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