SaFi Bank Space : SaFi MVP 1.1.3. Back Office

SM-2612 - Expose Transactions data to Data Team team Done

FUNCTIONAL TEST - OUT OF SCOPE

FUNCTIONAL TEST - OUT OF SCOPE

SM-1712 - BO: General UI/UX Done

SM-2780 - Local date / time format Done

Local date / time format

SM-3618 - Update design of verified phone number Done

MISSING ACCEPTANCE CRITERIA

SM-4024 - Extract & Unify Amount Display Component Done

MISSING ACCEPTANCE CRITERIA

SM-1675 - BO: Customer Subscription Done

SM-1671 - View customer subscription Done

SEE STORY DESCRIPTION

https://www.figma.com/file/wr5Ax3toq5y0ODhgh3WjiG/SaFi---Back-Office?node-id=2%3A26

https://product-manager.apps.dev.safibank.online/swagger/views/swagger-ui/#/SubscriptionPlan/getSubscriptionPlans

https://product-manager.apps.dev.safibank.online/swagger/views/swagger-ui/#/CustomerSubscription/getCustomerSubscription

SM-2688 - Customer Subscription - change plan Done

Customer Subscription - change plan

SM-2689 - Customer Subscription - waive Done

Customer Subscription - waive

SM-1072 - View Subcription History Done

History (audit log) view

Customer Subscription History

SM-1071 - Customer Subscription - change auto-debit date Done

Customer Subscription - change auto-debit date

SM-1666 - View subscription history Cancelled

Customer Subscription History

SM-2527 - BO: Customer summary Done

SM-2783 - Customer Summary Done

Customer Summary

SM-3028 - Company values banner Done

Display SaFi Values

SM-1057 - BO: Documents view / manage In Review

SM-3648 - BE: Create GET and POST endpoint for getting and uploading customer-related documents Done

FUNCTIONAL TEST - OUT OF SCOPE

SM-1095 - Documents list view Done

Documents list view

SM-1098 - Uploading documents Done

Document upload

SM-1096 - Document details view Done

Document details view

SM-3704 - Documents verification Done

Document verify

SM-4204 - Document title editation Done

Document edit (rename)

SM-3920 - Archive document Done

SEE STORY DESCRIPTION

Document edit (Invalidate)

SM-1097 - Document history view Done

Document history view

SM-4723 - ID Cards - edit data Accepted

ID cards view and edit

SM-4721 - ID Cards - list all Done

SEE STORY DESCRIPTION

ID cards view and edit

SM-4722 - ID Cards - upload new Done

ID cards upload

SM-4726 - ID Cards - verify Done

SEE STORY DESCRIPTION

ID Cards Verify and Invalidate

SM-4724 - ID Cards - archive Accepted

SEE STORY DESCRIPTION

ID Cards Verify and Invalidate

SM-3199 - BO: Overdraft view Done

SM-3026 - Overdraft view Done

Overdraft View

SM-1054 - BO: Account changes Resolved

SM-1080 - Accounts editing Done

Accounts editing

SAF-928 - Amount blocking/unblocking Backlog

Amount blocking/unblocking

SM-1895 - Accounts editing history Done

History (audit log) view

SM-1082 - Account blocking/unblocking - by bank Done

Account blocking/unblocking

SM-2931 - Pocket closing Done

Pocket closing

https://account-manager.apps.dev.safibank.online/swagger/views/swagger-ui/#/default/closeSavingAccount

SM-2932 - Pocket locking/unlocking Done

Pocket locking/unlocking

SM-4149 - Flagged transactions in account tx view Done

SEE STORY DESCRIPTION

Flagged transaction investigation view

SM-4150 - Flagged transaction reject/release Done

Flagged transaction reject/release

SM-5997 - Flagged transactions report list (global) Done

MISSING ACCEPTANCE CRITERIA

SM-1092 - Transaction reversal Accepted

SEE STORY DESCRIPTION

Transaction reversal

SAF-930 - Manual Money Transfer (Bank transfer) Backlog

SEE STORY DESCRIPTION

Manual Money Transfer (Cash Out)

