First Step: Select Customer
- 2 links to still reach this step from: "Open new loan account" from home page left bar, and "Create loan account" from Clients & Accounts page's left bar.
- Text at the top remains the same (keep same fonts) -
Create Loan Account - Select a customer
Enter a Client or Group name and click Search. Click Cancel to return to Clients & Accounts without submitting information.
- Name box remains the same, with same width, same allowable characters, and same # of characters
- If user clicks Search with nothing entered into the Name box, same error message is displayed - Please specify Name to be searched.
- Search and Cancel buttons remain the same - colors, etc
- If user clicks Cancel, user is returned to Clients & Accounts page - even if they enter workflow from Homepage
- When Search term is entered, only active clients and groups are returned. Search only searches client and group names. If the client and/or group is in any other state (pending approval, on hold, closed, ...) then it is not returned
- If the search term matches multiple results (both clients and groups), all results are returned
- Results are sorted the same as they are now?
Second Step: Loan account information
- 2 possible places to reach this step from: the above first step, or directly from a client's or group's details page "Open new account: Loan"
- Text at the top remains the same (keep same fonts) -
Create Loan account - Enter Loan account information
Select a Loan instance. Then click Continue. Click Cancel to return to Clients & Accounts without submitting information.
*Fields marked with an asterisk are required. - Account Owner: text remains the same?
- Loan instance name: -> rename to Loan product name? Keep red asterisk.
- If user clicks Cancel, user is returned to Clients & Accounts page
- Continue and Cancel buttons remain the same
- If user clicks Continue with selecting a loan product, error message appears - Please select a Loan instance name. -> rename to Please select a Loan product?