ID

NEW

EPIC

SM-1056 - BO: Transaction adjustment Done

US

SAF-930 - Manual Money Transfer (Bank transfer) Backlog

STATUS

PREPARATION

 

Role: BOFE user (see access matrix)

Objective: As a BOFE user I want to assist the customer with transferring money.

Reason: Same functionality as in app, but customer can be assisted via BOFE.

Functional requirements:

On Customer Account page, BOFE user can click on Online Fund Transfer within Intrabank or Interbank on behalf of the customer.

New modal will appear and BOFE user will need to fill in this information:

  • Recipient Bank:

  • Recipient's Name:

  • Recipient's Acct number:

  • Amount: (In PHP)

  • Purpose of Transfer: (For 50,000php and above)

  • Other notes:

Upon submitting, next confirmation page with summary will appear. If everything is correct, BOFE agent will enter valid ticket number id, as this request is subject to the maker-checker process and will submit the request.

Acceptance criteria: Online Fund Transfer button on Customer Account page. Pressing button will display new modal with necessary transfer details. Confirmation page with ticket field and submit button.