SM-2527
SM-2783Role: As a BOFE user, I want to see customer personal and additional information all the time, while navigating the BOFE app.
Objective: While working on particular subpages, the main summary of the customer is still relevant and should be visible.
Functional requirements:
Customer summary will be header component visible on all (customer-related) pages and subpages, except search, dashboard and user/reports subpages (action menu).
Customer Summary will have several blocks with grouped data:
SaFi Values: Display SaFi Values
Customer full name
Customer id, that can be copied
Customer information
Accounts balance
Main account balance
Pockets (number) and overall balance
Total Balance
Loans balance
Personal loan balance
Overdraft balance
Total balance
Upsell opportunities Upsell and Cross-sell Products Page
Design requirements:
NPS (Net promoter score) range is 1 to 9. If the aggregated sum is higher than 7 change colour to green. If less then 7, the colour is red.
CSAT (customer satisfaction score) are two aggregated sums of positive feedback (thumbs up) and negative feedback (thumbs down). If the positive feedback is at least 75% of all feedbacks change the colour to green. If less than 75%, the colour is red.
Acceptance criteria: Component will be visible on all pages and sub-pages regarding customer, except Dashboard and Profile. Upsell and NPS, CSAT score is not yet available - dependent on Meiro.
Properly fetched and rendered:
Name + id,
Customer information
Subscription
Tone of voice
Accounts balance
Main account balance
Pockets balance
Total balance
Loans balance
Personal loan balance
Overdraft balance
Total balance
Attachments:
Screen Shot 2022-07-26 at 16.19.50.png (image/png)
Customer Summary (text upsale) - approved on 24 Aug 2022.jpg (image/jpeg)
Screen Shot 2022-09-22 at 16.03.37.png (image/png)
