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    Kelola AsetKu Flow Chart

    Uploaded by

    Dark Engine
    The document outlines a flowchart for a customer survey and financial management process. It starts with determining if the customer has already taken a survey. It then checks the data and either shows notice to complete questions or repeats the survey. Based on the cash flow risk level, it will show different recommendations and allow modifying the risk profile. It then displays investment options on the Kelola Asetku page and allows adding accounts from MOINVES or downloading the MOINVES app. From there, the user can edit cash flow categories and transactions, change dates, or go back as needed to complete the financial management and planning process.

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    Kelola AsetKu Flow Chart

    Uploaded by

    Dark Engine
    12 views1 page
    The document outlines a flowchart for a customer survey and financial management process. It starts with determining if the customer has already taken a survey. It then checks the data and either shows notice to complete questions or repeats the survey. Based on the cash flow risk level, it will show different recommendations and allow modifying the risk profile. It then displays investment options on the Kelola Asetku page and allows adding accounts from MOINVES or downloading the MOINVES app. From there, the user can edit cash flow categories and transactions, change dates, or go back as needed to complete the financial management and planning process.

    Original Description:

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    The document outlines a flowchart for a customer survey and financial management process. It starts with determining if the customer has already taken a survey. It then checks the data and either shows notice to complete questions or repeats the survey. Based on the cash flow risk level, it will show different recommendations and allow modifying the risk profile. It then displays investment options on the Kelola Asetku page and allows adding accounts from MOINVES or downloading the MOINVES app. From there, the user can edit cash flow categories and transactions, change dates, or go back as needed to complete the financial management and planning process.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as pdf or txt
    12 views1 page

    Kelola AsetKu Flow Chart

    Uploaded by

    Dark Engine
    The document outlines a flowchart for a customer survey and financial management process. It starts with determining if the customer has already taken a survey. It then checks the data and either shows notice to complete questions or repeats the survey. Based on the cash flow risk level, it will show different recommendations and allow modifying the risk profile. It then displays investment options on the Kelola Asetku page and allows adding accounts from MOINVES or downloading the MOINVES app. From there, the user can edit cash flow categories and transactions, change dates, or go back as needed to complete the financial management and planning process.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
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    of 1

    Start

    False True False False


    Already take  All data has been 
    Customers Survey Process user answer Score = 1 ‐ 4 Score = 4.5 ‐ 7
    True
    survey? filled?

    True True

    Flase Show conservative  Show moderate  Show aggressive 


    Show notice to 
    False customer  customer  customer 
    Cash flow =  compete all question
    recomendation recomendation recomendation
    safe?

    False
    True True
    True Change risk 
    Repreat survey
    False profile
    Cash flow = risk?

    False False

    False

    True Show safe/risk/ False True Show nominal of the chosen 


    Cash flow =  Show Kelola  Customer icon  Click category in
    danger in pie  category and others category 
    danger? Asetku page profile chart
    chart will transparent 50%
    False

    Open MOINVES  True False True True


    Click add  Show MOINVES page  Click add in top 
    or Download  Already sync?
    account with add account bar page
    MOINVES
    False
    False
    False
    True

    True False Show MOINVES page  False


    Click add 
    Click back with sync MOINVES 
    portofolio
    account

    True
    True
    Category =  Cash flow show  Show Arus  Button edit
    Change date Change date?
    Meraih Mimpi depends date Kas page Arus Kas

    False
    False
    False False

    True True True False False


    Input category of  There is a  Input  Change the transaction 
    Meraih Mimpi? Click Back
    Meraih Mimpi target? category category

    True

    True True True


    Show Target  Show Meraih  Button add 
    Delete data Click Delete Input data Click add
    Meraih Mimpi page Mimpi page Meraih Mimpi

    False False False

    True
    Click back True False
    Click edit in a 
    Click back
    False
    target

    Add to column target 
    Process amount of 
    in page Meraih Mimpi  True
    installment payment False
    & Kelola Asetku  False

    True False
    End
    Green bar  Input amount of  Click add in a 
    Click back
    increase/decrease installment payment target

    True

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