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UBU Finance Frontend Application Documentation

Introduction

This documentation provides a comprehensive overview of the Account Management features in the UBU Finance Frontend application. The application implements a sophisticated account management system where:

  • Multiple account types are supported
  • Each account type has specific features and limitations
  • Accounts can hold multiple currencies
  • Interest rates and fees are managed per account type
  • Account status and balances are tracked

This structured approach ensures efficient account management while maintaining flexibility for different customer needs.

Account Management Flow

Account Types

The system supports various account types with different features:

  • Checking accounts
  • Savings accounts
  • Investment accounts
  • Business accounts
  • And more based on configuration

Accounts Features and Access Control

Account Management

View Accounts List Feature

Aspect Description
Permission View Accounts
Functionality View list of all accounts with filtering options
Access Accounts sidebar button

Create New Account Feature

Aspect Description
Permission Create Accounts
Functionality Add new accounts to the system
Access Create New Account button on customer profile page, under Bank Accounts Tab

View Customer Bank Accounts

Aspect Description
Permission View Accounts
Functionality View all accounts belonging to a customer as cards.
Access "Bank Accounts" tab in the customer profile.
  • The "Bank Accounts" tab in the customer profile displays all accounts for the selected customer as cards.
  • Each account card shows key account details.
  • If no accounts exist, a message is shown.

Create New Customer Bank Account

Aspect Description
Permission Create Accounts
Functionality Add a new account for a customer from their profile.
Access Add Account button in the customer profile's "Bank Accounts" tab.
  • If the user has the required permission, an Add Account button is available, opening a modal to create a new account for the customer.
  • The add account modal is pre-filled with the customer's information.
  • After creation, the new account appears in the customer's account cards list.

View Account Details Feature

Aspect Description
Permission View Account Details
Functionality View detailed account information
Access View icon button on account row

Activate/Deactivate Account Feature

Aspect Description
Permission Update Account Status
Functionality Change account status
Access Deactivate account button on account details page

Account Type Management

View Account Types Feature

Aspect Description
Permission View Account Types
Functionality View list of account types and their features
Access Account Types sidebar button

Create Account Type Feature

Aspect Description
Permission Create Account Types
Functionality Add new account types to the system
Access Create Account Type button on types list page

Edit Account Type Feature

Aspect Description
Permission Update Account Types
Functionality Modify account type settings
Access Edit button on account type row

Delete Account Type Feature

Aspect Description
Permission Delete Account Types
Functionality Remove account types from the system
Access Delete button on account type row

Currency Management

View Currencies Feature

Aspect Description
Permission View Currencies
Functionality View list of supported currencies
Access Currencies sidebar button

Add Currency Feature

Aspect Description
Permission Create Currencies
Functionality Add new currencies to the system
Access Add Currency button on currencies list page

Edit Currency Feature

Aspect Description
Permission Update Currency
Functionality Modify currency settings
Access Edit button on currency row

Delete Currency Feature

Aspect Description
Permission Delete Currency
Functionality Remove an unused currency
Access Delete icon button on currency row

Search Feature

Aspect Description
Permission View Accounts
Functionality Search accounts by number, customer, type
Access Search bar on accounts list page

Advanced Filtering Feature

Aspect Description
Permission View Accounts
Functionality Filter by type, status, balance range, dates
Access Filter button on accounts list page