SM-1078
Role: BOFE user (see access matrix)
Objective: As a BOFE user, I want to be able to see customer loan product (Personal loan), so that I can help with his inquires.
Reason: To better support customer.
All Personal loan settings and adjustments are managed via Loxon system. When Loxon integration is finished, Personal loan page should be extended to include collection flags and assignments from that system. See
SAF-914
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BO: Collections (Loxon related BOFE functionality)
Backlog
Functional requirements:
Customer can have one active loan at a time.
Personal loan detail view:
Main details
Available balance
Already paid
Current balance
Instalments
Due date
Payment date
Status (planned, successful …)
Description
Actual payment
Planned payment
Summary
Date opened
Loan amount
Next payment
Interest rate
Next payment date (Dec - 04 - 2022)
Payment day (Monthly, on the 4th day)
Status
Status
Number of instalments
Already paid
Remaining payments
Links to wireframes/UI: https://www.figma.com/file/eyJ3AMGVxHZYTxNLXxTH2D/SaFi---Back-Office-UI?node-id=37%3A17406&t=K5PGXGMDz0Y7JJF0-4
Acceptance criteria: Personal loans page with detail info about status, number of instalments, payments made and remaining, interest rates and dates. Past loans info available in the modal list. No loans adjustments are available.