SM-1058 - BO: Cards view Done

SM-1100 - Transaction history on card view Done

Cards transaction history view

SM-1101 - Transaction search on card Done

Card transactions search

SM-1099 - Cards list view Done

Cards List View

https://www.figma.com/file/wr5Ax3toq5y0ODhgh3WjiG/SaFi---Back-Office?node-id=714%3A20403

SM-1060 - BO: Cards status view Resolved

SM-1108 - Ordered card details view Done

SEE STORY DESCRIPTION

Ordered card details view

SM-1107 - Requested cards list view Done

Requested cards list view

SAF-934 - Card status update report integration Ready for Testing

SEE STORY DESCRIPTION

Card status update report integration

SM-1109 - Card delivery history view Done

Card delivery history view

SM-1059 - BO: Cards edit In Progress

SM-2739 - Edit card limit settings Done

Card - adjust card limit settings

SM-4252 - Freeze/unfreeze card Done

Card - freeze / unfreeze

SM-1103 - Blocking card Done

SEE STORY DESCRIPTION

Card - blocking (permanent)

SAF-938 - Filling a dispute / chargeback by customer Backlog

Card - filling a dispute / chargeback

SAF-939 - Blocking / unblocking amount (for incoming transactions) Ready for Testing

Card - blocking / unblocking amount

SM-1052 - BO: Loans view Done

SM-1077 - Loans list view Done

SEE STORY DESCRIPTION

Loan accounts list view

SM-1078 - Loan account details view Done

Loan accounts details view

SM-2522 - BO: Communication log customer interactions Done

FUNCTIONAL TEST - OUT OF SCOPE

FUNCTIONAL TEST - OUT OF SCOPE

SM-568 - BO: Jira integration In Progress

SM-2831 - Display and search for task list Done

https://safibank.atlassian.net/wiki/spaces/ITArch/pages/71762621/Display+Search+for+ticket+list

SM-1122 - Open Jira from BOFE Done

Open Jira from BOFE

SM-1126 - User Ticket list opening Done

Ticket list opening

SM-1123 - Creating task in Jira Done

Creating ticket in Jira

https://safibank.atlassian.net/servicedesk/customer/portal/6

SM-1124 - Creating ticket from backend (microservices) Done

https://safibank.atlassian.net/wiki/spaces/ITArch/pages/72515601/Creating+ticket+from+backend+microservices

SM-3946 - Listen to Jira ticket changes Done

MISSING ACCEPTANCE CRITERIA

SAF-1404 - BO: Genesys integration Backlog

SM-1113 - Calling customer authentication Done

SEE STORY DESCRIPTION

Calling customer authentication

SM-1114 - Embedding systems to Genesys Done

MISSING ACCEPTANCE CRITERIA

SAF-884 - BO: Meiro integration Backlog

SAF-886 - Get NPS & CSAT score Backlog

SEE STORY DESCRIPTION

https://safibank.atlassian.net/wiki/spaces/ITArch/pages/86802547/Customer+Dashboard

Customer Dashboard - Satisfaction Scores [tile]

Customer Dashboard - Upsell / X-sell [tile]

SAF-891 - BO: Upsell/cross sell Backlog

SAF-896 - Display upsell on a separate page Backlog

Upsell and Cross-sell Products Page

SAF-892 - Upsell/cross sell adjustment Backlog

MISSING ACCEPTANCE CRITERIA

SM-2652 - BO: Customer dashboard In Progress

SM-2677 - Customer Dashboard - Onboarding / Status [tile] Done

Customer Dashboard - Onboarding / Status [tile]

SM-3012 - Customer Dashboard - Loans Done

Customer Dashboard - Loans

SAF-887 - Customer Dashboard - Satisfaction Scores [tile] Backlog

Customer Dashboard - Satisfaction Scores [tile]

SAF-888 - Customer Dashboard - Upsell / X-sell [tile] Backlog

Customer Dashboard - Upsell / X-sell [tile]

SM-2676 - Customer Dashboard - Accounts & Cards [tiles] Done

Customer Dashboard - Accounts [tiles]

