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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.