SRS applicant company

Simbient – Mortgage House Apply Online Project Specification for Applicant – Company Contents Document History Version 0.1 Author/Editor Chuyen Doan Date 25/02/2015 Notes - Initial version Overview The Applicant – Company section is the second section of Applicant flow that the user has to complete to give information to the system. To fill in each question, the user has to follow the page flow until they finish adding an applicant. Each view in this section is defined with those information as below: 1) Layout: the view must follow trickly the specific layout. Refer to the document SRS Common Layout Template.docx for the details of layout to be used. 2) View Parameters: each layout requires some parameter (value) to accomplish its actions. Each view will give the layout template different params. 3) Page Load Data: defines which data to be loaded in page load event where the data is loaded to the form 4) Page Submit Data: defines which data to be saved in page submit event where the user submits their form to the system. 5) Validation Rules: defines how the system validate user input and the error message (if applied) to be displayed if the input cannot pass the validation rules. The business rules and/or behaviors for the control in the screen will overwrite ones in the template if they are redefined in the screen. Page Flow The image below describes the flow the user must follow when they access Applicant Company Note: Please refer to EMMS – Applicant form for the mapping rule as filling out in each view. 1. Name Features Layout View Parameters EMMS Question Description TP_Single_Text What is the company's name? Rul_blank_check => Please enter the company name Rul_character_max_length_check_01 Rul_name_input_check More Business Rules None Validation Rules 2. Director Features Layout Description View Parameters List of existing applicants (individual) which are not added as directors of a company. The list is hiden if empty. TP_Multi_Selection There is item: “Add new” EMMS Question Validation Rules More Business Rules Who is the director ? • • • On uncheck the existing applicant, unlink the applicant as a director for this company On check existing applicant, link it as a director of this company On click “Add new”, redirect to the flow of Individual. By the end of this flow, open this Director view and add this new Individual as a director of this company. 3. Type Features Description Layout TP_Single_Selection View Parameters EMMS Question Incorporated (INC) | Limited (LTD) | Non Limited (N/L) | Proprietary (PTY) | Proprietary Limited (Pty Ltd) | Registered Business (R/B) | Strata Corporation (S/C) What type of company is this? Validation Rules None More Business Rules None 4. ABN Features Layout View Parameters EMMS Question Description TP_Single_Text What is the ABN of this company? Rul_blank_check => Please enter ABN. If there is no ABN please enter Rul_character_max_length_check_01 Rul_name_input_check More Business Rules None Validation Rules 5. ACN Features Layout Description TP_Single_Text View Parameters EMMS Question What is the ACN of this company? Rul_blank_check => Please enter ACN. If there is no ACN please enter Rul_character_max_length_check_01 Rul_name_input_check More Business Rules None Validation Rules 6. Role Features Layout Description TP_Single_Selection View Parameters EMMS Question Borrower | Guarantor What is the role of this company? Validation Rules None More Business Rules None 7. Registered address Features Layout Description TP_Address View Parameters Unit No Street No Street Name Street Type Suburb Text field Text field Text field Auto complete Auto complete EMMS Question What is the registered address? Validation Rules {For Unit No} • Rul_character_max_length_check_01 {For Street No/Street Name } • Rul_blank_check => Street No/Street Name cannot be empty • Rul_character_max_length_check_01 {For Street Type/ Suburb} • Rul_blank_check => Street Type/ Suburb cannot be empty • Rul_character_max_length_check_01 • Rul_allowed_character_check for “auto complete” • Rul_match_check for “Auto complete” => Please enter correct Street type/Suburb • • • When user enters at least digits or characters, the system will search on the data store to get the values being suitable to what user entered. User can select an item from the drop down list to fill out the text field. User can continue typing the item that match one item from the list • Suburb must follow the format: [Suburb – State - Postcode] • If user click on the input field, clear the text so that user can enter new search input. If user leave the field empty, load the previous input. More Business Rules None 8. Trading address Features Layout Description TP_Address View Parameters Unit No Street No Street Name Street Type Suburb Text field Text field Text field Auto complete Auto complete EMMS Question What is the trading address? Validation Rules {For Unit No} • Rul_character_max_length_check_01 {For Street No/Street Name } • Rul_blank_check => Street No/Street Name cannot be empty • Rul_character_max_length_check_01 {For Street Type/ Suburb} • Rul_blank_check => Street Type/ Suburb cannot be empty • Rul_character_max_length_check_01 • Rul_allowed_character_check for “auto complete” • Rul_match_check for “Auto complete” => Please enter correct Street type/Suburb • • • • When user enters at least digits or characters, the system will search on the data store to get the values being suitable to what user entered. User can select an item from the drop down list to fill out the text field. User can continue typing the item that match one item from the list Suburb must follow the format: [Suburb – State - Postcode] • If user click on the input field, clear the text so that user can enter new search input. If user leave the field empty, load the previous input. More Business Rules None 9. Company Summary Features Layout Description TP_summary_page View Parameters EMMS Question None Validation Rules None More Business Rules None [...]...• If user click on the input field, clear the text so that user can enter new search input If user leave the field empty, load the previous input More Business Rules None 9 Company Summary Features Layout Description TP_summary_page View Parameters EMMS Question None Validation Rules None More Business Rules None . Rules • On uncheck the existing applicant, unlink the applicant as a director for this company • On check existing applicant, link it as a director of this company • On click “Add new”, redirect.  The image below describes the flow the user must follow when they access Applicant - Company Note: Please refer to EMMS – Applicant form for the mapping rule as filling out in each view.   Features. Project    Version Author/Editor Date Notes 0.1 Chuyen Doan 25/02/2015 - Initial version  The Applicant – Company section is the second section of Applicant flow that the user has to complete to give