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chilismaug/WorkflowDescrip-DNA-CloseoutZeroBal.md

Last active September 21, 2021 00:29
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Automated WorkflowDescrip-DNA-CloseoutZeroBal.md
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WorkflowDescrip-DNA-CloseoutZeroBal.md

Automated Workflow Design sketch

Closeout - Inactive Zero Balance

Prerequisites

  • Test Data - How to build a list of target accounts, search tools, criteria
  • Test User - provide a user account that can enter the override credential

Inputs and possible decision points:

  • Global var: admin override - make password and input variable to the subflow
  • For each Account in test case input file:
    • Acct Number
    • Screen actions:
      • Transaction Express menu navigation
      • enter acct number
      • select Trans Type (Ctrl-T)
      • Handle "Restrictions" Dialog - based on condition (wut?)
        • select Closeout Withdrawal submenu item
        • verify form body fields, buttons
        • Update
    • Select closeout Reason - zz (Zero bal)
    • Decisions to handle for each account:
      • Agreement Popup, window close
      • Handle PAR share situation (create MBRs, Unlink....) (Primary Acct Relationship?)
      • Checking LOC override
        • enter override password
        • enter comments
        • window close
      • Savings Override
        • enter override password
        • enter comments
        • window close
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