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User Guide: Banking Consultant Dashboard

Welcome to the Bank Management tool. This guide is designed to help you navigate the interface and perform daily operations like managing accounts, processing transfers, and updating client information.

Interface Overview

The application is divided into three main areas:

  1. Top Navigation Bar: Access global actions (Accounts, Transfers, Deposits, Withdrawals, Edit Info).
  2. Left Sidebar: Search for existing clients or create new ones.
  3. Main Panel: View detailed information and account balances for the selected client.

1. Managing Clients and Accounts

Selecting a Client

To perform any action, you must first select a client: * Use the Search Bar in the left sidebar to type a client's name. * Click on a name in the list. The central panel will update with their personal details and bank accounts. * Click the Refresh button if you need to update the client list from the database.

Viewing Account Details

Once a client is selected, the main panel displays: * Personal Info: Name, Email, and Phone number. * Bank Accounts: A list showing the account type (e.g., COURANT, LIVRET_A), Account ID, and the current balance.

Opening a New Account

  1. Select a client in the sidebar.
  2. Click the green + Ouvrir un compte (+ Open an account) button in the main panel.
  3. Select the account type from the dropdown menu (Courant, Livret A, or PEL).
  4. Confirm. The account is created with a default balance of 0.00 €.

Closing an Account

  1. Locate the specific account in the client's list.
  2. Click the red Clôturer (Close) button.
  3. Confirm the action.
    • Note: An account can only be closed if the balance is exactly 0.00 €. If the balance is not zero, the system will prevent the closure.

2. Bank Transfers (Virements)

The Virements menu allows you to move money between accounts electronically.

  1. Click Virements in the top navigation bar.
  2. Internal Transfer: Choose a "Source" and "Target" account belonging to the same client.
  3. External Transfer: Select a "Source" account from the current client and specify a "Target" account ID belonging to a different client.
  4. Enter the amount and confirm.
    • The system validates if the source account has sufficient funds (respecting the authorized overdraft limit).

3. Deposits (Dépôts)

Use this menu when a client brings cash to the desk to credit an account.

  1. Select the client in the sidebar.
  2. Click Depot in the top navigation bar.
  3. Select the target account from the list.
  4. Enter the amount to deposit.
  5. Click confirm. The balance will update instantly in the main panel.

4. Withdrawals (Retraits)

Use this menu for cash withdrawals performed at the desk.

  1. Select the client in the sidebar.
  2. Click Retrait in the top navigation bar.
  3. Select the source account.
  4. Enter the amount to withdraw.
  5. Validation:
    • If the balance is sufficient, the transaction is processed and a success message appears.
    • If the withdrawal exceeds the authorized limit, an "Insuffisant" error message will appear.

5. Modifying Client Information

To keep the database up to date (change of phone number, address, etc.):

  1. Select the client in the sidebar.
  2. Click Modifier infos in the top navigation bar.
  3. A popup window will appear with the current data.
  4. Edit the necessary fields (First name, Last name, Email, Phone, or Address).
  5. Click Save to apply changes.

Tip: To onboard an entirely new client, use the Créer un client button located at the bottom of the left sidebar.

Summary of Business Rules

Action Constraint
Withdrawal Limited by the maximum authorized overdraft.
Account Closure Balance must be exactly 0.00 €.
New Account Opens with a 0.00 € balance by default.
Transfer Requires a valid Source and Target ID.