Customer Portal -Overview

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Customer Portal -Overview by Mind Map: Customer Portal -Overview

1. UI

1.1. Header

1.1.1. as per UI

1.2. Upper Section

1.2.1. as per UI

1.2.2. max allowed first name is displayed properly

1.2.3. max allowed firstname + max allowed facility account +max allowed facility name

1.2.4. date format is correct

1.2.5. next payment ! icon

1.2.5.1. text displayed on mouse over or click

1.2.5.2. where text is coming from ?

1.2.6. payments displayed correctly with maximum values

1.2.7. note under next payment

1.2.8. note under current plan payment

1.2.9. overdue amount is displayed as per design with Paynow button

1.2.10. "Payment Stopped" as per design

1.2.11. icon color is correct

1.3. Lower section

1.3.1. as per design

1.3.2. profile

1.3.2.1. Max allowed first and last name are displayed properly

1.3.2.2. date format is as per design

1.3.2.3. view all is a link

1.3.3. Recent Transactons

1.3.3.1. date format is as per design

1.3.3.2. all transaction types are correct

1.3.3.2.1. one off

1.3.3.2.2. payment

1.3.3.2.3. establishment

1.3.3.2.4. refund

1.3.3.2.5. reversals will be done in different color or negative sign??

1.3.3.2.6. penallty fee

1.3.3.3. maximum payment amount is displayed properly

1.3.3.4. view all is a link

1.3.3.4.1. can any of the amounts be in negative??

1.3.3.5. max 3 transactions are displayed

1.3.3.6. block is displayed properly if only one transaction exists

1.3.3.6.1. dont have design for that

1.3.4. Payment methods

1.3.4.1. payment method icon is correct for different types

1.3.4.1.1. Visa

1.3.4.1.2. master

1.3.4.1.3. other cards as well

1.3.4.1.4. BAnk pnly one icon

1.3.4.2. name displayed correctly for max allowed first and last name

1.3.4.3. ending statement

1.3.4.3.1. should be correct

1.3.4.3.2. 4 digits displayed if payment is card

1.3.4.3.3. 6 digits displayed if payment is bank

1.3.4.4. block is displayed correctly if only one Payment method exists

1.4. footer

1.4.1. as per design

1.5. window title is correct

2. Functionality

2.1. Customer and Facility section

2.1.1. customer name initials are correct

2.1.2. customer first name is correct

2.1.2.1. where this name from ELK or Customer portal?

2.1.2.2. name is correct after customer changes it

2.1.3. facility account is correct

2.1.4. facility name is correct

2.1.5. "Manage more accounts" is linkable and opens Accounts page

2.2. overdue

2.2.1. is hidden if customer has no overdue

2.2.2. Paynow button redirects to paynow with no Adfit in URL

2.2.2.1. informed crisna

2.2.3. overdue amount is correct if user has any

2.2.4. test for all odstatuses

2.3. contract and payment

2.3.1. contract startdate is correct

2.3.2. finish date

2.3.2.1. contract finishdate is correct if contract is set to term

2.3.2.2. "Ongoing" is displayed in finishdate for ongoing contracts

2.3.3. Minimum contract value

2.3.3.1. read from database Accounts.minsubvalue

2.3.4. Next payment

2.3.4.1. next payment is correct if customer has next payment

2.3.4.2. "Payment stopped" is displayed if applicable

2.3.4.2.1. GDAN88888059

2.3.4.3. if "Payment stopped" as of date note should not be displayed

2.3.4.4. Date in "on Date.. " note should be correct

2.3.4.4.1. informed crisna

2.3.4.5. Card number should be correct in "As of Date note"

2.3.4.6. i icon is hidden if no catchup payments

2.3.4.7. i icon text is displayed on mouse over

2.3.4.8. i icon text should be correct

2.3.4.9. i icon amount should be correct

2.3.4.10. i icon date is displayed if added in the catchup

2.3.4.11. i icon date is replaced by fully paid if no date in catchup

2.3.4.12. last 4 digits are displayed correctly if payment is card

2.3.4.13. last 6 digits are displayed correctly if payment is bank

2.3.4.14. payment full should be displayed if no Next Payment

2.3.4.15. if suspended

2.3.4.15.1. billnextdate from db

2.3.4.15.2. bill amount

2.3.5. Current Payment Plan

2.3.5.1. amount is correct

2.3.5.2. frequency is correct

2.3.5.2.1. Weekly

2.3.5.2.2. monthly

2.3.5.2.3. biweekly

2.3.5.2.4. four weekly

2.3.5.2.5. quarterly

2.3.5.2.6. one off

2.3.5.2.7. what will be displayed if initial/promotional monthly then weekly ?

2.3.5.2.8. try case of initial then recurrent

2.3.5.3. to be charged

2.3.5.3.1. last 4 digits are displayed correctly if payment is card

2.3.5.3.2. last 6 digits are displayed correctly if payment is bank

2.3.6. Balance to settle

2.3.6.1. amount to be correct

2.4. Profile

2.4.1. full name is correct

2.4.2. date of birth is correct

2.4.2.1. where reading from?

2.4.2.2. correct after changing in ELK

2.4.3. DSID is correct

2.4.4. view all is linkable and forward to profile screen

2.5. Transactions

2.5.1. date is correct

2.5.2. payment type is correct

2.5.2.1. one off

2.5.2.2. payment

2.5.2.3. others?

2.5.2.4. establishment

2.5.2.5. 20 types

2.5.3. amount is correct

2.5.4. lastes 3 transactions in descending order

2.5.5. view all is linkable and forward to transactions screen

2.5.6. reversals will be in different color or negative sign?

2.5.6.1. -ve

2.5.6.2. red

2.5.7. refund

2.5.7.1. green

2.6. Payment Methods

2.6.1. icon is correct

2.6.1.1. visa

2.6.1.2. master

2.6.1.3. bank

2.6.1.4. others?

2.6.1.4.1. GSB

2.6.1.4.2. Amex

2.6.2. digits

2.6.2.1. last 4 digits are displayed correctly if payment is card

2.6.2.2. last 6 digits are displayed correctly if payment is bank

2.6.3. name is correct

2.7. Footer

2.7.1. Terms and conditions linkable