Content Comparison

Progess bar

Agree metics for defining '% completion'

💬

Progess bar

Piotrek Rak (Unlicensed)

Show workflow for when 'ready for sourcing'

Tool tips

Piotrek Rak (Unlicensed)

Add/illustrate how tool tips work

Add applicants - summary

Show workflow and wfs on how a user would add an applicant from the fact find summary

Add applicants - fact find

Show workflow and wfs on how a user would add an applicant from the fact find applicants page. How does this impact other fact find pages which rely on the number of applicants

Define standing data for revised workflow

Understand requirements for the new UJ

Asking general questions → Product → Fact Find → Amend Product if needed.

💬

Right aligned labels

Confirm this is the approved UI

💬

Fact Find catagories

Consider splitting Fact Find Pages into sections on the main nav. ie Core questions, residential mortgae questions, equity release questions

💬

Section notes

Consider as part of the standing data a section for taking notes in each section

Ability to copy data across

consider where this adds value

💬

Standing data

Need to agree standing data set (templates) that come out of the box that follow this workflow:
Basic (or qualifying) info > Core info > Add product > Criteria > affordability check >  Sourcing

💬

Criteria search

Can we integrate with Knowledge bank for criteria search?

💬

Affordability checks

can we integrate Brokersense (or other) for affordability checks?

💬

Move 'Add Fact Find'

Currently the fact find sits in the product tab – should, as a quick fix, move this to the case summary tab?

💬

Customer portal

This should be consistent with the new FF. Is this in scope ?

💬

Multiple document upload

is there a requirement to upload documents in the broker Fact find?

Drag and drop 

is there a requirement to upload documents in the broker Fact find?
Ability to drag and drop credit reports into fact find

💬

User support

To help adoption of new UI and reduce support calls – should we include links in the new UI to help guides/byte size videos ?

Customer Vulnerability

Add vulnerability  - yes/no. if yes, add comment box to allow broker to fill in details

Customer Vulnerability

Can we have an agreed set of criteria that should a customer meet that it autoflags in the system that they are vulnerable. This criteria can be customised by the broker firm

Customer Vulnerability

Flags could include visual indicators on customer profile. Warning pop banners when a user opens a case/factfind etc
Add alert/pop up to customer to indicate they are vulnerable

Customer Vulnerability

This needs a lot of consideration. Guidelines are 'fluffy' 4 key areas. Health, financial etc. need to consider what comes out of the box

Customer Vulnerability

Add hover over interaction to the warning symbiol - informing detail of vulnerability

Customer Duty 

Need to arrange education on Customer Duty and what it is. 

CRM Brand customisation

Need to agree if this is a requirement or not

💬

Custom Fields

Alan Kington

Requirement to add multiple custome fields - Alan to confirm

Testing

Need to arrange customer testing of prototype

💬

Testing

Agree metrics for success

Testing

Agree analytci tools for CRM

Applicant name

Applicant name

Budget Planner

include ONS Data integration 

💬

Property purchase

add hometrack integration to property purchase UI

💬

Submit Fact Find

We need to reconsider CTAs labeling

💬

Submit Fact Find

Clear visual statement if the Fact find has been completed and by who (poss. Across header?)

AML and PEP checks

Are these a requirement? are they in scope

💬

Adding additional data

need to show how the UI will work when broker adds dependencies or adds additional liabilities

💬

Add promotional banner 

Add poromotion banner to the log in page

Super user menu

Add super user menu to the fact find summary page - includes 'change fact find' and 'view editable questions' toggle
not a lot of users use these functions. Plus brokers lose data when switching fact find

Labelling of subsets

Main challenge is brokers dont use subsets. Is it an education? will better labelling help?

💬

Agree standard data set out of the box 

Single set of qs that dynamically update fact find based on products selected. Inc all subsets 

Dependants

Dont use full DOB companent. Brokers use year of birth for minors to comply with GDPR

Hometrack

Broker suggested adding this to customer portal as well. 

Autosave

Alan Kington

Scenario - what if broker accedently deletes some data (eg name, DOB). How do they recover it.
How does Auto save work, is it every x mins? or when broekr moves section? Is there the ability to load previously saved data?

System messages

Piotrek Rak (Unlicensed)

Add 'dont show me this again' feature to system messages on login screen

System messages

Piotrek Rak (Unlicensed)

Add warning message panel to summary/fact find pages

New applicant

Need to agree on how do we add applicants from FF Summary, during filling FF, and how do we view/edit applicant details

💬

Products

Add ability to remove products

Fact Find name

Add ability to change FF name

Sources of income

Table with sources of income, and adding a source of income flow

Budget Planner

Add a postcode input field, so that a user can import the data from a specific area

Fact Find Structure

Can applicant data be stored against the applicant profile. Needs discovery/testing

Lock Page feature

Brokers still need ability to 'lock' or mark a page as 'completed'. This needs reflecting on the pages menu

💬

Unlinking applicants

Whats the workflow when you unlink/remove applicant

💬

Appicants Applicants treatment

What happens in the background when a broker adds an applicant during a FF Process?

💬

System messagsmessages

Once we agree how linking/removing applicants work, we need to update system messages in warning modals

💬

Forms

Design all forms based on Auto Layout - as soon as we agree on label alignment

Design file

Piotrek Rak (Unlicensed)

Clean the Design file and separate static designs pages from a prototype flow 

Prototype

Piotrek Rak (Unlicensed)

Prepare both FF Summary and Forms prototypes for the Interviews

Fact Find Summary

Validate if brokers need to see "Show all possible questions" filter

💬

Spelling

Check spelling of 'available'

Quick key commands

Can brokers use browser quick key commands such as ALT FIND to locate content ?

Accessibility

After wrapping up this stage, go through all designs again and make sure everyrthing is accessible 

everything is accessible 

💬

Request Broker Fact Finds

Should we request copies of broker fact find so we can get an idea of the size/structure/questions?

Budget Planner calculations

Ability for brokers to add functionality to build simple calculation tools and provide sub totals for grouped data. Eg Add up all credit commitments and summerise the total commitment

Timestamped Notes

Some open fact finds could possibly be years old and contain misleading time sensitive comments. Customer asked if they could be timestamped.

Creating new applicants

When adding a new customer it should check the brokers customer database for matching so as to avoid creating duplicate records

Budget Planner ONS feed

add ability to copy ONS data to the submission fields

Budget Planner ONS feed

Include regional option

Multiple applicants

Ability to change/choose main applicant

Multiple applicants

Make better use of real estate to fit two applicants. Improve labelling when scrolling multiple applicants

Multiple Applicants - source of income

Need to show how multiple applicants works of source of income table

Multiple Applicants - source of income

Need to show how multiple applicants works of budget planner table

Fact find structure

IF FF pages are associated with applicants and by product then should we show this in the side nav? ir create sub structure labeling - Applicants, mortgage, buy 2 let