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Real-World Example

Jane wants to settle earlier than the remaining installment plan. She requests a settlement date, and the portal should update the selected schedule transaction only when the request is valid for the active plan.

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Visual Flow

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How It Should Work

  • It should allow settlement-date requests only for active plans and eligible transactions.
  • It should keep the consumer informed about the resulting schedule change.
  • It should update external calendar events when the date changes.

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How It Should Not Work

  • It should not apply settlement-date changes to the wrong account.
  • It should not bypass payment-plan constraints.
  • It should not leave old calendar dates active after the request succeeds.

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Developer Notes

  • This is an active plan action, not a separate new offer.
  • Calendar updates should be queued after the schedule change.
  • app/Livewire/Consumer/SchedulePlan/RequestSettlementDate.php
  • app/Livewire/Consumer/SchedulePlan.php
  • app/Jobs/UpdateCalendarEvents.php
Last modified on May 25, 2026