Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Moving clients/groups can only be done if no active accounts exists for that client (all accounts must be closed).  Except for clients with no group membership... moving to another branch puts them on-hold and the loan officer is removed and has to be reassigned. Moving clients/groups can only be done if no active accounts exists for that client (all accounts must be closed).  Except for clients with no group membership... moving to another branch puts them on-hold and the loan officer is removed and has to be reassigned.

Requirement

Test

Result

handle moving a client from one group to another in the same center.  

Group: group dw1 1 - 0003-000000002
client: xfer to gr in center xxx - 0003-000000017 Savings account: savings product 1 # 000100000000036 
transfer to:  group dw1 2

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

...