Release Notes - 201722 – Edit Application – Sprint 2
Release | 201722 – Edit Application – Sprint 2 |
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Release Date | Oct
2017 |
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1 Summary
In addition a number of improvements have been made to other parts of the application and also a number of issues resolved as detailed below in the details section of this document.
- A summary page has been added which will contain the most commonly used application data. This will limit the time users will need to page from one section of edit application to another.
- Ability to add commentary notes without having to exit edit application and using the notes features.
- Different controls to edit income, expense and
debt types so can add all at once instead of adding one at a time to a grid
- as per income after tax sprint allow to enter
income before or after tax and also in different periods (weekly, monthly etc)
- make the "surplus section" more easily
viewable on all edit app tabs so not always at the bottom
- filter option on yodlee bank data tab to search
for certain transactions
2 Take Note Of
- No new
portal content blocks that have been added that require personalisation.
- New
security permissions that have been added that need to be assigned to user
groups to allow access.
- No new
display variables have been added.
3 Release Details
Summary Page added to edit application | |
| A
summary page has been added to edit application. The page will display:
The
original values at time of assessment will also be displayed together with
the monthly value. The following changes will also be implemented: · The
age displayed will also appear on the related parties tab. This is read only
and calculated according to date of birth. · The
income table, debt table and expenses table will all be modified to capture
the details inline inside the table instead of adding one by one. The “More”
option in the table will allow the user to capture the additional details not
displayed initially. · The
serviceability section will be moved into the “recalculate” section accessed
when the user clicks the “recalculate” button. This makes it easier to find
as not at the bottom of the page. · The
user will be able to enter notes. The notes entered will appear in the notes
table and must use the note category “Account Admin – Internal”. When editing
an application, the notes will be viewable in the original place they were
entered. |
Filter on online bank statement tab on application | |
| A
filter will be placed on the online bank statement which will allow a user to
search for specific transactions. The filter will contain · Bank – a drop down list of all the
online banks the user has online bank statements at · Bank Account – a drop down list of all
the online bank accounts the user has online bank statements at · Transaction From Date – calendar
control (same as in transactions on finance agreement) · Transaction To Date -calendar control
(same as in transactions on finance agreement) · Transaction Type – Drop down list
containing Debit and Credit · Category – drop list of all
categories, from the online bank statement the customer has · Narrative – text box that allow a like
search. Search for text that has the words supplied in the description |
Able to view details in same format as “Edit Application”
from within an application audit | |
| When
viewing the audit details on an application, the “edit application” link will
be made available so the user can open to view the audit details in the edit
application format. The details will all be read only and the page will have
the audit colours. |
Carry forward username entered in portal sign in
page to forgot password page | ||||
| 1)
Open the sign in page 2) Enter username and click on forgot password 3) The username should be carried forward to forgot password page | |||
Support ticket 6028 - Effective Date on reinvestment
option not working correctly | ||||
| Hi NZ
- if an investor has an automated repayment frequency setup, when adding a
new reinvestment option it should default the effective date to the next
automated repayment frequency date, and you cant change it. But I
can see in prod that investor services have added a new option for an
existing investor (C125460) and were able to change the date. I checked in
UAT, and even though the cancel sign is there you are still able to change
the date. From
task breakdown
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Check Box missing against "Perform Credit Check"
on Edit Application | | |||
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Related parties" other Income "and
"Assets and Liabilities" doesn't get saved | | |||
| Steps
to reproduce : | | ||
Related parties" expense type" is saved
against financial details of customer instead of Application | | |||
| Create
lease application Add related parties and add all details on Employment and Income Go to lease ->Edit application Nothing displays on Expense type Currently Expense Type is saved on financial details of customer which is in Central database it should save against to application in asset class. | | ||
Ability to categorise the asset groups by the different
security types allowed in Clearmatch | ||||
| On
asset groups, add under functions menu "Add Security Type". this
drop down list must contain the below list: | |||
When capturing securities, only allow the asset
groups for the specific security to be captured | ||||
| On
app pages in ClearMatch, when capturing securities, 1) the asset group drop down should only list the asset groups for the type of security being captured i.e. as per above list 2) asset category drop down list does not contain all asset categories linked to the asset group selected, it is listing all which is incorrect | |||
Duplicate address issue | ||||
| A
scenario where duplicate address gets recorded. Steps to replicate: 1.Create application from services. 2.Enter physical address. 2 Address gets added (by default physical address = mailing address) 3.Handover the application to latitude . 4.Do not add postal address. Leave it to the default value (screenshot below) Another address gets recorded | |||
Mortgage - Minimum weekly repayment amount -cannot
be greater than 100 | ||||
| Validation
existed to only allow the minimum weekly repayment amount on a debt type to
be less than $100. This is incorrect and has been removed. | |||
Add a note for decision tree throws dev error | ||||
| 1)
Click on Decision tree and you will be navigated to display decision tree
page 2) Click on Add a note 3) Select Category as Borrower Message to Customer and text and text 4) Click Save You get an error | |||
6128 Debt/Credit Commitments & Expenses
Association tab should not be accessed | ||||
| On Clearmatch Application page Select association tab 1. Debt/Credit Commitments & Expenses
Association tab should not be accessed, and should not have an option to edit.
Should be able to click through and see the display page as it shows who
created it etc. But should not be able to edit or create new debt types from
within display page 2. When
you select the Expenses Association
you get an error | |||
change
error message on promise to pay | ||||
| when creating a promise to pay there
is an error message that says "invalid payment date. there are two payments that resolve to the same day... Please add the below to the end of the message "This may be due to the fact that a payment is due on a weekend or public holiday and has been moved. Please review your payment dates." | |||
Min Time at Employer taking Min time at Residence
for new Smart Fund Product Mandate | ||||
| Steps
to reproduce 1.
Create a new Smart fund product mandate - Min
Time At Residence - Insert 60 - Min
Time At Employer- Insert 40 2.Create
a new Smart Fund Product Mandate for the Same Investor Expected
: The second smart fund product mandate should use the values in the first
smart fund product mandate. Actual
: Min Time at employer use the Min time at residence . | |||
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| From
within Clearmatch users are able to enter a comma into an address when
supplying manual address details. | |||
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| 1)
Click on any Finance Agreements which is Active 2) Click on New PTP under Payment Arrangement 3) Click on Create PTP under Promise to Pay 4) Click on Actions now Tasks actions side bar gets stuck on the page | |||
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| Instance
1: 1) Click on Organisational Structure under Configuration 2) Click on Originator group product 3) Societyone->Business rules 4) Click on Add a note under Notes & alerts from Actions 5) Select a note add test and click save Instance 2: 1) Click on setup 2) Click on active decision tree 3) Click on Add a note under Notes & alerts from Actions 4) Select a note add test and click save Instance 3: 1) Click on Organisational Structure under Configuration 2) Click on Finance Company 3) Societyone->Business rules 4) Click on Add a note under Notes & alerts from Actions 5) Select a note add test and click save Instance 4: 1) Click on setup 2) Click on Scorecard and click on any record 3) Click on Add a note under Notes & alerts from Actions 4) Select a note add test and click save | |||
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| In a
finance agreements, the “change payment plan tab” has no spaces between the
words | |||
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| - go
to reports dashboard - select SocietyOne finance company - go to investment dashboard - click the back button in ClearMatch - goes back to the reports dashboard but finance company is not remembered. I have to select the finance company each time. It should default when page first loaded but should remember once I supply the details | |||
Added more details to the filter on membership
security permissions | ||||
| The
following has been added to the filter on membership security permissions Asset
Class Module Transaction | |||
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