SaFi Bank Space : Track provisions for sales agents

Created by User f25ad, last modified on Oct 03, 2022

Epic: SM-32 - ONB: Track provisions for sales agents To Do

User story:

SM-1062 - Provisions for terrain sales agents - new customer To Do

SM-1063 - Scan QR code to download app To Do

User story:
1. As a sales agent I want to add my code to the new customer so that I can indicate which customers I acquired
2. As a customer I want to scan QR code from the sales agent so that I can download and install the application

Role: Sales agent, SaFi Eployees

Objective: Directing the potential customer towards onboarding in SaFi app, establishing a link between the sales agent (or SaFi employees) and the customer.

Reason:
1. Acquiring the new customers
2. Tracking provisions for sales agents and SaFi employees.

Functional requirements:

In kiosks, the Agent should be using some tool to direct the potential customer towards onboarding in SaFi app, ideally via QR code, if it is technically possible.
A referral code for linking the Agent and the Customer needs to be shared with BE system either automatically via QR code or manually. See more in the Process flow diagram.
Out of the kiosks, any SaFi employee should be using some tool to direct the potential customer towards onboarding in SaFi app, ideally via QR code, if it is technically possible.
A referral code for linking the SaFi employee and the Customer needs to be shared with BE system either automatically via QR code or manually. See more in the Process flow diagram.

UI requirements: TBA

Process flow:

Execution steps: TBA

Internal dependencies: TBA

External dependencies: TBA

Alternative scenarios: TBA

Acceptance criteria: TBA

Links to wireframes/UI: TBA

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