CRM Manage Role Based Access Example | AI Sequence Diagram Refinement Tool

In a CRM environment, security and proper authorization are crucial. The Manage Role Based Access scenario represents how administrators assign or adjust roles to control what different users can access. With the Sequence Diagram Refinement Tool, this process is translated into MVC layers that make visible the relationship between user interface checks and backend validation or encryption services.

01 | Diagram Input

Begin by entering a sequence diagram in Mermaid or PlantUML that illustrates how roles are created or updated. You can also opt to have the MVC System Architecture Generator produce a suitable diagram automatically.

Sequence Diagram PlantUML Example:

@startuml

actor Doctor
participant "Hospital System" as System
participant "EHR Database" as DB
participant "Audit Log" as Log

Doctor -> System: Login and open "Create Patient Record"
System -> Doctor: Display blank intake form

Doctor -> System: Enter patient details, history, documents
System -> System: Validate mandatory fields

alt Missing mandatory field
System -> Doctor: Highlight missing field
Doctor -> System: Correct input and resubmit
end

System -> System: Assign unique patient ID
System -> System: Encrypt patient record
System -> DB: Store patient record
System -> Log: Update audit logs
System -> Doctor: Display patient summary

@enduml

02 | Rendered Sequence Diagram

Use the Render Diagram option to see how the initial flow looks. At this point, the diagram can be exported as SVG or adjusted through Visual Paradigm Online. Once ready to refine, continue with Decompose Layers to uncover more details.

03 | Decomposed Architecture Layers

The AI processes the diagram and organizes the scenario into layers. For role management, it may identify:

• View Objects: IntakeFormUI, FieldValidatorUI, MissingFieldHighlighter, …
• Model Objects: PatientRecordValidator, PatientIDGenerator, PatientRecordEncryptor, …

04 | Detailed MVC Sequence Diagram

A comprehensive sequence diagram is then generated, expanding the flow to include validation, ID generation, and encryption logic, along with the user-facing checks. The result can be saved as an SVG or opened in Visual Paradigm Online for further refinement.