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Script oral Joe- Cindy Task 2: Transfer Jade to Jade account - Jack needs to do a money transfer to his friend Rami. - In order to do so the steps are: 1) Select Rami’s’ contact, the account from which he wants to transfer from. 2) Jack decides to send 50 $ to Rami 3) Jack presses on send and the confirmation screen pops up; we can see the virtual receipt and details of the successful transaction. Transfer Jade to Non-Jade account The steps: - In the case where Jack’s friend doesn’t have a Jade account, he switches the button on top to non-Jade account. - This way he can add a new recipient to his list. 1) Jack chooses one of his accounts to transfer from, enters the financial and confidential information needed; full name: Samir Hamdan; his Iban, Swift and address. Those info’s can be saved on the spot for future use by clicking on save recipient. 2) The third step is entering the amount that Jack wishes to send. 3) Following the option to split the transfer fee. Jade offers 3 options; either Jack takes care of the full fee amount, or they split it half or he leaves it to Rami and it will de deduced from the final amount remaining. 4) The remaining amount box changes accordingly to the fee choice and the calculations are given clearly in the final number that will be sent to Samir and deduced from Jack’s balance. 5) The final step is Jack scheduling the time and date of the transfer at his ease and adding optional notes and comments in the last box. 6) Pops up the receipt of the transfer detailed with the status of transfer; Successful or not; in our case it was successful. He can find also some basic information such as the transaction sheet number, date, time, place. Task 3: Check analytics Steps/Story: - Jack is curious to know about his spendings so he decides to click on the analytics button to check his report. Jack can see his financial behavior illustrated through visual diagrams; he can visualize his expenses with a pie chart or curved lines. 1) For example, Jack can see clearly the 4 top expenses in the graph. He can look at all the expenses by clicking on see more. 2) But this way Jack realized that he spent 1 300 $ on Food & Beverage which represents 20% of his total expenses. 3) In addition, he can limit his budget on the spot, for example he has limited earlier his budget for category Food and Bev to 1 200$. 4) But unfortunately, and as you can see, the red color is in the indicator that Jack went overbudget by 100$. Task 4: Create J card for daughter Chloe - Jack also needs to create a second card specially for his daughter Chloe Steps to follow 1) He follows the same process as before but knowing that Chloe’s account is linked to his main account. This way he can fill it and limit it to a certain amount. 2) He customized the card with her daughter’s name visible on the card, limits it to a specific budget and colored for his girl as his gift. 3) Jade finally asks Jake if he wants to order it as a physical card or not. 4) The card cost and delivery are a 10$ minimized price and the address can be chosen. 5) Accordingly, Jack confirms the creation of card by adding the address of the delivery for the new J physical card. He clicks on Done and the operation is a success. Task 5: History of Transactions and assigning tasks - Jack needs to check the history of his transactions and assign categories as he wishes. Steps to follow 1) To do so he clicks on transactions list, to categorize his expenses 2) He clicks on assign category. He selects multiple purchases from the list and assigns them to the same category under the name of Grocery. 3) For example, Jack assigned to Spinneys Dubai Mall the general category: Food and Beverage and afterwards he assigned it to a more detailed sub category where he had the choice between 3 options; he made the choice to assign it to grocery shopping; Jack can use multiple layers to organize his expenses and multiple visuals to illustrate his financial behavior.