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Task | Status | Priority | Assigned | Description | Comments | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
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? | 💬 | |||||||
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 | ||||||||
AML and PEP checks |
| 3 - low | This is to be considered in the case UI workflow | 💬 | |||||||
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 | ||||||||
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 | ||||||||
Dark mode |
| 3 - low |