Steps till row 16. Login to Intralink with the officer Id Specified in the test case.

BB_Subsequent_Deposit_1.00_MoneyMaster_Subsequent_Contribution 1) Configuration Screen: Money Master High Interest appears in the Subsequent Contribution Account Types included list (Default) 2) Configuration Screen: Subsequent contribution Amount = 5000 (Default) 3) Create a manual Pending MM/Inv Cash Sub. Contrib in Salesbuilder Record Results Login into Intralink with 1804537/1804537

Select 99999 Transit

Select Sales Builder under applications

Click on the link Configuration on the top right hand corner

Click on Sales Hub Configuration

Verify the following in config screen.

1) Configuration Screen: Money Master High Interest appears in the Subsequent Contribution Account Types included list (Default) 2) Configuration Screen: Subsequent contribution Amount = 5000 (Default) For every test case this preconditions should be satified. If anything needs to be changed in config screen otherthan default values those test cases needs to executed separately on another day.

Logout of Intralink and Login to Intralink with the officer Id Specified in the test case.

Click on Sales Builder Link

Click on Walk In under Non scheduled activities Customer Locate screen is displayed.

Locate the customer mentioned in the test case SB90191 PERCUST1 and click on the customer. Agenda Item page is displayed.

Click on Done in Agenda Item Page Personal Profile page is displayed.

Click on Discuss Day to Day

Above error message is displayed. Click on Cancel on the message.

Inralink Pause Page is displayed. Click on Record Results

Record Results page is displayed. For Category Subsequent Advance select the following in Record Results page Product Pragram Pending MMInv Cash Sub. Contr

Click on Contact not required. Test case is done. After this through FFT , Deposit CAD 7000 for the account 80002 00683 22 on the same day. Wait for the batch. Verify the record results by logging with same officer. A Record results should appear as follows.

Product

Type

Feature

Amount

Add_Amount

Rate Variance

Type of Sale

Cancel/Lost/Declined

M Master / Inv Cash

Subsequent Contribution

No features

7000

N/A

New Officer Initiated

N/A

BB_OverDraftProtection_1.00_New For Category Overdraft Protection repeat the steps till Record Results screen is appeared. Select Overdraft Protection in Product Program List

Click on contact not required. Then go to FFT and deposit CAD 10000 to the account 80002 01629 22 Wait for the batch Login into Sales Builder with same officer Id and verify the record results screen. Following record should get created.

Overdraft Protection

N/A

has existing bank acct

10000

N/A

New Officer Initiated

N/A