Loans (UXPROD-788)

[UXPROD-2069] Anonymizing closed loans through settings: exception for fee/fine action Created: 27/Sep/19  Updated: 15/Sep/22  Resolved: 15/Sep/22

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: None
Parent: Loans

Type: New Feature Priority: P2
Reporter: Emma Boettcher Assignee: Cheryl Malmborg
Resolution: Duplicate Votes: 0
Labels: Iris-2020-spillover, feesfines
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Attachments: JPEG File anon_pay_ex.jpg    
Issue links:
Defines
is defined by CIRC-397 [backend]Anonymize closed loans with ... Open
is defined by UITEN-59 Validation for loan history: exceptio... Closed
is defined by UITEN-40 Loan history settings: add exception ... Closed
Relates
relates to UXPROD-447 Retain loan and item information for ... Closed
relates to UXPROD-1085 Automatically Anonymizing/Scrubbing L... Closed
relates to UXPROD-2068 Anonymizing closed loans through sett... Closed
Epic Link: Loans
Back End Estimate: XL < 15 days
Back End Estimator: Marc Johnson
Development Team: Vega
PO Rank: 38
Rank: Chalmers (Impl Aut 2019): R5
Rank: Chicago (MVP Sum 2020): R4
Rank: Cornell (Full Sum 2021): R2
Rank: Duke (Full Sum 2021): R4
Rank: 5Colleges (Full Jul 2021): R2
Rank: GBV (MVP Sum 2020): R4
Rank: Grand Valley (Full Sum 2021): R4
Rank: hbz (TBD): R4
Rank: Lehigh (MVP Summer 2020): R4
Rank: MO State (MVP June 2020): R3
Rank: U of AL (MVP Oct 2020): R3

 Description   

Current situation or problem:
As of Fameflower, users can configure anonymization settings so that loans without associated fees/fines are anonymized on a different schedule than loans with associated fees/fines. For example, a user can configure loans without fees/fines to be anonymized a week after the item is checked in, but anonymize a loan with an associated fee/fine a year (or never, or some other interval of time) after that fee/fine is closed.

The same group of settings also has a UI differentiating anonymization by payment method, but these settings are inactive.

In scope

  • Relabel "payment method" in those settings "fee/fine action"
  • Implement logic to make those settings active

Out of scope

Use case(s)

Proposed solution/stories

Links to additional info

Questions

  • If different fee/fine actions are applied to the same fee/fine or on fees/fines for the same loan, which setting takes precedence?


 Comments   
Comment by Erin Nettifee [ 06/May/20 ]

I can see that there is some UI work already done for this in Settings. So I'm guessing this is open because the backend work isn't done yet vis-a-vis CIRC-397 Open . But, do we know if the option to never anonymize associated loans for closed fee/fines is working, or is that also part of this feature?

How Duke would rank this depends on whether the "never" option would be working.

Comment by Emma Boettcher [ 06/May/20 ]

Erin Nettifee Yes, the ability to anonymize loans differently if they have fees/fines (including never anonymizing loans with fees/fines) is working.

Comment by Emma Boettcher [ 08/May/20 ]

Marc Johnson and Zak Burke, could you estimate this feature? Not sure who on Core: Functional usually estimates, so if I need to ask someone else let me know.

Comment by Marc Johnson [ 12/May/20 ]

Emma Boettcher

Users would then be able to anonymize loans with associated fees/fines that had been closed because they were waived on a different schedule than anonymizing loans with associated fees/fines because they were paid (for example).

Does payment method refer to the reason for closure? Is a waived fee / fine represented as having had a full payment made with the method waived? (I'm assuming that a fee can be paid off with multiple payments)

In essence, does this mean that an example configuration could be the following?

  • A loan without any fees or fines could be anonymized in 3 weeks
  • A loan with only paid fees or fines could be anonymized in 5 months
  • A loan with only waived fees or fines could be anonymized in 1 year

Can a loan have more than one fee or fine associated with it? If so, can they have different payment methods?

Comment by Emma Boettcher [ 12/May/20 ]

Yes, payment method refers to reason for closure.

And yes, there could be multiple payment methods associated with fees associated with the loans, so this would also need to handle what to do if those payment methods' anonymization schedules were in conflict.

Comment by Marc Johnson [ 13/May/20 ]

Emma Boettcher

I've estimated this, it's based upon the assumptions that the current anonymization process already knows how to check the fees or fines for a loan (and know that they have been closed for a certain period of time) and that the logic for mixed payment methods isn't too complicated.

Comment by Marc Johnson [ 13/May/20 ]

Emma Boettcher Cate Boerema Holly Mistlebauer

Yes, payment method refers to reason for closure.

Out of curiosity of the fees and fines domain, if there could be multiple payments made (some of which might be waivers) how is an overall reason for closure determined (or is it not)?

Comment by Emma Boettcher [ 13/May/20 ]

Marc Johnson Following Holly Mistlebauer's clarification on Slack, I realize I've been mistakenly referring to fee/fine actions as payment methods in this story and others. I will edit this feature accordingly. I'm not sure of the answer to your question.

Comment by Marc Johnson [ 13/May/20 ]

Emma Boettcher

I realize I've been mistakenly referring to fee/fine actions as payment methods in this story and others. I will edit this feature accordingly. I'm not sure of the answer to your question.

That's ok, this is why I ask lots of awkward questions.

I think I'm still trying to understand the distinction between an action and a payment method. In the system at the moment, an action has a payment method.

At the moment, I'm assuming that there will be some logic to figure out the precedence of the various payment methods in the actions for a fee.

What this does mean is that loan anonymization will likely need to get slower if it needs to fetch the actions for a fee / fine, not only the fee / fine.

Comment by Cheryl Malmborg [ 13/Sep/22 ]

Stephanie Buck Khalilah Gambrell Erin Nettifee 

I think this can be closed see attachment from Lotus

Comment by Stephanie Buck [ 15/Sep/22 ]

Addressed in Lotus.

Generated at Fri Feb 09 00:20:52 UTC 2024 using Jira 1001.0.0-SNAPSHOT#100246-sha1:7a5c50119eb0633d306e14180817ddef5e80c75d.