...
Question | Comments |
|---|---|
Is it worth to include some Case data/statistics at the case summary page? What data can we show that would bring value? e.g. date of case created, last update, by who etc. | |
Is summary a proper place to have data such as Customer other products? It’s seems more like an applicant summary, should we have a separate section for such data? E.g. show it in applicant view? | |
What do you think about quick actions ideas? Should they be accessible from Case level? Should we let brokers choose what they would like to have there? What kind of actions could it be? e.g. Notes, upload doc, diary entry? | |
Notes - currently notes are associated with an individual product or applicant. Does it make sense to create a note on a case? | |
Do we have any data on Products groups? What’s the average number of groups? What’s the average number of products in the offer for brokers? | |
How New Enquiry work? Are all brokers aware that it works as a product placeholder? Shouldn’t it always be visible in products list? Is it worth to rethink this solution? | |
What do you think about having a section dedicated to archived products that simplifies the current experience? Should “archive” be a stage, or a CTA? | |
How does finova portal access work? When there are 3 products, and the applicant is only related with one product |
Product view
Question | Comments |
|---|---|
What would be the most relevant things to show at the top of a product view along with the product stage? For instance Fact Find, Sourcing e.g? | |
Grouping Panels - should brokers be able to create groups on their own? Or there should be sections visible for everyone, such as Diary, History or Notes, and there’s 1 big group for panels that they can show/hide (as currently)? | |
Do we know if there are panels that all brokers use? e.g. Application Details, Product Details etc. Any data on that? | |
Can we drag & drop panels to change order instead of updating this in settings? That could have lock/unlock experience same as on the dashboard | |
Can we allow brokers to add more custom panels? (Further Details currently, and only 1 panel available) Can we allow them to edit name of the custom panels? | |
Seems brokers like ability to choose if a panel is full width or single column. Should we imply some constraints on panels that doesn’t work well with single column? For instance tables, especially on smaller screens | |
How does Sourcing exactly work? Can we show it in some other way than CTAs? as a panel for instance showing only sourcing options that broker can do (based on his integrations) | |
Should we allow brokers to choose what applicant details they would like to see on the left hand nav or show just basic details for everyone? (for instance, some of them would like to see Middle name there) | |
How does adding an applicant on a product affects the product itself? What does it change? | |
...