SaFi Bank Space : Development plan in 2023 first half

Created by Gavin Zhang, last modified on Feb 13, 2023

Participant type

Participant name

Business Owner

User 84b05and backoffice team

Development team

Backend: Gavin Zhang (Unlicensed) User a4ed6 ru.wang (Unlicensed) User bf1a8

Frontend: User c8455 User af034

Due date

May 2023

Status

IN-PROGRESS

Milestones and deadlines

MVP features

NOTE: The workload is evaluated on coding basis only.

Category

Feature

Status

109 Manday(s)

Deadline

Notes

Transactions

SAF-1173 - Show transaction balance Done

DONE

3

Backend API was upgraded and ready for BOFE to use.

SAF-1176 - Fill in both account IDs for tx reversal Done

DONE

3

SAF-898 - download the searched result as a file Done

DONE

2

Cards

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

DONE

10

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

BLOCKED

5

Blocked by Cards team

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

DONE

5

Duplicate to SM-4150 - Flagged transaction reject/release Done

Jira

SAF-513 - Use a System account credentials to create Jira tickets Backlog

BLOCKED

0

Create a dedicated Jira account to access Jira. Currently it’s using Gavin’s Jira account.

Meiro

SAF-891 - BO: Upsell/cross sell Backlog

BLOCKED

15

SAF-884 - BO: Meiro integration Backlog

BLOCKED

10

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

BLOCKED

3

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

BLOCKED

3

Reconciliations

SAF-1401 - BO: Reconciliation - Bill Payments Backlog

BLOCKED

2

We don’t have a sample report.

SAF-878 - Add more vendor’s reconciliation reports Backlog

BLOCKED

20

We’ll do when getting enough sample reports.

SAF-889 - Add Bill payments recon option to FE Backlog

IN-PROGRESS

2

Genesys

SAF-903 - Hide additional two transactions amount / date answers in customer authentication modal Backlog

TODO

1

SAF-1264 - chat in app support Selected for Development

IN-PROGRESS

10

SAF-1262 - Persist Genesys call recordings into google storage Backlog

IN-PROGRESS

10

SAF-1263 - Logging communications during customer's call Backlog

IN-PROGRESS

10

BOFE

SM-2083 - Maker/Checker notifications FE Resolved

DONE

Need to discuss if we need to show more details in notifications.

SAF-890 - FE: SaFi-2022-13 BOFE Server Information Disclosure Blocker

BLOCKED

0

Waiting for SRE to configure the webserver to redirect 403 error to the custom error page.

Public-Launch Features

Category

Feature

Status

Manday(s)

Priority

Notes

Accounts

  • SAF-927 - BO: Account enhancements Backlog

    • SAF-928 - Amount blocking/unblocking Backlog

    • SAF-929 - View customer bank statements in BOFE Backlog

    • SAF-930 - Manual Money Transfer (Bank transfer) Backlog

    • SAF-931 - Manual transactions - rework based on the endpoint changes Backlog

    • SAF-932 - Ensure BOFE shows the new TX reference number Backlog

TODO

Must Have

SAF-928, 929, 931, 932 <Must Have>

SAF-930 - For future <Still for discussion>

We are missing Bank Certificate - is this being developed in Accounts squad?

Transactions

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

    • SAF-984 - Implement BNPL tile in dashboard Backlog

TODO

Must Have

Dependency on Atome partnership/development

  • SAF-977 - BO: Manual Bill Payments Backlog

    • SAF-978 - Bill payments history Backlog

    • SAF-979 - Bill payments Backlog

TODO

Nice to Have

For future <Still for discussion>

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

TODO

Must Have

Dependency on Pesonet membership

Reconcilations

SAF-940 - BO: Reconciliation - Disbursement Wallet Backlog

TODO

Must Have

SAF-945 - BO: Reconciliation - Internal Account Backlog

TODO

Must Have

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

TODO

Must Have

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

TODO

Must Have

Cards

  • SAF-955 - BO: Cards PL functionality Backlog

    • SAF-957 - Embossing problem Backlog

    • SAF-956 - Request card redelivery Backlog

TODO

Must Have

Loans

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

    • SAF-915 - Add alternate phone number and address in Customer Profile Backlog

    • SAF-916 - Collection flags - display in BOFE Backlog

    • SAF-917 - Collection flags - make available for Genesys Backlog

    • SAF-918 - Collection info - assignments Backlog

TODO

Must Have

Dependency on Collections system/Loxon setup/development

Genesys

  • SAF-962 - BO: Advanced Genesys integrations Backlog

    • SAF-961 - Changing ticket status causes CC notification Backlog

    • SAF-960 - Log in-app chat history Backlog

TODO

Must Have

Meiro

  • SAF-963 - BO: Advanced Meiro integrations Backlog

    • SAF-964 - Log communication history from Meiro Backlog

TODO

Must Have

BOFE

  • SAF-965 - BO: Customer profile enhancements Backlog

    • SAF-968 - Update dashboard pockets tile balance value Backlog

    • SAF-966 - Customer consent management Backlog

    • SAF-967 - View customers device details Backlog

    • SAF-951 - Do not resolve address IDs from names Backlog

TODO

Must Have