Circ Rules and Loan Policies (UXPROD-789)

[UXPROD-273] Loan Policy: Impact on loans part 1 (Q2 2018 release) Created: 27/Feb/18  Updated: 16/Sep/20  Resolved: 02/Jul/18

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: Q2 2018
Parent: Circ Rules and Loan Policies

Type: New Feature Priority: P3
Reporter: Cate Boerema (Inactive) Assignee: Cate Boerema (Inactive)
Resolution: Done Votes: 0
Labels: loan_rules_policies, resourceaccess
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Relates
relates to FOLIO-1100 Move Due Date Logic from UICHKOUT-25 ... Closed
relates to FOLIO-1101 Move Renewal Due Date Logic to the Se... Closed
relates to UICHKOUT-25 Get Rolling Loan Period from Loan Policy Closed
relates to UICHKOUT-66 Get Fixed Loan Period from Loan Policy Closed
relates to UICHKOUT-407 Truncate Loan Period According to Fix... Closed
relates to UIU-415 Get Rolling Renewal Period from Loan ... Closed
relates to UIU-433 Get Alternate Fixed Renewal Period fr... Closed
relates to UIU-434 Get Alternate Rolling Renewal Period ... Closed
relates to UIU-435 Get Alternate Rolling Renewal Period ... Closed
relates to UIU-448 Renewal Limit Closed
relates to UIU-449 Get Fixed Renewal Period from Loan Po... Closed
relates to UIU-467 Truncate Renewal Period According to ... Closed
relates to UIU-526 Bulk Renew Loans Messaging Closed
Epic Link: Circ Rules and Loan Policies
Analysis Estimate: Medium < 5 days
Analysis Estimator: Cate Boerema (Inactive)
Front End Estimate: Medium < 5 days
Back End Estimate: XXL < 30 days
Development Team: Prokopovych
Rank: Chalmers (Impl Aut 2019): R3
Rank: Chicago (MVP Sum 2020): R1
Rank: Cornell (Full Sum 2021): R1
Rank: 5Colleges (Full Jul 2021): R1
Rank: GBV (MVP Sum 2020): R1
Rank: Lehigh (MVP Summer 2020): R1
Rank: TAMU (MVP Jan 2021): R1
Rank: U of AL (MVP Oct 2020): R1

 Description   

Now that we have basic loan rule functionality for targeting loans to loan policies, we need to make use of the loan policy settings to govern the specifics of the loan. For example, you need to look to the policy to determine the due date for check out and renewals. We have some user stories already in for this (and some are complete) BUT there are more to be written. For example, there can be:

  • A renewal limit (max number of renewals)
  • A due date limit for rolling loans (e.g. rolling loan due dates can't extend past a certain date)
  • Etc

This represents the work to tie loan policy settings to loan rules which is targeted for completion in the Q2 2018 release.



 Comments   
Comment by Cate Boerema (Inactive) [ 02/Jul/18 ]

Marking this complete, as this feature represented the work to be done for the Q2 release and we are code-complete on that release at this point.

Comment by Cate Boerema (Inactive) [ 13/Sep/18 ]

Not sure why the fix version on this was Q3 2018 when it was completed in Q2. I have fixed this.

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