Customer Portal - Accounts

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Customer Portal - Accounts by Mind Map: Customer Portal - Accounts

1. UI

1.1. Header

1.1.1. header should be as per design

1.1.1.1. menu initials

1.1.2. Menu

1.1.2.1. should be as per design

1.1.2.2. Accounts

1.1.2.3. Settings

1.1.2.4. Logout

1.1.2.5. Menu expand contract

1.2. Choose an Account

1.2.1. "No Active Accounts" screen

1.2.1.1. as per UI

1.2.2. User has one account

1.2.2.1. as per UI

1.2.3. user has 2 accounts

1.2.3.1. as per UI

1.2.4. user has 3 accounts

1.2.4.1. alignment should be correct

1.2.5. user has max accounts

1.2.5.1. alignmenet should be correct

1.3. User Block

1.3.1. as per UI

1.3.2. Max allowed first and last name

1.3.3. max allowed facility name

1.3.3.1. name should end with ...

1.3.4. max allowed facility account name

1.3.4.1. name should end with ...

1.3.5. status

1.3.5.1. Active

1.3.5.2. Cancelled

1.3.5.3. suspended

1.3.5.4. unauthorized

1.3.6. Logo

1.3.6.1. initials

1.3.6.2. colors?

1.3.7. Date should be as per UI format

1.3.8. Block border color

1.3.8.1. selected

1.3.8.2. un selected

1.3.9. inactive and unauthorized blocks should be displayed in section "inactive accounts below"

1.4. Footer

1.4.1. as per design

1.5. window title is correct

2. Functionality

2.1. Menu

2.1.1. Accounts?

2.1.2. Settings?

2.1.3. Logout

2.2. Footer

2.2.1. Help

2.2.2. Terms and Conditions

2.3. Accounts

2.3.1. customer has only one account and not closed , Overview page is displayed

2.3.2. customer has only one account as a guarantor of < 18 family member , Overview page is displayed

2.3.3. customer has only one account and it is closed , Accounts page are displayed

2.3.3.1. Account Blocks data are correct

2.3.4. customer has many account all closed,account page is displayed

2.3.4.1. Account Blocks data are correct

2.3.5. customer has only one account as guarantor of == 18 years old member

2.3.5.1. Account Blocks data are correct

2.3.5.2. child account should have status un authorized

2.3.6. customer has many account of his own , Landing page is displayed

2.3.6.1. Account Blocks data are correct when all accounts are active

2.3.6.2. Account Blocks are correct when some active,some closed,some unauthorized and some on hold

2.3.6.3. Account Blocks are correct when all accounts are unactive

2.3.7. customer has many account some of his own and some as guarantor for <18 family member

2.3.7.1. Account Blocks data are correct

2.3.8. customer has many account some of his own and some as guarantor of == 18 years old member

2.3.8.1. Account Blocks data are correct

2.3.8.2. child account should have status un authorized

2.3.9. statuses ?

2.3.9.1. Active

2.3.9.2. Cancelled

2.3.9.3. unauthorizwed

2.3.9.4. Supended