Professional Sprint Update

We have now finished the Professional sprint and can confirm that the following has been completed:

Add a view of all professional users within the Ui

We have added the ability for users to create and edit users within their firm. This provides the firm with flexibility as to who a user can see and what details are assigned to the user record.

Adviser recommendation — Add transfer instruction into the flow

As part of our ongoing development to create an adviser recommendation, we have now added the ability to add a transfer to a recommendation. This means that an account, payment and a transfer instruction can be recommended to the client. The next phase of development for adviser recommendation will be to allow a client to accept the recommendation and create the accounts and transactions on their record.

In addition to the above we also completed the following in the sprint:

• Update to suspicious activity table to show account Id
• Add to our automated test coverage
• Edit existing user records

The planning has been completed for the next sprint and we hope to complete the following:

• View a Firms Asset list
• View the Available Asset list

If you have any questions please do drop me a message.

Thanks

Hannah