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General

  • All steps of the workflow, the headings shoudl remain the same througout the workflow. Noticed currently that the first step is called Select customer, but then changes to Select Client/Group in the 2nd step. Use the following headings for the real headings of the workflow.  Be sure to follow capitalization

First Step: Select Client / Group

  • Workflow step changes to Select Client/Group instead of 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 changes to the following (keep same fonts) -

    Create Loan Account - Select Client or Group

    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?
  • Loan products that are populated
    • Only active loan products are available.  State is determined by status of loan product only.  (Start and End dates of loan products will be removed).
    • If this account is for a client, only loan products applicable to clients are available.  Same for groups
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