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Priority | User Stories | Section in FR |
|---|---|---|
1 | As a user, I want to be able to create Group loan account, so that every member of group loan will have his own individual account | 2.1 |
| 2 | As a user, I want to be able to create product for Groups | 1.1 |
| 3 | As a user, I want to be able to have access to individual member accounts from Client details page | 2.3 |
| 4 | As a user, I want to be able to make transactions to entire new GLIM Loan | |
| 5 | As a user, I want to be able to specify exact payment amount for every member while applying payment to group account | |
| 6 | As a user, I want to be able to make transactions to particular individual member loan account | |
| 7 | As a user, I want to be able to repay Loan transfer from Savings account | |
| 8 | As a user, I want to be able to repay Loan by using Audi Bank plugin | |
| 9 | As a user, I want to be able to apply fees/penalties to the whole new GLIM Loan and have possibility to modify fees/penalties amount for every member of the Loan | |
| 10 | As a user, I want to be able to apply fees/penalties to individual member Loan account | |
| 11 | As a user, I want to be able to apply adjustment to the whole new GLIM Loan and have possibility to modify adjustment amount for every member of the Loan | |
| 12 | As a user, I want to be able to apply adjustment to individual member Loan account | |
| 13 | As a user, I want to be able to apply full repayment to whole new GLIM Loan and have possibility to modify full repayment amount for every member of the Loan | |
| 14 | As a user, I want to be able to apply full repayment to individual member Loan account | |
| 15 | As a user, I want to be able to repay Loan/fees/penalties by using Collection Sheet Entry | |
| 16 | As a user, I want to be able to modify loan parameters only on group loan account | 2.4 |
| 17 | As a user, I want to be able to approve new GLIM Loan by using 'Approve multiple loans' functionality | |
| 18 | As a user, I want to be able to redo new GLIM Loan | |
| 19 | As a user, I want to be able to reverse new GLIM Loan | |
| 20 | As a user, I want to be able to attach a Question Group to new GLIM Loan | |
| 21 | As a user, I want to be able to close loan of individual member and see updated information on group loan account |
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- Group loan details page has the same options as old GLIM account but also has 'Individual account' column in the table with link to view individual account for every group loan member.
- 'Individual account' column is displayed in the table only after Loan has been disbursed.
- New GLIM Loan account is present in Search results while searching for Group
2.3 User can display individual member loan account details
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- There is a new section on Client details page: "Group Loan".
- User can display individual member loan account details by clicking on Group loan account name.
- Individual member loan account details page has almost the same functionalities as normal Client account but without possibility to "Details" is a default tab after opening Individual member loan account details details page.Edit account information and Edit account status
Post-condition
- Individual member loan account details page has almost the same options as Client loan details page but "Undo disbursal" and "Modify" tabs but 'Edit account information' and 'Edit account status' links are not available.
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- New GLIM Loan account is present in Search results while searching for Client
- It is possible to access account from Group Loan account details page by clicking on on 'show' link in 'Individual account' column in GLIM table
2.4 User can modify parameters of Group Loan account
Actors
- User with permissions to create and display Group Loan accountspermission: "Can edit Loan account information"
Preconditions
- Group New GLIM Loan account was previously created
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- User opens Group Loan account details page
- User clicks on 'ModifyEdit account information' button
- User has possibility to modify all loan parameters (when Loan is in Partial Application/Pending Approval state)
- User clicks 'SaveSubmit' button to submit changes
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