Project

General

Profile

Actions

Design #867

closed

Trust Capital Seychelles - Client Portal - Deposit Section

Added by Aditya Bisen 4 months ago. Updated about 2 months ago.

Status:
Closed
Priority:
Normal
Assignee:
Start date:
08/12/2025
Due date:
10/17/2025
% Done:

100%

Estimated time:
12:00 h
Spent time:

Description

Auto Deposits.

For Read-Only Accounts:

Deposits are permitted only to the EWallet and must be automated.
After each deposit, the client’s card details (last 4 digits, cardholder name, and expiry date) must be stored in our system.
A notification email should be sent to the Backoffice informing them of the newly entered card details.
The Backoffice will then verify the details in the CRM.
The list of saved cards, along with their verification status, should be visible in our portal.
For every deposit, validate whether the entered card is in the saved list.
If not, send a notification email to the Backoffice for verification.
For Real Accounts:

Auto deposits will be allowed only to EWallets, not directly to trading accounts.
After the initial deposit, the client’s card details (last 4 digits, cardholder name, and expiry date) must be stored in our system with a status of "Not Verified".
A notification email should be sent to the Backoffice for verification via the CRM.
The list of saved cards, along with their verification status, should be displayed in our portal.
EWallet-to-trading account transfers will be blocked if the client has any unverified/Rejected cards.
For each deposit, validate whether the entered card is in the saved list.
If not, send a notification email to the Backoffice for verification and store the new card details with status "Not Verified".

Please provide the required UI/UX design for the above requirement, focusing mainly on the Saved Cards Listing section in the portal.

Actions

Also available in: Atom PDF