SM-1058
SM-1099
Role: BOFE user (access matrix)
Objective: As a BOFE user, I want to see a list of customer cards, so that I can investigate transactions or request changes.
Reason: In order to help the customer with card inquiries, all active and requested cards need to be displayed, including status, details, transactions, and available actions.
Card status
Physical card
SUBMITTED (note: in app you first request card and if you finish the process (successfully provide address, picture), the card is ordered, meaning ready for submission to be actually created / printed).
EMBOSS_REJECTED - see Card Emboss problem
PRINTED - ready for delivery partners to pick up and deliver
ON_DELIVERY - the actual delivery process with delivery statuses provided by partners via API, see Delivery Statuses
ARRIVED - status upon delivery, will be promptly changed to INACTIVE
INACTIVE - card is inactive once the delivery process is completed
ACTIVATING - user is activating card via app
ACTIVE - card is ready
LOCKING - user is freezing card via app
LOCKED - card is frozen
UNLOCKING - user is unfreezing card via app
PERMANENT_BLOCKING - user is permanently blocking card via app. This can’t be undone and new card needs to be requested
PERMANENT_BLOCKED - can’t be undone
CLOSING - automatically closing cards that can’t be used anymore
CLOSED - cards that can’t be used anymore are marked in EuroNet as closed
EXPIRED - cars exceeding the expiration date
Virtual card
ACTIVE - Main account will automatically get virtual card. Virtual cards are automatically active
LOCKING - Virtual cards can be frozen as well
LOCKED
UNLOCKING
CLOSED - Virtual cards that can’t be used anymore
Functional requirements:
Get list of all customer cards for the customer to be listed in top-page carousel and display additional information on click. First available card and the details should be visible on page load.
Cards view (carousel)
Available cards in scrollable carousel.
Current (ordered or active) cards in carousel
Cards that are NOT in status:
PERMANENT_BLOCKED
CLOSED
EXPIRED
Scrollable carousel cards will have this information presented:
Card type (digital
DD1/ physicalDP1)Card status (see card status in previous section)
Card expiration
Last 4 digits
Upon click on list item, the card detail will be displayed.
Expired (closed) cards in modal
Closed cards (PERMANENT_BLOCKED, CLOSED, EXPIRED) will not be part of the carousel, but as a list in modal view. Agent can click on button Closed Cards and modal will open with list of expired cards and this information in each row:
Card type
Card name
Card status
Card expiration
Last 4 digits
Upon click on list item, the card detail will be displayed.
Card detail
Account balance
Blocked balance
Available balance
Current balance
Summary
Card Account Type
Card type
Cardholder name
Card expiration
Last 4 digits
Delivery information (button) - for active and past cards
Main area:
Cards transactions: Cards transaction history view - for active cards, or
Delivery information: Ordered card details view - for requested physical cards
Limits / Limit settings: Card - adjust card limit settings - for active cards
AMT Withdrawal daily limit
Card transaction daily limit
Online transaction daily limit
Status / Actions
Status
Freezing action: Card - freeze / unfreeze - for active cards
Permanent blocking action: Card - blocking (permanent) - for active cards
Links to wireframes/UI: https://www.figma.com/file/eyJ3AMGVxHZYTxNLXxTH2D/SaFi---Back-Office-UI?node-id=1%3A1836
Acceptance criteria: Carousel list of cards that are are not expired or closed. Card type, name, image, status, expiration and 4 last card digits will be present. Closed cards will be accessible via button and displayed in list within modal.
