Created by Jideo Pena (Unlicensed) on Feb 22, 2023

1.2.1. Accounts

Total: 23 . Chart by: Status

ACCOUNTS MVP Phase 1 V3a

Epic Ticket

User Story Ticket

Acceptance Criteria

Test Case ID

Test Result

Bug ID

SM-2612 - Expose Transactions data to Data Team team Done

FUNCTIONAL TEST - OUT OF SCOPE

FUNCTIONAL TEST - OUT OF SCOPE

SM-959 - Get an overdraft Resolved

SM-976 - OD educational screens Done

Loans educational screens

SM-7067 - UI | MOBILE | Accounts – User Has Viewed The Overdraft Educational Screen To Do

SM-471 - FE: communication with BE Done

FUNCTIONAL TEST - OUT OF SCOPE

SM-991 - Enable user to get OD loan Done

https://safibank.atlassian.net/wiki/spaces/ITArch/pages/edit-v2/58621953

covered in SM-7070

SM-979 - Enable user to keep increasing OD loan to max limit Done

Enable user to keep increasing OD loan to max limit

covered in SM-7070

SM-978 - Transfer OD loan to main account Done

Transfer OD loan to main account

SM-7070 - UI | MOBILE | Accounts – User Has Availed An Overdraft Loan To Do

SM-981 - OD restriction - no transfer to other accounts Done

OD restrictions

SM-7071 - UI | MOBILE | Accounts – User Has Unable To Send The Overdraft Amount To Other SaFi Account To Do

SM-980 - OD restriction - no cash withdrawal Done

OD restrictions

SM-7073 - UI | MOBILE | Accounts – User Has Unable To Cash-out The Overdraft Amount To Do

SM-4597 - Bank Statement (MVP) In Progress

SM-5076 - Refine Bank Statement template In Review

SEE STORY DESCRIPTION

SM-7058 - UI | MOBILE | Accounts – User Has Verified The Refined Bank Statement Template To Do

SM-4500 - Transactions incl. in the monthly Bank Statement | MVP Done

SEE STORY DESCRIPTION

SM-7059 - UI | MOBILE | Accounts – User Has Verified The Transactions In The Monthly Bank Statement To Do

SM-3743 - Audit logging for all domains In Progress

FUNCTIONAL TEST - OUT OF SCOPE

FUNCTIONAL TEST - OUT OF SCOPE

SM-2719 - Charging subscription fee In Progress

SM-6827 - Show upgrade plan when cash-in Done

SEE STORY DESCRIPTION

https://www.figma.com/file/dkDQHRa1zq7tU58MiL6hBR/SaFi---UI---MVP-(Shared)?node-id=16149%3A118721

SM-7060 - UI | MOBILE | Accounts – User Has Pay Now Subscriptions With Insufficient Fund To Do

SM-6240 - BE - Pay now for subscription Done

SEE STORY DESCRIPTION

https://www.figma.com/file/dkDQHRa1zq7tU58MiL6hBR/SaFi---UI---MVP-(Shared)?node-id=16149%3A118380

covered in SM-6284

SM-6241 - Inform customer about pending downgrade Done

SEE STORY DESCRIPTION

https://www.figma.com/file/dkDQHRa1zq7tU58MiL6hBR/SaFi---UI---MVP-(Shared)?node-id=9335%3A57705

SM-7032 - UI | MOBILE | Accounts – User Has Downgraded The Plan From All-star to Growth To Do

SM-2706 - Prepare framework for charging subscription fee Done

Charge Subscription fee

covered in SM-6284

SM-2711 - Waive subscription fee Done

Waive subscription fee

https://www.figma.com/file/dkDQHRa1zq7tU58MiL6hBR/SaFi---UI---MVP-(Shared)?node-id=9335%3A57743

SM-7033 - UI | MOBILE | Accounts – User Has Waived Subscription Fee To Do

SM-2715 - Inform Customer care about waiving fee To Do

https://safibank.atlassian.net/wiki/spaces/ITArch/pages/97452033/Inform+Customer+care+about+waiting+fee

