Use Cases
Functional Use Cases for a B2B/B2C SaaS Platform
Version: 1.1
Author: Casper Rubæk Date: 21/02/2025
Table of Contents
Introduction
This document details the functional use cases for a generic Software as a Service (SaaS) application. It provides a comprehensive specification on how to build a scalable, secure, and modular SaaS application using modern technologies. The use cases cover user signup, login, API authentication, deployment strategies and more from the perspective of the user of a generic SaaS application as well as the developer. The document only specify the business logic or domain-specific requirements and does not specify the technical implementation to build a SaaS application including the tech stack, system architecture, and development setup required for building the SaaS application.
Key Functional Use Cases
User Authentication & Authorization
Actors: User, System, Identity Provider
Secure login and identity verification OAuth 2 JWT tokens.
Multi-factor authentication (MFA).
Role-based access control (RBAC) Policies for hierarchical permissions.
OAuth, OpenID, and Single Sign-On (SSO) integrations.
Automated session management and inactivity timeouts.
Transactional Email
-Actors: User, System, Email Service Provider
Automated system notifications (e.g., password resets, account verification).
Customizable email templates aligned with branding.
API integration with third-party email providers.
Payment & Billing
Actors: User, System, Payment Gateway
Recurring subscription management.
Invoice generation and real-time payment tracking.
Integration with multiple payment gateways.
Refund processing and dispute handling.
Logging & Audit Logging
Actors: User, System, Administrator
Secure event logging for compliance and security monitoring.
Audit trails of administrative and user actions.
Configurable log retention policies.
Customers & Users
Actors: User, System, Administrator
Comprehensive user profile management.
Hierarchical account structures with multi-user access.
Customer service interactions, including ticketing and feedback mechanisms.
Data Exports & GDPR Compliance
Actors: User, System, Data Protection Officer
User-requested data exports in multiple formats.
Right to data erasure (compliance with GDPR and similar regulations).
Consent management for data collection and marketing communications.
File Management
Actors: User, System, Administrator
Secure file upload, access control, and storage management.
Version control and rollback support.
Third-party cloud storage integrations.
Integration with Other Applications
Actors: User, System, Third-Party Application
API access for external integrations.
Webhooks and real-time event notifications.
Plugin marketplace support for third-party extensions.
Recurring Subscriptions
Actors: User, System, Billing Administrator
Automated subscription renewal workflows.
Customizable subscription tiers and pricing adjustments.
Advanced payment failure handling and recovery mechanisms.
Organizations & Teams
Actors: User, System, Organization Administrator
Multi-tenant architecture with organization-level account management.
Team-based collaboration tools with custom permissions.
User invitation and administrative role assignments.
Administrative Oversight & Governance
Actors: User, System, Administrator
System-wide configuration and monitoring tools.
Granular access controls for administrators.
Built-in compliance tracking and reporting.
B2C-Specific Functionalities
Actors: User, System, Marketing Team
Personalized dashboards and analytics.
Social media authentication and referral incentives.
Gamification features for user engagement.
B2B-Specific Functionalities
Actors: User, System, Enterprise Administrator
Enterprise-level contract management and licensing.
SLA-backed customer support.
Custom analytics and reporting for organizations.
User Preferences & Customization
Actors: User, System, Administrator
Personalized UI and dashboard configurations.
Custom notification settings.
Localization and internationalization support.
Comprehensive Reporting & Business Intelligence
Actors: User, System, Data Analyst
Real-time analytics dashboards.
Configurable reporting and data visualization.
AI-driven insights and predictive analytics.
Multi-Language & Localization
Actors: User, System, Localization Team
Multi-language UI and content adaptation.
Region-based currency, date, and formatting adjustments.
Right-to-left (RTL) language support.
Advanced Security & Compliance Framework
Actors: User, System, Security Officer
Encryption standards (AES-256, TLS 1.3) for secure data storage and transmission.
Regular vulnerability assessments and security audits.
Adherence to industry regulations (GDPR, HIPAA, SOC 2, ISO 27001).
Customer Engagement, Retention, & Lifecycle Management
Actors: User, System, Marketing Team
AI-powered automated customer interactions.
Behavioral tracking and engagement scoring.
Lifecycle management and targeted re-engagement campaigns.
Scalability, Performance Optimization, & Resilience
Actors: User, System, DevOps Team
Auto-scaling infrastructure for fluctuating demand.
Load balancing and CDN caching.
Disaster recovery and high-availability failover solutions.
Conclusion
This document provides a comprehensive overview of the core functional use cases required to develop and scale a robust, secure, and high-performing SaaS platform. The framework presented here ensures scalability, compliance, and adaptability, making it a valuable reference for product managers, developers, and stakeholders aiming to build future-ready SaaS solutions.