Create Loan Observations

Owned by Kay Chau
Last updated: Apr 27, 2011Version comment

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

    Done

    can you check and see if its ok?  Looks good.

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

    can you look at this again, one improvement added recently was the addition of 'frequency' information. maybe a tabular display of fee information would suffice?  attached mockup

  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...

    Done

  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

    Done

    Can you say exactly what part of the top? is it the 'step' of the flow you are referring to Review Installments v's Review/edit Installments?

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

    Done

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)

    Kay, education loan has variable installments set to no? I was able to create a variable installment loan for Ayeness Amoro on head master, using keithwtest4-variableInstallments as loan product

March 30, 2011

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

    I cannot find newly created client by global customer number but the clients do show up when using first name or using wildcard '%'

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

    Its working for me, QG not part of loan product in question dont show up.

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

    Can you say more about the type of field etc as I have products with mandatory question groups and validation stops user from proceeding.

      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?Â