We’ll use this space to list and summarise actions based on In-depth Interviews, Research and Design Reviews.
Task | Status | Priority | Assigned | Description | Comments | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
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 Speak to Alan | ||||||||
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 | 💬 | |||||||