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

Key	parent	P	fe story points	be story points	story points	Status
SM-1693	Money Withdrawal via Interbank Transfer (Paynamics) \| In App (EPFS)		3.0	0.0	5.0	Done

Role: User

Objective: want to fill in the desired amount of money I want to transfer to another bank account and set up the date,

Reason: so that I can transfer the correct amount of money on a specific date.

Functional requirements:

Amount of money

the input field contains a static PESO sign
only the numeric keypad is provided once the user clicks on the field
the user can type numbers with a decimal separator (point/dot)
while typing larger numbers (more than 999), every 3 decimal places will be automatically separated with a comma
the system automatically compares the typed amount of money with the bank account balance
on the bank account must stay a minimum amount of money (minimum = 1 PESO)
if the typed amount of money is less than the minimum amount a warning message will show and the transaction will fail

UI requirements:

numerical text box
- number must be between predefined min & max amounts - warning should be displayed if number is out of range
“Note for myself” text box is displayed
CTA button “Continue” is displayed
Option to set up time of the transaction is provided → tap & modal window is displayed

Process flow:

Execution steps:

User fills in the desired amount
1. Adds a note if want - it’s optional
User selects the timing of the transaction
1. as soon as possible / up to next banking day
User taps “Continue”
Review page is displayed with all the details
User confirms the transaction by tapping “Send” and verifies with passcode

Internal dependencies:

External dependencies:

Paynamics

Alternative scenarios: -

Acceptance criteria:

manual input of the amount must be provided to the user
information about the available SaFi bank account balance is displayed
an option to upgrade the account version (as a hypertext link) is available to the user
an input field “Add a note for beneficiary” is provided to the user as optional (not compulsory to fill in)
an option to set up the time of the transaction is provided to the user in form of a modal:
- if the bank is available for both Instapay and Pesonet, user can choose between “As soon as possible” or “Up to next day” option
- if the bank is only a member of Instapay - not able to choose, only “As soon as possible” option is available by default
- if the bank is only a member of Pesonet - not able to choose, only “Up to next day” option is available by default
CTA button “Send” is available to the user

Links to wireframes/UI: