[UXPROD-447] Retain loan and item information for closed loans with fees/fines - FOLIO Issue Tracker

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Details

Type: New Feature
Status: Closed (View Workflow)
Priority: P2
Resolution: Done
Affects Version/s: None
Fix Version/s: Q3 2019
Component/s: None
Labels:
- anonymizing
- cap-mvp
- convo
- loans
- po-mvp
- privacy
- sig-ra
- split

Template:
Epic Link:
Loans
Back End Estimate:
XL < 15 days
Development Team:
Concorde
Calculated Total Rank:
PO Rank:
122
Rank: Chalmers (Impl Aut 2019):
R1
Rank: Chicago (MVP Sum 2020):
R4
Rank: Cornell (Full Sum 2021):
R1
Rank: Duke (Full Sum 2021):
R1
Rank: 5Colleges (Full Jul 2021):
R1
Rank: FLO (MVP Sum 2020):
R1
Rank: GBV (MVP Sum 2020):
R1
Rank: hbz (TBD):
R1
Rank: Hungary (MVP End 2020):
R1
Rank: Lehigh (MVP Summer 2020):
R4
Rank: Leipzig (Full TBD):
R1
Rank: MO State (MVP June 2020):
R1
Rank: TAMU (MVP Jan 2021):
R1
Rank: U of AL (MVP Oct 2020):
R1

Description

Purpose: Because loans that have incurred fees and fines have "unfinished business" with the library, and the fees and fines themselves may be subject to different data reporting requirements by law, libraries need to be able to retain patron information on closed loans with fees and fines, even if they don't retain patron information on closed loans without fees and fines.

When loans are automatically or manually anonymized, the loans with fees and fines should be excepted from anonymization, based on the institution's preference or duplicate the loan/item information on the fine/fee.

TestRail: Results

Attachments

Issue Links

clones

UXPROD-271 Anonymizing/Scrubbing Loan Data (On Demand)

Closed

is defined by

CIRC-343 Anonymize closed loans through settings, accounting for associated fines/fees

Closed

UIORG-175 Loan history settings (anonymize closed loans with fees/fines)

Closed

UITEN-16 Loan history settings (anonymize closed loans with fees/fines - exception for payment method)

Closed

UITEN-42 Validation for closed loans and fines/fees settings

Closed

relates to

CIRC-368 Back-end: Prevent manual anonymization of loans with fees/fines

Closed

UXPROD-376 Cron job to call endpoint to remove aliases tied to fines/fees

Open

UXPROD-377 Configuration settings from auto fines/fees anonymization

Closed

UXPROD-1853 Future Fees/Fines: Scrub loan and item information from fee/fine records

Draft

UXPROD-2068 Anonymizing closed loans through settings

Closed

UXPROD-2069 Anonymizing closed loans through settings: exception for fee/fine action

Closed

UXPROD-2646 Future Fees/Fines: Delete fee/fine data after interval set by institution

Draft

UXPROD-285 GDPR

Analysis Complete

(8 relates to)

Activity

People

Assignee:: Emma Boettcher

Reporter:: Cate Boerema

Back End Estimator:: Jakub Skoczen

Votes:: 0 Vote for this issue

Watchers:: 7 Start watching this issue

Dates

Created:: 03/Apr/18 3:14 PM

Updated:: 16/Sep/20 9:17 PM

Resolved:: 27/Sep/19 4:49 PM

Retain loan and item information for closed loans with fees/fines