Use Cases

A way for attorneys to add a trust account

This is done by adding a new Trust from the Account related list. Due to the fact that this is done less often for a specific account the default New Record page is used.

A way for attorneys to generate a bill

In order to support a one-page overview of the escrow account there is a modal on the Trust Record page to support bill generation. This modal will also generate a email notification to the cooresponding account.

Attorneys need an at-a-glance view of activity on a trust

A table on the Trust will display all actions on the Trust that have occured. On creation of a bill this table auto updates to provide better visual aid that the bill has been created.

We cannot have a negative balence on a trust

A summary field on a trust is used in conjunction with a validation run on the trust line item to make sure that we never end up with a negative trust balence

Assumptions

• There can be multiple deposits into a Trust Account and that is done by the attorney

• A Trust's funds cannot be lower than zero

• An Account can have more than one Trust

Future enhancements and TODOs

Error Handling for email failure

On creation of a bill we send an email to the account. If that fails we will want to notify the user for follow up.

Actual Bill Generation and email templating

Current proof of concept uses a very brief email with minimal information. Future state could use document generation and a more robust email template.

Trust Line Item message on no read access

Replace empty datatable for a user that does not have read access to Trust_Line_Item with message stating as such.