Fees/Fines (UXPROD-792)

[UXPROD-3659] Address fees/fine issues related to various loan anonymization options Created: 06/May/22  Updated: 30/Nov/23  Resolved: 23/May/22

Status: Closed
Project: UX Product
Components: Fees/Fines
Affects versions: None
Fix versions: None
Parent: Fees/Fines

Type: New Feature Priority: P2
Reporter: Holly Mistlebauer Assignee: Holly Mistlebauer
Resolution: Won't Do Votes: 0
Labels: feesfines, resourceaccess
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Attachments: Microsoft Word Loan-anonymization-testing.xlsx     PNG File screenshot-1.png     PNG File screenshot-2.png     PNG File screenshot-3.png     PNG File screenshot-4.png    
Issue links:
Relates
relates to UXPROD-1853 Future Fees/Fines: Scrub loan and ite... Draft
relates to CIRC-1526 After a loan is anonymized, fee/fine ... Closed
Epic Link: Fees/Fines
PO Rank: 0

 Description   

While addressing CIRC-1526 Closed , Holly researched the effect of loan anonymization on fees/fines and noticed some odd behavior. She will document that behavior here and then discuss it with the RA SIG to see how to move forward. In the meantime. CIRC-1526 Closed will be closed as WON'T DO because it is actually just a band-aid for something that needs surgery.

CIRC-1526 Closed concerned the impact on the Fee/Fine Details page after a loan is anonymized. Holly noted that the links to the three related loan policies are cleared after loan anonymization, but the item's title, author, barcode, etc. remain on the Fee/Fine Details page, as shown below...

It seems that removing identifier metadata such as title, author, barcode, etc.should be more important that removing the loan-related policies. This feature was previous documented by UXPROD-1853 Draft , which has not been completed yet. We will work using UXPROD-1853 Draft for this work.

This "discovery" led Holly to test the various Loan History (aka loan anonymization) settings to see what happens with the fee/fine records. She ran 3 different tests...

1) Anonymize closed loans 2 hours after loan is closed, with no special treatment for closed loans associated with fee/fines...

2) Anonymize closed loans 2 hours after loan is closed, but never anonymize closed loans associated with fee/fines...

3) Anonymize closed loans 2 hours after loan is closed, and immediately anonymize closed loans associated with fee/fines...

Of the tests above, 2 and 3 passed (you can see the results on tabs "Settings 2" and "Settings3" of the attached spreadsheet Loan-anonymization-testing.xlsx).

Test 1 above did not fully pass (you can see the results on tab "Settings 1" of the attached spreadsheet Loan-anonymization-testing.xlsx). The issue has to do with aged to lost and declared lost loans that are fully paid. In this case, the loans were not anonymized. Given loans with fees/fines are not meant to be treated differently with this Loan History setting, they should have been anonymized.

Holly will confirm this with the RA SIG.



 Comments   
Comment by Holly Mistlebauer [ 23/May/22 ]

Holly presented this to the RA SIG on May 23, 2022. (The slide deck is available at https://docs.google.com/presentation/d/1Osu5z9i9B04lJ0WF8X7hOVWRvzsJDjcX5JJ6q9c8jDs/edit?usp=sharing.) It is known that the fee/fine specific criteria for loan anonymization do not work right now. Holly will close this feature and re-open CIRC-1526 Closed for our immediate problem.

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