Client Relationship Module - Ability to establish and manage relationship between two client records.

Description

  1. Admin user should be able to enable or disable this client relationship functionality from admin system configurations. Different configuration value can be set to allow relationship between different legal form of clients like persons, entities or both.

  2. Admin user must be warned by the system to disable ‘Client Relationship’ module in the event system finds any custom data table associated to ‘Client Relationship’. System must provide details of any such custom data table so user can review and delete them before allowing to disable module.

  3. User should be able to establish relationship between any two client record based on enabled functionality.

  4. Admin user should be able to add one or more custom data tables related to ‘Client Relationship’ once functionality is enabled.

  5. Admin user should be able to manage user role permissions for all custom data tables that are related to ‘Client Relationship’.

  6. User should be able to add and manage (Edit and Delete) relationship specific additional details based on custom data tables.

  7. Client can have none to many relationships with other clients and same client can be related to multiple other clients.

  8. Client can not have relationship with same client record so user should be prevented/restricted from establishing any such self relationship.

Please note that conceptual prototype of related UI screen mockup can be provided on request.

Environment

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Status

Assignee

Unassigned

Reporter

Shah Bharat

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Implementation Priority

Should

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Story Points

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Team

Core

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50% Estimate

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90% Estimate

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Deployment

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Epic

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Request Type

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Number of Support Tickets

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Customer

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productboard URL

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Components

Priority

Major