Solar Financial Solutions

Release Notes - COPL Total Finance

Version & Build : 2.00.00 120710
Issue Type Task Key

Release Date : 10/07/2013

Status Resolution Detail Resolved Unique user IDs have been created for each user attached to respected Installer

SOLS-640

Summary Each installer to have unique set of logins. One for each sales person - this might possibly be easier if each installer has a unique URL

Task

SOLS-641

Create installer as Dealer

Description Reporter Each installer will have a unique login for its user Asif Khalil but having a different URL will not be a good idea. We should communicate customer that even having unique logins will solve their purpose. We will create installer as Dealer in agents table. Asif Khalil

Resolved Created installers in system: Energy DNA, Local Energy, Sunshine Coast, Rockhampton, Mackay, Townsville and Cairns

Task

SOLS-642

Create Sales Person as Brokers

Task

SOLS-643 SOLS-644 SOLS-645

Installer managers to have view of all of installer's deals/quotes Each installer cant see other introducer's deals/quotes Once submitted, sales people should be able to login, see their workbasket and attach relevant supporting documents to their "deals"

Task

Task

We will create Sales Person as Brokers in agents table. Moreover, we will also add them in Sales Person table. Link these sales persons with their respective broker. As there will be a one to one relation between sales persons and broker. It Functionality already available in system. Managers in workbasket can see all deals/quotes. Functionality already available in system, as a dealer can see only his own deals/quotes in workbasket. Functionality already available in system, when submitted, application will appear in the work basket of LAS (Sales Person) users.

Asif Khalil

Resolved Created Sale Persons in System attached to respective installers

Asif Khalil

Resolved Given access rights to user "Neville" to see the applications of all branches. Rest of the users can see their own applications only Resolved Setup entry done, One introducer cant see the applications of other introducers. Resolved Setup entry done, after submitting applications can be seen the applications in the work baskets

Asif Khalil

Asif Khalil

Task

SOLS-646

Prior to "submitting", can there be a pop up We already have this popup in customer portal, Asif Khalil where customer agrees with our privacy we can implement same popup while submitting agreement and consent to receive notification(s) an application from POS to LAS. by email

Resolved Popup added for confirmation of customer agreement to privacy act

Task

SOLS-647

Task

SOLS-648

Once submitted how do we avoid version conflict The version conflict will come only in case when Asif Khalil i.e. if we complete an application and then the customer and user use the application at the customer logs in with their information? same time. Otherwise, user or customer will always see the updated application. We need to communicate this to customer. Otherwise, if we have to control this, then we can introduce a flag in the application table to set TRUE when it is opened by any user and when saved or cancelled, set it back to FALSE. If a user opens an application and flag is TRUE, he/she should be prompted that application is being used by another user. This would all be Back End code and only intimation popup coding should be done at Front End. Once submitted, can the email to the customer This can be done on submitting application from Asif Khalil with their portal credentials be automated POS to LAS. The service is already available, we can call the same service in submit process.

Resolved Functionality implemented. When an application is submitted from POS to LAS, it will become readonly in POS. and when opened in LAS and made changes, it will be readonly in Customer portal also. This will avoid veriosn conflict

Resolved When submitted from POS, customer portal credential email is sent to customer automatically on the email address provided in the customer component

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Task

SOLS-649

Hide "Asset Tab", "Audit Trail", "Direct Debit" and To be set in Company Parameters. Moreover, to Asif Khalil "Condition" tabs form the left menu. delete any mandatory fields from COPL Control table for these components.

Resolved Provided Tabs are hidden from left menu

Task

SOLS-650 SOLS-651

Task

Hide all buttons from Workbasket filters except "All" and archived. Also Hide "Assignee" and "Status" filters Hide "Dealer" and "Registration Number" from Advance Search option.

Asif Khalil

Resolved Provided workbasket filters are hidden in POS

Simply, hide all these controls form component and maybe adjust the look and feel of component.

Asif Khalil

Resolved Provided search options are hidden in POS

Task Task

SOLS-652 SOLS-653 SOLS-654

Task

Hide "Open Deal" button from top menu. When a quote is opened, system should be redirected to Customer Component instead of Finance. Introducer login should be unique. No ability to see who other introducers are or their deals. Should only be able to select branch/office Add "(total months)" in brackets after the word "Term"

Asif Khalil Asif Khalil

Resolved Open Deal button from the top bar is hidden in POS Resolved System is redirected to open Customer component after opening a quote. This functionality has been implemented in POS only Resolved Setup entry done to achieve functionality

When one BM will be linked to one broker / dealer only, this functionality will be achieved.

Asif Khalil

Task

SOLS-655

Task

SOLS-657

Insert above purchase price a new line "System size (kW)" - mandatory field

Add a new control in component and a field in database. Divide total terms by 12 will provide the result in this control. This control should be read only. Control is available Asset screen and field is also available in application table. We just need to move the control from Asset screen to Finance component and code for binding.

Asif Khalil

Resolved Label changed in Finance screen component

Asif Khalil

Resolved System Size field is added in Finance screen above Retail Price.

