WarmingtonSpecification
This is a RTF file that contains the 'working' version of the documentation. This file is generated as the project is developed and designed and contains all the technical information behind the project.
( Click on white rectangle above to see RTF in it's native format )
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Warmington-On-Sea Credit Brokers - RTF File
This file generally lists the enties in order starting at the top left corner and continuing horizontally ...
Comments in 'Grey and Italics' are Comments regarding the implementation of the software
Screen 1 - Welcome
( This isn't actually a step - but to get the user into the idea that 'Each Page is a Step' )
contains
- TEXTBOX - "Welcome Message"
- TEXTBOX - "Five Steps to heaven"
- BMP - "12345"
- TEXTBOX - "Conforming to Credit Act 1974" ( reduced to the mere comment for simplicity )
- TEXTBOX - "Information will only be retained after Step 3"
- TEXTBOX - "Greg McCormack - Autumn 2003"
- BUTTON - "EXIT" : action on MouseDown - Exit program immediately
- BUTTON - "NEXT" : action on MouseDown - Goto Screen2
Screen 2 - Step 2 - Your Details
contains
- LABEL - "Your Details"
- BMP - "12345"
- LABEL - "Please enter your details"
- TEXTBOX - "Title"
- TEXTBOX - "Forename"
- TEXTBOX - "Surname"
- TEXTBOX - "Gender" ( not implemented for simplicity )
- TEXTBOX - "Address Line 1"
- TEXTBOX - "Address Line 2"
- TEXTBOX - "Address Line 3" ( not implemented for simplicity )
- TEXTBOX - "Postcode"
- LABEL - Privacy Statement - ( shortened for simplicity )
- BUTTON - "EXIT" : action on MouseDown - Goto IntermediateScreen3 - "Please remember our website for future use"
- BUTTON - "NEXT" : action on MouseDown - Goto Screen3
( Email Address / Tel No / Fax No / MobileNo / DateOfBirth - all not implemented for simplicity )
Screen 3 - Step 3 - Loan Criteria
contains
- BMP - "12345"
- LABEL - "To assess whether you match our loan criteria - Please select from the following options"
- LABEL - "Age Range"
- DOT - " < 25"
- DOT - "25 - 35"
- DOT - "36 - 60"
- DOT - " > 60"
- LABEL - "Salary Range"
- DOT - " no income"
- DOT - "£ 1 - £ 10,000"
- DOT - "£10,001 - £15,000"
- DOT - " > £15,001" ( This field has been modified to ensure that clients earning over £ 20,000 are included in this field )
- LABEL - "Time with Current employer" ( This probably won't be shown as it is obvious from the first option )
- DOT - " unemployed "
- DOT - " < 2 years"
- DOT - " 2 - 5 years "
- DOT - " > 5 years " ( Added this category because otherwise the client wouldn't know what to click if they had been with their employer more than 5 years - This DOT attracts zero points )
- DOT - " Retired "
- LABEL - "Residence Category"( This probably won't be shown as it is obvious from the first option )
- DOT - " Owner Occupier "
- DOT - " Rented "
- DOT - " with Parents "
- LABEL - "Time at your current address"
- DOT - " < 2 years "
- DOT - " 2 - 5 years "
- DOT - " > 5 years " ( Added this category because otherwise the client wouldn't know what to click if they had been with at their current address in excess of 5 years - This DOT attracts 1 point )
- LABEL - "First part of your Postcode :-"
- LISTBOX1 - " WA1, WA2 , WA5 , WA7 , other … " ( ListBox has been selected for the postcode entry - WA1 attracts a 1 point, WA2,5 & 7 attracts 2 points, other attracts 3 points - This 'other' category has been added so that all clients can answer the questions. )
- DOT - " WA1 "
- BUTTON - "EXIT" : action on MouseDown - Goto IntermediateScreen3 - "Please remember our website for future use"
- BUTTON - "NEXT" : action on MouseDown -
- If PointsOverall are => 99 then one of the fields has not been completed.
