234 lines
8.2 KiB
Markdown
234 lines
8.2 KiB
Markdown
# Common Epic Patterns
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This reference provides universal and domain-specific epic patterns to accelerate epic identification. Use these patterns as starting points, adapting them to your specific product context.
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## Universal Epic Patterns
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These patterns appear across most software products regardless of domain.
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### User Management & Identity
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| Epic | Description |
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|------|-------------|
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| User Onboarding & Registration | Sign-up flows, account creation, initial setup |
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| Authentication & Authorization | Login, SSO, MFA, session management |
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| User Profile Management | Profile editing, preferences, settings |
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| Role & Permission Management | Access control, role assignment, permissions |
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### Core User Experience
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| Epic | Description |
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|------|-------------|
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| Search & Discovery | Finding content, filtering, navigation |
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| Notifications & Alerts | In-app, email, push notifications |
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| Help & Support | Documentation, tooltips, support tickets |
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| Personalization | User preferences, customization, themes |
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### Data & Content
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| Epic | Description |
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|------|-------------|
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| Data Import/Export | Bulk import, export formats, migrations |
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| Content Creation & Editing | Create, edit, version content |
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| Content Organization | Tags, folders, categories, hierarchies |
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| File Management | Upload, storage, preview, download |
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### Collaboration & Social
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| Epic | Description |
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|------|-------------|
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| Team/Organization Management | Teams, workspaces, organizations |
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| Sharing & Permissions | Share content, access levels |
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| Comments & Discussions | Threaded comments, mentions, reactions |
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| Activity Feeds & History | Audit logs, activity streams, notifications |
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### Integration & Platform
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| Epic | Description |
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|------|-------------|
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| Third-party Integrations | Connect external services |
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| Public API | REST/GraphQL API for developers |
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| Webhooks & Events | Event-driven integrations |
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| Single Sign-On (SSO) | Enterprise identity providers |
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### Analytics & Reporting
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| Epic | Description |
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|------|-------------|
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| Dashboards & Visualization | Charts, graphs, real-time displays |
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| Report Generation | Scheduled reports, exports |
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| Usage Analytics | User behavior, engagement metrics |
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| Audit & Compliance | Audit trails, compliance reports |
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### Infrastructure
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| Epic | Description |
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|------|-------------|
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| Performance & Scalability | Optimization, caching, load handling |
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| Security & Compliance | Encryption, security audits, certifications |
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| Data Migration | Legacy system migration, data transformation |
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| Offline Support | Offline-first, sync, conflict resolution |
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## Domain-Specific Patterns
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### E-commerce / Marketplace
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| Epic | Typical Scope |
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|------|---------------|
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| Product Catalog Management | Products, categories, inventory, pricing |
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| Shopping Cart & Checkout | Cart, checkout flow, guest checkout |
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| Payment Processing | Payment gateways, refunds, invoicing |
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| Order Management | Order tracking, fulfillment, returns |
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| Customer Accounts | Order history, saved addresses, wishlists |
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| Marketing & Promotions | Discounts, coupons, campaigns |
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| Seller/Vendor Management | Multi-vendor support, seller tools |
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| Reviews & Ratings | Product reviews, seller ratings |
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### SaaS / B2B Platform
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| Epic | Typical Scope |
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|------|---------------|
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| Subscription Management | Plans, billing, upgrades/downgrades |
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| Multi-tenancy | Tenant isolation, tenant administration |
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| Admin Console | System configuration, tenant management |
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| Usage Metering & Billing | Usage tracking, invoicing, quotas |
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| Onboarding & Activation | Trial setup, guided tours, activation |
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| Customer Success Tools | Health scores, usage insights |
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| White-labeling | Custom branding, domains |
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| Enterprise Features | SSO, advanced security, SLAs |
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### Mobile Application
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| Epic | Typical Scope |
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|------|---------------|
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| Mobile Authentication | Biometrics, device trust, secure storage |
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| Offline Mode | Local storage, sync, conflict resolution |
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| Push Notifications | Notification management, deep linking |
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| Device Features | Camera, GPS, contacts integration |
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| App Performance | Startup time, memory, battery optimization |
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| App Store Presence | Listings, ratings, updates |
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| Cross-platform Sync | State sync across devices |
