UBU Finance Frontend Application Documentation — Accounts V2
Introduction
This document describes new and enhanced features in the Accounts module (V2) of the UBU Finance Frontend, focusing on improvements and additions not present in the original Accounts documentation.
New & Enhanced Features Overview
- Multi-Currency Accounts: Each account can hold multiple currency sub-accounts, each with its own balance and details.
- Add Currency to Account: Users with appropriate permissions can add new currency sub-accounts to an existing account.
- Next of Kin Management: Each account can have a next of kin, with detailed information and permissions.
- Enhanced Account displaying: Accounts now are displayed with both account and currency sub-account details, with direct links to details and actions.
Feature Details
Multi-Currency Accounts
| Aspect | Description |
|---|---|
| Permission | View Accounts |
| Functionality | View all currency sub-accounts under a main account, each with its balance |
| Access | "Bank Accounts" tab in customer profile, Account Details page |
- Each account can have multiple currency sub-accounts (e.g., RWF, USD, EUR).
- Currency sub-accounts are displayed as cards and in tables, showing balances, codes, and account numbers.
Add Currency to Account
| Aspect | Description |
|---|---|
| Permission | Update Accounts |
| Functionality | Add a new currency sub-account to an existing account |
| Access | "Add Currency" button in currency accounts view, permission-gated |
- Opens a modal to select and add a new currency to the account.
- Only available if the user has the required permission.
Next of Kin Management
| Aspect | Description |
|---|---|
| Permission | Update Accounts (for editing), View Accounts (for viewing) |
| Functionality | Add, edit, and view next of kin information for each account |
| Access | "Next of Kin" section in account details |
- Next of kin information includes name, relationship, contact info, address, priority, and permissions (can access info, can make decisions).
- Modal form for adding/editing next of kin, with validation and permission checks.
Enhanced Account Display & Details
| Aspect | Description |
|---|---|
| Permission | View Accounts |
| Functionality | Account cards show both account and currency sub-account details |
| Access | Customer profile > Bank Accounts tab, Account Details page |
- Each card displays the main account number and all associated currency sub-accounts.
- Quick links to view details for both the main account and each currency sub-account.
- Balances are formatted and color-coded for clarity.
You can find this feature in the sidebar for easy access
Internal Bank Account
Internal Accounts Management Page
The Internal Accounts Page allows users to manage and monitor internal accounts within the system. It provides options to view, edit, and maintain records related to each internal account.
In the table displayed on this page, the Actions column contains the following icons, each serving a specific purpose:
View Icon – Displays detailed information about the selected internal account.
View Logs Icon – Opens a log view showing all activities or changes made to the account.
Edit Icon – Allows users to update or modify internal account details.
Delete Icon – Permanently removes the internal account record from the system.
Search Internal Accounts Feature
| Aspect | Description |
|---|---|
| Permission | View Internal Accounts |
| Functionality | Enables searching internal accounts by name |
| Access | Search bar above Internal Accounts table |
| Platform | System Platform |
Create Internal Account Feature
| Aspect | Description |
|---|---|
| Permission | Create Internal Accounts |
| Functionality | Allows users to create new internal accounts |
| Access | Create Internal Account button above Internal Accounts table |
| Platform | System Platform |
Internal Accounts Table Feature
| Aspect | Description |
|---|---|
| Permission | View Internal Accounts |
| Functionality | Displays all internal account details |
| Access | Internal Accounts table on Internal Account Management page |
| Platform | System Platform |
Summary Table of New Features
| Feature | Description | Permission Required |
|---|---|---|
| Multi-Currency Accounts | Accounts can have multiple currency sub-accounts | View Accounts |
| Add Currency to Account | Add new currency sub-account to an account | Update Accounts |
| Next of Kin Management | Add/edit/view next of kin for each account | View/Update Accounts |
| Enhanced Accounts display | Cards show both account and currency sub-account details | View Accounts |
| Modal-Based Actions | All create/edit actions use modals, permission-gated | Varies by action |