- If PointsOverall are < 99 then Goto IntermediateScreen1
IntermediateScreen1 - either :-
- Enter Application into Database ...
contains
- LABEL - Output of Overall Credit Scoring - ( for full commercial use of this software this would not be shown )
- TEXTBOX - Output 'PASS' and continue to Screen4
- or - Output 'FAIL' and
- TEXTBOX - "Sorry to have failed to meet our loan criteria this time"
- BUTTON 'CLOSE' - On MouseDown - Goto IntermediateScreen3 - "Please remember our website for future use"
( The 'or' refers to the sophiscation with regard to the wording of the button that changes depending on whether the customer has been sucessful in his application. The same button is used in either case but the wording changes and the action of pressing of button also changes in line with the applicant's sucess. )
Screen 4 - Step 4 - Loan Duration
contains
- LABEL - "Loan Duration"
- BMP - "12345"
- DOT - "12 months"
- DOT - "24 months"
- DOT - "36 months" ( added for completeness )
- DOT - "48 months"
- TEXTBOX - MultiLine - Output box - "Show repayments"
- BUTTON - "EXIT" : action on MouseDown - Goto IntermediateScreen3 - "Please remember our website for future use"
- BUTTON - "NEXT" : action on MouseDown - Goto IntermediateScreen2
IntermediateScreen2 - either :-
contains
- BUTTON - "DoYouWantToContinue" action on MouseDown - Continue on Screen 5 ( committing to this loan )
- BUTTON - "ThankYou - I'll look elsewhere before Continuing" : action on MouseDown - Goto IntermediateScreen3 - "Please remember our website for future use"
Screen 5 - Step 5 - Loan Repayment
contains
- LABEL - "Loan Repayment"
- BMP - "12345"
- LISTBOX - "Choose from the 'pulldown' selection" ( NatWest, HSBC, BARCLAYS or OTHER ... )
- TEXTBOX - "SortCode" ( validation might be attempted if time permits )
- TEXTBOX - "Account Number" ( validation might be attempted if time permits )
- TEXTBOX - "BankAddress" ( not implemented for simplicity )
- BUTTON - "EXIT" : action on MouseDown - Goto IntermediateScreen3 - "Please remember our website for future use" and then terminate program
- BUTTON - "NEXT" : action on MouseDown :-
- Enter Application Details updated to Database ...
- and then Goto Screen6
Screen 6 - Loan Repayment
contains
- LABEL - "Thank you - This completes all the information that is required for the loan"
- TEXTBOX - MultiLine - Output Box ( repeated - See Screen / Step4 )
- BUTTON - "CLOSE" : action on MouseDown - Goto IntermediateScreen3 - "Please remember our website for future use" and then terminate program
- BUTTON - "PRINT OUT" ( work in progress :- )
IntermediateScreen3 - either :-
contains
- LABEL - "Please remember our website for future use"
- BUTTON - "Close" : action on MouseDown - Close Program
Database Fields
- SINGLE - UniqueIdentifier ( Primary Key ) ( This is per application ( not per applicant ) )
- TEXT - Name ( This hasn't been broken down into 'Title' , 'FirstName' , 'Surname' for simplicity )
- TEXT - Address1
- TEXT - Address2 ( Telephone number / fax number / Email Address etc ... not implemented for simplicity )
- TEXT - Postcode
- TEXT - SortCode
- TEXT - AccountDetails
- SINGLE - Criteria_Age ( Loan Criteria Points )
- SINGLE - Criteria_Salary ( Loan Criteria Points )
- SINGLE - Criteria_DurationOfEmployment ( Loan Criteria Points )
- SINGLE - Criteria_Residency ( Loan Criteria Points )
- SINGLE - Criteria_DurationOfResidency ( Loan Criteria Points )
- SINGLE - Criteria_Postcode ( Loan Criteria Points )
- SINGLE - Criteria_Overall ( Loan Criteria Points )
- BOOL - Criteria_Achieved ( YES / NO )
- SINGLE - LoanAmount
- SINGLE - LoanDuration
- SINGLE - APR at the time of application ( The source of which is outside the remit of this project )
- DATE - DateOfApplication ( The source of which is today's date - might not be included for simplicity )
- BOOL - LoanAcceptedByCustomer ( YES / NO )
Things to add / subtract
- Greying out of forward buttons when the previous form hasn't been filled out
[ EOF - G.McC ]
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