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    • Team:
      Core

      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)

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            • Assignee:
              kkaczmarczyk Krzysztof Kaczmarczyk
              Reporter:
              lukaszch Lukasz Chudy (Inactive)
            • Votes:
              1 Vote for this issue
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              3 Start watching this issue

              Dates

              • Created:
                Updated:
                Resolved:

                Time Tracking

                Estimated:
                Original Estimate - 2 weeks Original Estimate - 2 weeks
                2w
                Remaining:
                Remaining Estimate - 0 minutes
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                Logged:
                Time Spent - 2 weeks, 3 days, 7 hours
                2w 3d 7h