Target releaseRelease name or number
Epic Link to related JIRA epic or feature
Document status
Document owner 
DesignerLead designer
DevelopersLead developer
QALead tester

Overview

Background and strategic fit

Many financial institutions give additional credits to customer's deposit accounts. Examples:

Currently there are only 2 ways in which an amount can be credited to a customer's deposit account:

a) As a deposit

b) As an interest amount applied to the account

Requirements/User Stories

#TitleUser StoryImportanceNotes
1Transaction BonusesAs an administrator, I wish to set up a bonus that will be credited to the account whenever a customer does certain types of transactions using one or more channels or payment typesMust Have
  • Additional considerations or noteworthy references (links, issues)
     

Business Rules

Any preconditions before a client can use the new functionality

Any rules to be applied for a client or user when using this functionality

Attributes

List of attributes to be captured for the new functionality

AttributeDescriptionNotes
   
   
   

Security and Permissions

List of security areas to be considered and permissions to be added/considered for a user/role to have access to this functionality 

Mifos Functionality Enhancements

New Screens

List of new screens required

Changes to Existing Screens

List of existing screens that need any kind of changes

Changes/Enhancements to Batch Jobs

Functional changes to Batch jobs that may be needed - along with suggested frequency at which it should be run for various scenarios

Changes/Enhancements to Accounting Entries

With sample accounting entries with dates

User interaction and design

Include any mockups, diagrams or visual designs relating to these requirements.

Exception Handling

List of error scenarios and the action - if message is to be displayed, then text of the message.

Reporting

List of changes/enhancements/new reports to support this functionality

APIs

From a functional perspective, list of new APIs needed.

From a functional perspective, list of existing APIs that need changes.

Notes

Points to be handled during upgrades

Any reference data that needs to be prepopulated or defaulted for clients/users

Questions

Below is a list of questions to be addressed as a result of this requirements document:

QuestionOutcome
(e.g. How we make users more aware of this feature?)Communicate the decision reached

Out of Scope