Savings Use Cases

Introduction

The Savings Report provides an overview of the current savings situation of a customer.

Information you can get from this report:

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

Actors	Bank User
Systems	Bank’s loan application finAPI Data Intelligence finAPI Process Controller finAPI WebForm
Goals	Analysis of the savings behavior Sale of additional savings products that have not been used to date
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 Savings Report with the given Data Sources Get the result of the Savings Report Look at the result to find out what the client's saving behavior is.

Actors	Bank User
Systems	Bank’s loan application finAPI Data Intelligence finAPI Process Controller finAPI WebForm
Goals	Identify whether the customer is accustomed to putting money aside Adapt credit advice or credit rate to this.
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 Savings Report with the given Data Sources Get the result of the Savings Report Look at the result to find out what the client's saving behavior is.