Create Loan Observations

Create Loan Observations

Just documenting what I'm seeing here - Striked out issues have been resolved.

Kay also put criteria down here: Create Loan Workflow Acceptance Criteria

Look an Feel Issues

April 18, 2011

  1. For monthly loans, repayment day is slightly off from previous UI - see attached

April 13, 2011

  1. When displaying fees at top of preview page, have the Periodicity be a separate column instead of just next to the Fee

  2. Thinking we should change the last step of the workflow to Preview & Submit if that's what the title of the screen is called...

  3. Is there a reason why we changed the top of the Review Installments and Preview screen?  I preferred the previous UI - shorter, more concise

  4. More space between Loan Schedule and QG's at the bottom of Preview screen

March 30, 2011

  1. Repayment Day row is a tiny bit too squished

Functional Issues

April 13, 2011

  1. Trying to create a loan account with a variable loan installment product breaks (try Educational Loan)

March 30, 2011

  1. Some clients are not showing up in search when creating loan - 0004-000000014

  2. Even if a QG has not been applied to that specific loan product, the QG questions are showing up

  3. QG is not enforcing mandatory questions - allowed to continue even if mandatory question is not answered

      NOREPRO - LUKASZ - Can you re-test and try different types of questions in the QG to see if it's a particular type of question?