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ServiceBC Registry Team working on Legal Entities
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Client changes from EFT to PAD #20721

Open danaannab opened 1 month ago

danaannab commented 1 month ago

https://www.figma.com/file/Y1PWkuB8II5lxdDdUq67Aj/Electronic-Funds-Transfer?type=design&node-id=2303-4860&mode=design&t=EOKPoxvW4FZ9mBGc-4

Scenario 1 - Choosing EFT to PAD Payment GIVEN I am using EFT WHEN I choose the PAD payment method THEN The system reminds me that there will be a 3-day waiting period AND my payment method is changed to PAD AND payments can't proceed until the waiting period is up

Scenario 2 - Modal workflow: GIVEN I have selected PAD Payment method to move away from EFT Payment Method AND I am presented with a modal detailing the statement balance WHEN I click continue to Payment THEN I can enter CC card information to pay the balance AND I will be presented with a Payment method screen detailing the PAD account info that was selected.

Scenario 3 - Requirement for Statement GIVEN that I have successfully moved payment method from EFT to PAD WHEN I navigate to the statement page THEN the system will generate an interim statement with the beginning date of the first of the month and the ending date of today listed as a CSV and PDF AND when I view the PDF the statement it reflects the transactions and balance that was paid for by cc today before changing payment to PAD AND moving forward the statements will be issued for a PAD payment method (daily, weekly or monthly)

(Keep in mind that we will not be changing PAD)

Option #2 - Ability to pay balance via PAD GIVEN that I want to change payment method from EFT to PAD WHEN I select PAD payment method AND I do not select CC THEN the system will generate an interim statement in for the waiting period of three day before PAD payment is applied to the payment method AND I will be able to pay the interim statement via PAD AND after this 3 day statement is paid I will be able to select the period for my PAD statements (daily, weekly or monthly) AND pay them accordingly.

JohnamLane commented 2 weeks ago

For consideration in other story:

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