To allow account executive to delete existing customer.
Before account executive can delete customer, he/she should be able to query for existing customer by using query/pull existing customer screen.
Allow account executive to delete customer, with a delete button
Output message on screen after user clicks submit:
“Customer deletion initiated successfully” Or Relevant error message to be displayed.
To allow account executive to delete existing account.
Before account executive can delete account, he/she should be able to query for existing account for a customer by using query/pull existing customer accounts screen. Input is either Customer ID or SSN ID.
Allow account executive to delete account, with a delete button
Output message on screen after user clicks submit:
“Account deletion initiated successfully” Or Relevant error message to be displayed
To allow cashier to pull account statement for a customer-account
Input fields:
Account ID, Last N Transactions (option to choose from drop down 1-10) or Start date and End date
Output:
Account statement, with each row showing date, transaction description, credit or debit, balance
From account details screen, cashier can have option to deposit, withdraw or transfer money, as three different buttons
In case of transfer screen, input fields:
Transfer amount, Source Account, Target Account
Output fields:
Source Account ID, Target Account ID
Balance before transfer for both account
Latest balance for both accounts
Status message: “Amount transfer completed successfully” or in case balance is not enough in source account “Transfer not allowed, please choose smaller amount”
To allow account executive to update existing customer information
Before account executive can update anything, he/she should be able to query for existing customer
Query/Pull existing customer:
Input fields on screen:
Either SSN ID or Customer ID as two input fields, with any one mandatory
Both fields are numeric and should have 9 digits
Output message on screen after user clicks submit:
Display following fields on screen: SSN ID, Customer ID, Name, Address, Age
Allow editing of fields, except SSN and Customer ID, by having update/edit button and editable fields.
After editing of one or multiple fields, user can submit updated data
Output message on screen after user clicks submit:
“Customer update initiated successfully” Or Relevant error message to be displayed
This screen shows rows with columns - customer ID, account type, status, message, Last updated and refresh button.
This can be either a separate screen or part of Create/Delete Account screen
There is no input in this screen, but it shows all accounts, where the process is in progress or complete.
There should be refresh button, against each row, to pull latest status of each account
This screen shows rows of customers/SSN IDs and status of create/update/delete status. Each row can have about five columns, i.e. SSN ID, Status, Message, Last Updated, Refresh Button
This can be either a separate screen or part of Create/Update/Delete Customer screen
There is no input in this screen, but it shows all customers, where the process is in progress or complete.
Refresh button, in last column on each row, allows to pull latest status of each customer
From account details screen, cashier can have option to deposit, withdraw or transfer money, as three different buttons
In case of deposit screen, input fields:
Deposit amount
Output fields:
Customer ID, Account ID
Balance before deposit
Latest balance
Status message: “Amount deposited successfully”
To allow only bank employee to be able to login to bank web site Login can be alphabetical or both alphanumeric with maximum n characters Password can be alphabetical or both alphanumeric with maximum n characters Implement session management on login operation. Also, on every internal page, there should be logout link on click of which the logged in session will be invalidated and user will be logged out.
To allow cashier to pull information for a specific account of a customer
Input fields:
Customer/SSN ID or Account ID
Output fields:
Displays account(s), as a drop drown if input is customer ID/SSN ID. If account ID is input, then display relevant account information – Customer ID, Account ID, Account type, Balance
From account details screen, cashier can have option to deposit, withdraw or transfer money, as three different buttons
In case of withdraw screen, input fields:
Withdraw amount
Output fields:
Account ID
Balance before withdraw
Latest balance
Status message: “Amount withdrawn successfully” or in case balance is not enough “Withdraw not allowed, please choose smaller amount”
To allow new customer-account executive to create new customer
Input fields on screen:
Customer SSN ID, Customer Name, Age, Address Line 1, Address Line 2, City, State
Output message on screen after user clicks submit:
“Customer creation initiated successfully” Or Relevant error message to be displayed
To allow new customer-account executive to create new account for existing customer
Input fields on screen:
Customer ID
Drop down – Savings or Current Account
Deposit amount – Integer / Number (No decimals)
Output message on screen after user clicks submit:
“Account creation initiated successfully” Or Relevant error message to be displayed