ID | Panel Name (eKeeper) | Panel Name (UX) | Scope | Priority | WF / UI | Version | Phase | Comments | |
|---|---|---|---|---|---|---|---|---|---|
Mortgage Details 1 | Application Details | Y ⭐⭐ | WF | 2 | 1.0 | ||||
Mortgage Details 2 | Product Details | Y ⭐⭐ | WF | 2 | 1.0 | ||||
Protection Details 1 | Protection Details | Y ⭐⭐ | 1 | 1.0 | |||||
Protection Quote Details | Protection Quote Details | Y ⭐⭐ | 1 | 1.0 | |||||
Action History | Y ⭐ | 1 | 1.0 | ||||||
Diary Entries | Diary | Y ⭐ | WF | 2 | 1.0 | ||||
Attached Files | Attached Files | Y ⭐ | WF | 2 | 1.0 | ||||
Custom Fields | Custom | Y ⭐ | WF | 2 | 1.0 | ||||
Simple Tasks | Tasks | Y ⭐ | WF | 2 | 1.0 | ||||
Document History | Document History | Y ⭐ | WF | 2 | 1.0 | ||||
Participants | Participants | Y ⭐ | WF | 2 | 1.0 | ||||
Stage History | Product History | Y ⭐ | WF | 2 | 1.0 | ||||
Ticklists | Y ⭐ | 1 | 1.0 | ||||||
Commission Details | Commission Details | Y ⭐ | WF | 2 | 1.0 | ||||
Initial Enquiry Details | Initial Enquiry Details | Y ⭐ | WF | 2 | 1.0 | ||||
Related Products | Y ⭐ | 1 | 1.0 | ||||||
Product Image Showcase | N | - | |||||||
Investment Transactions | N | - | |||||||
Investment Funds | N | - | |||||||
Credit Search | N | - | |||||||
Hometrack Search | N | - | |||||||
Borrower Experience | N | - | |||||||
Product Timeline Panel | N | - |
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