Declining Balance Card

Use Case (happy path)

1. New form auto-created for each user from Concur .csv file
1.  (Elements: First Name, Last Name, User Email, Spend Limit, Declining Balance Begin Date, Declining Balance End Date, User Net Id, DBC Flag, Employee Id)
2. DBC User (student) receives email notification to complete form.
3. DBC User completes form.
4. Expense Card Admin group receives notification of submitted form.
5. Expense Card Admin Approves form.
6. DBC User receives notification of approval and link to form.
7. Expense Card Admin transmits form.  Form is created in export report.
8. Expense Card Admin Exports the data into Excel.

Travel Card Request Application_data specs_20200630.xlsx

TCard_and_DBC_Report_Export_DEVSAMPLE.xls

-The fields we still need values for are below under Fields TBD

-Example .csv needed from Concur.

-I have set up some basic Email Notifications for when certain actions are taken.  Below is the wording used.  Let me know if you want anything changed.

-I have provided a basic Use Case below to give you an idea of the workflow.

-Attached is the updated data spec from our meeting last week.

Fields TBD

Default Level 1 Hierarchy

Agent Number