower users to efficiently locate specific notifications, conduct targeted analysis, and extract actionable insights from the notification log. By providing flexible filtering options, the platform enhances user productivity and decision-making efficiency.
Acceptance Criteria: User filters notifications by notification type

Given that the user has access to the Notification Log feature, when the user selects a specific notification type from the filter options, then the system displays only the notifications of the selected type.

User filters notifications by date range

Given that the user has access to the Notification Log feature, when the user specifies a date range using the filter options, then the system shows only the notifications received within the defined date range.

User filters notifications by lease details

Given that the user has access to the Notification Log feature, when the user enters lease details such as property name or tenant name in the filter search, then the system filters and displays notifications related to the specified lease details.

User filters notifications by recipient

Given that the user has access to the Notification Log feature, when the user enters the recipient's name or email address in the filter search, then the system filters and displays notifications sent to the specified recipient.

Export Functionality

User Story: As a lease administrator, I want to export the lease notification log data in different formats so that I can share and integrate the data with external systems, generate custom reports, and maintain detailed compliance documentation.
Description: This requirement entails incorporating export functionality within the Notification Log feature, enabling users to export the filtered notification log data in various formats such as CSV or PDF. The export functionality will facilitate seamless sharing, documentation, and integration of lease notification data with external systems or stakeholders. By supporting export capabilities, LeaseGem empowers users to leverage notification data for comprehensive reporting, compliance documentation, and custom analysis.
Acceptance Criteria: User exports the Notification Log data to a CSV file

Given the user is on the Notification Log page, when the user selects the export option and chooses CSV format, then the Notification Log data is exported to a CSV file.

User exports the Notification Log data to a PDF file

Given the user is on the Notification Log page, when the user selects the export option and chooses PDF format, then the Notification Log data is exported to a PDF file.

User filters the Notification Log data before exporting

Given the user is on the Notification Log page, when the user applies filters to the Notification Log data based on date, tenant, or property, and then selects the export option, then the filtered Notification Log data is exported in the chosen format.

User receives a success message after exporting

Given the user has completed the export process, when the export is successful, then a success message is displayed confirming the export completion.

Secure Document Sharing

Safely exchange lease documents within LeaseGem, ensuring confidentiality and security while facilitating seamless collaboration among property managers, real estate professionals, and lease administrators.

Requirements

Encrypted Document Storage

User Story: As a lease administrator, I want a secure and encrypted storage system for lease documents so that I can ensure the confidentiality and compliance of sensitive lease documents.
Description: Implement a secure and encrypted storage system for lease documents, ensuring confidentiality and compliance with data protection regulations. This feature will utilize advanced encryption protocols and access controls to safeguard sensitive lease documents from unauthorized access or data breaches. It will seamlessly integrate with LeaseGem's existing document management system, allowing users to upload, store, and share documents with confidence in their security.
Acceptance Criteria: Uploading a New Lease Document

Given a user uploads a new lease document to LeaseGem, the document is encrypted using advanced encryption protocols and stored securely in the encrypted storage system.

Accessing Encrypted Lease Documents

When a user accesses a lease document in LeaseGem, they are required to provide proper authentication and authorization credentials to decrypt and access the document.

Sharing Encrypted Lease Documents

When a user shares a lease document with another user in LeaseGem, access is restricted to authorized users with the necessary permissions to decrypt and view the document.

Document Encryption Verification

When a user uploads a document, they receive a verification notification confirming that the document has been successfully encrypted and stored securely in the encrypted storage system.

Encryption Key Management

Given the encryption keys used for document encryption and decryption are managed securely and are only accessible to authorized administrators, the encryption key management is considered effective.

Access Control and Permissions

User Story: As a property manager, I want to have control over document access and permissions so that I can ensure that lease documents are only accessed by authorized personnel based on their roles and responsibilities.
Description: Develop a robust access control and permissions system to manage document access levels within LeaseGem. This system will enable administrators to define user roles, permissions, and document access rights, ensuring that only authorized personnel can view, edit, or share lease documents based on their roles and responsibilities. It will enhance data security and compliance by enforcing strict access controls and permission settings.
Acceptance Criteria: User role creation

Given the admin user is logged in, when they create a new user role, then the new role is added to the system.

Assigning document access rights

Given a user role is selected, when the admin sets document access rights for that role, then the selected permissions are applied to the role.

Document access validation

Given a user with a specific role attempts to access a document, when the document access control system is triggered, then the user's access is validated based on their role's permissions.

Audit Trail and Document Tracking

User Story: As a real estate professional, I want to track all document activities to ensure transparency and compliance with regulations.
Description: Introduce an audit trail and document tracking feature to monitor and track all activities related to lease documents within LeaseGem. This feature will provide a detailed log of document access, views, edits, and sharing activities, enabling administrators to maintain a complete audit trail for compliance, security, and accountability. It will enhance transparency and accountability in document management processes and support compliance with regulatory requirements.
Acceptance Criteria: User accesses document audit trail

When a user accesses the document audit trail, they should be able to view a log of document access, including date, time, and user details.

Document edit tracking

When a user edits a document, the system should capture and display the user details, date, time, and the specific changes made to the document.

Document sharing activity tracking

When a user shares a document, the system should record and display the user details, date, time, and recipient details.

Compliance with regulatory requirements

The audit trail should capture all activities necessary to comply with regulatory standards, including access, edits, and sharing of lease documents.

Intuitive Document Review

Effortlessly review and markup lease documents directly within the platform, streamlining the review process and enhancing collaboration for property managers, real estate professionals, and lease administrators.

Requirements

Document Annotation

User Story: As a lease administrator, I want to be able to highlight and annotate lease documents directly within the platform, so that I can collaborate with team members and review documents efficiently without using external tools.
Description: Enable users to highlight, comment, and annotate lease documents within the platform, facilitating efficient collaboration and review processes. This feature enhances user productivity by eliminating the need for external tools and streamlining the document review workflow. The functionality seamlessly integrates with the existing document management system and boosts user engagement and satisfaction by providing a comprehensive document review experience.
Acceptance Criteria: User highlights text in a lease document

Given a lease document is open, when the user selects a portion of the text and chooses the highlight option, then the selected text is highlighted in the document.

User comments on a highlighted section of a lease document

Given a highlighted text in a lease document, when the user adds a comment to the highlighted section, then the comment is linked to the highlighted text and displayed in the document.

User removes a highlight from a lease document

Given a highlighted text in a lease document, when the user selects the 'remove highlight' option, then the highlighted text is no longer highlighted in the document.

User exports annotated lease document

Given a lease document with annotations, when the user chooses the export option, then the exported document contains all the annotations in the original document.

