Backlog
Chinese source: 待补充清单
Locale: en-US
Audience: Internal learning
Deposit Core Operations
- System parameter management: rate maintenance and holiday calendar maintenance.
- Sample data for the pages that have already been documented.
- Further calibration of dropdown values, status values, and authorization rules.
Deposit Product Factory
- Product model overview.
- Demand deposit product configuration screenshots and explanation.
- Time deposit product configuration screenshots and explanation.
- Rate, interest accrual, and interest posting rules.
- Maturity, rollover, and early withdrawal rules.
- Fee, channel, and account-control rules.
- Product publishing, effective dates, expiration, and impact on existing accounts.
Loan Core
- Loan business topics have been added: basics, credit lines/agreements/notes, lifecycle, products and repayment methods, disbursement and repayment accounting, interest and penalty interest, repayment schedules, delinquency and collections, collateral, and risk classification.
- Add loan operations screenshots and page guides.
- Add loan product factory screenshots and parameter explanations.
- Add transaction codes, menu paths, field values, status values, and authorization rules.
- Add real page examples for disbursement, repayment, reversal, prepayment, extension, restructuring, and charge-off.
- Add page examples for collateral, mortgage registration, pledged-asset freeze, and guarantor maintenance.
Shared Core Capabilities
- Cross-system customer and account model.
- Shared product factory parameter model.
- Authorization, approval, and segregation of duties.
- Transaction posting, internal accounts, EOD batch processing, reconciliation, and exception handling.