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. |
/customer/{id}/upsell | Upsell oportunities. Not implemented yet, SM-3701 - Getting issue details... STATUS |
/customer/{id}/communication-history | All communications to/from customer. |
/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 | |
/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 |
/login | Login screen |
/logout | Okta redirects here after logout. |
/auth | Okta redirects here during login, should not be browsed outside of the login flow. |
/dev/experiments | Developement helpers.
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Attachments:
Screenshot from 2022-11-24 15-36-14.png (image/png)