Page Comparison

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?

An interview question I think. I’d only be guessing!

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)?

Or maybe if a broker wants to toggle on Notes, instead of a panel - it’s displayed as a tab

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

This would be good. I guess the only think that is difficult is the panels can be quite large so dragging a large panel over a scrolling page can be difficult. I’ve always dreamed that you’d be able to magically zoom the page out to allow you to drag the panels and then zoom back in when you’d finished automatically! That would be a lot of work I believe!

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?

This is a limitation currently but one that I’d really like to change. I’d like users to have the ability to create multiple custom panels (and rename them) as well as have the ability to add custom fields to the “fixed” 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

You could do but there is an element of users controlling their own destiny here e.g. if a panel looks terrible when they make it

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)

You could do. Part of one of the existing panels shows the sourcing results from previous sessions so it might be logical to put the option to launch a new sourcing session there? It would just be the same button in a different place though but I guess that’s ok?

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)

Disclaimer: I always like making things configurable but this introduces complexity and overhead. I’d like to do what you suggest (and have had this on the radar since the middle name request popped up) but we probably need an idea of what different customers want before adding this.

How does adding an applicant on a product affects the product itself? What does it change?

What’s the relation between applicant in a product and fact find? If the applicant is deleted from a fact find, is he also removed from a product?

If you add an applicant to a product then a few things change. The most obvious is the system will recalculate the “required documents” to take into account the new applicant e.g. you need another proof of ID. The other things are less immediately visual such as when you produce a document that references the applicants then the new applicant will appear on there etc.

You can’t really delete an applicant from the fact find. If the fact find relates to a product the applicant is on then they’ll appear in the fact find.

When adding a product - what does “associate with product” do?

It creates a relationship between the products (the types of relationship are user-defined). This is used for a few things:

Just keeping track of the relationship! E.g. this life policy provides protection for this mortgage

Reporting. You can list all mortgages and their associated products for example. This lets you see the total commission for a mortgage and all its related products or lets you check that you haven’t got a mortgage where you’ve forgotten to put the life policy on-risk.

Somewhat related to the above. You can set a “stage prerequisite” that blocks movement through the workflow unless you have associated products in a defined set of states. Same principle, don’t let the adviser complete the mortgage unless they have discussed life cover with the customer.

There are probably more but I’d have to have more of a think!