SM-7033 - UI | MOBILE | Accounts – User Has Waived Subscription Fee To Do

SM-6088 - Add Event when subscription fee is paid Done

MISSING ACCEPTANCE CRITERIA

covered in SM-6284

SM-6284 - FE - Pay Now Subscriptions Done

MISSING ACCEPTANCE CRITERIA

SM-7060 - UI | MOBILE | Accounts – User Has Pay Now Subscriptions With Insufficient Fund To Do

SM-7150 - UI | MOBILE | Accounts – User Has Pay Now Subscriptions With Sufficient Fund To Do

SM-6285 - Inactive Subscription Status Screen Done

MISSING ACCEPTANCE CRITERIA

covered in SM-6284

SM-6286 - Frozen Subscription Status Screen Done

MISSING ACCEPTANCE CRITERIA

SM-6857 - Update subscription fee charging In Progress

MISSING ACCEPTANCE CRITERIA

SAF-999 - Internal accounts and transaction structure Backlog

FUNCTIONAL TEST - OUT OF SCOPE

FUNCTIONAL TEST - OUT OF SCOPE

SM-3434 - Regulatory reporting for EPFS Resolved

SM-3504 - Expose data for Main Form Resolved

MISSING ACCEPTANCE CRITERIA

SM-4664 - Expose data for Schedule 1 Resolved

SEE STORY DESCRIPTION

SM-4665 - Expose data for Schedule 2 Resolved

MISSING ACCEPTANCE CRITERIA

SM-4666 - Regulatory reporting Resolved

SM-5070 - Expose data for Breakdown of all deposit liabilities by type report Resolved

MISSING ACCEPTANCE CRITERIA

SM-4923 - Expose data for Bank Deposit Interest Rate report Resolved

MISSING ACCEPTANCE CRITERIA

SM-5954 - Expose data for Annex C Deposit account view Resolved

MISSING ACCEPTANCE CRITERIA

SM-3435 - Tax reporting Done

SM-3506 - Tax reporting - placeholder story Resolved

MISSING ACCEPTANCE CRITERIA

SM-3436 - Management reporting for MVP Resolved

SM-3507 - Management reporting - placeholder story To Do

MISSING ACCEPTANCE CRITERIA

SAF-1305 - Integration of accounting system Backlog

SAF-1306 - Integration of accounting system Cancelled

MISSING ACCEPTANCE CRITERIA

SAF-1268 - UI Kit Library for front end widgets based on material 3 theme Backlog

SM-1990 - Progress bar Circle Done

FUNCTIONAL TEST - OUT OF SCOPE

SM-1580 - Refer your friends To Do

SM-1594 - BE: Use referral code and link Done

SEE STORY DESCRIPTION

covered in SM-5483

SM-3675 - Receive referral benefit for using referral code Done

SEE STORY DESCRIPTION

SM-7152 - UI | MOBILE | Accounts – User Has Rewarded After Onboarding With Referral Code To Do

