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.
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?
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.
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?
Confirmation page for Funds Transfers
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.
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?