Consolidated Account Statement Use Case
The Consolidated Account Statement use case describes the process of generating an on-demand, consolidated report summarizing the customer's contracts with the bank. It includes checking and savings accounts, credit cards, term deposits, investment funds, and pending bills. Table 2 provides details of the Consolidated Account Statement use case.
Actors: Customer, System
Pre-Conditions: The customer must be authenticated. Anonymous requests are forbidden.
Actions
1. The customer selects the Account Summary option in the Global Bank Web portal.
2. The system presents a summarized report of all contracts between the customer and the bank. Customers may expand each product to obtain more information (out of scope).
3. A report displays the information grouped by the following sections: cash accounts, investment funds, cumulative deposits, credit cards, and pending bills.
4. The system displays the groups in the order specified in step 3, except when the customer's personalization options indicate otherwise (out of scope).
5. The system displays the information within each group. For details, see Table 3.
Alternative Flows
Customer does not have products in a particular section: If the customer does not own any products in a particular section, the system does not display the whole section. For example, if he or she does not have term deposits, the Investments section is not presented. The only exception is pending bills. If the customer subscribes to the Bill Payment system and does not have any pending bills, the system displays "No pending bills to display.” If the customer does not subscribe to the Bill Payment system, the entire section does not appear.
Business Rules:
The account summary option is available only to authenticated users.
A customer may request a report only on his or her products.

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