SaFi Bank Space : Pockets details view

Role: BOFE user (see access matrix)

Objective: As a BOFE user, I want to see pockets details for a particular customer

Reason: to have a detailed information on customer’s pockets in order to provide full support to customer and be able to make necessary changes.

Functional requirements: Pockets details that should be displayed upon clicking on account (menu item) in BOFE:

Savings account (pockets)

List of pockets of the customer including details:

• name

• balance

• goal

User can click on each pocket to see additional details:

Pocket detail information

• Status

• Pocket name

• Pocket Id

• Created at

• Updated at

• Lock status

• Interest rate

Pocket transactions

Transaction (history) view

Pocket actions

Upon clicking on edit actions, user can change:

• Pocket lock / unlock Pocket locking/unlocking

• Pocket close Pocket closing

Links to wireframes/UI: https://www.figma.com/file/eyJ3AMGVxHZYTxNLXxTH2D/SaFi---Back-Office-UI?node-id=1%3A2073&t=fXeKBlIfaXt72lYM-4

Acceptance criteria:

Saving account (pockets) page with list of pockets, details upon clicking on the pocket and actions to lock/unlock or close pocket.