Version Control

User Story: As a property manager, I want to track changes and compare versions of lease documents, so that I can ensure data accuracy and easily manage document revisions.
Description: Implement version control for lease documents, allowing users to track document changes, compare versions, and revert to previous iterations. This functionality enhances document management by ensuring data integrity, accuracy, and auditability. It enables users to confidently manage document revisions and simplifies the process of monitoring and controlling changes within lease documents.
Acceptance Criteria: User reviews lease document and marks it up for changes

Given a lease document is open for review, when the user adds comments, highlights text, or makes changes, then the changes are saved and tracked for version comparison.

User compares different versions of a lease document

Given a lease document has multiple versions, when the user selects two versions for comparison, then the system displays a clear and accurate comparison of the selected versions highlighting the differences.

User reverts to a previous version of a lease document

Given a lease document has multiple versions, when the user selects a previous version to revert to, then the system restores the document to the selected version without data loss.

User has a clear view of document changes and history

Given a lease document is open, when the user accesses the version history, then they can view a comprehensive log of changes, including user actions and timestamps.

Document Collaboration

User Story: As a real estate professional, I want to collaborate in real-time with team members on lease documents, so that we can collectively review and edit documents more effectively and improve team collaboration.
Description: Facilitate seamless collaboration on lease documents by enabling multiple users to simultaneously review and edit documents within the platform. This feature promotes real-time collaboration and enhances communication and productivity among property managers and lease administrators. The functionality ensures that all stakeholders can actively participate in document review and editing processes, fostering a cohesive and efficient workflow.
Acceptance Criteria: Property manager uploads a lease document for collaboration

Given a lease document uploaded by a property manager, when multiple users are able to review and edit the document simultaneously, then the system meets the requirement for document collaboration.

Real-time collaboration on lease document

Given multiple users are reviewing and editing a lease document simultaneously, when changes made by one user are instantly visible to all other users, then the system fulfills the real-time collaboration functionality.

Document version control

Given multiple users are collaborating on a lease document, when the system maintains a version history of document changes and allows users to revert to previous versions, then the system ensures document version control.

E-Signature Integration

Seamlessly integrate electronic signature capabilities, allowing users to electronically sign lease documents within LeaseGem for a streamlined and efficient agreement process.

Requirements

E-Signature Service Integration

User Story: As a property manager, I want to electronically sign lease documents within LeaseGem so that I can efficiently manage lease agreements and eliminate the hassle of manual signatures and physical document management.
Description: Integrate a seamless electronic signature service to enable users to electronically sign lease documents within LeaseGem. This feature streamlines the agreement process and enhances user experience by eliminating the need for physical document handling and manual signatures. The integration offers a secure, legally binding method of contract execution, providing convenience and efficiency for users and meeting the industry's compliance standards.
Acceptance Criteria: User electronically signs a lease document

Given a valid lease document is presented, when the user selects the 'Sign Electronically' option, then the system should prompt the user to provide an electronic signature and save the signed document with a timestamp.

Validation of electronic signature

Given an electronically signed lease document, when the signature is verified against the user's unique credentials, then the system should authenticate the signature and display a success message.

User receives a copy of the signed document

Given an electronically signed lease document, when the signing process is completed, then the system should automatically generate and send a copy of the signed document to the user's registered email address.

Document Verification and Audit Trail

User Story: As a real estate professional, I want to have a verifiable audit trail for electronically signed lease documents in LeaseGem so that I can ensure the integrity and validity of lease agreements and comply with industry regulations.
Description: Implement document verification and audit trail functionalities to ensure the authenticity and integrity of electronically signed lease documents. This feature provides transparency and accountability by recording all actions related to the document, including signatures, edits, and access history. It enables users to track and verify the validity of lease agreements, fostering trust and compliance with regulatory requirements.
Acceptance Criteria: User electronically signs a lease document

When a user electronically signs a lease document, the system captures the signing action, attaches a timestamp, and logs the user's identity.

Document verification process

Upon document verification, the system validates the authenticity of the signed lease document by comparing it to the original, and records the verification status in the audit trail.

Audit trail for document actions

The system logs all activities related to the lease document, including edits, access history, and signature changes, creating a comprehensive audit trail for transparency and accountability.

Authentication for access to audit trail

The system requires user authentication to access the audit trail, ensuring that only authorized personnel can view and verify document actions.

Search and retrieval of audit trail records

Users can search for specific events in the audit trail, retrieve detailed records of document actions, and view a timeline of all activities related to the signed lease document.

User Authentication and Authorization

User Story: As an administrator, I want to enforce strong user authentication and authorization for electronic signatures in LeaseGem so that I can prevent unauthorized access and maintain the security and confidentiality of lease documents.
Description: Enhance user authentication and authorization mechanisms to ensure secure access for electronic signature capabilities. This requirement includes implementing multi-factor authentication and role-based access control to safeguard sensitive lease documents and verify the identity of users performing electronic signings. By strengthening security measures, LeaseGem provides a trustworthy environment for managing lease agreements and protects user data from unauthorized access.
Acceptance Criteria: User logs in with valid credentials

Given a user account with valid credentials, when the user attempts to log in, then the system should authenticate the user and grant access to the electronic signature capabilities.

User logs in with invalid credentials

Given a user account with invalid credentials, when the user attempts to log in, then the system should deny access and display an appropriate error message.

User enables multi-factor authentication

Given a user wants to enable multi-factor authentication, when the user accesses the settings, then the system should provide options to set up and verify additional authentication methods.

User assigns roles and permissions

Given an admin user, when the admin assigns roles and permissions to users, then the system should restrict access according to the assigned roles and permissions.

Version Control and History

Track and manage document versions, providing a comprehensive history of changes and ensuring transparency and accountability in the document exchange process.

Requirements

Version Tracking

User Story: As a property manager, I want to track and manage document versions so that I can easily monitor changes and maintain transparency and accountability in the document exchange process.
Description: Implement a version tracking system to capture and manage document changes, enabling users to view and compare document versions for transparency and accountability. This feature will provide a comprehensive history of document edits and revisions, ensuring data integrity and compliance with audit requirements. The version tracking functionality will seamlessly integrate within the document management module, enhancing user control over document evolution and facilitating efficient collaboration.
Acceptance Criteria: User views document version history

Given a document with multiple versions, When the user accesses the version history, Then the system displays a chronological list of document versions with details of changes and timestamps.

User compares document versions

Given a document with multiple versions, When the user selects two versions to compare, Then the system highlights the differences between the two versions and provides a detailed comparison report.

User reverts to a previous document version

Given a document with multiple versions, When the user selects a previous version to revert to, Then the system restores the document to the selected version and records the action in the version history.

Version History Display

User Story: As a real estate professional, I want to easily access the full history of document versions so that I can maintain transparency and accountability in document management.
Description: Develop a feature that enables users to view and access the full history of document versions, including details of changes, contributors, and timestamps. This capability will enhance user visibility into document evolution and facilitate informed decision-making by providing a clear audit trail. By integrating version history display within the document interface, users can efficiently track document changes and understand the context behind revisions, ensuring data accuracy and accountability.
Acceptance Criteria: User Views Document Version History

Given the user is viewing a document, when the user clicks on the version history option, then the system displays a comprehensive list of all document versions with details of changes, contributors, and timestamps.

