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Children Use Cases

Introduction

The Children Report provides an overview of the current child situation of a customer.

Information you can get from this report:

  • How much does the client spend on childcare?

  • How much pocket money does the client pay?

  • How much money is spent on the children's education?

  • How much money is spent on toys and equipment?

The following use cases are examples to make them more “plastic”.

Banks

UC-01: Sale of financial products for the children of the customer

Actors

  • Bank

  • User

Systems

  • Bank’s loan application

  • finAPI Data Intelligence

  • finAPI Process Controller

  • finAPI WebForm

Goals

  • Determining the number of children and the willingness to spend money on them

  • Offer financial products for the children (current account, education insurance, savings account)

Preconditions

  • User has opened the Bank's online loan application

Flow

  • Bank’s loan application asks customer to import all accounts

    • Open finAPI Process Controller and get process token and user

    • Call finAPI WebForm v2 to let the user import the accounts

      • wait until the user has finished

    • Call finAPI Data Intelligence Synchronize accounts endpoint and wait for callback

      • Callback should create a Case and a Children Report with the given Data Sources

    • Get the result of the Children Report

      • Look at the result to find out what the client's current liabilities regarding children are

Insurances

UC-02: Sale of insurance products concerning children's protection

Actors

  • Insurance

  • User

Systems

  • Insurances application

  • finAPI Data Intelligence

  • finAPI Process Controller

  • finAPI WebForm

Goals

  • Determining the number of children and the willingness to spend money on them

  • Offer insurance products for the protection and provision for children (term life insurance for parents, accident insurance for children).

Preconditions

  • User has opened the Insurances online application

Flow

  • Bank’s loan application asks customer to import all accounts

    • Open finAPI Process Controller and get process token and user

    • Call finAPI WebForm v2 to let the user import the accounts

      • wait until the user has finished

    • Call finAPI Data Intelligence Synchronize accounts endpoint and wait for callback

      • Callback should create a Case and a Children Report with the given Data Sources

    • Get the result of the Children Report

      • Look at the result to find out what the client's current liabilities regarding children are

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