[Relationship] Documentation for various functionality

[SateeshFW]

Description:

• This Epic covers the documentation for various functionality in the Relationships team

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• Start date when team will start to work on: This is visible in ZenHub under "Roadmap"
• End date Epic will be delivered: This is visible in ZenHub under "Roadmap"
• T-shirt size: X (S, M, L, or XL) (S=1-2 Sprints, M=2-3 Sprints, L=4-5 Sprints, XL=not sure, probably more than 5 Sprints). Story points needs to be updated in Epic. This can be decided by team.
• Process Flow (if applicable)
• CM considerations?
• Possible dependencies or blockers forseen right now? - Please create a story and block this epic by the dependency story.

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Enabler Epics:

• action
• result
• object

[jyoti3286]

• Account Management functionalities
• Role Management Updates
• Forms(Administrator Forms - When to use them etc)
• BCeID Notary Validation and Recovery flow
• 2FA (already there), reset an authenticator(there are different flavors)
• Email Templates(Its there in One folder) and Rules(7679 - Google doc from patrick)

Staff Functionality:

• Search Staff Dashboard
• Adding/removing Team members(This is generic)
• Deactivating an account
• Roles management for Staff
• Passcode Reset

Payments and Refunds:

• CRON jobs
  • Online Banking(there is a Job Aid which has been updated by Melissa - Good starting Point)
  • Cover multiple scenarios(troubleshoot approach)
  • CAS got the fund but they are not aware of where to link the fund to
  • PAD Processing
  • How it impacts the user
  • How it works in the backend
  • Direct Pay
  • EJV Processing
  • EJV for Government account Payments
  • Partner Disbursements
  • Drawdown(BC Online) Processing
• GL COde Management

Refunds:

• Scenarios for Refund. Melissa has a ticket(8194). It's in Progress

Fee Accounting System:

• Filing type management