1. Minimum scope
   1. Org Admin
      1. Functions
         1. Organizational Units
            1. List
            2. Create
            3. Assign multiple Role to Org Unit (1 Org Unit at a time)
         2. Roles
            1. List
            2. View role details
            3. Create
            4. Custom role
            5. Functional Permissions
            6. Administrative Permissions
         3. Users
            1. Change Org Unit
            2. Assign multiple roles to User (1 User at a time)
            3. Revise User List
            4. To show the relation with Org Unit
         4. Not include Org Unit in the "Invite new user"
            1. User belongs to the company level by default, then Org Admin will assign users to the Org Unit later
         5. Real-time sync ???
            1. If not supported, BE needs a mechanism to cover/prevent all the events from FE which are "un-synced"
   2. API
      1. Exposure Rules Engine (Group - Roles - Permissions) for FE
         1. FE consumes
            1. Verify user's action triggered
            2. e.g. In a group chat, AM removes another AM, resulting in one AM remaining in the chat ==> show error message
            3. violates the permission "Allow the removal of HSBC staff from an on-going client chat, resulting in one HSBC staff remaining in the chat"
            4. "UI changes" per user loading
            5. e.g. Hide/Show attachment button
   3. Web/Leap Work
      1. Revise UI/UX based on Rules Engine
         1. Group chat
            1. HK
            2. Allow the initiation of a client chat with only one HSBC staff added
            3. Allow the initiation of a client chat without any GCB3 (or above) staff / nominated delegate added
            4. Allow the initiation of a chat with clients from more than one external firm
            5. Allow the addition of client(s) from different external firm(s) to an on-going client chat
            6. Allow the removal of HSBC staff from an on-going client chat, resulting in one HSBC staff remaining in the chat
            7. Allow the removal of HSBC staff from an on-going client chat, resulting in NO GCB3 (or above) staff / nominated delegate remaining in the chat
         2. Message Functionality
            1. HK
            2. Share & forward of standard "office-style" attachments (Word, PDF, Excel & PowerPoint)
            3. Share & forward of other "non office-style" attachments (e.g. mobile screenshots)
            4. Share & forward of photo images
            5. Share & forward of audio files (including audio messages created by Users / Clients)
            6. Amend, edit, crop, draw on, mark up other attachments such as photos / screenshots before sending
            7. CS
            8. Audio call
         3. Message Admin
            1. HK
            2. Allow sharing & forwarding of documents
         4. Client Functionality
            1. HK
            2. Create client
            3. Update client
      2. Contacts list revamp
         1. Clients list
         2. Team list
         3. Group chap
            1. Clients in group creation
            2. Team in group creation
            3. Clients in group edit
            4. Team in group edit
      3. Client profiles (new structure)
   4. Questions
      1. Client must associate with AM. There is no direct relation between Org Unit and Client. So we cannot show list of clients under an Org Unit. Is it right?
2. (Ignore)Materials
   1. Roles
      1. Functions
      2. Rules
         1. Total roles
            1. SUPER USER
            2. ACCOUNTABLE BANKER
            3. SUPERVISORY USER
            4. STANDARD USER
            5. BASIC USER
   2. Privileges
      1. Administrator privileges
         1. Org Units
         2. Users
         3. Groups
         4. Admin API
            1. When you specify Admin permissions in the Admin console, you also grant the corresponding Admin API resource permissions
      2. Services privileges
         1. Map to Rules Engine
            1. Message Functionality
            2. MF1-Allow sharing & forwarding of standard "office-style" attachments (Word, PDF, Excel & PowerPoint)
            3. MF11-Allow sharing & forwarding of other "non office-style" attachments (e.g. mobile screenshots)
            4. ...
            5. Message Admin
            6. MA4-Able to send Broadcast Message to all clients within User Group
            7. MA6-Allow sharing & forwarding of documents
            8. ...
            9. Multi Party Chats
            10. MP3 & MP5- Allow the initiation of a client chat with only one HSBC staff added
            11. MP7-Allow the addition of client(s) from different external firm(s) to an on-going client chat
            12. ...
         2. Questions: GSuite supports services permission at Group, Org Unit, and User level?
            1. Roles --> to be assigned to user
            2. Assign role
   3. Scope for mock-up review
      1. Org admin
      2. Organizational Units
         1. List
         2. Create
         3. Assign multiple Role to Org Unit
            1. One Org Unit at a time
      3. Roles
         1. List
         2. View role detail
         3. Create
            1. Custom role
            2. Functional Permissions
            3. Administrative Permissions
         4. Assign Role to User
      4. Users Revamp
         1. Users
      5. Clients
         1. List clients
            1. Client & org unit association
         2. Assign client to Org Unit
         3. Client must belong to company - Need to change the Web and Leap Work (invite new client)