This document provides an overview of planned new features and enhancements for StoryPulse Client Version 3.7.0. Key areas of focus include: 1) allowing assessments to be assigned based on a sales representative's product allocations in CRM; 2) updating data visibility when a user's role changes; 3) pushing all activity questions to CRMOD even if unanswered; 4) adding a rules engine for form validations; and 5) introducing a live poll assessment for real-time polling. The planned release aims to improve customization, data management and interactive capabilities in upcoming versions of StoryPulse.

1. March 10th
2017
StoryPulse
Planned Scope for Client Version 3.7.0

2. Disclaimer...................................................................................................................3
Purpose ......................................................................................................................4
Planned Scope ............................................................................................................4
Allocation Based Assessment ......................................................................................... 5
Data Visibility upon Role Change.................................................................................... 5
Push all questions in the activity to CRMOD .................................................................. 5
Rules Engine.................................................................................................................... 5
Live Poll ........................................................................................................................... 5

3. Disclaimer
This document in any form, software or printed matter, contains
proprietary information that is the exclusive property of FocalCXM.
This document and information contained herein may not be
disclosed, copied, reproduced or distributed to anyone outside
without prior written consent of FocalCXM. This document is for
informational purposes only and is intended solely to assist you in
planning for the implementation and upgrade of the product features
described. It is not a commitment to deliver any material, code, or
functionality, and should not be relied upon in making purchasing
decisions. The development, release, and timing of any features or
functionality described in this document remains at the sole
discretion of FocalCXM. Due to the nature of the product
architecture, it may not be possible to safely include all features
described in this document without risking significant destabilization
of the code.

4. Purpose
This document provides an overview of the strategic product plans
for StoryPulse and related options from FocalCXM. It is intended
solely to help StoryPulse customers understand the value proposition
in upcoming releases.
Planned Scope
As of February 2016, the version of StoryPulse available in the
market is 3.6.0. This document highlights the key areas of innovation
planned for the iPad version 3.7.0 as described below.
 Allocation Based Assessment
 Data Visibility upon Role Change
 Push all questions in the activity to CRMOD
 Rules Engine
 Live Poll

5. Allocation Based Assessment
With this version, assessments will be assigned to user, based on
product allocations in CRM. A rep can choose from the products
allocated to him and select related assessments for a survey.
Data Visibility upon Role Change
When a sales representative gets promoted to a manager, the iPad can
reload distributor information and related sharing records to enable
the manager to view records relevant to his new role.
Push all questions in the activity to CRMOD
There is now, an option to push all questions to CRMOD even if the
customer does not answer all the questions.
Rules Engine
The iPad can handle forms validations using a standard iOS rules
engine.
Live Poll
In this version, a live poll assessment can be used to capture live
responses from customers. A link generated by the admin for a live
poll assessment can be opened by a presenter to start a real time poll
with a unique poll Id. Users can poll from any device.