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Task
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Status
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Priority
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Assigned
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Description
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Comments
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Define standing data for revised workflow
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3 - low
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Understand requirements for the new UJ
Asking general questions → Product → Fact Find → Amend Product if needed.
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💬
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Section notes
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Consider as part of the standing data a section for taking notes in each section
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Standing data
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3 - low
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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
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💬
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Links to project pages
New feature requests
Here’s where we capture all the features and functionality requested by brokers or suggested by the UX/dev teams.
Task | Status | Priority | Assigned | Description | Comments | ||||||||||||||||||
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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 CRMApplicant 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 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 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 | 💬 | |||||||||||||||