Update C2 (Loan Guarantor) to allow additional entity type for Committee

[GreggMoreland]

Business Reason

As a Committee Administrator, I will be able to select the entity type of either Individual or Committee as I add one or more ”Loan Guarantor” details associated with either a "Loan Received from Individual", ”Loan Received from Bank”, or ”Loan by Committee” on Schedule C of a Form 3X report so that I can accurately report on my committee's transactions.

Acceptance Criteria

Given I am a Committee Administrator editing an open Form 3X report

And I am editing a "Loan Received from Individual", ”Loan Received from Bank”, or ”Loan by Committee” transaction on an open report

Then I will have the OPTION to enter a guarantor with the entity type of “Committee””:

---

Guarantor

Contact

Dropdown: Individual, Committee (Includes LOOKUP) (Note default to Individual)

— if LENDER TYPE = Committee

• COMMITTEE NAME (Required)

Then I will be able to add additional required fields and:

• Cancel
• Save & add loan guarantor
• Save transactions

And upon saving the system will create a C2 specification with this information associated with the Schedule C loan

• If Transaction Type is LOAN_RECEIVED_FROM_INDIVIDUAL or LOAN_RECEIVED_FROM_BANK, then it will be saved on the *.fec file on SC2/10
• If Transaction Type is LOAN_BY_COMMITTEE, then it will be saved on the .fec file on SC2/9

And I can access the information through the loan transaction it is associated with

And I can continue adding more Guarantors if needed.

QA Notes

• The only change to this transaction is to allow for Committee, as well as Individual. Previously, only Individual was allowed.
• Original ticket for Loan Guarantor is #1012 (FECFILE-808).

DEV Notes

• Update schema to match Format 8.5 [https://docs.google.com/spreadsheets/d/153u1rGx9FBijnANX_2KMh3iBppVVK8ge/edit?gid=1936869719#gid=1936869719|https://docs.google.com/spreadsheets/d/153u1rGx9FBijnANX_2KMh3iBppVVK8ge/edit?gid=1936869719#gid=1936869719|smart-link]

Design

h2. Wireframes

h3. Current State (only individual)

!Screenshot 2024-08-14 at 12.55.10 PM.png|width=1794,height=1693,alt="Screenshot 2024-08-14 at 12.55.10 PM.png"!

h3. Ideal State (with committee and dropdown)

!Committee.png|width=909,height=675,alt="Committee.png"!

See full ticket and images here: FECFILE-533

[AureliaKhorsand]

@MitchellTCG @mary-tcg ready for wireframe. Simple update, just need to allow for Committee entity type for adding a guarantor, whereas previously it was Individual only.

[AureliaKhorsand]

Moving to product backlog as *.fec specs do not support adding a Committee entity type yet. Ideally it will in the future, then we can add this.

[exalate-issue-sync[bot]]

gregg.moreland commented: [~accountid:61b0b42cd5986c006a9e1c94] I have updated this to account for the Format 8.5 schema update

[exalate-issue-sync[bot]]

akhorsand commented: Thanks [~accountid:712020:3243085d-540a-4657-ad08-d891487882d0] . If adding “committee” entity type is the only change, it may be worth only including committee entity details in the ACs and linking the original ticket. That may make it clearer for devs/testing that it’s the only change needed.

[exalate-issue-sync[bot]]

[~accountid:712020:3243085d-540a-4657-ad08-d891487882d0] [~accountid:61b0b42cd5986c006a9e1c94] [~accountid:5b93ddba73130a2b8c662e23]

Pls review

[exalate-issue-sync[bot]]

Looks good. Again, this will also be put on hold until 8.5 [~accountid:61b0b42cd5986c006a9e1c94]