SaFi Bank Space : PL Epic: Create Payment template from Transaction

Reason:

The client wants to create a template from a new payment or an already existing payment

• New Payment: Add the option to store all provided information in a new template
• Existing Payment: Convert existing payment into a template

The client can select his/her own name for the template

• Existing Payment Template:
  • There must be an option to update the existing payment template, where a client can update all information except the account number/phone number of the beneficiary
  • Each payment template can be deleted

Functional requirements:

• Create / Edit / Delete Payment Template on Master Payment Account (only)
• Template name limited to 32 characters (incl. numbers; excl. any special characters)
• Payment Template can be related to own sub-accounts or other master accounts in the same bank

UI requirements:

• New Payment: Selector to store existing payments as a template
• Existing Payment: Option (button) to convert the existing payment into a template

The client can select his/her own name for the template

• Existing Payment Template:
  • There must be an easy option to edit payment details, except account number/phone number which is read-only
  • Each payment template can be deleted with a simple click with confirmation

Process flow:

Execution steps:

• xxx

Internal dependencies:

• Internal Payments (TM)

External dependencies:

• n/a

Alternative scenarios: n/a

Acceptance criteria:

• The client can create a payment template from existing payment
  • Payment can have a customized name
• The client can update the existing payment template
• The client can delete the existing payment template