Client Loan Accounts

Client Loan Accounts

This page contains Sanity Testing Checklist for Client Loans accounts Loans. In Loan account tables Result column has been splited on to four colums which represents Interest rate type.

FL - flat

DB - Declining Balance

EPI - Declinincg Balance - Equal Principal Installment

IR - Declining Balance - Interest Recalculation

Iteration

Head master archive
CI mifos 8085
without GLIM
MICHAL

 

Client Loan Account (weekly)

FL

DB

EPI

IR

Comments

Check 'Open new Loan Account' link on side bar 'Quick Start' on 'Home' page

 

Check 'Create Loan Account' link on 'Clients & Accounts Tasks' sidebar on
'Clients & Accounts' page

 

Verify that 'Loan' link on client information page works properly

 

Verify that links 'View additional information', 'View status history', 'View change log',
'View transaction history', 'Add a note', 'See all notes' and
'Attach a question group' works properly

 

Check if link 'Edit account information' link work properly

 

Verify that it is possible to edit account information on account created in the past (database with historical data)

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-

-

-

 

Check if 'Edit account status' link work properly

 

Verify that it is possible to approve Loan in the past when LSIM is off

 

Verify that it is possible to approve Loan in the past when LSIM is on

I was checking on
serverwithout LSIM

 

Verify that 'Apply charges' link on 'Account information' page works properly

 

Verify that 'Apply charges' button on 'View repayment schedule' works properly

 

Verify that it is possible to remove recurring account fees/penalties without any problem

 

Verify that 'Apply charges' button on 'View all account activity' works properly

 

Verify that it is impossible to remove One time account fees when account status is
Application Approved

 

Verify that it is impossible to remove One time account penalties when account status
 is Application Approved

 

Check if 'Edit transaction' button works properly on 'Review transaction' page after Appling Payment

 

Verify that 'Apply Payment' and 'Apply Adjustment' links on
'View installment details' works properly

 

Verify that 'Apply Payment' and 'Apply Adjustment' links on
'View all account activity' works properly

 

Verify that 'Apply Payment' and 'Apply Adjustment' links on
'View repayment schedule' works properly

 

Verify that 'View original schedule' link on 'View repayment schedule' works properly

 

Check if 'Disburse Loan' link work properly (Disburse Loan)

 

Verify that it is possible to disburse loan with past date when LSIM is off

couldn't check on server

 

Verify that it is possible to disburse loan with past date when LSIM is on MIFOS-5691

I was checking on
serverwithout LSIM

 

Verify that 'Apply payments', 'Apply charges' and 'Repay loan' links work properly on
'account details' page

 

Verify that there is no negative principal on loan accounts with small amount (e.g. 10)

ammout 7/ 10 installments

Verify DBIR account - calculations after adding fees (MIFOS-5629)

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-

-

 

Verify DBIR (MIFOS-5789)

 

 

 

 

 

head-master-archive
#1483
Lech R

 

Client Loan account (monthly)

FL

DB

EPI

IR

Comments

Check 'Open new Loan Account' link on sidebar 'Quick Start' on 'Home' page

 

Check 'Create Loan Account' link on 'Clients & Accounts Tasks' sidebar on
 'Clients & Accounts' page

 

Verify that 'Loan' link on client information page works properly

 

Check if links to Loans on Clients information page work properly

 

Check if 'Edit account information' link work properly

 

Verify that it is possible to edit account information on account created in the past (database with historical data)

 

Verify that link 'Edit account status' work properly

 

Verify that it is possible to approve Loan in the past when LSIM is off

 

Verify that it is possible to approve Loan in the past when LSIM is on

 

Verify that links 'View additional information', 'View status history', 'View change log',
'View transaction history', 'Add a note', 'See all notes' and
'Attach a question group' works properly

 

Verify that 'Apply charges' link on 'Account information' page works properly

 

Verify that 'Apply charges' button on 'View repayment schedule' works properly

 

Verify that it is possible to remove account penalties/fees without any problem

 

Verify that 'Apply charges' button on 'View all account activity' works properly

 

Verify that it is impossible to remove One time account fees when account status is
Application Approved

 

Verify that it is impossible to remove One time account penalties when account status
is Application Approved

 

Check if 'Edit transaction' button works properly on 'Review transaction' page

 

Verify that 'Apply Payment' and 'Apply Adjustment' links on
'View installment details' works properly

 

Verify that 'Apply Payment' and 'Apply Adjustment' links on
'View all account activity' works properly

 

Verify that 'Apply Payment' and 'Apply Adjustment' links on
'View repayment schedule' works properly

 

Verify that 'View original schedule' link on 'View repayment schedule'
works properly