User Accesses Document Version Details

Given the user selects a specific document version from the version history, when the user clicks on the version, then the system displays detailed information about the selected version, including changes made, contributors, and timestamps.

User Navigates through Document Version History

Given the system displays the version history of a document, when the user navigates through the version history using pagination or scrolling, then the system loads and displays additional versions as the user moves through the document history.

User Searches for Specific Document Version

Given the system displays the version history of a document, when the user searches for a specific version using a search bar or filter, then the system filters and displays only the versions that match the search criteria.

User Tracks Document Changes Over Time

Given the system displays the version history of a document, when the user selects a date range and applies a filter, then the system displays only the document versions within the selected time frame, allowing the user to track changes over a specific period.

Version Comparison Tool

User Story: As a lease administrator, I want to compare document versions to easily identify changes and discrepancies for efficient decision-making and compliance maintenance.
Description: Integrate a version comparison tool that allows users to compare different document versions, highlighting specific changes, additions, and deletions. This functionality will empower users to efficiently review document modifications, identify discrepancies, and make informed decisions based on changes. By providing a seamless version comparison experience, users can ensure accuracy, streamline document review processes, and maintain compliance with lease management requirements.
Acceptance Criteria: User compares two document versions to review changes

Given two different document versions are available in the system, When the user selects the option to compare versions, Then the system should display a visual representation of changes, additions, and deletions between the two versions.

User identifies and filters specific changes in the compared versions

Given the compared versions are displayed, When the user applies filters to highlight specific types of changes (e.g., additions, deletions), Then the system should update the visual representation to focus on the filtered changes.

User reviews detailed information about specific changes

Given the compared versions are displayed, When the user selects a specific change, Then the system should provide detailed information about the change, including the date, user, and nature of the modification.

User accepts or rejects individual changes in the compared versions

Given the compared versions are displayed, When the user selects a specific change, Then the system should provide the option to accept or reject the change, updating the document accordingly.

User navigates between compared versions and original document

Given the compared versions are displayed, When the user navigates between the compared versions and the original document, Then the system should allow seamless transition and maintain visual highlighting of changes.

User Permissions and Access Control

Implement granular user permissions and access controls, allowing administrators to manage document access and editing rights for enhanced security and compliance.

Requirements

Role-Based Access Control

User Story: As a system administrator, I want to assign specific roles and permissions to users so that I can control access to sensitive documents and data, ensuring security and compliance within the system.
Description: Implement role-based access control to allow administrators to assign specific roles and permissions to users, enabling granular control over document access and editing rights. This feature enhances security and compliance by ensuring that users only have access to the information necessary for their roles, reducing the risk of unauthorized data exposure.
Acceptance Criteria: Admin assigns document access to specific roles

Given an admin user with document management privileges, when assigning document access to specific roles, then only users with those roles can access the assigned documents.

User edits document with assigned role permissions

Given a user with 'editor' role permissions, when attempting to edit a document, then the user should be able to make changes based on the assigned role permissions.

Admin revokes document access for a specific user

Given an admin user with document management privileges, when revoking document access for a specific user, then the user should no longer be able to access the document.

Audit Trail Logging

User Story: As a compliance officer, I want to track and review user activities and document changes so that I can ensure transparency, accountability, and compliance within the system.
Description: Introduce audit trail logging to track user activities and changes made to documents, providing a detailed history of data access and modifications. This capability enhances transparency, accountability, and compliance by enabling administrators to monitor all user interactions and maintain a comprehensive record of document revisions.
Acceptance Criteria: User creates a new document

When a user creates a new document, the system captures the user's ID, timestamp, and document details in the audit trail log.

User updates an existing document

When a user edits an existing document, the system records the user's ID, timestamp, and the changes made in the audit trail log.

Administrator accesses the audit trail log

When an administrator accesses the audit trail log, the system displays a comprehensive history of user activities, document changes, and timestamps, providing the ability to filter and search for specific events.

Document deletion and recovery

When a user deletes a document, the audit trail log retains a record of the deletion event, including the user's ID, timestamp, and the document's details. Administrators can then restore deleted documents from the audit trail log.

Integration with user permissions and access controls

When audit trail logging is enabled, it integrates seamlessly with the user permissions and access control feature, ensuring that document access and modification events are captured and logged based on the user's permissions and roles.

Two-Factor Authentication

User Story: As a user, I want to use two-factor authentication to add an extra layer of security to my account and protect sensitive data from unauthorized access.
Description: Incorporate two-factor authentication to add an extra layer of security, requiring users to provide two forms of identification before accessing the system. This feature strengthens data protection by reducing the risk of unauthorized access and safeguarding sensitive information from potential security breaches.
Acceptance Criteria: User attempts to log in without two-factor authentication

Given a user attempts to log in without enabling two-factor authentication, When the user enters their credentials, Then the system should prompt the user to enable two-factor authentication and prevent access until it is enabled.

User successfully logs in with two-factor authentication

Given a user has enabled two-factor authentication, When the user enters their credentials and successfully completes the two-factor authentication process, Then the system should grant access to the user with appropriate permissions.

Administrator manages user permissions for two-factor authentication

Given an administrator accesses the user management interface, When the administrator sets specific user permissions related to two-factor authentication, Then the system should enforce these permissions for each user, allowing or restricting access based on the defined settings.

Predictive Performance Forecast

Leverage AI-powered analytics to forecast lease performance, enabling users to anticipate trends, identify opportunities, and make informed strategic decisions for optimized lease management.

Requirements

AI-powered Performance Forecasting

User Story: As a property manager, I want to leverage AI-powered analytics to forecast lease performance so that I can anticipate trends, identify opportunities, and make informed strategic decisions for optimized lease management.
Description: Implement AI-powered predictive analytics to forecast lease performance, providing users with valuable insights to anticipate trends, identify opportunities, and make informed strategic decisions for optimized lease management. This requirement involves integrating advanced machine learning models and algorithms to analyze historical lease data and project future performance, enhancing LeaseGem's functionality and empowering users with predictive capabilities.
Acceptance Criteria: User leverages AI-powered predictive analytics to forecast lease performance for a specific property portfolio.

Given historical lease data, When user inputs property portfolio details, Then the system generates a performance forecast with key metrics such as occupancy rates, lease renewals, and revenue projections.

User identifies high-performing properties and opportunities for strategic growth based on the performance forecast results.

Given the performance forecast results, When user analyzes the trends and metrics, Then the user can identify properties with high occupancy rates, low vacancy, and potential revenue growth opportunities.

User makes informed strategic decisions for lease management based on the performance forecast analysis.

