Domain overview

Scope that was not yet completed

• Documents

  • SM-7031 - Show invalidated documents Done (in progress Nov-29)

  • SM-7724 - Display also invalidated ID cards Done (new task, added Nov-29)

• Offboarding

  • SM-1191 - Initiate offboarding procedure Done (in progress Nov-29)

  • SM-7733 - When customer is offboarded disallow all BOFE changes Done (new task, added Nov-29)

• Accounts & transactions

  • Transaction balance SAF-1173 - Show transaction balance Done

  • SM-6276 - UI | BOFE | Variable interests rates applied on the account are not reflected anywhere in BOFE Done

  • SAF-1176 - Fill in both account IDs for tx reversal Done (new task, added Nov-29)

• Cards

  • Cards status report SAF-934 - Card status update report integration Ready for Testing

  • Expected delivery date SM-6190 - Display expected delivery date for card Done

  • Dispute SAF-938 - Filling a dispute / chargeback by customer Backlog

  • Unblock SAF-939 - Blocking / unblocking amount (for incoming transactions) Ready for Testing

• Jira

  • Notifications SM-6471 - Send message to customer when ticket has been resolved Resolved

  • Migrate to proper system account SAF-513 - Use a System account credentials to create Jira tickets Backlog

• Cross-sell / upsell

  • Epic: SAF-891 - BO: Upsell/cross sell Backlog

• Reconciliation

  • Bills payments SAF-1401 - BO: Reconciliation - Bill Payments Backlog

• Genesys

  • Communication history log SM-5236 - Log communication history from Genesys Done (in progress Nov-29)

• Meiro

  • Meiro SAF-884 - BO: Meiro integration Backlog also part of the dashboard, upsell, Atome:

    • SAF-887 - Customer Dashboard - Satisfaction Scores [tile] Backlog

    • SAF-888 - Customer Dashboard - Upsell / X-sell [tile] Backlog

• BOFE notifications

  • FE part SM-2083 - Maker/Checker notifications FE Resolved

• Security

  • FE protection SAF-949 - BOFE vulnerability protection Backlog

• NFRs

  • The task is to verify NFR status, some would be already implemented

  • SM-7418 - [NFR] Use common generated Kafka helpers - Backoffice squad Done

  • SM-7379 - [NFR] Input sanitization - Backoffice squad Accepted

  • SAF-953 - [NFR] Data privacy - endpoint exposure - Backoffice squad Backlog

Public launch features overview

• SAF-985 - BO: Buy now pay later (Atome) Backlog

• Other reconciliations

  • SAF-940 - BO: Reconciliation - Disbursement Wallet Backlog

  • SAF-945 - BO: Reconciliation - Internal Account Backlog

  • SAF-906 - BO: Reconciliation - Card Settlement Process Backlog

  • SAF-959 - Encrypt and password protect the reconciliation exports Backlog

• SAF-914 - BO: Collections (Loxon related BOFE functionality) Backlog

• SAF-977 - BO: Manual Bill Payments Backlog

• SAF-965 - BO: Customer profile enhancements Backlog

• SAF-963 - BO: Advanced Meiro integrations Backlog

• SAF-955 - BO: Cards PL functionality Backlog

• SAF-927 - BO: Account enhancements Backlog

• SAF-952 - BO: (Public) Pesonet - incoming transactions settlement Backlog

• SAF-950 - Set up external logging for FE Backlog

Documentation and links

• Back-Office Domain: Domain: Back-office

• Lark documents folder

• Dictionary

• Project

  • PM - trackers / dependencies

  • Jira Back-office board: https://safibank.atlassian.net/jira/software/c/projects/SM/boards/12/backlog?issueLimit=100

• Product and Design

  • Back-Office User Stories

  • Meeting minutes

  • Visual design - design documents and links

  • General Miro board: https://miro.com/app/board/uXjVO7QUKA4=/

  • Design board: https://miro.com/app/board/uXjVOyFjAXs=/?share_link_id=224855662288

• Technical

  • Backoffice technical documentation

  • Videos: https://wjn8y3wfp5.larksuite.com/drive/folder/fldus34kC4bp1JPYisGY0OO0IKb

Important contacts

GitHub teams

These are used for automatic requesting of PR reviews based on the CODEOWNERS file

• https://github.com/orgs/SafiBank/teams/backoffice-be

• https://github.com/orgs/SafiBank/teams/backoffice-fe

Any other important information

Handover checklist

• Domain overview explained
• Not completed MVP scope clarified
• Public launch features explained
• Documentation sources and their structure clear - Confluence, Jira, Designs
• Important contacts covered

Outstanding tasks to complete after handover

• User 88745 to update the MVP scope, unfinished tasks list - on Tuesday after the demo