SaFi Bank Space : 🟢Automatic categorisation of transactions based on Transaction Type

Key	parent	P	fe story points	be story points	story points	Status
SM-3102	Transaction Categorization		2.0	0.0	2.0	Done

Role:

User

Objective:

Have all the transactions automatically categorized after the transaction has been executed

Reason:

So that the user can see the pre-defined category based on the type of the transaction

Functional requirements:

Once the transaction has been executed, it is automatically displayed under a category.

UI requirements:

Transaction category has to be present on the Transaction Details screen.

Process flow:

1. User selects transaction type from Shortcuts panel

2. Initiates transaction flow

3. Once the transaction is executed, the transaction is categorised based on the selected transaction type

Execution steps:

1. Transaction type is selected

2. Transaction flow initiated

3. Transaction executed

4. Transaction is added to the category

Internal dependencies:

• Transaction type selection

• Transaction flow

• Transaction details screen

External dependencies:

-

Alternative scenarios:

-

Acceptance criteria:

• the category of a transaction is displayed on a Transaction detail screen

• the transaction “type” field will be used to map all the categories

• the list of static categories: (subject to change)

https://docs.google.com/spreadsheets/d/1BlidKZe4ApBnvuRsTTiYoaEvIQMaBIxJDRH1ObDC48s/edit#gid=0

Links to wireframes/UI: not yet prepared