Given the performance forecast analysis, When user evaluates the insights and trends, Then the user can make decisions for lease renewal strategies, investments, and operational improvements.

Customizable Forecasting Parameters

User Story: As a real estate professional, I want to customize forecasting parameters so that I can tailor the predictive models to my specific business needs and maximize the relevance and accuracy of the performance forecasts.
Description: Enable users to customize forecasting parameters, including time frames, performance metrics, and data inputs, to tailor the predictive models to their specific business needs. This requirement allows users to fine-tune the forecasting process and adapt it to different scenarios, maximizing the relevance and accuracy of the predictive performance forecasts.
Acceptance Criteria: User customizes time frames for forecasting

Given the user has access to the forecasting parameters settings, When the user modifies the time frames for forecasting, Then the system reflects the updated time frames in the predictive models.

User customizes performance metrics for forecasting

Given the user has access to the forecasting parameters settings, When the user adjusts the performance metrics for forecasting, Then the system incorporates the updated performance metrics into the predictive models.

User customizes data inputs for forecasting

Given the user has access to the forecasting parameters settings, When the user inputs custom data for forecasting, Then the system utilizes the custom data inputs to generate predictive performance forecasts.

Real-time Performance Monitoring Dashboard

User Story: As a lease administrator, I want a real-time performance monitoring dashboard so that I can visualize predicted lease performance, track key performance indicators, and make informed decisions based on dynamic insights.
Description: Develop a real-time performance monitoring dashboard that visualizes the predicted lease performance, tracks key performance indicators, and provides dynamic insights into lease trends and performance metrics. This requirement aims to offer users a comprehensive view of lease performance in real-time, facilitating quick analysis and informed decision-making.
Acceptance Criteria: User accesses the real-time performance monitoring dashboard

Given the user has access to the LeaseGem platform and has the necessary permissions, when the user navigates to the 'Performance Monitoring' section, then the real-time performance monitoring dashboard should be displayed with the latest lease performance data.

Dashboard visualizes predicted lease performance trends

Given the real-time performance monitoring dashboard is displayed, when the user selects the predictive performance forecast option, then the dashboard should visualize predicted lease performance trends and metrics such as lease income, occupancy rates, and lease expirations.

Real-time insights into lease trends and key performance indicators

Given the real-time performance monitoring dashboard is displayed, when the user interacts with the dashboard, then the dashboard should provide dynamic insights into lease trends, key performance indicators, and comparative analytics over time.

User configures custom performance metrics

Given the real-time performance monitoring dashboard is displayed, when the user accesses the dashboard settings, then the user should be able to configure custom performance metrics and KPIs to tailor the dashboard to their specific needs and preferences.

Risk Assessment Engine

Utilize advanced machine learning algorithms to assess lease-related risks, providing users with comprehensive insights to proactively mitigate risks and ensure compliance with lease agreements and regulatory requirements.

Requirements

Risk Scoring Algorithm

User Story: As a property manager, I want to have a risk scoring algorithm to assess lease-related risks so that I can proactively mitigate potential issues and ensure compliance with lease agreements and regulations.
Description: Implement a machine learning-based risk scoring algorithm to analyze lease-related risks and provide users with actionable insights to proactively address potential issues and ensure compliance with lease agreements and regulatory standards. The algorithm will assess various risk factors, such as payment history, tenant behavior, and market trends, to generate a comprehensive risk score for each lease.
Acceptance Criteria: User views risk score for a specific lease

Given a specific lease, when the user requests the risk score, then the system displays the risk score based on the machine learning algorithm.

User receives risk score notification for critical risk level

Given a critical risk level is detected for a lease, when the risk score exceeds the threshold, then the system sends a real-time notification to the user alerting them of the critical risk level.

User accesses detailed risk assessment report

Given the user selects a lease for risk assessment, when the user requests a detailed risk assessment report, then the system generates and displays a detailed report including risk score breakdown and actionable insights.

User performs risk score comparison

Given multiple leases, when the user compares risk scores, then the system provides a side-by-side comparison of risk scores for easy evaluation.

Risk Visualization Dashboard

User Story: As a real estate professional, I want to access a risk visualization dashboard to view lease-related risk insights in a visually intuitive format so that I can make informed decisions and prioritize risk mitigation strategies.
Description: Develop a visual dashboard to display the results of the risk scoring algorithm, providing users with intuitive and comprehensive visual representations of lease-related risks. The dashboard will offer dynamic charts, graphs, and data visualizations to highlight high-risk leases, identify key risk factors, and track historical risk trends, enabling users to make informed decisions and prioritize risk mitigation strategies.
Acceptance Criteria: User views risk visualization dashboard upon login

Given that the user logs into the system, when they access the dashboard section, then they should see interactive visualizations of lease-related risks such as charts, graphs, and risk scores.

Dashboard displays high-risk lease overview

Given that the risk visualization dashboard is accessed, when a user views the high-risk lease overview section, then they should see a list of leases categorized as high-risk based on predefined thresholds.

User filters risk data by lease type and location

Given that the user interacts with the risk visualization dashboard, when they apply filters for lease type and location, then the dashboard should dynamically update to display risk data specific to the selected filters.

Risk trends analysis on the dashboard

Given that the risk visualization dashboard is accessed, when a user views the risk trends section, then they should see historical risk trend graphs and analysis to track changes in risk assessments over time.

Risk Mitigation Recommendations

User Story: As a lease administrator, I want to receive personalized risk mitigation recommendations based on lease risk assessments so that I can take proactive measures to minimize potential risks and ensure lease compliance.
Description: Integrate the system with an AI-driven module to provide personalized risk mitigation recommendations based on the results of the risk scoring algorithm. The module will analyze the risk factors of each lease and offer tailored suggestions and best practices to address specific risk areas, enhancing users' ability to take proactive measures and minimize potential lease-related risks.
Acceptance Criteria: User accesses the Risk Mitigation Recommendations module from the main navigation menu

When the user selects the 'Risk Mitigation Recommendations' option from the main navigation menu, the module loads without errors and displays a list of lease-related risk factors for the user to review.

User views personalized risk mitigation recommendations for a specific lease

Given the user selects a lease from the lease list, the system retrieves personalized risk mitigation recommendations based on the lease's risk assessment results, and displays them in an organized manner for the user to review and act upon.

User applies a recommended risk mitigation action to a specific lease

When the user selects a recommended risk mitigation action from the list, the system allows the user to apply the action to the selected lease and updates the lease's risk status accordingly.

User receives real-time notifications for pending risk mitigation actions

Given the user has pending risk mitigation actions for a lease, the system sends real-time notifications to the user to remind them of the pending actions and provides direct access to the recommended actions from the notification.

Optimization Recommendations

Generate tailored recommendations based on AI-driven insights to optimize lease management strategies, improve operational efficiency, and drive informed decision-making for enhanced performance and profitability.

