This gives an overview of the pages available in BOFE, see them also in Figma https://www.figma.com/file/eyJ3AMGVxHZYTxNLXxTH2D/SaFi---Back-Office-UI.

Customer routes

  • Start with /customer

  • Represent everything related to a particular customer + the search for customers

  • Reachable from the left menu

  • These routes are available only once the customer is found

  • Currently, there is no way to “unsearch” a customer, once searched it’s available until someone else is searched.

  • Some routes may be unavailable based on the group of the current BOFE user

Route

Desription

/customer/search

Customer search, also show results if there are more.

/customer/{id}/

Customer root. Normally redicts to dashboard but for the call center scenarios shows security questions first.

/customer/{id}/dashboard

Customer overview, links to other pages.

/customer/{id}/profile

Customer’s profile, address, ID and subscription info.

/customer/{id}/documents

Other customer documents (IDs are on the profile page)

/customer/{id}/tickets

All jira tickets related to this customer.
Powered by Ticket manager.

/customer/{id}/upsell

Upsell oportunities.

Not implemented yet, SM-3701 - Getting issue details... STATUS

/customer/{id}/communication-history

All communications to/from customer.
Powered by Communication history manager.

/customer/{id}/main-account

Main account info & transactions.

/customer/{id}/saving-accounts

Saving accounts (AKA pockets AKA AlkanSafe) info & transactions.

/customer/{id}/cards

Payment cards, delivery info & transactions.

/customer/{id}/loans

Personal loan & payment instalments.

/customer/{id}/overdraft

Main account overdraft info & activity (aka FundTawid)

Bank user routes

  • Start with /user

  • Represent everything related to the current user or the bank-wide operations

  • Reachable from the right user menu

  • Some routes may be unavailable based on the group of the current BOFE user

  • Note that “My tickets” is not a route, it redirects directly to Jira

Route

Desription

/user

Does not exist, it could hold some user profile/preferences in the future.

/user/maker-changes

List of changes that the current user made (as a Maker). Automatically cleared after 3 days.

/user/checker-changes

List of changes that the current user is allowed to approve/reject (as a Checker). Automatically cleared after 3 days.

/user/notifications

List of all notifications delivered to the current user.

Not implemented yet, SM-2083 - Getting issue details... STATUS Designs are ready

/user/reconciliation

Reconciliation

/user/manual-transactions

Form to send money between two intra-bank acocunts.

/user/flagged-transactions

List of all transaction (across the whole bank) flagged for fraud investigation.

/user/card-delivery

Card deliver status across the whole bank

Not implemented yet, SM-1111 - Getting issue details... STATUS

Special routes

Route

Desription

/

Root, redirects to /customer/search

/login

Login screen

/logout

Okta redirects here after logout.
This currently redirects to /login.

/auth

Okta redirects here during login, should not be browsed outside of the login flow.

/dev/experiments

Developement helpers.
Shown only if allowDevFeatures env variable is on. Contains

  • Variants of comments for visual inspection

  • Full audit log view prototype

  • Transaction report downloader for reconciliation

  • Notifications POC WORK IN PROGRESS