SaFi Bank Space : Disclosure statement for Personal Loans

User Story

I as a user I would like to see the details of the loan that I just received.

Business requirements

  • The Personal loan disclosure statement is an in-app screen that needs to be displayed in the app for customers to see the actual computation of the loan after the loan has been disbursed to the customer’s main account.

    This said disclosure statement is in compliance to PH regulation mainly, Truth in Lending Act. The said statement should display the following information:

  • Disclosure statement

  • The templates

    • SaFi Legal provides different requirements for Overdraft and for Personal loan

  • FE

  • BE

    • Templates should be populated at the moment the customer successfully gets a loan

    • Format: on-screen

    • No need to forward this information to client via email.

  • BOFE

    • BOFE should access the information too?