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@ChandeepKhosa #DCBristol17
Insurance company case study:
Making Commerce, Webform & Group
play nicely together
@ChandeepKhosa

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@ChandeepKhosa #DCBristol17
Who am I?
• Freelance / Contract Drupal Developer
• Drupal 8 core contributor (front end & usability)
• Organiser of Drupal West London user group
• Involved in training & mentoring Drupal developers
• Drupal meetup & camp addict

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@ChandeepKhosa #DCBristol17
Who am I?
• I’m self-taught since playing with Drupal in 2008,
procrastinating when I should have been working
on my final year university project :)
• I’ve been addicted ever since and love it!
• Worked as a contractor for The Health Foundation,
Toyota, Oxford University, Team GB, Christian Aid,
Tate Art Gallery, Agile Collective, Five Mile,
Microserve & NDP.

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@ChandeepKhosa #DCBristol17
I’ll be covering
• Project background
• Site architecture
• Webform - Quote builder
• Commerce - Architecture & selecting relevant
products
• Group - Tiered access levels

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@ChandeepKhosa #DCBristol17
Project background
• Build a web application that handles quotes,
policies & claims. Allows users to buy policies,
cancel them, make claims on them. Display
reports.

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@ChandeepKhosa #DCBristol17

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@ChandeepKhosa #DCBristol17
User types
• Consumer
• Dealer
• Staff
• Branch
• Head Office
• Client admin

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@ChandeepKhosa #DCBristol17
User needs
• Find out information before deciding to buy
• Get a quote
• Buy a policy
• Manage their policy
• Make & track claims

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@ChandeepKhosa #DCBristol17
Site architecture
• Content types : Policy, Claim
• Webform : Request a Quote
• Commerce products

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@ChandeepKhosa #DCBristol17
Get A Quote

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@ChandeepKhosa #DCBristol17
Webform Learnings
• Use Webform 4.x instead of 3.x if you need to be
able to insert tokens. Switching can may break your
custom modules.
• e.g.) User fields such as name & address
• Webform Wrappers module allows you to add
classes e.g.) Row & Col-Md-4

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@ChandeepKhosa #DCBristol17
Webform fields & tokens

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@ChandeepKhosa #DCBristol17
Webform Wrappers

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@ChandeepKhosa #DCBristol17
Drupal Commerce
• Product displays
• Product
• Dealer Product with Model Number
• Accidental Damage

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@ChandeepKhosa #DCBristol17
Custom product view

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@ChandeepKhosa #DCBristol17
Product Display

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@ChandeepKhosa #DCBristol17
Product variation - edit

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@ChandeepKhosa #DCBristol17
Accidental Damage

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@ChandeepKhosa #DCBristol17
Find relevant products

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@ChandeepKhosa #DCBristol17
Find relevant products

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@ChandeepKhosa #DCBristol17
Quote form : step 2

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@ChandeepKhosa #DCBristol17

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@ChandeepKhosa #DCBristol17

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@ChandeepKhosa #DCBristol17

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@ChandeepKhosa #DCBristol17
Dealer groups
• Head Office : Can create branch groups & admin
users. Can see all policies & claims.
• Branch : Can create staff users. Can see policies &
claims restricted to their branch.
• Staff : Can’t create groups or users. Can see
policies & claims created by other colleagues.

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@ChandeepKhosa #DCBristol17
Group module

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@ChandeepKhosa #DCBristol17
Group types

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@ChandeepKhosa #DCBristol17
Dealer Head Office :
permissions

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@ChandeepKhosa #DCBristol17
Dealer Head Office group as
User 1

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@ChandeepKhosa #DCBristol17
View members as User 1

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@ChandeepKhosa #DCBristol17
Group

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@ChandeepKhosa #DCBristol17

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@ChandeepKhosa #DCBristol17
Making content belong to a
group

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@ChandeepKhosa #DCBristol17
Dealer HO viewing a report

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@ChandeepKhosa #DCBristol17
Branch admin user

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@ChandeepKhosa #DCBristol17
Summary
• All these modules are awesome, but when
used together correctly they can build a
powerful business critical application.
• Email me at hello@chandeepkhosa.com
• Please leave feedback at https://joind.in/
talk/88d9a