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| Accessibility | Screen readers, dynamic type, VoiceOver |
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### API / Developer Platform
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| Epic | Typical Scope |
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|------|---------------|
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| API Design & Documentation | OpenAPI specs, interactive docs |
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| Developer Portal | Registration, API keys, documentation |
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| Authentication & Security | OAuth, API keys, rate limiting |
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| SDKs & Client Libraries | Language-specific SDKs |
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| Sandbox Environment | Test environment, mock data |
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| Usage Analytics | API metrics, endpoint analytics |
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| Versioning & Deprecation | Version management, migration guides |
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| Developer Support | Forums, tickets, status page |
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### Content Management / Publishing
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| Epic | Typical Scope |
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|------|---------------|
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| Content Authoring | Rich text editor, media embedding |
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| Content Workflow | Draft, review, publish states |
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| Media Library | Image/video management, optimization |
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| Content Scheduling | Scheduled publishing, content calendar |
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| Multi-language Support | Localization, translation management |
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| SEO & Metadata | Meta tags, sitemaps, structured data |
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| Content Distribution | RSS, social sharing, syndication |
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| Templates & Layouts | Page templates, component library |
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### Healthcare / Clinical
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| Epic | Typical Scope |
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|------|---------------|
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| Patient Management | Patient records, demographics |
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| Clinical Documentation | Notes, orders, results |
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| Appointment Scheduling | Calendar, booking, reminders |
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| Medication Management | Prescriptions, drug interactions |
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| Care Coordination | Referrals, care plans, handoffs |
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| Compliance & Privacy | HIPAA, consent management, audit |
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| Patient Portal | Patient access, messaging, records |
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| Clinical Decision Support | Alerts, guidelines, protocols |
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### Financial Services / Fintech
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| Epic | Typical Scope |
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|------|---------------|
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| Account Management | Accounts, balances, statements |
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| Transaction Processing | Transfers, payments, scheduling |
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| Identity Verification | KYC, document verification |
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| Fraud Detection | Monitoring, alerts, investigation |
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| Regulatory Compliance | Reporting, audits, regulations |
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| Financial Reporting | Statements, tax documents |
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| Notifications & Alerts | Transaction alerts, balance notifications |
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| Secure Authentication | MFA, device binding, biometrics |
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---
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## Using Patterns Effectively
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### Pattern Selection Process
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1. **Identify your domain**: Which domain-specific pattern set applies?
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2. **Start with universals**: Most products need user management, notifications, etc.
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3. **Add domain patterns**: Layer in domain-specific epics
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4. **Customize names**: Adapt generic names to your product's language
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5. **Validate against vision**: Ensure patterns align with your specific vision
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### Avoiding Pattern Pitfalls
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- **Don't force-fit**: Not every pattern applies to every product
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- **Customize scope**: Adjust epic scope to match your product size
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- **Combine when small**: Merge related patterns if your product is simpler
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- **Split when large**: Break patterns into multiple epics for complex products
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- **Validate value**: Each epic should deliver user or business value
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### Pattern Adaptation Example
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**Generic Pattern**: "User Onboarding & Registration"
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| Product Type | Adapted Epic |
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|--------------|--------------|
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| Consumer app | "Social Sign-up & Profile Setup" |
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| Enterprise SaaS | "Organization Provisioning & Admin Setup" |
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| Developer tool | "Account & API Key Setup" |
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| Healthcare | "Patient Registration & Consent" |
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## Quick Reference: Epic Starter Sets
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### Minimum Viable Product (5-7 epics)
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1. User Authentication
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2. Core Workflow (product-specific)
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3. Data Management
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4. Basic Notifications
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5. Settings & Profile
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### Standard Product (10-15 epics)
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All MVP epics plus:
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- Advanced User Management
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- Search & Discovery
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- Collaboration Features
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- Analytics Dashboard
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- Integrations
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- Help & Support
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### Enterprise Product (15-25 epics)
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All Standard epics plus:
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- Multi-tenancy
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- Advanced Security
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- Compliance & Audit
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- Admin Console
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- SSO & Enterprise Auth
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- Advanced Analytics
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- API & Developer Tools
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