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

Activity

Show:
Krzysztof Kaczmarczyk
April 22, 2013, 8:15 AM

done in commit: 186a9abadf60e3cf326f80fd9a0c7a580dba4981

Michał Spica
April 23, 2013, 2:49 PM

There is need to add permission.

Krzysztof Kaczmarczyk
April 23, 2013, 3:43 PM

Permission added in: 44f6935d4ee1c5f3837de7cc14f4b98b2e9f3e3b

Łukasz Gąsior
April 25, 2013, 8:28 AM

Possibility to remove guarantor added in: a4ee984b0491bdace8dc558dd2a4526e49032570

Michał Spica
April 25, 2013, 2:36 PM

Two new permissions has been added properly. On Loan Management -> Loan Processing -> Can apply a guaranty
Can remove guaranty
Build Date Thu Apr 25 03:55:23 PDT 2013
Build Number hudson-head-master-archive-1481

Assignee

Krzysztof Kaczmarczyk

Reporter

Lukasz Chudy

Implementation Priority

None

URL

None

Team

Core

Epic

None

productboard URL

None

Man Day Estimate

None

Time tracking

80h

Components

Fix versions

Priority

Major
Configure