Requirements

AI-driven Data Analysis

User Story: As a property manager, I want AI-driven data analysis to provide tailored recommendations for optimizing lease management strategies so that I can improve operational efficiency and make informed decisions for enhanced performance and profitability.
Description: Implement AI-driven data analysis to extract insights from lease management data, enabling customized recommendations to optimize operational strategies and improve decision-making. This feature will harness the power of machine learning to identify patterns, trends, and opportunities, ultimately enhancing performance and profitability for users.
Acceptance Criteria: User Receives AI-driven Recommendations

Given that the user has input lease management data into the system, When the AI-driven analysis is performed, Then the system should generate tailored recommendations based on the insights obtained from the data.

Recommendations Reflect Operational Efficiency

Given that the system has generated recommendations, When the recommendations are analyzed, Then at least 80% of the recommendations should demonstrate potential for improving operational efficiency, reducing costs, or increasing profitability.

Recommendations Support Informed Decision-Making

Given that the system has generated recommendations, When users apply the recommendations to their lease management strategies, Then at least 70% of the users should report that the recommendations have helped them make more informed and effective decisions.

Recommended Strategies are Implemented

Given that the user has received recommendations, When the user implements the recommended lease management strategies, Then the system should track and measure the impact of the implemented strategies on operational performance and profitability.

Dynamic Recommendation Engine

User Story: As a real estate professional, I want a dynamic recommendation engine to receive personalized suggestions for lease management improvements based on real-time data analysis so that I can make informed decisions and enhance the overall management process.
Description: Develop a dynamic recommendation engine that generates personalized suggestions for lease management improvements based on real-time data analysis. The engine will consider factors such as lease terms, financial benchmarks, and compliance requirements to provide actionable insights, empowering users to make strategic decisions and enhance the overall management process.
Acceptance Criteria: As a property manager, I want to receive personalized recommendations for lease management optimizations based on my property's lease terms and financial benchmarks, so that I can make informed decisions to improve operational efficiency and maximize profitability.

The engine must generate personalized recommendations based on AI-driven analysis of lease terms, financial benchmarks, and compliance requirements.

When a user accesses the recommendation engine, it should display tailored insights and suggestions that align with the specific lease management needs and challenges of the user's property portfolio.

The recommendation engine must provide actionable insights that address the unique lease management needs and challenges of the user's property portfolio.

Upon receiving recommendations, the user should be able to track the implementation of suggested optimizations and measure the impact on key performance metrics such as cost savings, lease compliance, and operational efficiency.

The system must include tracking and measurement tools to monitor the implementation of recommended optimizations and measure their impact on cost savings, lease compliance, and operational efficiency.

Performance Analytics Dashboard

User Story: As a lease administrator, I want a performance analytics dashboard to visualize the impact of optimization recommendations on lease management metrics so that I can track the effectiveness of strategies, measure ROI, and make data-driven decisions.
Description: Create a performance analytics dashboard that visualizes the impact of optimization recommendations on key lease management metrics. The dashboard will provide interactive charts, graphs, and performance indicators to enable users to track the effectiveness of implemented strategies, measure ROI, and make data-driven decisions.
Acceptance Criteria: User views the performance analytics dashboard

When the user accesses the performance analytics dashboard, they should see interactive charts, graphs, and performance indicators displaying key lease management metrics and optimization recommendations.

User interacts with the performance analytics dashboard

When the user interacts with the dashboard elements (e.g., clicking on charts, selecting specific metrics), the dashboard should respond with real-time updates and visual representations of the selected data, providing a seamless and interactive user experience.

User tracks the effectiveness of implemented strategies

When the user reviews the dashboard, they should be able to track the effectiveness of implemented optimization recommendations by comparing historical and current lease management metrics, enabling them to measure ROI and make data-driven decisions.

User accesses the dashboard on different devices

When the user accesses the performance analytics dashboard on various devices (e.g., desktop, tablet, mobile), the dashboard should be responsive and maintain visual clarity and functionality across different screen sizes and resolutions.

Mobile Approval

Conveniently review and approve lease agreements on-the-go using mobile devices, enhancing accessibility and optimizing lease administration efficiency.

Requirements

Mobile-Friendly Interface

User Story: As a property manager, I want to be able to conveniently review and approve lease agreements on my mobile device so that I can efficiently manage lease administration tasks even when I am away from my desk.
Description: Enable a responsive and user-friendly interface that adapts to various mobile devices, allowing property managers to efficiently review and approve lease agreements on-the-go. This feature enhances accessibility and optimizes lease administration efficiency by providing a seamless mobile experience for users.
Acceptance Criteria: User accesses LeaseGem on a smartphone with a 5.5-inch screen

The interface layout adjusts to the screen size and text is easily legible without zooming in or out

User navigates the lease approval process on a tablet

All buttons and touch controls are easily accessible and responsive, allowing smooth navigation and interaction

User reviews lease agreement on different mobile browsers

The interface maintains consistency and functionality across popular mobile browsers such as Chrome, Safari, and Firefox

User experiences LeaseGem on a low-speed mobile network

The interface loads efficiently, and users can review and approve lease agreements without significant delays or performance issues

Real-Time Notifications

User Story: As a property manager, I want to receive real-time notifications about pending lease agreements on my mobile device so that I can promptly review and approve lease agreements without any delays.
Description: Implement real-time push notifications to alert property managers about pending lease agreements requiring approval. This feature ensures that property managers stay informed and can promptly attend to lease approval tasks, contributing to streamlined lease administration processes and avoiding delays in critical approvals.
Acceptance Criteria: As a property manager, when a new lease agreement is submitted for approval, I should receive a push notification on my mobile device in real-time.

Given the property manager has a mobile device with internet connectivity, when a new lease agreement is submitted for approval, then a push notification should be delivered to the property manager's device within 5 seconds.

Upon receiving the push notification, the property manager should be able to view key details of the lease agreement and take immediate action for approval.

Given the property manager receives the push notification, when they open the notification, then they should be able to view the lease agreement details, including tenant information, lease terms, and critical dates, and have the option to approve or decline the lease agreement.

The push notifications must be configurable, allowing property managers to set preferences for the type of lease agreement notifications they want to receive.

Given the property manager accesses the notification settings, when they select the notification preferences, then they should be able to customize the types of lease agreement notifications they want to receive, including specific properties, lease types, and urgency levels.

Offline Access

User Story: As a property manager, I want to be able to review and approve lease agreements on my mobile device even when offline so that I can continue managing lease administration tasks without being dependent on internet connectivity.
Description: Develop offline access capabilities that allow property managers to review and approve lease agreements even when not connected to the internet. This feature ensures uninterrupted lease administration functionality and empowers property managers to perform essential tasks regardless of connectivity, enhancing operational resilience and flexibility.
Acceptance Criteria: Property manager reviews and approves lease agreement while offline

Property manager can access and view lease agreements, mark up changes, and approve them while offline with all changes synced upon reconnection to the internet.

