Raw meeting notes which led to the creation of this wiki at https://docs.google.com/a/confluxtechnologies.com/document/d/1cLDTmCF0N8RwJBx2Uh6xUncHTcuYrY3LOWvzMMX0QUg/edit# .What started off as a discussion on Pay go sol module has now extended to a a variety of use cases (involving agent-partner networks, need to provide restricted & hierarchical data scope to such external partners, simplification of relationships between staff and users etc...)
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Client Self Service Portal
A Client account is created for every Agent. As a Client, the agent has the ability to
View their own loan or savings account details
Transfer funds within their own accounts
Transfer funds to another account.
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- Add a field in the client table for linking Client to a staff account
- Add a new set of permissions in m_permission table for update access to employee loans/savings/FD and RD What is FD and RD?
New Permissions / look-up data
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