SM-1592 - Get informed about referral Done

SEE STORY DESCRIPTION

SM-7149 - UI | MOBILE | Accounts – User Has Informed About Referral To Do

SM-5194 - Referral Screen Done

MISSING ACCEPTANCE CRITERIA

covered in SM-7149

SM-5483 - FE: Prepare referral code and link Cancelled

SEE STORY DESCRIPTION

SM-7151 - UI | MOBILE | Accounts – User Has Shared Referral Code To Do

SM-6280 - Referral Claim Resolved

MISSING ACCEPTANCE CRITERIA

SM-1582 - Referral notifications To Do

SM-1598 - Onboarding of referred customer complete Done

SEE STORY DESCRIPTION

covered in SM-7152

SM-1599 - Referral link used, onboarding not complete Done

SEE STORY DESCRIPTION

SM-3982 - Refer your friend notification Done

MISSING ACCEPTANCE CRITERIA

SM-3935 - Triggering free subscription Done

SM-3139 - Enable other squads to trigger free subscription Done

MISSING ACCEPTANCE CRITERIA

SM-3225 - Pockets refinement To Do

SM-3171 - Pockets - design refinement Done

MISSING ACCEPTANCE CRITERIA

SM-7077 - UI | MOBILE | Accounts – User Has Created Multiple Pockets To Do

SM-3209 - Pockets - UI refinement Done

MISSING ACCEPTANCE CRITERIA

SM-7077 - UI | MOBILE | Accounts – User Has Created Multiple Pockets To Do

SM-3727 - Add number of pockets to the Pocket Dashboard Done

SEE STORY DESCRIPTION

https://www.figma.com/file/dkDQHRa1zq7tU58MiL6hBR/SaFi---UI---MVP-(Shared)?node-id=74%3A4307

https://www.figma.com/file/dkDQHRa1zq7tU58MiL6hBR/SaFi---UI---MVP-(Shared)?node-id=8153%3A53649

SM-7077 - UI | MOBILE | Accounts – User Has Created Multiple Pockets To Do

SM-3942 - Infrastructure and service enhancements Done

FUNCTIONAL TEST - OUT OF SCOPE

FUNCTIONAL TEST - OUT OF SCOPE

SM-4338 - Account freezing and blocking To Do

MISSING USER STORY

MISSING ACCEPTANCE CRITERIA

SM-6622 - Data wipe [DEV] Done

FUNCTIONAL TEST - OUT OF SCOPE

FUNCTIONAL TEST - OUT OF SCOPE

ACCOUNTS MVP Phase 2 V3b

Epic Ticket

User Story Ticket

Acceptance Criteria

Test Case ID

Test Result

Bug ID

SM-3059 - Push Notifications To Do

SM-2713 - Notify user when approaching limit Done

Notify user when approaching limit

SM-1172 - Notify user about reaching the goal on unlocked pocket Done

SEE STORY DESCRIPTION

🗨️ Get notified about reaching the goal on unlocked pocket

SM-2203 - Notify user about reaching the goal on locked pocket Done

SEE STORY DESCRIPTION

🗨️ Get notified about reaching the goal on the locked pocket

SM-2710 - Notify user about unsuccessful charging the subscription fee Blocked Task

Notify user about unsuccessful charge

SM-2709 - Notify user day before charging Done

Notify user day before charging

SM-4424 - Notify user about reaching the target date on unlocked pocket Done

MISSING ACCEPTANCE CRITERIA

SM-3174 - Change Autodebit date To Do

SM-2702 - Change autodebit date Cancelled

Set autodebit date

SM-3930 - Maintenance and troubleshooting To Do

FUNCTIONAL TEST - OUT OF SCOPE

FUNCTIONAL TEST - OUT OF SCOPE

SM-4134 - Slacker - Fraud prevention To Do

MISSING USER STORY

MISSING ACCEPTANCE CRITERIA

SM-6501 - Design updates To Do

SM-6817 - Enhance Interest Calculator on App Resolved

MISSING ACCEPTANCE CRITERIA

SM-6819 - Saving Plan Screen Resolved

SEE STORY DESCRIPTION

https://www.figma.com/file/dkDQHRa1zq7tU58MiL6hBR/SaFi---UI---MVP-(Shared)?node-id=528%3A7501

SM-6818 - Implement New design on Pocket Settings Resolved

https://www.figma.com/file/dkDQHRa1zq7tU58MiL6hBR/SaFi---UI---MVP-(Shared)?node-id=25%3A5628

SM-6741 - Main dashboard - refine balances Resolved

SEE STORY DESCRIPTION

https://www.figma.com/file/dkDQHRa1zq7tU58MiL6hBR/SaFi---UI---MVP-(Shared)?node-id=5735%3A41183

SM-6588 - Rework pockets calculator Done

SEE STORY DESCRIPTION

https://www.figma.com/file/dkDQHRa1zq7tU58MiL6hBR/SaFi---UI---MVP-(Shared)?node-id=25%3A6309

Variable Interest rates based on limit

Attachments:

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