Real-World Example
Jane cancels a payment plan and later needs a copy of the cancelled agreement. The portal should let her search and view the cancelled agreement PDF without reopening the cancelled plan.
Visual Flow
How It Should Work
- It should show cancelled agreement records tied to the authenticated consumer.
- It should support searching and viewing agreement documents.
- It should preserve historical agreement access even after the plan is no longer active.
How It Should Not Work
- It should not show agreements for another consumer or creditor account.
- It should not turn cancelled agreement viewing into active plan management.
- It should not remove documents that consumers need for records.
Last modified on July 30, 2026