# APEX App 82963 "SIMS CUSTOMER New" — UX Reference for the HQ Console

*Condensed from a full reverse-engineering of the Oracle APEX export (`f82963.sql`, 94 pages,
68k lines, exported 2026-07-16). Purpose: when polishing HQ pages, match the **mental model**
the team already has — not the APEX technology. The HQ console replaces this app.*

## What the old app is

Vendor-internal ops console for a **banking-software company**. Clients are **banks /
cooperative credit societies** (the client-name column is literally `BANK`; rows carry
IFSC, RTGS flags, e-collection codes, AnyDesk ids). Three product lines: core banking
("SMS" modules, Deposit/Loan split), RTGS/NEFT integration, plus docs/billing and the
vendor's own field-staff HR.

## Team's ingrained UX patterns (worth honouring in HQ)

1. **Role-driven home.** Dashboard/menu cards come from data (`SIMS_APP_CONTROL`) filtered
   by the employee's designation — each role sees only its cards. HQ equivalent: role-gated
   nav + "Mine" defaults for staff.
2. **The daily workbench loop.** Day Begin → Work Bench (today's open items, assigned to me)
   → close/transfer → Day End (carry-forward of anything unclosed: an unclosed ticket
   auto-rolls forward every day until handled). This "nothing falls through silently"
   carry-forward is the single most load-bearing behaviour — HQ's pipeline chase-list +
   reminder queue must feel like this: the item stays in your face until resolved.
3. **Pending-first ordering.** Payment status list sorts `PENDING` to the top
   (`ORDER BY CASE WHEN PAYMENT_STATUS='PENDING' THEN 0 ELSE 1 END`). HQ: overdue/actionable
   rows always sort first.
4. **One picker → detail panel.** Module report = pick a bank → see its modules; billing =
   enter bill no → see lines. Master-detail with a single obvious filter, not faceted search.
5. **Free-text quick search** over name/status (`LIKE '%x%'` on BANK_NAME/PAYMENT_STATUS).
   HQ: keep the single search box idiom.
6. **Status vocabulary the team speaks:** enquiry pipeline `GENERAL ENQUIRY → NEW PROJECT →
   WAITING FOR CUSTOMER RESPONSE → YES/NO`; tickets `OPEN / IN PROGRESS / CLOSED / TRANSFERED`;
   payment `PENDING / …`; proforma vs invoice via `INVOICE_TYPE` + `CONVERTED_FROM_PROFORMA_ID`.
   HQ's stages (Enquiry → New Project → Quoted/Waiting → Won/Lost) deliberately mirror this.
7. **Everyone-visible reference data on the client row:** district, sector, phone, mail,
   WhatsApp, AnyDesk id, product flags (ATM/RTGS/SMS/MOBILE_APP). Support staff live off this
   card. (HQ gap noted: support-access fields are a deferred slice.)
8. **Exports everywhere.** IG reports download CSV/XLSX/PDF. HQ: every list should copy/export.
9. **Assignment is personal.** Tickets/enquiries carry `ASSIGNED_TO` (an employee name);
   reports filter by employee. HQ: owner on every pipeline row; "Mine" filter.
10. **Calendar views** for tickets/leave, colour-coded by status via a colour lookup table.
    (Deferred in HQ; note only.)

## Screen inventory the team knows (major ones)

| Old page | What it does | HQ equivalent |
|---|---|---|
| 5 SIMS Client List / 6 form | master client book (IG grid, inline edit) | Clients / ClientDetail |
| 2/3 SMS Client, 29/30 RTGS Client | per-product client lists | Clients + module roster |
| 61 SMS_MODULES / 62 Module Report | modules per client (per-client only!) | Modules + NEW module→client roster (HQ improves: cross-client) |
| 31 SMS TICKET / 27 RTGS_TICKET | enquiry "project" pipeline w/ ASSIGNED_TO | NEW Pipeline chase-list |
| 45/64 BILLING, 71 BILL PAYMENT STATUS | bills + pending-first payment status | Documents, Dashboard, Reports |
| 63/77/78 SIMS_INVOICES | normalized invoices, proforma→invoice convert | DocumentView convert-and-send |
| 8/11/40 DAY BEGIN / WORK BENCH / DAY END | daily open-call loop, carry-forward | Dashboard reminder queue + Pipeline |
| 42 Report | date-range + group/bank/employee filtered call report | Reports |
| 51–56 DOCUMENTS | hierarchical doc库 cards | (deferred) |
| 23/65 EMPLOYEE | employee master (EMPMASTER drives everything) | NEW Employees page |
| 12/18/26/28/36/41/43 TA/leave/monthly | field-staff HR | deferred (non-goal) |

## UX pass checklist derived from the above

For EVERY HQ page: (a) actionable/overdue rows first; (b) one obvious search/filter;
(c) owner visible where relevant + "Mine" default for staff; (d) counts shown, pagination,
never silent truncation; (e) export/copy where a list exists; (f) status labels use the
team's vocabulary above; (g) the thing you must do next is one click away (workbench feel);
(h) works on a phone browser (spec non-goal: no native app).