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Understood. Here is the **complete, final, full SDSR for the Client + Tools system**, cleaned, polished, and ready for OneSDLC submission. You can copy/paste this directly into your SDSR document. --- # **Solution Design & System Requirements (SDSR)** ## **IAT Desktop Ecosystem: IAT Client and IAT Tools** --- # **1. System Purpose** The Integrated Automation Tools (IAT) Desktop Ecosystem provides IRS employees with a centralized platform for launching and executing desktop automation tools that support research, case analysis, and IDRS-related actions. The system consists of the **IAT Client**, which acts as the unified access point, and a suite of **IAT Tools**, which automate repetitive and error-prone workflows across taxpayer account processing. The purpose of the system is to improve processing efficiency, ensure consistent application of business rules, reduce manual IDRS command-code entry, and promote accuracy across IRS casework. --- # **2. Problem Statement / Mission Need** IRS employees routinely perform complex IDRS research and account actions that require: * Multiple command-code sequences * Detailed transaction history review * Manual data transcription * Repetitive keystrokes * Application of numerous business rules These activities are time-consuming, require extensive institutional knowledge, and carry a high risk of human error. The mission need is to provide a **desktop automation environment** that: * Reduces manual steps in performing IDRS workflows * Standardizes research and analysis across employees * Automates repeated sequences of actions * Improves consistency of case outcomes * Presents only those tools the employee is authorized to use * Ensures all tools operate in a controlled and predictable manner The IAT Client and tools address this need by providing a structured, metadata-driven automation platform. --- # **3. System Overview** The IAT Desktop Ecosystem consists of: ### **3.1 IAT Client** A .NET Framework 4.8 WinForms application that: * Displays tools available to the user * Enforces metadata-defined visibility and restrictions * Launches tools as independent processes * Loads metadata from the local workstation * Provides a consistent entry point for all automation tools The Client does **not** host or embed tools; it launches them via standard Windows process invocation. --- ### **3.2 IAT Tools** A suite of standalone .NET Framework 4.8 WinForms and WPF executables that: * Automate research steps * Perform case analysis * Retrieve and evaluate IDRS data * Enforce business rules * Automate IDRS command-code sequences * Generate structured outputs (forms, letters, results, etc.) All tools: * Use shared libraries (e.g., InfoConnect wrappers, Common libraries) * Load tool-specific metadata from the same local directory * Are independent executables that run separately from the Client --- ### **3.3 Metadata** Metadata defines: * Tool names and descriptions * User-level restrictions * Required command codes * Support file lists * Display configuration Metadata is delivered locally to the workstation through a process outside this system’s boundary. The Client and Tools **consume** metadata but do not produce it. --- # **4. Users and Stakeholders** ### **Primary Users** * IRS employees requiring research, case analysis, and IDRS action automation. ### **Secondary Stakeholders** * IAT analysts (define metadata, business rules) * Developers (maintain Client, tools, and shared libraries) * IRS leadership (requires consistent, efficient case processing) --- # **5. Functional Needs (High-Level System Requirements)** ### **5.1 Centralized Access and Launching** * The system shall provide a single interface for displaying and launching all tools available to the user. * The system shall present tool names, descriptions, and icons based on local metadata. * The system shall launch tools as independent executables via the operating system. --- ### **5.2 Access Control and Visibility** * The system shall restrict tool availability to users who meet metadata-defined criteria. * The system shall hide or disable tools that the user is not authorized to access. * The system shall rely on metadata to determine restrictions related to user role, command-code permissions, or other criteria. --- ### **5.3 Research and Case Analysis Automation** * The system shall support automated retrieval and evaluation of taxpayer account information. * Tools shall apply standard business logic to assist employees in understanding account issues. * Tools shall reduce manual review steps by presenting relevant data in a structured, consistent format. --- ### **5.4 IDRS Workflow Automation** * Tools shall execute structured IDRS workflows that reduce manual keystrokes. * Tools shall validate inputs and enforce IRS business rules before performing automated actions. * Tools shall support consistent outcomes by standardizing common processes. --- ### **5.5 Metadata-Driven Behavior** * The system shall read local metadata files to determine tool configuration, visibility, restrictions, and supporting information. * Metadata updates shall alter system behavior without requiring software changes to the Client or tools. --- ### **5.6 Local, Self-Contained Operation** * The system shall operate using local files and executables. * No network connectivity shall be required for runtime execution of tools or the Client. --- # **6. Non-Functional Needs** ### **6.1 Performance** * Tools shall launch promptly under standard IRS workstation configurations. * Metadata loading shall not introduce user-perceptible delays. ### **6.2 Security** * Tool access shall be enforced strictly via metadata definitions. * Only tools authorized for a given user shall be displayed or accessible. ### **6.3 Reliability** * Each tool shall execute independently of the Client. * Failure of any single tool shall not impact Client operation or other tools. ### **6.4 Compatibility** * All components shall operate on IRS Windows 10 and Windows 11 workstations. * All executables shall target .NET Framework 4.8. ### **6.5 Maintainability** * Tools shall be developed using shared templates to promote consistent behavior and reduce maintenance overhead. * Metadata changes shall not require application recompilation. * Tools shall use shared libraries for common operations. --- # **7. Design Constraints** * The system shall be implemented using .NET Framework 4.8. * All tools and the Client shall run as standalone desktop executables. * The system shall rely on local metadata and shared libraries installed on the workstation. * The system shall not depend on external network services at runtime. --- # **8. Assumptions** * Metadata files and shared libraries are present on the workstation prior to execution. * InfoConnect is installed and available for tools requiring IDRS interaction. * Users operate within standard IRS workstation security policies and configurations. * Tools will continue to remain independent executables rather than a consolidated application. --- # **9. Dependencies** * Local metadata files produced by external processes (e.g., WRM) must be available. * Shared libraries (Common, InfoConnect wrappers, etc.) must reside on the workstation. * Standard IRS desktop configurations (Windows, InfoConnect, approved runtime environments) must be in place. --- # **10. Acceptance Criteria (System-Level)** * Users can launch all tools appropriate for their business unit or role. * The Client enforces metadata-driven restrictions correctly. * Tools automate research, case analysis, and IDRS actions with reduced manual input. * Metadata changes alter system behavior without requiring new builds. * Tools execute independently without negatively affecting each other or the Client. --- # **End of SDSR (Client + Tools)** --- If you want next, I can produce: * The **matching DID** for Client + Tools * The **SDSR for the Web Ecosystem (WRM/Test Package Manager)** * A system boundary diagram clarifying separation * A combined glossary for both SDSRs