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ajency / finaegis-product

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Add a new family member #55

Open georgioajency opened 4 years ago

georgioajency commented 4 years ago

https://www.figma.com/file/q9wwj2h2d1NnbT7Cb71HgH/Finaegis?node-id=1441%3A1

Multi-step flow to add via the My family page

  1. Go to My family

  2. Select Tax type for family member

  3. Enter PAN details

  4. Ability to upload PAN as confirmation (can skip it)

Checks

  1. Check to see if PAN number exists as a client on the system. If it does then prompt user they can request client to join their family. If PAN exists is part of the same family, user is prompted if PAN holder is a minor.
  2. If minor is selected then age cannot be greater than 18 years.
  3. If an Individual is selected than age cannot be less than 18 years.
  4. Based on the tax type selected the flow will change.
  5. Different relationship dropdown as per Individual, Minor and Non-Individual
amachhe commented 4 years ago

https://xd.adobe.com/view/d0f1313d-4ab6-4354-a02f-9aaa9498702b-85a2/