Link Guarantor to Clients

Description

The current situation is that guarantor is linked to a client by entering the global_cust_num in the loan page and linking the guarantor through a report.
There is a need to work on a way to link 2 clients in a systematic way.

Expected result:
Guarantors are linked on the loan page. So after the loan is created, there would be a button that enables the search and linking of other clients (guarantors).

An addition to this feature, each client that is an "active" guarantor (meaning guarantying an active loan in state(5,9))
will have a note displayed on the guarantors client page saying that this client is guarantying this loan for this client (loan id and client name)
and this note is removed when the other loan is closed to indicate that this guarantor is not active
Guarantee can be applied only to loan account and individual loan account (account types 1,4)

Environment

None

Status

Assignee

Krzysztof Kaczmarczyk

Reporter

Lukasz Chudy

Implementation Priority

None

URL

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Story Points

None

Team

Core

Scheduled For

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50% Estimate

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90% Estimate

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Deployment

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Epic

None

Request Type

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Requestor

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Number of Support Tickets

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Customer

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Notify

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productboard URL

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Time tracking

80h

Components

Fix versions

Priority

Major
Configure