Page Comparison

Define standing data for revised workflow

3 - low

Understand requirements for the new UJ

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

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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:
Basic (or qualifying) info > Core info > Add product > Criteria > affordability check >  Sourcing

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Criteria search

3 - low

Can we integrate with Knowledge bank for criteria search?

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Affordability checks

3 - low

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

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Move 'Add Fact Find'

3 - low

Matt Oxley

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

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Customer portal

2 - med

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

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Multiple document upload

2 - med

Matt Oxley Alan Kington

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

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Drag and drop 

2 - med

Matt Oxley Alan Kington

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

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Customer Vulnerability

3 - low

Alan Kington

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

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Customer Duty 

3 - low

Alan Kington

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

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Custom Fields

2 - med

Alan Kington

Requirement to add multiple panels with custom fields - Alan to confirm

Testing

2 - med

Matt Oxley Matt Gluszek (Unlicensed)

Need to arrange customer testing of prototype

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Testing

2 - med

Alan Kington

Agree metrics for success

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Testing

2 - med

Alan Kington

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

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Agree standard data set out of the box 

3 - low

Matt Oxley

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. 

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Fact Find Structure

1 - high

Alan Kington

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

Piotrek Rak (Unlicensed)

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

Quick key commands

3 - low

Alan Kington

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

Matt Gluszek (Unlicensed) Piotrek Rak (Unlicensed)

After wrapping up this stage, go through all designs again and make sure everything is accessible & colour contrast

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