SaFi Bank Space : SaFi handover checklist for referral-manager

Domain knowledge about referral-manager:

Referral-manager technical documentation (WIP)

  • Share referral code: need to deal with different channel

this part is implemented by the customer manager?

  • referral technical documentation
  • referral user story (currently we see in a basic introduction page)
  • referral-related product requirement has all been done? PostingService and the other fine-tuning task
  • Accounting system integration technical/architecture design
  • take an example of which service will interact with the netsuite-gateway and how
  • GCP, file read and process, and airflow are mentioned in the task description, how’ll we use them
  • net-suite integration documentation
  • who or where can we get support which is related to net-suite
  • what’s the plan for accounting remaining work? (finish some, create some tasks?)