Automatic synchronization of offline changes

All changes made to lease agreements while offline are automatically synchronized and updated in the system upon reconnection to the internet, ensuring data integrity and consistency.

Offline access notification

Property managers receive a notification when accessing lease agreements in offline mode, reminding them that changes will be synced upon reconnection.

Offline mode testing

Conduct rigorous testing in offline mode to ensure the stability and functionality of lease approval processes without internet connection, including edge cases and error handling.

Offline Approval

Enable users to review and approve lease agreements even in offline mode, ensuring flexibility and seamless lease management regardless of connectivity.

Requirements

Offline Mode Support

User Story: As a property manager, I want to review and approve lease agreements even when offline, so that I can manage leases seamlessly without being dependent on internet connectivity.
Description: Enable the system to store lease agreements locally and allow users to review and approve lease agreements when offline. This functionality will ensure flexibility and uninterrupted lease management regardless of connectivity, enhancing user experience and productivity.
Acceptance Criteria: User reviews and approves lease agreements when offline

Given that the user is in offline mode, When they access the LeaseGem platform, Then they should be able to view and approve lease agreements stored locally on their device.

User attempts to review and approve lease agreements in offline mode without agreements being stored locally

Given that the user is in offline mode, When they access the LeaseGem platform without lease agreements being previously stored locally, Then they should receive a clear error message indicating the unavailability of lease agreements for review or approval.

User switches from offline mode to online mode after reviewing and approving lease agreements

Given that the user is in offline mode and has reviewed and approved lease agreements, When they switch to online mode, Then the platform should seamlessly sync the approved lease agreements with the cloud-based system.

User attempts to modify lease agreements while in offline mode

Given that the user is in offline mode, When they attempt to modify lease agreements, Then they should receive a clear notification that modifications are not allowed in offline mode.

System backup of locally stored lease agreements

Given that the user is in offline mode and has made changes to lease agreements, When the system goes back online, Then it should automatically back up the locally stored lease agreements to the cloud-based system.

Offline Data Sync

User Story: As a property manager, I want the ability to sync lease agreement approval data when I come back online, so that all approved lease agreements are accurately updated in the system.
Description: Implement a mechanism to sync lease agreement approval data once the user comes back online after reviewing and approving lease agreements in offline mode. This feature will ensure that all data gets updated across the system, maintaining consistency and accuracy in lease management.
Acceptance Criteria: User reviews and approves a lease agreement in offline mode

Given that the user is in offline mode and has reviewed and approved a lease agreement, when the user comes back online, then the lease agreement approval data is synced and updated across the system.

User attempts to sync lease agreement approval data while still offline

Given that the user is still offline and attempts to sync lease agreement approval data, when there is no internet connectivity, then an error message is displayed and the data is not synced.

User comes back online after reviewing and approving lease agreements in offline mode

Given that the user was in offline mode, reviewed and approved lease agreements, and is now back online, when the user's device connects to the internet, then the approval data is automatically synced and updated across the system.

Automated sync of lease agreement approval data

Given that the user's device comes back online after being in offline mode, when the app detects an internet connection, then the lease agreement approval data is synced and updated across the system without requiring manual intervention.

Offline Approval Dashboard

User Story: As a property manager, I want to have a dashboard to track lease approvals made in offline mode, so that I can have visibility and control over lease agreement approvals, even when offline.
Description: Develop a user-friendly dashboard that provides insights and analytics on lease agreement approvals made in offline mode. The dashboard will offer a comprehensive view of offline approval activities, enabling users to track and manage lease approvals effectively, contributing to efficient lease management practices.
Acceptance Criteria: User reviews offline approval activity

Given the user is logged into the LeaseGem platform, When the user accesses the offline approval dashboard, Then the dashboard should display a comprehensive list of lease agreements pending approval in offline mode.

User approves a lease agreement in offline mode

Given the user is reviewing a lease agreement in offline mode, When the user selects the 'approve' option, Then the dashboard should update the approval status and remove the agreement from the pending list.

Offline approval syncs with online platform

Given the user approves lease agreements in offline mode, When the platform reconnects to the internet, Then the offline approval activities should sync with the online platform and update in the system.

User accesses historical offline approval data

Given the user wants to view past offline approval activities, When the user accesses the historical data section in the offline approval dashboard, Then the dashboard should display a detailed history of all offline approval activities.

Dashboard provides analytics on offline approval trends

Given the user navigates to the analytics section of the offline approval dashboard, When the user views the analytics, Then the dashboard should display trends, insights, and visual representations of offline approval activities over time.

Multi-level Approval

Implement a multi-level approval process for lease agreements, facilitating collaborative decision-making and ensuring comprehensive review before final approval.

Requirements

User Role and Permission Management

User Story: As a property manager, I want to assign specific roles and permissions to team members involved in the approval process so that I can control access and ensure that the review and approval tasks are carried out efficiently and securely.
Description: Implement a robust user role and permission management system to control access and actions within the multi-level approval process. This feature will enhance security, ensure accountability, and streamline the approval workflow by defining specific roles and permissions for each user.
Acceptance Criteria: Creating User Roles

Given a user is logged in as an admin, when the user creates a new user role, then the role is successfully added to the system.

Assigning Permissions

Given a user role is defined, when the admin assigns specific permissions to the role, then the permissions are accurately applied to users with that role.

Viewing User Role Details

Given an admin wants to view details of a user role, when the admin selects a role, then all associated permissions and users with that role are displayed.

Approval Workflow Automation

User Story: As a real estate professional, I want the approval workflow to be automated, allowing lease agreements to move smoothly through different approval levels, so that I can streamline the decision-making process and avoid bottlenecks.
Description: Automate the approval workflow to efficiently route lease agreements through the multi-level approval process, ensuring seamless handoffs between approvers and minimizing delays. This functionality will optimize the approval process and enhance operational efficiency.
Acceptance Criteria: A lease agreement is submitted for approval by the property manager

The system correctly identifies the property manager's role and initiates the approval workflow

The first-level approver reviews the lease agreement and provides approval

The system captures the approval decision and routes the agreement to the next-level approver

The last-level approver rejects the lease agreement

The system records the rejection and notifies the submitter with the reason for rejection

The system automatically escalates pending approvals that exceed the defined time limit

The system triggers notifications and escalates pending approvals to higher authorities as per the defined escalation rules

A lease agreement receives final approval from all levels of approvers

The system marks the agreement as approved and updates its status as 'Approved' in the system

Audit Trail and Tracking

User Story: As a compliance officer, I want to track and log all activities and changes made during the approval process, so that I can maintain a complete history for auditing and compliance purposes.
Description: Integrate an audit trail and tracking mechanism to capture and log all actions and changes made during the approval process, providing a comprehensive history for reference and compliance purposes. This capability will enhance transparency, accountability, and regulatory compliance.
Acceptance Criteria: User Approves Lease Agreement

Given a user is reviewing a lease agreement, when the user approves the agreement, then the system captures and logs the user's approval action with a timestamp.

