Customer Portal- Add Account

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Customer Portal- Add Account by Mind Map: Customer Portal- Add Account

1. UI

1.1. Add Account

1.1.1. screen should be as per UI

1.1.1.1. 21347

1.1.2. proper error message

1.1.2.1. when adfit is wrong or does not belong to customer

1.1.2.2. when child is older than 18

1.1.3. navigation

1.1.3.1. Return to switch screen

1.1.3.2. Contact Us modal

1.1.3.3. 21347

1.1.4. Accounts screen

1.1.4.1. success message is displayed as per design after adding new account

1.1.4.2. customer can close the message

1.1.4.3. 21347

1.2. We will verify your email screen

1.2.1. screen should be as per UI

1.2.2. email masking

1.2.3. when customer has more than 10 emails

1.2.4. navigation

1.2.4.1. Return to switch screen

1.2.4.2. Contact Us modal

1.3. No emails found screen

1.4. Please check your email screen

1.4.1. screen should be as per UI

1.4.2. email is masked

1.4.3. Contact Us modal

1.4.4. Resend

1.4.4.1. success message is displayed every time Resend is clicked

1.4.4.2. customer can close the message

1.4.4.3. does the message disappear after sometime ?

1.5. Activation email

1.5.1. as per design(no deisgn for outlook)

1.6. do we have welcome email for add account?

1.7. link expired screen

1.7.1. should be as per UI deisgn

2. Functionality

2.1. Adfit number validation

2.1.1. field does not accept symbols

2.1.2. customer cannot use adfit number does not exist in the system

2.1.3. user cannot add adfit number which does not belong to him

2.1.3.1. belongs to another individual

2.1.3.2. belongs to a child but the customer is not his guarantor

2.1.4. user cannot add adfit number for a closed account that belongs to him

2.1.5. customer cannot add adfit number already added

2.1.6. Correct adfit

2.1.6.1. guarantor cannot add adfit number of a family member of 18 years old

2.1.6.1.1. 21269

2.1.6.2. customer can add correct adfit number

2.1.6.3. customer has only one email but not preferred email

2.1.6.3.1. Please check your email screen is displayed

2.1.6.4. customer has many emails but non is preferred

2.1.6.4.1. please choose email screen is displayed

2.1.6.5. customer has many emails and one is preferred

2.1.6.6. customer has no emails

2.1.6.7. customer receives activation email

2.1.6.8. Adfit number should not be case sensetive

2.1.6.9. Customer can add many accounts

2.1.6.9.1. customer register facility X1 then add 5 adfit numbers belongs to him(3 of X1 and 2 of X2)

2.1.6.9.2. customer register facility X1 then add 3 accounts of his children belongs to X1

2.1.6.9.3. customer register with individual account in facility X1 then add account of his child in another facility X2(guarantor has no account)

2.1.6.9.4. customer register with individual account in facility X1 then add account of his child in another facility X2(guarantor has account)

2.1.6.9.5. Customer register a child in CP facility X1 with guarantor details(guarantor has no account) then add another child in X1 then add another child in X2(guarantor has no account)

2.1.6.9.6. Customer register a child in CP facility X1 with guarantor details(guarantor has ) then add another child in X1 then add another child in X2

2.1.6.9.7. some of the children turn 18 after registration

2.1.6.9.8. Customer register a child in CP facility X1 with child details(guarantor has no account) then add another child in X1 then add another child in X2(guarantor has no account)

2.1.6.10. change data after registration

2.1.6.10.1. customer change name or dob in ELK after registration

2.1.6.10.2. customer change name in ELK after registration then add a child

2.1.7. gauarantot can add adfit number of child

2.1.7.1. customer can add correct adfit number

2.1.7.2. customer has preferred email

2.1.7.2.1. Please check your email screen is displayed

2.1.7.3. customer has many emails but non is preferred

2.1.7.3.1. please choose email screen is displayed

2.1.7.4. customer has no emails

2.1.7.4.1. ??

2.1.7.5. User receives activation email

2.1.8. try to add do not activate then register new

2.1.9. restarting activation

2.1.9.1. Email will be picked from ELK

2.1.9.2. New Activation code will be generated

2.1.9.3. new record will be added to database

2.1.9.4. if user has many code records and used one of them, clicking on any other code will display(link expired) even if time still not expired

2.2. Activation

2.2.1. user can click activation link in the email

2.2.2. Accounts screen is displayed with success message after user clicks on the link in email

2.2.3. Activation code

2.2.3.1. expires after 48 hours

2.2.3.2. does not expire before 48

2.2.3.3. length should be 25 characters

2.2.3.4. Resend will send the same activation code if not expired

2.2.3.5. Resend will send new activation code if expired

2.2.3.6. activation code status changes to 1 once the user uses the link

2.2.3.7. Customer cannot use previously used link

2.2.4. user clicks on activation link after login session expired

2.2.4.1. Login id displayed