Requirement
These are the request from the Workshop and Requirement Functional Procedure(RFP):
Workshop
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Add tooltips to the import and attach document buttons on the instruction creation page.
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Imported files should be validated to ensure the required information is attached by the client.
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The dashboard should shows the client’s total investment at a glance.
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The portal should be more user-friendly
RFP
| Req. No | User Story | Requirement Description | Priority | Comments |
|---|---|---|---|---|
| CS001 | As a client, I need to open an account online | The client interface must have provision for capturing all data required to open an account at First Nominees i.e. Client name, bank account details for coupon purposes, currency, email address, telephone number, BVN, NIN, date of birth/ registration, TIN number, address, etc. | Must have | GAP- Requires Customisation |
| CS002 | As a client, I need to sign the agreements between myself and First Nominees | The system must facilitate agreement execution and store copies of executed agreements. The client must be able to view or download the agreement upon full execution. | Must have | GAP- Requires Customisation |
| CS003 | As a client, I need to upload the required documents | The system must allow clients to upload onboarding documents in the specified formats | Must have | GAP- Requires Customisation |
| CS004 | As a client, I need to confirm my current email address i.e., email indemnity | Users should be able to confirm their email address for verification | Must have | FIT |
| CS005 | As a client, I need to access my account online | Users should be able to access their account upon completing the account opening form | Must have | FIT |
| CS006 | As a client, I need to know if my information has been verified | The user should be able to view the status of their account i.e. automated data verification results, and account activation status | Must have | FIT |
| CS007 | As a client, I need to reset my password if I forget it | The system should provide a secure method for users to reset their password, through a verified | Must have | FIT |
| CS008 | As a client, I need to reset my username if I forget it | The system should provide a secure method for users to reset their username through a verified email or phone number | Must have | GAP- Requires Customization |
| CS009 | As a client, I need to update my data e.g. account details, address, email etc. | The system must allow clients change some data while ensuring an added layer of security e.g. 2 Factor Authentication | Must have | FIT |