Manager Rejects Lease Agreement

Given a manager is reviewing a lease agreement, when the manager rejects the agreement, then the system captures and logs the manager's rejection action with a timestamp and prompts for a reason for rejection.

Audit Trail Access

Given a user wants to access the audit trail for a specific lease agreement, when the user navigates to the lease agreement details, then the system displays a detailed audit trail showing all actions and changes made during the approval process.

Document Markup

Allow users to digitally markup lease documents on their mobile devices, streamlining the review process and enhancing collaboration during the approval workflow.

Requirements

Document Annotation

User Story: As a property manager, I want to be able to add comments and highlights to lease documents on LeaseGem so that I can easily collaborate with my team and review documents more efficiently.
Description: Enable users to annotate lease documents with comments, highlights, and digital notes, facilitating collaborative review and approval processes. This feature allows users to interact with lease documents directly on the platform, streamlining communication and enhancing document clarity and accountability.
Acceptance Criteria: User annotates a lease document with comments and highlights

Given a lease document is open for annotation, when the user adds comments and highlights to specific sections of the document, then the comments and highlights are saved and visible to other authorized users.

User collaborates on lease document review and approval process

Given multiple users have access to the same lease document, when one user adds annotations and another user responds to those annotations, then the collaboration history is tracked, and users can view and respond to each other's comments.

Mobile device document annotation

Given a mobile device with the LeaseGem app is used, when a user opens a lease document and adds annotations, then the annotations are displayed accurately and responsively on the mobile interface.

Version Control

User Story: As a real estate professional, I need to track changes and compare different versions of lease documents on LeaseGem so that I can maintain document accuracy and compliance with lease terms.
Description: Implement version control for lease documents, enabling users to track changes, compare document versions, and revert to previous iterations. This functionality provides a comprehensive audit trail and ensures document integrity, enhancing transparency and compliance with lease agreements.
Acceptance Criteria: User edits a lease document

Given a lease document is open for editing, when the user makes changes to the document, and saves the changes, then the system should create a new version of the document with a timestamp and user details.

User compares document versions

Given a lease document has multiple versions, when the user selects two versions to compare, then the system should display a clear comparison highlighting the differences between the two versions.

User reverts to a previous document version

Given a lease document has multiple versions, when the user selects a previous version to revert to, then the system should restore the document to the selected version and update the version history.

User tracks document changes

Given a lease document is edited, when the user views the version history, then the system should display a comprehensive log of changes made, including timestamps, user details, and a summary of modifications.

Mobile Document Markup

User Story: As a property manager, I want to be able to annotate and review lease documents on my mobile device using LeaseGem so that I can conveniently collaborate with my team and stay productive while on the move.
Description: Develop a seamless mobile interface for digital document markup, allowing users to annotate and review lease documents on mobile devices. This feature enhances user flexibility and accessibility, enabling users to collaborate and review lease documents on the go.
Acceptance Criteria: User accesses the document markup feature on a mobile device and opens a lease document for review

The user can open a lease document on a mobile device for annotation and review

User adds annotations to a lease document on a mobile device

The user can add text, comments, and drawings to the lease document on a mobile device

User saves annotated changes to a lease document on a mobile device

The user can save the annotated changes to the lease document on a mobile device and view the updated version

User shares annotated lease document with collaborators using the mobile interface

The user can share the annotated lease document with collaborators through the mobile interface, and collaborators can view the annotations

User exports the annotated lease document from the mobile interface

The user can export the annotated lease document from the mobile interface in a supported file format (e.g., PDF) for further use

Real-time Notifications

Receive instant notifications for pending lease approvals, keeping users informed and enabling prompt action for efficient lease administration.

Requirements

Real-time Notifications Integration

User Story: As a property manager, I want to receive instant notifications for pending lease approvals so that I can promptly take action and ensure efficient lease administration.
Description: Integrate real-time notifications feature within LeaseGem to enable instant alerts for pending lease approvals, enhancing user responsiveness and enabling efficient lease administration. The feature should seamlessly integrate with the existing notification system, delivering timely updates to keep users informed and facilitate prompt actions for lease management. This integration will optimize the user experience by providing critical lease-related information at the right time, ultimately improving operational efficiency and compliance with lease deadlines.
Acceptance Criteria: User receives a notification for a pending lease approval while logged into LeaseGem.

When a pending lease approval is present, the user should receive a real-time notification on the LeaseGem dashboard or through the LeaseGem mobile app.

User receives an email notification for pending lease approvals when not logged into LeaseGem.

When a pending lease approval is present and the user is not logged into LeaseGem, an email notification should be sent to the user's registered email address.

Real-time notifications are integrated with the existing notification system in LeaseGem.

The real-time notifications for pending lease approvals should seamlessly integrate with the existing notification system in LeaseGem, ensuring a smooth and consistent user experience.

Notification includes essential details of the pending lease approval.

The notification should include key details such as the property address, lease expiration date, and action required for the pending approval, enabling the user to make informed decisions without needing to access the LeaseGem platform.

User can customize notification preferences for pending lease approvals.

Users should have the option to customize their notification preferences, such as choosing to receive notifications for pending lease approvals via email, in-app push notifications, or both.

Real-time notifications are tested for accuracy and timeliness.

A series of test scenarios should be executed to ensure that real-time notifications for pending lease approvals are accurate, delivered without delay, and reflect the current status of lease approvals in LeaseGem.

Customizable Notification Settings

User Story: As a real estate professional, I want to customize notification settings so that I can receive lease-related updates aligned with my specific operational needs and responsibilities.
Description: Implement customizable notification settings within LeaseGem to allow users to personalize their alert preferences for lease-related updates. This feature will enable users to set notification triggers, frequency, and delivery channels based on their specific operational needs and responsibilities. By offering customizable notification settings, LeaseGem empowers users to tailor their notification experience, ensuring that they receive relevant updates aligned with their lease management workflows.
Acceptance Criteria: User selects notification triggers for lease updates

Given the user is logged into LeaseGem and has access to notification settings, when the user selects specific triggers such as lease renewal, rent payment, or lease expirations, then the system should register and save these trigger preferences for future updates.

User sets frequency for lease notifications

Given the user has access to notification settings in LeaseGem, when the user sets the frequency of notifications such as daily, weekly, or monthly, then the system should deliver lease updates according to the selected frequency.

User configures notification channels

Given the user has access to notification settings in LeaseGem, when the user configures notification channels such as email, SMS, or in-app notifications, then the system should deliver lease updates through the selected channels.

