Epic: Confirm financial institution details

This is one way SBL is different from HMDA. HMDA has the "Transmittal Sheet" as the first record of their file, which contains their institution data for a given filing season. So, we can't really "do what HMDA does" for this one.
Are there institution data fields that the user can fix themselves?
1. Can they do it on this screen, or do they go back to the View financial institution detailspage in the shared data filing platform?
Does a user have to go through this screen every time they upload a new version?
1. Seems like the answer should be no, but then how does the flow work?

[ ] Make a list of the relevant user stories for this epic
[ ] Make a list of the content requirements for this epic
[ ] Make a list of the technical requirements for this epic
[ ] Document the work that we have done up until now including images and discussion
[ ] Surface any open questions
[ ] Identify tasks for user testing (to validate findability of information, clarity of content and layout, users able to successfully complete important tasks)
[ ] Reviewed by team for input & feedback
[ ] Conduct user testing

User stories

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angelcardoz commented 9 months ago

Reorganized epic content to match new epic template.

natalia-fitzgerald commented 1 month ago

@angelcardoz We should go over this epic at some point to see if it is still relevant in the current framework. We have an epic for View/Update.