SaFi Bank Space : History of repaid/closed loans

SM-1043 - History of repaid/closed loans Done

Role: system

Objective: show the customers all their previous loans

Reason: so customers still check their old loans

Functional requirements:

Past Atome purchases are not displayed as we won’t have the necessary data. It’s available in the Atome plugin ‘Bills’ section

UI requirements:

If there are no closed loans available, ‘Loans history’ button is disabled
Sorting of loans: Latest repaid on the top, oldest repaid on the bottom
Data to display on loans history screen as per Figma
- Name of product (PL, OD)
- Original loan amount
- Last payment date
- percentage of settled amount
Data to display on loans history detail screen as per Figma
- Loan amount (e.g. original principal)
- Fees
- Already returned
- IR
- date it was credited to the account
- date last payment was made
- ~~number of payments~~ → excluded, can be misleading data due to extra number of fee payments, early installment repayments, etc.
- Reason of repayment (e.g. early repaid by customer, repaid by customer on time, closed by SaFi backoffice, etc.)
Instalment plan
- as per figma, same as for an outstanding loan with the same details
- Original ticket:Payment activity of OD
Transaction details
- as per Figma, same as for an outstanding loan with the same details
- Original ticket: Transaction details in payment activity

Process flow: n/a

Execution steps: n/a

Internal dependencies: n/a

External dependencies: n/a

Alternative scenarios:

Acceptance criteria:

Links to wireframes/UI:

Attachments: