1.2.1. Loans

Total: 15 . Chart by: Status

LOANS MVP Phase 1 V3a

Epic Ticket

User Story Ticket

Acceptance Criteria

Test Case ID

Test Result

Bug ID

SM-24 - Loans: Basic loan settings Done

SM-639 - Use @ConfigurationProperties instead of @Value for configuration properties Done

FUNCTIONAL TEST - OUT OF SCOPE

SM-640 - Use Kotlin raw string instead of string escaping Done

FUNCTIONAL TEST - OUT OF SCOPE

SM-239 - Map out all options for credit line recalculation Done

FUNCTIONAL TEST - OUT OF SCOPE

SM-259 - Describe the requirements of the product tool Done

FUNCTIONAL TEST - OUT OF SCOPE

SM-653 - Refactoring Done

FUNCTIONAL TEST - OUT OF SCOPE

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

FUNCTIONAL TEST - OUT OF SCOPE

FUNCTIONAL TEST - OUT OF SCOPE

SM-959 - Get an overdraft Resolved

SM-976 - OD educational screens Done

Loans educational screens

SM-471 - FE: communication with BE Done

FUNCTIONAL TEST - OUT OF SCOPE

SM-991 - Enable user to get OD loan Done

https://safibank.atlassian.net/wiki/spaces/ITArch/pages/edit-v2/58621953

SM-979 - Enable user to keep increasing OD loan to max limit Done

Enable user to keep increasing OD loan to max limit

SM-978 - Transfer OD loan to main account Done

Transfer OD loan to main account

SM-981 - OD restriction - no transfer to other accounts Done

OD restrictions

SM-980 - OD restriction - no cash withdrawal Done

SEE STORY DESCRIPTION

OD restrictions

SM-960 - Repay an overdraft before 60th day Done

SM-983 - Early repayment OD - before 60th day Done

Early repayment OD - before 60th day

SM-985 - Auto deduct OD loan on due date (30 and 60 day) Done

Auto deduct OD loan on due date (30, 60 day)

SM-984 - Add fixed fee after 30th day for OD loan Done

Add fixed fee after 30th day for OD loan

SM-982 - Early repayment OD - grace period Done

Early repayment OD - grace period

SM-2209 - Update OD screens with MVP UI Done

SM-3194 - Update OD FE UI based on client feedback Accepted

SEE STORY DESCRIPTION

SM-2385 - Update Overdraft w latest UI Done

SEE STORY DESCRIPTION

https://www.figma.com/file/dkDQHRa1zq7tU58MiL6hBR/SaFi---UI---MVP-(Shared)?node-id=8%3A4529

https://www.figma.com/file/D4aezb42Jd62fImjDbR9uo/SaFi---UI---Library?node-id=1%3A26

SM-961 - Repay an overdraft after 60 days Done

SM-1266 - FE: Inform user about OD on time Done

https://safibank.atlassian.net/wiki/spaces/ITArch/pages/83755023/Inform+user+that+OD+is+delayed

SM-3663 - Connect the OD to the Topup flow Done

SEE STORY DESCRIPTION

https://www.figma.com/file/dkDQHRa1zq7tU58MiL6hBR/SaFi---UI---MVP-(Shared)?node-id=2%3A62

SM-2260 - Handle OD overdue penalty fee Done

Post IR against the main account on a daily basis

SM-963 - Overdraft Center overview Done

SM-1045 - Display up-to-date info about the OD Done

Display up-to-date info about the OD

SM-1275 - Screen for OD already taken Done

https://safibank.atlassian.net/wiki/spaces/ITArch/pages/72417387/Screen+for+OD+partially+taken

SM-2624 - Implement Product Recommendation tool Done

SM-987 - Product recommendation tool - import and version handling Done

https://safibank.atlassian.net/wiki/spaces/ITArch/pages/94339086/Product+recommendation+tool+specification#Product-parameters-import-and-version-handling

SM-975 - Product recommendation tool - querying parameters Done

https://safibank.atlassian.net/wiki/spaces/ITArch/pages/94339086/Product+recommendation+tool+specification#Querying-parameters

SM-1277 - Personal loan product table Done

https://safibank.atlassian.net/wiki/spaces/ITArch/pages/94339086/Product+recommendation+tool+specification#Loan-product-table

SM-1271 - Overdraft product table Done

https://safibank.atlassian.net/wiki/spaces/ITArch/pages/94339086/Product+recommendation+tool+specification#Overdraft-product-table

SM-1270 - Integrate Loans with Risk mgmt system Done

SM-3263 - Loan Risk OneStop Platform and risk client Done

SEE STORY DESCRIPTION

https://safibank.atlassian.net/wiki/spaces/ITArch/pages/113410312/Loans+-+Integration+with+risk+and+product+tool#Risk-microservice-client

https://safibank.atlassian.net/wiki/spaces/ITArch/pages/113410312/Loans+-+Integration+with+risk+and+product+tool#Loan-Risk-OneStop-Platform-client

SM-3264 - Risk parameters and pre-approved limit cache Done

SEE STORY DESCRIPTION

https://safibank.atlassian.net/wiki/spaces/ITArch/pages/113410312/Loans+-+Integration+with+risk+and+product+tool#Pre-approved-limit-cache

SM-3265 - Product API and integration Done

https://safibank.atlassian.net/wiki/spaces/ITArch/pages/113410312/Loans+-+Integration+with+risk+and+product+tool#Frontend-app-API

SM-3266 - Product parameters calculator Done

SEE STORY DESCRIPTION

https://safibank.atlassian.net/wiki/spaces/ITArch/pages/113410312/Loans+-+Integration+with+risk+and+product+tool#Frontend-app-API

SAF-1256 - Make slacker easier to extend and deploy Backlog

SM-3313 - Simplify Synchronous API development Done

FUNCTIONAL TEST - OUT OF SCOPE

SM-3314 - Pubsub listener configuration and performance improvements Done

FUNCTIONAL TEST - OUT OF SCOPE

SAF-1257 - Implement debt manager Backlog

SM-5760 - Add payments from locked pockets to debt manager Done

SEE STORY DESCRIPTION

SM-3154 - Debt manager smart contract Done

SEE STORY DESCRIPTION

SM-4230 - All services can access centralised common debt types information Done

SEE STORY DESCRIPTION

SM-3815 - Integrate debt manager into supervisor contracts Done

SEE STORY DESCRIPTION

SM-4709 - Allow debt repayment with overdraft for selected debt types only Done

SEE STORY DESCRIPTION

SM-4207 - Prepare postings for debt manager integration with existing transactions across all squads Done

SEE STORY DESCRIPTION

SM-4699 - Deployment of supervised smart contracts Done

SEE STORY DESCRIPTION

SM-4703 - [Refactor] Testing and refactoring supervisor smart contracts Done

FUNCTIONAL TEST - OUT OF SCOPE

SM-4206 - Repay debt from unlocked pockets Done

SEE STORY DESCRIPTION

SM-5756 - Debt manager integration with Overdraft workflow Done

SEE STORY DESCRIPTION

SM-5766 - Services integration with debt manager and smart contracts Done

FUNCTIONAL TEST - OUT OF SCOPE

SM-6836 - Debt manager's postings integration with services Done

FUNCTIONAL TEST - OUT OF SCOPE

SM-962 - Loans Products screen In Review

SM-988 - Loan products overview: not delayed loan - change status on FE Done

SEE STORY DESCRIPTION

https://safibank.atlassian.net/wiki/spaces/ITArch/pages/110395408/Change+loan+s+data+actions+based+on+status+of+loan

SM-1269 - Loan products overview: Delayed loan - change status on FE Done

https://safibank.atlassian.net/wiki/spaces/ITArch/pages/72450062/Lock+PL+and+BNPL+if+user+is+delayed+w+OD

SM-1043 - History of repaid/closed loans Done

History of repaid/closed loans

SM-4557 - Align Dashboard w Loans product screen Done

SEE STORY DESCRIPTION

SAF-398 - Atome: change status on FE Backlog

Atome: change status on FE

SM-965 - Get a Personal Loan within limit Done

SM-1276 - FE: Educational screens Done

SEE STORY DESCRIPTION

SM-1279 - FE: Trx confirmation screen Done

SEE STORY DESCRIPTION

SM-3851 - FE: Get the loan screen Done

SEE STORY DESCRIPTION

SM-3852 - FE: PIN/passcode screen Done

SEE STORY DESCRIPTION

SM-3848 - Repository layer Done

SEE STORY DESCRIPTION

SM-3850 - Asynchronous messages Done

FUNCTIONAL TEST - OUT OF SCOPE

SM-1278 - Open an account in TM and set the parameters Done

SEE STORY DESCRIPTION

SM-3846 - Calculate the personal loan installment plan according to TM Done

SEE STORY DESCRIPTION

SM-3152 - Listening to TM postings and simulation Done

FUNCTIONAL TEST - OUT OF SCOPE

SM-1280 - PL customer notifications (Ably) Done

SEE STORY DESCRIPTION

SM-4221 - Smart contract based on TM Inception library approach Done

SEE STORY DESCRIPTION

SM-4315 - FE: invalid tenure slider Done

SEE STORY DESCRIPTION

SM-964 - Check existing Personal Loan Done

SM-1274 - FE: Transaction detail screen Done

SEE STORY DESCRIPTION

SM-1273 - New Personal loan API for PL Overview Done

SEE STORY DESCRIPTION

SM-3858 - Store loan events to the database Done

SEE STORY DESCRIPTION

SM-3859 - FE: PL overview screen Done

SEE STORY DESCRIPTION

SM-2221 - FE: Payment activity Done

SEE STORY DESCRIPTION

SAF-988 - Repay a Personal LoanĀ on time Backlog

SM-6693 - FE Early repay PL - repay only the next instalment Done

SEE STORY DESCRIPTION

SM-4247 - FE: early repay PL - general screens Done

SEE STORY DESCRIPTION

SM-4242 - FE: Early repay PL - full repayment Done

SEE STORY DESCRIPTION

SM-3849 - Set TM loan parameters and listen for the changes Done

FUNCTIONAL TEST - OUT OF SCOPE

SM-1281 - Auto deduct PL installment Done

SEE STORY DESCRIPTION

SM-4912 - Handle loan repayment Done

SEE STORY DESCRIPTION

SM-4241 - FE: Early repay PL - prepayment (no change in installment plan) Accepted

SEE STORY DESCRIPTION

SM-4243 - FE: early repay PL complex - reduce nr of instalments Done

SEE STORY DESCRIPTION

SM-4244 - FE: Early repay PL complex - reduce of all installments amount Done

SEE STORY DESCRIPTION

SM-4245 - FE: Early repay PL - lower custom amount Done

SEE STORY DESCRIPTION

SM-4976 - Repay loan from pockets Done

SEE STORY DESCRIPTION

SM-1282 - Early repay PL - prepayment (no change in installment plan) Done

SEE STORY DESCRIPTION

SM-1283 - Early repay PL complex - reduce nr of installments Done

SEE STORY DESCRIPTION

SM-1284 - Early repay PL complex - reduce of all installments amount Done

SEE STORY DESCRIPTION

SAF-1930 - Implement component tests of the solution Backlog

FUNCTIONAL TEST - OUT OF SCOPE

SM-4233 - Make PL API idempotent Done

SM-4223 - Make personal loan API idempotent Done

SEE STORY DESCRIPTION

SM-3461 - Provide loans data to other services Done

SM-3158 - Provide data for backoffice Done

SEE STORY DESCRIPTION

SM-3803 - Add overdraft Kafka event messages 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-1259 - Loans Microservices security - authorisation and authentication Backlog

FUNCTIONAL TEST - OUT OF SCOPE

FUNCTIONAL TEST - OUT OF SCOPE

SM-3942 - Infrastructure and service enhancements Done

FUNCTIONAL TEST - OUT OF SCOPE

FUNCTIONAL TEST - OUT OF SCOPE

SAF-1261 - Loans design updates Selected for Development

SM-6748 - Add processing fee to PL Done

SEE STORY DESCRIPTION

SM-6636 - Rename balance on loan product screen Done

SEE STORY DESCRIPTION

SM-6578 - No repay-now button at PL instalment plan Cancelled

SEE STORY DESCRIPTION

SM-6568 - Dashboard, product screen: update widgets Done

SEE STORY DESCRIPTION

SM-6523 - OD - past 2nd due date Done

SEE STORY DESCRIPTION

SM-6521 - OD - check and take more OD Done

SEE STORY DESCRIPTION

SM-6520 - OD - request the OD Done

SEE STORY DESCRIPTION

SAF-342 - Legal info during personal loan application Backlog

SEE STORY DESCRIPTION

SAF-341 - Disclosure statement for personal loans Blocker

SEE STORY DESCRIPTION

LOANS MVP Phase 2 V3b

Epic Ticket

Story Ticket

Acceptance Criteria

Test Case ID

Test Result

Bug ID

SM-3495 - Slacker post-EPFS build In Progress

SM-3150 - Synchronous API Done

FUNCTIONAL TEST - OUT OF SCOPE

SAF-359 - Slacker topics Done

FUNCTIONAL TEST - OUT OF SCOPE

SM-4803 - Implement new commands Done

FUNCTIONAL TEST - OUT OF SCOPE

SAF-1258 - Repay a Personal Loan delayed Backlog

SAF-364 - Loan smart contract refactor / improvements / bugs Backlog

FUNCTIONAL TEST - OUT OF SCOPE

SAF-362 - Post penalty fee to delayed PL Backlog

MISSING ACCEPTANCE CRITERIA

SM-1287 - Process overdue postings in the loan service Done

MISSING ACCEPTANCE CRITERIA

SM-1288 - Implement loan debt management inside smart contract Done

FUNCTIONAL TEST - OUT OF SCOPE