[Story] Associate with additional financial institutions

[angelcardoz]

User story

As a filer of SBL data, I want to be able to associate with additional financial institutions, so that I can file on behalf of all financial institutions that I am responsible for.

Acceptance criteria

Given a system user authorized to file for multiple institutions and the financial institution they are authorized to file for is not shown in their user profile, when they visit their user profile, then they need instructions and a method to add additional institutions to their user profile.

Depends on

• 10

Technical tasks

• [ ] Add here
• [ ] Add here

Context

No response

[natalia-fitzgerald]

@angelcardoz @sthomas93

What do you think of this update to more closely reflect the mock-ups:

Design: Update your user profile form: Given a platform user is authorized to file for multiple institutions and the financial institution they are authorized to file for is not shown in their user profile, when they visit the "Update your user profile" form, then there is a method to add additional financial institutions to their user profile.

OR

Alternate method for MVP (if we aren't building the form) Given a platform user is authorized to file for multiple institutions and the financial institution they are authorized to file for is not shown on the "View your user profile" page, then there is a method to add additional financial institutions to their user profile.

Define "method": Update your user profile form, Link to generic help form, Link that opens an email

[natalia-fitzgerald]

Related discussion

I'd like to discuss how we generally handle requests to the support staff that are not covered by the two forms that are planned for MVP (Update your financial institution profile and Complete your user profile). The link text is "contact our support staff". This doesn't really belong to only this story but I wanted to be sure to capture it.

Links instances include:

• 500 and 404 error pages
• Error: Unable to load associated financial institution
• View or update financial institution profile (request a change to financial institution domain data)
• View your user profile (request a change to your first or last name)
• View your user profile (Add associated financial institutions)
• Unauthenticated landing page (General help questions)
• Form submission alerts

We have a variety of options for how we handle these requests:

• Send users to the generic help form (Salesforce form)
  • If we go with this option we should request that the Salesforce team make some updates to the form for consistency with platform language
  • For example, processing times in the generic help form are listed as 10-15 days whereas our forms say 24-48 hours. If we make this the catch all form we should update this processing time to 24-48 hours.
• Email to (pre-existing) SBLHelp@consumerfinance.gov
• Another email option?

Do we want to have a way to track things that come in via the channel we select for Beta? For example, the Complete your user profile and Update your financial institution details forms will have a subject line that starts with "Beta"

@billhimmelsbach @angelcardoz @dan-padgett