SM-2678 - Customer Dashboard - Jira Tickets [tile] Done

Customer Dashboard - Jira Tickets [tile]

SM-2667 - Customer Dashboard View Done

SEE STORY DESCRIPTION

https://safibank.atlassian.net/wiki/spaces/ITArch/pages/86802547/Customer+Dashboard

SM-1061 - BO: Notifications Done

SM-2083 - Maker/Checker notifications FE Resolved

Maker notifications

Checker notifications

SM-3591 - BO: Communication history Done

SM-3592 - Display communication history for customer Done

Communication log (history) view

SM-4235 - Deploy communication-history-manager Done

FUNCTIONAL TEST - OUT OF SCOPE

SM-3743 - Audit logging for all domains In Progress

FUNCTIONAL TEST - OUT OF SCOPE

FUNCTIONAL TEST - OUT OF SCOPE

SAF-1403 - BO: Security & monitoring Backlog

FUNCTIONAL TEST - OUT OF SCOPE

FUNCTIONAL TEST - OUT OF SCOPE

SM-1188 - BO: Offboarding by BO agent Done

SM-1189 - Check for conditions for offboarding Done

Customer Offboarding by Back-Office

SM-1191 - Initiate offboarding procedure Done

Customer Offboarding by Back-Office

SM-1193 - Offboarding Roll back Cancelled

MISSING ACCEPTANCE CRITERIA

SM-1081 - Initiate definite offboarding procedure (Account Closing) Cancelled

Account closing (offboarding)

SM-1183 - BO: Freeze subscription Done

SM-1184 - Conditions check before subscription freezing Done

MISSING ACCEPTANCE CRITERIA

SM-1185 - Freeze/unfreeze subscription by BO agent Accepted

Customer Subscription - freeze/unfreeze

SAF-1402 - BO: Code quality improvements Backlog

FUNCTIONAL TEST - OUT OF SCOPE

FUNCTIONAL TEST - OUT OF SCOPE

SM-1392 - BO: Product design Done

FUNCTIONAL TEST - OUT OF SCOPE

FUNCTIONAL TEST - OUT OF SCOPE

SM-3942 - Infrastructure and service enhancements Done

SM-283 - Add protoc compiler to GitHub actions Done

FUNCTIONAL TEST - OUT OF SCOPE

SAF-883 - BO: Reconciliation - technical prerequisites Backlog

SM-2498 - Reconciliation page and components Accepted

Display reconciliation reports in BOFE

SM-5247 - BO: Reconciliation - Cash In / Deposit Done

SM-5466 - Upload and parse Paynamics/Digipay reports Done

MISSING ACCEPTANCE CRITERIA

SM-5469 - Analyse / generate reconciliation report Done

MISSING ACCEPTANCE CRITERIA

SM-6758 - Emit snapshots with reconciliation data Done

MISSING ACCEPTANCE CRITERIA

SAF-880 - BO: Reconciliation - Cash Out / Withdrawal Ready for Testing

SM-5465 - Parse Paynamics/Digipay reports Accepted

MISSING ACCEPTANCE CRITERIA

SM-5468 - Analyse / generate reconciliation report Accepted

MISSING ACCEPTANCE CRITERIA

SAF-1401 - BO: Reconciliation - Bill Payments Backlog

SM-5463 - Upload and Paynamics/ECPay reports Done

MISSING ACCEPTANCE CRITERIA

SM-4313 - Analyse / generate reconciliation report Done

MISSING ACCEPTANCE CRITERIA

SAF-940 - BO: Reconciliation - Disbursement Wallet Backlog

SAF-941 - Parse Paynamics/Digipay reports Backlog

MISSING ACCEPTANCE CRITERIA

SAF-942 - Analyse / generate reconciliation report Backlog

MISSING ACCEPTANCE CRITERIA

SAF-985 - BO: Buy now pay later (Atome) Backlog

SM-3027 - Atome (account) view Cancelled

FUNCTIONAL TEST - OUT OF SCOPE

SAF-984 - Implement BNPL tile in dashboard Backlog

MISSING ACCEPTANCE CRITERIA