Account Master Wireframes
Account List
The 'Account' link from the Masters view screen takes one to the list of account corresponding to that bank.
Account View
User story reference: U4903
When you click the link corresponding to an account in the Account list screen,you come to the account view screen.
You may then open other sections by clicking on them. Here is the second tab to see the other details of account.
Account Edit
User story reference: U4902
The Edit button in the Account view brings you to the screen that lets you edit the given section.
Here is the UI to edit the other details of account.
By clicking the "Save" button, modified account details are save.The modified account details goes through approval process.
Account Create
User story reference: U4901
Note that there is a create link on the Account list page. By clicking that, you are directed to the account create page. Write the new account details. Here is the UI to enter new account details.
By clicking on "Next" button on account create step1 page, you will be taken to account create step2 page. You will be able to enter other details of account Here is the UI to enter address.
By clicking the "Save" button , a new account is created. The new account deatails created goes through approval process.
User Activate
User story reference: U4905
The "Inactive Account" link on the account list page is visible only to the authoriser with the responsibility to re-activate the account. By clicking that, you are taken to the list of inactive account.
When you click a account, you see the inactive account's view page.
Here you will see an option to reactivate the account.
When you click that, a confirmation dialog will be presented that asks whether to re-activate the given account. The account gets reactivated after the confirmation.
When you click on "OK" button, the account gets activated and you are redirected to active account's view page.
Account Deactivate
User story reference: U4905
Click the "Deactivate" link from an active account's view page.
After account confirmation dialog, the account then becomes inactive (deactivated).
When you click on "OK" button, the account gets deactivated and you will be redirected to inactive nominee view page.
Account Change Approval
User story reference: U4904
The approval task list will be visibe only to the user with responsibility to authorise an account detail change. By clicking that you are taken to the list of tasks pending for approval.
When clicked on a particular task, you will be directed to approve account modify page.
You review the account details change and click on "Approve" or " Reject" button as required.
If "Approve" button is clicked, the account detail change will be saved with an information message and you are redicrected to approval task list page.
If "Reject" button is clicked, the nominee detail change will not be saved with an information message and you will be redirected to approval task list page.
Please refer to edit approve screen validations.
Account Create Approval
User story reference: U4904
If "Approve" button is clicked, the account created is saved. You are redirected to approval task list page with an information message.
If "Reject" button is clicked, the account created is not saved. You are redirected to approval task list page with an information message.
Please refer to create approve screen validations.
Please refer to approval workflow validations.