Actions
Purpose of investment¶
Description: User Interface to captures key compliance inputs with controlled fields. source of funds (radio options) and transaction purpose (multi-select checkbox).
Page Route: /onboarding/income
Data Source:
- API: Fetch data for country_code
- localStorage: member_id
- https://zvn-web-storage-dev.s3.ap-southeast-1.amazonaws.com/onboarding-web/constants/damas-countries.json
Fields Requirement
| field | type | value |
|---|---|---|
| sourceOfFund | radio | "Salary", "Inheritance", "Savings", "Investments", "Pension", "Business Ownership", "Real Estate Sales", "Real Estate Rental", "Allowance From Parents" |
| countrySourceOfIncome | disable field | country_full_name matched with country_code of user workplace |
| purposeOfTransaction | checkbox | "shortTerm", "longTerm", "speculation", "saving" |
Workflow:
System Integration
1.1 Initialization
Objective: To get the latest user workplace country
API:
- Method: GET
- Endpoint: /pre-income
- Data: Query param
...?id=${memberId}
1.2 Submission
Objective: To save source of funds and transaction purpose
API:
- Method: POST
- Endpoint: /income
Request Body:
| key | type | value |
|---|---|---|
| member_id | string | member id |
| source_of_funds | Array[string] | |
| country_source_of_income | string | country_code |
| purpose_of_investment | Array[string] | |
| country_source_of_income_version | string | version of damas-countries |
| step | int | page index |
Updated by prin methirattanasophon about 2 months ago · 2 revisions