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Scenario

Batch Processing - gifts

Test Case Id

GA-0041

Test Case Description

Process a gift against an Estate with the singator being the deceased person linked to the Estate

Notes

  decease contact is linked to the estate account through direct link.

payment is a direct deposit / check

choose the decease person as the signator

use planned gift as entry type

Dependency

 

Reviewed by (business) & approved date

 

Automation (AccelQ)

 

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