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Petitioner: Confirm/edit personal information during start of new case (DUP) #400

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JessicaMarine opened this issue Dec 18, 2018 · 0 comments

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@JessicaMarine
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JessicaMarine commented Dec 18, 2018

Duplicate of #307

As a Petitioner, in order to provide the correct contact information to the Court, I need the ability to confirm/edit my personal information.

Petitioner provided certain personal information (name, address, phone, and email) during their account registration process. That personal information should be pulled over and associated with the specific case they are trying to start. Because a Petitioner could have created the account some time in the past, and their information could have changed, Petitioner should be prompted when they create a case to confirm/edit their personal information within the case. Additionally, Petitioner should indicate whether they are filing the new case as an Individual or something else (Married, Corporation, Estate, etc.). If Petitioner selects anything other than “Individual”, additional fields for contact information should display based on that selection.

Pre-Conditions:

  • Petitioner is logged into the System
  • Petitioner has elected to “Start a New Case”
  • Petitioner is at the screen where they can upload a PDF of the Petition

Acceptance Criteria:

  • Petitioner should indicate what type of petitioner (Individual, Married, Corporation, Estate, etc.) they are--REQUIRED field*
  • If Petitioner selects anything other than “Individual”, additional fields for contact information should display based on selection--REQUIRED field*
  • Petitioner’s personal information (name, address, phone, and email) provided during the account registration process is displayed in the appropriate fields
  • Petitioner can confirm/edit/save that personal information
  • Petitioner can add/save any additional contact information required for petitioner type.
  • Petitioner’s personal information is saved in the case under “Case Information”
  • Petitioner’s personal information should be viewable to internal users and both parties (Taxpayer and IRS)
@mariahkannenberg mariahkannenberg added the (1) File a Petition Epic 1: File a Petition label Jan 11, 2019
@JessicaMarine JessicaMarine changed the title Petitioner: Confirm/edit personal information during start of new case (2.3) Petitioner: Confirm/edit personal information during start of new case (DUP) Jan 17, 2019
@JessicaMarine JessicaMarine removed the (1) File a Petition Epic 1: File a Petition label Jan 17, 2019
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