Page Comparison

...

5.2 User can apply charges to individual member loan account

Actors

• User with permissions to create and display Group Loan accountsUser with permissions to permission: "Can apply charges to individual member loan accountsloans"

Preconditions

• Group Loan account was previously created

...

1. User opens individual member loan account details page
2. User clicks on 'ChargeApply charges' button
3. User can select either fee or penalty
4. User charge amount for individual member
5. User clicks 'SaveSubmit' button

Post-condition

• Charge is applied to individual member accounts and information about applied charges is automatically updated on Group Loan account.
• Charge applied from individual member account level can be only modified from individual member level and cannot be modified from Group Loan account level
• It is possible to add all kindes of fees/penalties (periodic fees, automatic penalties, one time fees etc.)

5.3 User can apply payment for the charge to entire Group Loan account

Actors

• User with permissions to create and display Group Loan accounts
• User with permissions to apply charges to Group Loan accounts
• User with permissions to apply payments to Group Loan accounts
• permission: "Can make payment to the account"

Preconditions

• Group Loan account was previously created
• Charge was previously applied to Group Loan account

...

1. User opens Group Loan account details page
2. User clicks on 'Loan repaymentApply payment' button
3. Amount is automatically deducted according to contribution of every member in Group Loan account
4. In the next step, user has possibility to has to edit payment amount for every member
5. User clicks 'SaveSubmit' button

Post-condition

• Payment for charge is applied to individual member accounts and information about applied payments for charges is automatically updated on Group Loan account (sum of individual payments).

5.4 User can apply payment for the charge to individual member loan account

Actors

• User with permissions to create and display Group Loan accountsUser with permissions to apply charges permission: "Can make payment to the account"

Preconditions

• Group Loan account was previously created
• Charge was previously applied to individual member loan accounts
• User with permissions to apply payments to individual member loan accounts

Preconditions

• Group Loan account was previously created
• Charge was previously applied to individual member loan account

...

• account

Basic Flow

1. User opens individual member loan account details page
2. User clicks on 'Loan repaymentApply payment' button
3. User enters payment for the charge
4. User clicks 'SaveSubmit' button

Post-condition

• Payment for charge is applied to individual member account and information about applied payment for charge is automatically updated on Group Loan account.

...

6.1 User can close entire Group Loan account

Actors

• User with permissions to close Group Loan accountspermission: "Can change state to Closed- Written off" or "Can change state to Closed-rescheduled"

Preconditions

• Group Loan account has already been created

...

1. User opens Group Loan account details page
2. User clicks 'CloseEdit Account Status' button
3. User clicks on 'Saveselects either "Can change state to Closed- Written off" or "Can change state to Closed-rescheduled" status
4. User clicks on 'Submit' button

Post-condition

• Group Loan account is closed as well as every individual member loan account.

...

6.1 User can close individual member Loan account

Actors

• User with permissions to close individual member loan accountspermission: "Can change state to Closed- Written off" or "Can change state to Closed-rescheduled"

Preconditions

• Group Loan account has already been created

...

1. User opens individual member loan account details page.
2. User clicks 'Close' buttonEdit Account Status' button
3. User selects either "Can change state to Closed- Written off" or "Can change state to Closed-rescheduled" status
4. User clicks on 'SaveSubmit' button

Post-condition

• Individual member loan accountt is closed and information about this is automatically updated on Group Loan account

...