Confirmation page for Funds Transfers

Question

A client wants a confirmation page that lists out all the details of a fund transfer to make sure that all the details are correct. They say that when a member makes a transfer from account to credit card or loan, there is no final review page, and members constantly make mistakes that require an employee to reverse the payments. A review page before the transfer is finalized would help reduce these errors.

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What is the best way to implement this? Is there a way to interject a confirmation page in the existing Funds Transfer flow? Or would we have to recreate the whole transfer flow in a new extension?

		
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	4 years ago

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	4 years ago

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					Jared Low
				
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Kristopher Van Houten · Answer

Good afternoon Jared I went through our source code because I thought we supported this behavior However there are about seven different modals that can display on that page and the one you are asking for is not one of them We do show a modal with the information you are requesting after the transfer succeeds but not before submitting it to the server We d hate for you to have to re create the whole Funds Transfer workflow for this one modal but at the moment we don t have a different workaround Kris

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