Loan Scheme Master Wireframes
Loan Scheme List
The 'Loan Scheme' link from the Masters view screen takes one to the list of users corresponding to that bank.
Loan Scheme View
User story reference: U0903
Click a loan scheme, and you see the loan scheme's page. We have used an accordion, whose first section will be open by default.
You may then open other sections by clicking on them. Here is the second tab to see the posting control details.
And here is the third one to view the interest details of loan scheme.
Loan Scheme Edit
User story reference: U0902
Note that there is an edit link in the view page. By clicking that, you will be able to edit.
Here is the UI to edit the loan scheme details.
By clicking on the "Next" button, you are directed to posting control details.
Here is the UI to edit the posting control details.
By clicking on the "Next" button, you are directed to interest details.
And here is the UI to edit the interest details of loan scheme.
NOTE :
* Interest Rate and Penal Interest Rate fields should have data in the range of >= 1 to <=100.
* Term From and Term To fields should have data in the range of >= 1 to <= 30
By clicking the "Save" button, the loan scheme is modified. The loan scheme modified goes through approval process.
Loan Scheme Create
User story reference: U0901
Note that there is a create link on the loan scheme master page.By clicking that, you will be taken to loan scheme create step1 page. Here is the UI to enter new loan scheme details.
By clicking on "Next" button on loan scheme create step1 page, you will be taken to loan scheme create step2 page. You will be able to enter posting control details.Here is the UI to enter posting control details.
By clicking on "Next" button on loan scheme create step2 page, you will be taken to loan scheme create step3 page. You will be able to enter interest details of loan scheme.
NOTE :
* Interest Rate and Penal Interest Rate fields should have data in the range of >= 1 to <=100.
* Term From and Term To fields should have data in the range of >= 1 to <= 30
By clicking the "Save" button, a new loan scheme is created. The new loan scheme created goes through approval process.
Loan Scheme Activate
User story reference: U0904
The "Inactive" link on the Loan scheme list is visible only to the user with the responsibility to re-activate the loan scheme.By clicking that, you are taken to the list of inactive loan schemes.
When you click a scheme, you see the inactive loan scheme view page.
Here you will see an option to reactivate the loan scheme.
When you click that, a confirmation dialog will be presented that asks whether to re-activate the given loan scheme. The loan scheme gets reactivated after the confirmation.
When you click on "OK" button, the loan scheme gets activated and you are redirected to loan scheme page. active loan scheme view page
Loan Scheme Deactivate
User story reference: U0904
Click the "Deactivate" link from an active loan scheme view page.
When you click that, the scheme is checked for pending loan amount. If there is pending loan amount, deactivate process will be stopped and a message is displayed about the same.
If there is no pending loan amount, a confirmation dialog will be presented that asks whether to deactivate the given loan scheme. The loan scheme gets inactive(deactivated) after the confirmation.
When you click on "OK" button, the loan scheme gets deactivated and you will be redirected to the inactive loan scheme list page Loan Scheme Inactive.
Loan Scheme Change Approval
User story reference: U0905
The approval task list will be visibe only to the user with responsibility to authorise a loan scheme detail change. By clicking that you are taken to the list of tasks pending for approval.
When clicked on a particular task, are directed to approve loan scheme page. Here is the UI for updating loan scheme details.
You review the loan scheme details page.
By clicking on "Reject" button you can reject from the step 1 page.
By clicking on the "Next" button, you are directed to posting control details UI.
You review the posting control details page.
By clicking on "Reject" button you can reject from the step 2 page.
By clicking on the "Next" button, you are directed to interest details of loan scheme UI.
If "Reject" button is clicked, the loan scheme detail change will not be saved with an information mesage and you are redirected to approval task list page.
If "Approve" button is clicked, the loan detail change will be saved with an information message and you are redicrected to approval task list page.
Please refer to edit approve screen validations.
Loan Scheme Create Approval
User story reference: U0905
When clicked on a particular task, you are directed to approve create loan scheme page. Here is the UI for new loan scheme details.
You review the loan scheme details page.
By clicking on "Reject" button you can reject from the step 1 page.
By clicking on the "Next" button, you are directed to posting control details UI.
You review the posting control details page.
By clicking on "Reject" button you can reject from the step 2 page.
By clicking on the "Next" button, you are directed to interest details of loan scheme UI.
If "Approve" button is clicked, the loan scheme created is saved. You are redicrected to approval task list page with a information message.
If "Reject" button is clicked, the loan scheme created is not saved. You are redicrected to approval task list page with a information message.
Please refer to create approve screen validations.
Please refer to approval workflow validations.