SaFi Bank Space : Communication log (history) view

Role: BOFE user (see access matrix)

Objective: As a BOFE user, I want to see relevant communication (messages) sent to the customer.

Reason: When customer is referring to some marketing campaign or message from bank, I can easily track down the exact communication in the log.

Functional requirements:

Communication log will be part of the Customer profile and thus all messages are tied to that particular customer via customerId see https://safibank.atlassian.net/wiki/spaces/ITArch/pages/130842735/Communication+history#Data-model

Messages can be filterable (sortable) by:

• Date (from - to)

• Direction

• Channel

• Product type

Fields:

• Time of message (communicated at)

• Direction (Inbound, Outbound)

• Channel (e.g. SMS, Email)

• Product type (e.g. Cards)

• Purpose (e.g. "Card delivery notification", "Customer complaint" … )

• Title and body

  • Title (if available)

  • Name of callcenter agent (if available)

  • Short (truncated) summary of message, that can be extended to full message on click

Acceptance criteria: List of all messages in table with time, channel, product, purpose and short description. On click, the full message will be extended to full length.