System Requirements Document (SRD)

Project Name: meta-insurance

1. Introduction

The meta-insurance project is a digital platform designed to support Jignesh S's insurance advisory business, "B Insured," based in India. The platform will focus on providing users with a seamless experience to explore, inquire about, and book services related to vehicle insurance, health insurance, and car insurance. By integrating an online inquiry and booking system, the platform aims to enhance customer engagement and streamline operations for Jignesh's advisory services.

This document outlines the system requirements for the meta-insurance platform, ensuring alignment with the project's goals and user needs.

2. System Overview

The meta-insurance platform will serve as a comprehensive digital solution for "B Insured." It will:

• Provide detailed information about vehicle, health, and car insurance services.
• Enable users to submit inquiries or book consultations online.
• Offer a user-friendly interface tailored to the Indian market, with support for local currency (INR) and time zones (IST).

The system will consist of a responsive website accessible on both desktop and mobile devices.

3. Functional Requirements

As User:

• I should be able to view detailed information about vehicle, health, and car insurance services.
• I should be able to submit an inquiry form for insurance services.
• I should be able to book a consultation with the advisory team.
• I should receive a confirmation email or SMS after submitting an inquiry or booking.

As Admin:

• I should be able to view and manage user inquiries.
• I should be able to manage booking schedules and confirm appointments.
• I should be able to update service details and pricing information.

4. User Personas

1. User (Customer):

• Description: Individuals seeking insurance services for vehicles, health, or cars.
• Goals: To explore insurance options, inquire about policies, and book consultations.
• Pain Points: Lack of clarity in insurance options, difficulty in contacting advisors.

2. Admin (Jignesh and Team):

• Description: The advisory team managing "B Insured."
• Goals: To efficiently handle inquiries, manage bookings, and update service information.
• Pain Points: Manual handling of inquiries and bookings, lack of streamlined communication.

5. Visuals Colors and Theme

Color Palette:

The theme will reflect trust, professionalism, and approachability, aligning with the insurance advisory's values.

• Background: #F5F9FF (Soft Sky Blue)
• Surface: #FFFFFF (Pure White)
• Text: #2B2D42 (Deep Charcoal)
• Accent: #0077B6 (Vivid Blue)
• Muted Tones: #A8DADC (Calm Aqua)

6. Signature Design Concept

The meta-insurance homepage will feature an interactive "Insurance Journey Map".

Concept Details:

• Visual Design: A dynamic, scrollable map that visually represents the user's journey through insurance services. The map will include icons for "Vehicle Insurance," "Health Insurance," and "Car Insurance," each leading to detailed sections.
• Animations: Icons will animate (e.g., a car driving, a heartbeat monitor pulsing) as users hover over them.
• Interaction: Clicking on an icon will smoothly transition the user to the respective section, with a breadcrumb trail to guide navigation.
• Micro-interactions: Subtle hover effects and tooltips will provide additional information, enhancing user engagement.

This bold and interactive design will make the platform memorable and user-friendly, setting it apart from traditional insurance websites.

7. Non-Functional Requirements

• The system must be responsive and accessible on both desktop and mobile devices.
• The platform should support high availability with 99.9% uptime.
• Inquiry and booking data must be securely stored and comply with data protection regulations in India.
• The system should load within 3 seconds on a standard 4G connection.

8. Tech Stack

Frontend:

• React for Web

Backend:

• Python
• FastAPI

Database:

• MySQL (with Alembic for migrations)

AI Tools:

• GPT 5.4 for user-friendly responses

Local Orchestration:

• Docker
• docker-compose

Server-Side Orchestration:

• Kubernetes

9. Assumptions and Constraints

• The platform will primarily target users in India, with INR as the default currency and IST as the default timezone.
• The inquiry and booking system will not include payment processing in the initial phase.
• The admin team will manually follow up on inquiries and bookings.

10. Glossary

• Inquiry Form: A form where users can submit questions or requests for more information about insurance services.
• Booking System: A system that allows users to schedule consultations with the advisory team.
• Responsive Design: A design approach ensuring the platform works seamlessly on devices of all sizes.
• Breadcrumb Trail: A navigation aid that shows users their current location within the website.
• IST: Indian Standard Time.