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  1. UX Product
  2. UXPROD-105

Automated Transfer of fees/fines to bursar or other account

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    Details

    • Template:
      UXPROD features
    • Potential Workaround:
      Holly: The workaround is to run a query to identify the fees/fines to be transferred (based on their unique criteria) and to update the database with a transfer 'action' indicating the date, amount, and action taken.
    • Epic Link:
    • Front End Estimate:
      XL < 15 days
    • Back End Estimate:
      Jumbo: > 45 days
    • Front-End Confidence factor:
      Low
    • Development Team:
      Vega
    • Calculated Total Rank:
    • Kiwi Planning Points (DO NOT CHANGE):
      16
    • PO Rank:
      86
    • Rank: Chalmers (Impl Aut 2019):
      R5
    • Rank: Chicago (MVP Sum 2020):
      R5
    • Rank: Cornell (Full Sum 2021):
      R1
    • Rank: Duke (Full Sum 2021):
      R1
    • Rank: 5Colleges (Full Jul 2021):
      R2
    • Rank: FLO (MVP Sum 2020):
      R4
    • Rank: GBV (MVP Sum 2020):
      R2
    • Rank: Grand Valley (Full Sum 2021):
      R1
    • Rank: hbz (TBD):
      R4
    • Rank: Hungary (MVP End 2020):
      R1
    • Rank: Lehigh (MVP Summer 2020):
      R4
    • Rank: MO State (MVP June 2020):
      R2
    • Rank: TAMU (MVP Jan 2021):
      R4
    • Rank: U of AL (MVP Oct 2020):
      R4

      Description

      IMPORTANT NOTE: The automated transfer feature was implemented by Cornell University to meet their needs for implementation. The purpose of this UXPROD Feature is to take what was implemented and make it usable by other implemented sites.

      Merged on July 20, 2020

      Holly decided to merge all of the automated transfer features to make it clear that they belong together.
      The following features were merged with UXPROD-105: Automated Transfer of fees/fines to bursar or other account -

      • UXPROD-1127: Fees/Fines Settings for Transfers - Criteria
      • UXPROD-839: Fees/Fines in-app report: Transferred fees/fines log
      • UXPROD-394: Create extract file for transferred fees/fines
      • UXPROD-1879: Notify Bursar (and other transfer accounts) of refunded fees/fines

      Attached PDF Fees and Fines Mockups_TRANSFER.pdf contains mock-ups and in-progress requirements for this feature.

      The total estimate for the Vega team to work on this feature is 9 days for the front-end work and 40 days for the back-end work.
      The total estimate for a new EPAM team to work on this feature is 14 days for the front-end work and 60 days for the back-end work.

      The estimate for this feature includes:

      1. Module to Identify and save the transfer criteria and job information (FE=8; BE=10 days)
      2. Module to process criteria and close transferred fees/fines (FE=0 ; BE=10 days)
      3. Module to create a machine readable extract file of transferred fees/fines (for libraries to turn into the format they need) (FE=0 ; BE=10 days)
      4. Send patron notices for transfers (FE=1 days ; BE=10 days)

      This estimate for this features does NOT include:

      • Incorporating the manually transferred fees/fines in the extract (this will be a separate JIRA task)
      • Scheduler for the automated transfer jobs (FOLIO is supposed to have one)
      • Creating a log of transferred fees/fines (the Circulation Log will meet this need)
      • Processing of rejected transfers (this will be handled manually by staff)
      • Notifying the Bursar (and other transfer accounts) of refunded fees/fines, which will be handled manually via the refund report initially (separate UXPROD feature is UXPROD-1879, to be completed after module #3 above)
      • Option to create a patron block when fees/fines are transferred, with the default being to not create a patron block (separate UXPROD feature is UXPROD-2852)

      Issues to address:

      • Scheduler
      • Where should files be stored?
      • Need to be able to see list of files and download them again

      See table at https://docs.google.com/spreadsheets/d/1HSxIgb6wfTq67FC5T8FIncQsyTibltDTYmcO5oRDEHQ/edit?usp=sharing to see which institutions do transfers.
      For summer 2020 we have UA and Lehigh that do transfers, although both have marked this feature as "can wait - up to 1 year."

        TestRail: Results

          Attachments

            Issue Links

            has to be done after

            Task - A task that needs to be done. FOLIO-1953 SPIKE: propose an approach for scheduling tasks in Okapi

            • P2 - normal priority level, must be included in the current development cycle
            • Closed
            has to be done before

            Task - A task that needs to be done. MODFEE-149 Create machine readible manual transfer extract

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Blocked

            New Feature - New feature requests UXPROD-1879 Notify Bursar (and other transfer accounts) of refunded fees/fines

            • TBD - To be determined
            • Draft
            is duplicated by

            New Feature - New feature requests REP-25 Bursar Feed to Univ Bursar

            • P1 - highest priority item, drop everything else before this is resolved, reserved for critical bugfixes
            • Open

            New Feature - New feature requests UXPROD-394 Create extract file for transferred fees/fines

            • TBD - To be determined
            • Closed

            New Feature - New feature requests UXPROD-839 Fees/Fines in-app report: Transferred fees/fines log

            • TBD - To be determined
            • Closed

            New Feature - New feature requests UXPROD-1127 Fees/Fines Settings for Transfers - Criteria

            • P2 - normal priority level, must be included in the current development cycle
            • Closed
            relates to

            New Feature - New feature requests UXPROD-1117 Manual transfer of fees/fines to bursar, collections, or other account

            • P5 - P5
            • Closed

            New Feature - New feature requests UXPROD-499 Future Fees/Fines: Collections agency interactions: when patron still pays library

            • TBD - To be determined
            • Draft

            New Feature - New feature requests UXPROD-1858 Future Fees/Fines: Collections agency interactions - when patron pays agency

            • TBD - To be determined
            • Draft

            New Feature - New feature requests UXPROD-2862 Cornell Library's go-live requirements to transfer fees/fines to the Cornell bursar system

            • TBD - To be determined
            • Closed

              Activity

                People

                Assignee:
                hollyolepm Holly Mistlebauer
                Reporter:
                cboerema Cate Boerema
                Front End Estimator:
                Holly Mistlebauer Holly Mistlebauer
                Back End Estimator:
                Holly Mistlebauer Holly Mistlebauer
                Votes:
                0 Vote for this issue
                Watchers:
                11 Start watching this issue

                  Dates

                  Created:
                  Updated:

                    TestRail: Runs

                      TestRail: Cases