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cfpb / sbl-project

Project management repo for the SBL project
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[Story] Provide business point of contact information for filing #147

Closed angelcardoz closed 1 month ago

angelcardoz commented 9 months ago

Epic: Provide filing details

Epic issue includes overview, complete list of user stories, technical and content requirements, user testing task ideation, and current design mock-ups.

User story

As a filer, I want to provide the name and business contact information of a person that the CFPB or other regulators may contact about my financial institution's filing, so that I can fulfill the regulatory requirement.

Acceptance criteria

Given a user has reached the provide filing details step, when they scroll to provide point of contact, then they can provide all required information.

Technical tasks

Developers should create technical tasks and add links (below) prior to sprint planning.

Front end

Back end

billhimmelsbach commented 9 months ago

Heyo @Kibrael and @nongarak, we talked last week a bit about the point of contact info we wanted to ask for in SBL. We talked about how the reg says:

(3) The name and business contact information of a person that the Bureau or other regulators may contact about the financial institution’s submission.

I think we decided that we should ask for the same data that HMDA does? Could you give us one last "that sounds good" before we start working on it?

Kibrael commented 9 months ago

That sounds good to me.

We are reaching out to additional stakeholders to confirm.

natalia-fitzgerald commented 9 months ago

@Kibrael @nongarak Let's capture this at the epic level here: https://github.com/cfpb/sbl-project/issues/150#issuecomment-1965033255

I reviewed the HMDA fields and captured them in the mock-up. Please review and let me know if anything is missing. Epic: Provide point of contact

natalia-fitzgerald commented 8 months ago

@angelcardoz Here's a suggested update to this story to more closely mirror the rule language: "As a filer, I want to provide the name and business contact information of a person that the Bureau or other regulators may contact about my financial institution's submission, so that I can fulfill the regulatory requirement."

Change story title to: "Provide business point of contact information for filing"

natalia-fitzgerald commented 1 month ago

@angelcardoz Since this was a beta story and we completed it I am closing this story (and will check it off on the epic).