loyalty-agent-service/docs/specs/customer_management/pool_balance_detail.md

title, type, status, domain

title	type	status	domain
Pool Balance Detail	OpenSpec	Draft	Customer Management

Pool Balance Detail

Requirement Definition

Provides a summary and detailed breakdown of all reward pools and their balance buckets for a selected customer.

Process Flow

Pre-Conditions

• Users must have access rights in the "Balance Enquiry" module.

Business Rules

Data Schema

Pool Balance Summary

Displays a row for each pool the customer interacts with.

Field Name	Description	Logic Type	Constraints / Rules
Pool ID	Pool ID.	String	Read-only.
Pool Name	Pool Name.	String	Read-only.
Pool Type	Pool Type.	String	Read-only.
Pool Entity Level	Customer, Account, or Card level.	String	Read-only.
Balance	Sum of all balance buckets.	Decimal	Read-only.
Redeemable Balance	Sum of non-expired, available buckets.	Decimal	Read-only.
Next Expiring Balance	The earliest non-expired balance bucket amount.	Decimal	Read-only.

Pool Balance Detail (Bucket Breakdown)

Displays the individual expiry buckets for a selected pool.

Field Name	Description	Logic Type	Constraints / Rules
Account Type	Account Type.	String	Read-only.
Account No	Account Number.	String	Read-only.
Card Number	Card Number (only if Card pool entity level).	String	Read-only.
Pool ID	Selected Pool ID.	String	Read-only.
Balance	Non-zero balance of the bucket.	Decimal	Read-only.
Expiry Date	Expiring date of the bucket.	Date	Read-only.

Execution

• View-only screen. No modifications allowed directly.
• Grouping/Visibility is dependent on the Pool Entity Level:
  • Customer level: Shows buckets grouped under accounts, even though earned at customer level.
  • Account level: Shows buckets earned by the specific Account.
  • Card level: Shows buckets earned by the specific Card.
• Expired buckets that have not yet forfeited are shown.

Exception Flow

• N/A