Task Task Task Task Task

SOLS-658 SOLS-659 SOLS-660 SOLS-661 SOLS-662

Hide all Interest rate information Hide all insurance information Allow introducers to select "1 Applicant" or "2 Applicants" (Change from "Applicant 2") This information should default based on login details into the portal If guarantor selected will not let user submit until We can ask customer to identify fields required serviceability and asset backing is complete. This and add them in copl control mandatory list. issue should be resolved prior to going live Customer will not be able to submit if not filled. But we need to code also that these fields should be checked if guarantor count is > 1. Change "Residential Detail" to "Status" and change drop down from "Renting" to "Renting/Leasing" Add "Project Address" field similar to "Mailing address"

Asif Khalil Asif Khalil Asif Khalil Asif Khalil Asif Khalil

Resolved All interest information is hidden in POS and Customer Portal Resolved All insurance information is hidden in POS Resolved Introducer can selected second applicant in Customer's first screen Resolved Sale Person name automatically appear in dropdown box in Customer's first screen based on the user logged in Resolved Mandatory was marked for Land & Building. Mandatory removed from system and now user can submit application

Task

SOLS-663 SOLS-664 SOLS-665 SOLS-666 SOLS-667

Label change in component and value description Asif Khalil change in company parameters. Asif Khalil

Resolved Desired functionality completed

Task

Task Task

Task

We can utilize the same check box from Mailing Address to this address. Simple coding required at Front end only. Require second address if time at first address is Can be handled through company parameters less than 5 years Hide mortgage pop-up information - we will Can be hidden simple coding required. capture this when serviceability and asset backing is done Only require previous employment if first Can be handled through company parameters employment less than 5 years

Resolved Project Address component added in Customer screen

Asif Khalil Asif Khalil

Resolved Now system asks second address if current address time is less than 5 years Resolved Popup disbaled on Residential Status field

Asif Khalil

Resolved now system asks second employment if current employment is less than 5 years

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Task Task

SOLS-668 SOLS-669

Task

SOLS-670

Hide these information and Submit Message for Mandatory in Slide 11 Attempts to upload files of 4.5MB failed. This needs to be resolved prior to going live. Please also ensure there is the ability to upload photos (jpeg format and others from a camera phone etc.) If guarantor selected will not let user submit until serviceability and asset backing is complete. This issue should be resolved prior to going live Hide all these search criteria in Outstanding Quotes Sales Person not loaded [Object Object] against Energy Dealer When completing a new "quote" the "tab" key board button should move to the next field - at the moment it is jumping around the page e.g. from "personal information" section to "project address" section. Make the "Status" field in current address and project address compulsory Prior to "submitting", can we add to the privacy pop up a tick box that says Please change SFS address details on pop up privacy agreement to

Can be handled through company parameters This seems to be a big change that requires analysis, research and coding effort as well

Asif Khalil Asif Khalil

Resolved Mandatoy removed for submission process. Now user can submit without entering given information Resolved Upload file size extended to 100 MB

Not Allowed to submit app from POS TO LAS . Because Serviceability and Asset Backing is not visible into POS

Asif Khalil

Resolved Mandatory was marked for Land & Building. Mandatory removed from system and now user can submit application

Task Task Bug

SOLS-671 SOLS-672 SOLS-673

Asif Khalil Asif Khalil Asif Khalil

Resolved All given search criteria is removed Resolved Sales person will appear properly based on the user logged in Resolved Tab order is based on the mandatory field. Initially, the tab order moves between the mandatory fields. It will jump to next available mandatory field from current mandatory field

Bug Bug

SOLS-674 SOLS-675 SOLS-676 SOLS-677 SOLS-678

Asif Khalil "consent to receive notification(s) by email?" for Asif Khalil each borrower Level 22, 101 Grafton Street Bondi Junction 2022 Asif Khalil

Resolved Field is marked mandatory in Current Address Resolved Privacy popup added prior to submit

Bug

Resolved SFS address changed in Privacy Agreement

Bug Bug

Bug Bug Bug Bug Bug Task Task

SOLS-679 SOLS-682 SOLS-683 SOLS-684 SOLS-686 SOLS-688 SOLS-689

Can not see documents that have been uploaded possibly due to "Null error" Once submitted, sales people should be able to If a credit bureau has been conducted on a quote login, see their workbasket and attach relevant - can the sales person still login and attach supporting documents to their "deals" supporting information to the quote or has it become 'locked'? Allow introducers to select "1 Applicant" or "2 Applicants" (Change from "Applicant 2") COPL wont allow user to "Save" from finance tab Make the "Open Privacy Act" a button "Date In" field is blank? submit from POS to LAS My Profile: What is this page for? Can we hide? When submitted from POS, application should be readonly When Status is "In Complete", app is opened in LAS, change its status to "Submitted" and "In Progress"

Asif Khalil Asif Khalil

Resolved issue fixed. Now uploaded documents will appear in grid when the upload popup is closed Resolved Issue resolved

Asif Khalil Asif Khalil Asif Khalil Asif Khalil Asif Khalil Asif Khalil Asif Khalil

Resolved as per comments in previous issue for same problem Resolved Issue resolved Resolved Privacy Act is now a button instead of a link Resolved Issue resolved, Date is appearing in Workbasket Resolved My Profile is hidden now in the system Resolved Application is readonly now when submitted from POS Resolved When opened in LAS and saved, application will become In Progress and will be locked in Portal

Improvements Tasks Bugs New Feature Total Issues Pending Issues : Following Issues / Points are not yet deployed. They are either in development process or our internal QA. Communication is not working Diary record for customer portal credential is not adding Finance component mandatory and tab order has some issue which is under development Calculations based on the monthly repayment frequency is still pending Dealer name is still missing in Portal email

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