[Story] Next steps to take when financial institution does not yet have an LEI

cfpb / sbl-project

Project management repo for the SBL project

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[Story] Next steps to take when financial institution does not yet have an LEI #23

Closed natalia-fitzgerald closed 2 months ago

natalia-fitzgerald commented 1 year ago

User story

As a filer whose institution is not already known to the CFPB, I want information on how to register my financial institution with GLEIF, so that I can create an account associated with that financial institution.

Acceptance criteria

[x] Given a user's financial institution does not have an LEI, when the user accesses the Update your user profile page (Salesforce form), then they will see instructions on what they need to do to register for an LEI and a link that takes them to the GLEIF website.

Depends on

Technical tasks

Front end

[x] Frontend implementation

Back end

[ ] Add task

Context

Add any relevant context (optional)

natalia-fitzgerald commented 1 year ago

Content:

Option 1:

In order to begin using the filing platform you must have a Legal Entity Identifier (LEI) for your financial institution. Visit the Global LEI Foundation (GLEIF) website for more information on how to obtain an LEI.

Option 2:

In order to complete your user profile and access the filing platform your financial institution must have a Legal Entity Identifier (LEI). Visit the Global LEI Foundation (GLEIF) website for more information on how to obtain an LEI.

@cdorney25 @chynnakeys @kristenshaw4

natalia-fitzgerald commented 1 year ago

@chynnakeys @cdorney25 I think the next step on this issue is for the content options to be reviewed for the next steps to take when financial institution does not yet have an LEI.

cdorney25 commented 1 year ago

I prefer option 2 b/c it is more complete verbiage

natalia-fitzgerald commented 11 months ago

@chynnakeys @cdorney25 Can you review the content for this on the mock-ups shown here: https://github.com/cfpb/sbl-project/issues/7#issue-1829904126

Is this Story complete? "As a filer whose institution is not already known to the CFPB, I want information on how to register my financial institution with GLEIF, so that I can create an account associated with that financial institution."