Purpose of investment » History » Version 2
prin methirattanasophon, 02/23/2026 02:44 AM
| 1 | 1 | prin methirattanasophon | # Purpose of investment |
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| 2 | 2 | prin methirattanasophon | |
| 3 | Description: User Interface to captures key compliance inputs with controlled fields. source of funds (radio options) and transaction purpose (multi-select checkbox). |
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| 4 | |||
| 5 | Page Route: /onboarding/income |
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| 6 | |||
| 7 | Data Source: |
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| 8 | - API: Fetch data for country_code |
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| 9 | - localStorage: member_id |
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| 10 | - https://zvn-web-storage-dev.s3.ap-southeast-1.amazonaws.com/onboarding-web/constants/damas-countries.json |
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| 11 | |||
| 12 | Fields Requirement |
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| 13 | |||
| 14 | |field|type|value| |
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| 15 | |:--|:--|:--| |
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| 16 | |sourceOfFund|radio|"Salary", "Inheritance", "Savings", "Investments", "Pension", "Business Ownership", "Real Estate Sales", "Real Estate Rental", "Allowance From Parents"| |
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| 17 | |countrySourceOfIncome|disable field|country_full_name matched with country_code of user workplace| |
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| 18 | |purposeOfTransaction|checkbox|"shortTerm", "longTerm", "speculation", "saving"| |
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| 19 | |||
| 20 | |||
| 21 | Workflow: |
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| 22 | <img style="width: 311px;" src="clipboard-202602201039-4s5kd.png"><br> |
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| 23 | |||
| 24 | --- |
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| 25 | |||
| 26 | System Integration |
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| 27 | |||
| 28 | 1.1 Initialization |
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| 29 | |||
| 30 | Objective: To get the latest user workplace country |
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| 31 | |||
| 32 | API: |
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| 33 | - Method: GET |
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| 34 | - Endpoint: /pre-income |
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| 35 | - Data: Query param |
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| 36 | ``` |
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| 37 | ...?id=${memberId} |
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| 38 | ``` |
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| 39 | |||
| 40 | 1.2 Submission |
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| 41 | |||
| 42 | Objective: To save source of funds and transaction purpose |
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| 43 | |||
| 44 | API: |
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| 45 | - Method: POST |
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| 46 | - Endpoint: /income |
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| 47 | |||
| 48 | Request Body: |
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| 49 | |||
| 50 | |key|type|value| |
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| 51 | |:--|:--|:--| |
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| 52 | |member_id|string|member id| |
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| 53 | |source_of_funds|Array[string]|| |
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| 54 | |country_source_of_income|string|country_code| |
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| 55 | |purpose_of_investment|Array[string]|| |
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| 56 | |country_source_of_income_version|string|version of damas-countries| |
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| 57 | |step|int|page index| |