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Task | Status | Priority | Assigned | Description | Comments | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Define standing data for revised workflow |
| 3 - low | Understand requirements for the new UJ Asking general questions → Product → Fact Find → Amend Product if needed. | 💬 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Section notes |
| Consider as part of the standing data a section for taking notes in each section | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Standing data |
| 3 - low | Need to agree standing data set (templates) that come out of the box that follow this workflow: | 💬 | Criteria search |
| 3 - low | Can we integrate with Knowledge bank for criteria search? | 💬 | Affordability checks |
| 3 - low | can we integrate Brokersense (or other) for affordability checks? | 💬 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Move 'Add Fact Find' |
| 3 - low | Currently the fact find sits in the product tab – should, as a quick fix, move this to the case summary tab? | 💬 | Customer portal |
| 2 - med | This should be consistent with the new FF. Is this in scope ? | 💬 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Multiple document upload |
| 2 - med | is there a requirement to upload documents in the broker Fact find? | 💬 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Drag and drop |
| 2 - med | is there a requirement to upload documents in the broker Fact find? | 💬 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Customer Vulnerability |
| 3 - low | 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 Duty |
| 3 - low | Need to arrange education on Customer Duty and what it is. | 💬 | Custom Fields |
| 2 - med | Requirement to add multiple panels with custom fields - Alan to confirm | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Testing |
| 2 - med | Need to arrange customer testing of prototype | 💬 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Testing |
| 2 - med | Agree metrics for success | 💬 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Testing |
| 2 - med | Agree analytic tools for CRM | Applicant name |
| Applicant name | AML and PEP checks |
| 3 - low | This is to be considered in the case UI workflow | 💬 | Agree standard data set out of the box |
| 3 - low | Single set of qs that dynamically update fact find based on products selected. Inc all subsets | Hometrack |
| 3 - low | Broker suggested adding this to customer portal as well. | 💬 | Fact Find Structure |
| 1 - high | Can applicant data be stored against the applicant profile. Needs discovery/testing | Forms |
| 3 - low | Design all forms based on Auto Layout - as soon as we agree on label alignment | Quick key commands |
| 3 - low | Can brokers use browser quick key commands such as ALT FIND to locate content ? Needs to be discussed with Alan to see if this doable | Accessibility |
| 2 - med | After wrapping up this stage, go through all designs again and make sure everything is accessible & colour contrast | 💬 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||