SaFi Bank Space : SaFi Account Handover Listing

Accounts & Subscriptions: Product handover

Engagement: Product handover

Finance: Product handover

Account/Finance

  1. Document of all implemented features(business requirements, workflow, rules)

  2. Technical design/architecture diagrams

  3. Unimplemented features and unresolved issues (especially some records are inserted by executing SQLs directly)

  4. Smart contract used in account squad (describe them in detail)

  5. Postings library

  6. Finance design documentation

  7. Accounting system integration

Subscriptions

  1. The missing user stories which we already have implemented.

  2. The plan of reworks on current features.

  3. The features which haven’t implemented yet.

Challenges

  1. The features that currently we have.

  2. The features that are in development or undone.

  3. The architecture of engagement (The interactions between engagement-manager and other domain services).

  4. Add user stories for all features. (BTW, What does DevelopmentController do ? Who calls it ?)

Referrals/Accounting

  1. referral technical documentation

  2. referral user story (currently we see in a basic introduction page)

  3. referral-related product requirement has all been done? PostingService and the other fine-tuning task

  4. Accounting system integration technical/architecture design

  5. take an example of which service will interact with the netsuite-gateway and how

  6. GCP, file read and process, and airflow are mentioned in the task description, how’ll we use them

  7. net-suite integration documentation

  8. who or where can we get support which is related to net-suite

  9. what’s the plan for accounting remaining work? (finish some, create some tasks?)