SaFi Bank Space : 🟢 5. See Recap of Transaction Withdrawal Details & Submit

Key	parent	P	fe story points	be story points	story points	Status
SM-1694	Money Withdrawal via Interbank Transfer (Paynamics) | In App (EPFS)		3.0	2.0	2.0	Done

Role: User

Objective: want to review the transaction before the money is transferred to another bank account and see the detail

Reason: so that I can check the transaction status, edit the category or report the transaction

Functional requirements:

Details of the transaction are displayed on the screen & users can submit the withdrawal request.

UI requirements:

• Details of the transaction are displayed on the screen.

• CTA button “Submit” is displayed

• Note can be added

  • If the text is longer, it moves to the left in the box.

  • There’s not max length for the notes

• Transaction details are displayed on the screen.

Process flow: Money Withdrawal via Interbank Transfer

Execution steps:

1. User views the details of the transaction (amount, notes,…)

2. Taps on the “Submit” button.

3. The user submits the withdrawal transaction on the Transaction Review screen.

4. The transaction process begins and the transaction is in a pending status

5. Money is debited from the account

Internal dependencies:

🟢 4. Fill in Transfer Details & Select Frequency (ASAP/Next Day)

Transaction Processor Manager

External dependencies:

Fraud Service

Thought Machine

Paynamics

Alternative scenarios:

1. User views the details of the transaction.

2. Adds a note.

3. Taps on the “Submit” button.

Acceptance criteria:

• “Payment in Process” information screen is displayed to the user as a confirmation, that the user submitted the transaction request. Includes:

  • status of the transaction

    • Payment in Process (transaction was created, money not yet transferred)

    • Payment successful (transaction was created, money transferred)

  • beneficiary name

  • account number of the beneficiary

  • date and time of the transaction

  • amount

  • fee

  • total with fees

  • “See transaction detail” hyperlink

  • Once the transaction is completed and money were withdrawn, transaction status will change to “Payment successful”

• “Transaction detail” screen includes:

  • the name of the Sender

  • the name of the Beneficiary

  • the beneficiary’s account number

  • the name of the beneficiary’s bank

  • the note for the beneficiary is displayed (if previously filled in)

  • the date/time of the transaction

  • the amount of money

  • the fee

  • the total amount of money incl. fee

  • the input field “Note for myself” is provided to the user as optional (not compulsory to fill in)

  • the CTA button “Confirm” is displayed

Links to wireframes/UI:

https://www.figma.com/file/0LEEFZgkUnPkPTkY9PMREt/SaFi---WF-%26-UI-(Shared)?node-id=524%3A11663