Notification Analytics and Reporting

User Story: As a lease administrator, I want to access analytics and reporting on notification performance so that I can optimize notification strategies and enhance lease administration efficiency.
Description: Develop notification analytics and reporting functionality to provide insights into user interaction with lease-related notifications. This feature will track notification delivery, user response rates, and the impact of notifications on lease administration efficiency. By analyzing notification performance, LeaseGem will furnish users with valuable data to optimize their notification strategies and enhance operational efficiency in lease management.
Acceptance Criteria: Viewing Notification Analytics

Given a user has logged in and has access to the Notification Analytics and Reporting feature, when they navigate to the analytics dashboard, then they should be able to view a comprehensive summary of notification delivery, response rates, and their impact on lease administration efficiency.

Filtering Notification Data

Given a user is on the notification analytics dashboard, when they apply filters for a specific time period or notification type, then the displayed data should dynamically update to show the filtered results, providing users with specific insights and trends.

Exporting Notification Reports

Given a user is viewing notification analytics, when they select the export option, then a downloadable report in PDF or CSV format containing detailed analytics data should be generated and made available for download.

Approval History

Maintain a comprehensive history of lease approval actions, providing users with a transparent and traceable record of all approval activities for audit and compliance purposes.

Requirements

Audit Trail

User Story: As a property manager, I want to view a detailed history of all lease approval actions, so that I can ensure compliance, trace all approval activities, and maintain accurate records for audit purposes.
Description: Capture and maintain a comprehensive audit trail of all approval actions taken within the LeaseGem system. The audit trail will log details such as user, date, time, and action for each approval, providing users with a transparent and traceable history of approval activities for compliance and auditing purposes. This feature ensures accountability and transparency in lease approval processes, enhancing user confidence and meeting regulatory requirements.
Acceptance Criteria: User views lease approval history

Given the user has appropriate access rights, when the user navigates to the approval history section, then the system displays a comprehensive list of all approval actions with details such as user, date, time, and action.

User filters approval history by date range

Given the user is viewing the approval history, when the user applies date filters to specify a date range, then the system filters and displays only the approval actions that fall within the specified date range.

User exports approval history to a PDF report

Given the user is viewing the approval history, when the user selects the export option, then the system generates a PDF report containing the complete approval history with detailed information and provides it for download.

User audits specific approval action details

Given the user is reviewing an approval action, when the user clicks on a specific approval record, then the system displays detailed audit information, including user, date, time, and action details related to that specific approval.

System logs approval actions in real time

Given an approval action is performed, when the action is executed, then the system logs the details of the action in real time, including user, date, time, and action, ensuring real-time recording of all approval activities.

Approval Notifications

User Story: As a real estate professional, I want to receive instant notifications for lease approval actions, so that I can quickly review and take necessary approval actions without delays.
Description: Implement real-time notifications for lease approval actions, enabling users to receive immediate updates on approval activities. Users will be notified of new approval requests, pending approvals, and completed approvals, ensuring timely action and reducing delays in the approval process. This feature enhances user responsiveness and promotes efficient lease management by keeping users informed and engaged.
Acceptance Criteria: User receives notification for new lease approval request

When a new lease approval request is submitted, the user should receive a real-time notification with details of the request and a link to take action.

User receives notification for pending approval

When a lease approval request is pending, the user should receive a real-time notification reminding them to take action and providing a direct link to the pending request.

User receives notification for completed approval

When a lease approval request is approved or rejected, the user should receive a real-time notification confirming the action and providing relevant details about the approval outcome.

Approval Workflow Customization

User Story: As a lease administrator, I want to customize approval workflows to align with our organization's specific lease management processes, so that I can set up efficient and tailored approval processes that match our operational requirements.
Description: Enable users to customize approval workflows based on their specific lease management processes. This feature allows users to define approval stages, assign approvers, and set approval routing rules, ensuring that the lease approval process aligns with the organization's unique requirements. By providing flexibility and customization options, this feature empowers users to streamline and tailor approval workflows to their operational needs.
Acceptance Criteria: Customizing Approval Workflow for New Lease

Given a user has the appropriate permissions, when they access the approval workflow customization feature, then they can define and save new approval stages, assign approvers, and set approval routing rules for a new lease.

Validating Custom Approval Workflow Rules

Given a user has defined custom approval workflow rules, when they create a new lease and initiate the approval process, then the system correctly follows the defined approval stages, routes the approval to the assigned approvers, and records the approval actions in the approval history.

Testing Approval Workflow Customization UI

Given a user has access to the UI for approval workflow customization, when they interact with the interface to define, edit, or delete approval stages or rules, then the changes are accurately reflected, and the UI behaves responsively and intuitively.

Press Articles

Introducing LeaseGem: A Revolutionary SaaS Platform for Comprehensive Lease Management: FOR IMMEDIATE RELEASE

LeaseGem, the cutting-edge SaaS platform transforming lease management for property managers and real estate professionals, has officially launched. With its automated lease tracking, customizable reporting, and intuitive document management, LeaseGem empowers users to streamline lease administration and ensure compliance.

Sophia Landry, a dedicated property manager, shared her excitement about the platform, stating, "LeaseGem has revolutionized the way I manage lease agreements. The real-time reminders and powerful analytics enable me to focus on strategic growth while maintaining regulatory compliance. It's a game-changer for property management."

For more information about LeaseGem and press inquiries, please contact: Marketing Manager: Emily White Email: emily.white@leasegem.com Phone: 123-456-7890

Empower Your Lease Management with LeaseGem's Innovative Features: FOR IMMEDIATE RELEASE

LeaseGem, the ultimate solution for lease management, introduces a range of innovative features to optimize lease administration. From instant notifications and customizable reminders to predictive performance forecasts and risk assessment engine, LeaseGem is setting new standards in lease management.

Olivia Martinez, a dedicated lease administrator, expressed her satisfaction with the platform, stating, "The AI-powered lease analytics and mobile approval feature have transformed how I handle lease tracking and document management. It's incredibly efficient and allows me to focus on strategic growth initiatives."

For more information about LeaseGem's innovative features and press inquiries, please contact: Public Relations Manager: Adam Johnson Email: adam.johnson@leasegem.com Phone: 123-456-7891

Revolutionize Collaboration and Efficiency in Lease Administration with LeaseGem: FOR IMMEDIATE RELEASE

LeaseGem, the game-changing SaaS platform, is reshaping lease administration by enhancing collaboration and operational efficiency. With features like secure document sharing, real-time notifications, and multi-level approval, LeaseGem facilitates seamless collaboration and ensures operational efficiency.

Maxwell Chen, an ambitious real estate professional, shared his enthusiasm about the collaborative document exchange feature, stating, "The secure and collaborative document exchange on LeaseGem has significantly improved our real estate operations, enabling seamless document sharing and accelerating the lease agreement process."

For more information about LeaseGem and press inquiries, please contact: Corporate Communications Manager: Sarah Brown Email: sarah.brown@leasegem.com Phone: 123-456-7892