SaFi Bank Space : Upsell and Cross-sell Products Page

Role: BOFE user (see access matrix)

Objective: As a BOFE agent, I want to see upsell or cross-sell opportunities, so I can inform customer and in case of interest, activate the product.

Reason: To offer and and sell relevant products directly during the call with customer.

Products:

Personal loan - parameters:

• Loan amount

• Loan repayment

Overdraft - parameters:

• Amount

UI Requirements:

• Sales page, where products can be configured for the particular customer.

Design: https://www.figma.com/file/eyJ3AMGVxHZYTxNLXxTH2D/SaFi---Back-Office-UI?node-id=2225%3A46551&t=fXeKBlIfaXt72lYM-4

Functional requirements:

• Get upsell, cross-sell opportunities form Meiro Meiro CDP and display in relevant places in BOFE:

  • Customer Dashboard - Upsell / X-sell [tile]

  • Customer Summary

• Get product settings tailored for the customer form Product Recommendation Manager: https://product-recommendation-manager.apps.dev.safibank.online/swagger/views/swagger-ui/#/AuditLog/findAuditLogEvents

• Set new product parameters for customer

• When verbally confirmed, activate the new products on behalf of customer. Not subject to the maker-checker process.

• Upon activation, the sale is closed and logged (also posted to Kafka, for reporting purposes), along with the sales agent id, so it can be properly attributed.

Execution steps:

• Upon clicking on sales page or particular up-sale opportunity, new page will open, where each product can be adjusted to the customer preferences (e.g. loan amount, repayment)

• Upon verbal agreement, product will be activated with desired parameters on behalf of the customer

• Sale will be logged in the audit log, along with the customer and sales agent id, so it can be properly attributed.

Internal dependencies:

• Loans (personal / overdraft):

  • Product Recommendation Manager

  • Product activation on behalf of the customer

External dependencies:

• Meiro to provide best next offer attributes

Acceptance criteria: Sales page with pre-approved personal loan parameters, that can be adjusted; Pre-approved Overdraft parameters, that can be adjusted. Adjusted product can be activated and this action will be logged, including sales agent id, so it can be properly attributed.