This page is used to record the proposed changes to content/processes/content location in the new design
ID | Panel Name (eKeeper) | Panel Name (Settings) | Proposed Name (UX) | Tab | Scope | Priority | WF / UI | Version | Phase | Comments | Summary of Key Changes | |||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
PP01 | Application Details | Mortgage Details 1 | Application Details | Overview | ✔️ |
| WF | 4 | 1.0 | 1 | 💬 💬 Read Only view with option to edit | |||||||||||||||||||||||||||||||||
PP02 | Product Details | Mortgage Details 2 | Product Details | Overview | ✔️ |
| WF | 4 | 1.0 | 1 | 💬 💬 Read Only view with option to edit | |||||||||||||||||||||||||||||||||
PP03 | Protection Details 1 | Overview | ✔️ |
| 1 | 1.0 | 💬 | |||||||||||||||||||||||||||||||||||||
PP04 | Protection Quote Details | Overview | ✔️ |
| 1 | 1.0 | 💬 | |||||||||||||||||||||||||||||||||||||
PP05 | Case Notes | Action History | Notes | Notes | ✔️ |
| WF | 4 | 1.0 | 1 | 💬 | |||||||||||||||||||||||||||||||||
PP06 | Diary Entries | Diary Entries | Diary | Diary | ✔️ |
| WF | 4 | 1.0 | 1 | 💬 | |||||||||||||||||||||||||||||||||
PP07 | Attached Files | Attached Files | Attached Files | ✔️ | status | |||||||||||||||||||||||||||||||||||||||
| WF | 4 | 1.0 | 💬 | ||||||||||||||||||||||||||||||||||||||||
PP08 | Further Details | Further Details | (Brokers would be able to name it?) | ✔️ |
| WF | 4 | 1.0 | 💬 | |||||||||||||||||||||||||||||||||||
PP09 | Simple Tasks | Simple Tasks | Tasks List | ✔️ |
| WF | 4 | 1.0 | 💬 | |||||||||||||||||||||||||||||||||||
PP10 | Document History | Document History | Product Documents | ✔️ |
| 4 | 1.0 | 1 | 💬 | |||||||||||||||||||||||||||||||||||
PP11 | Participants | Participants | Participants | Overview | ✔️ |
| Green | |||||||||||||||||||||||||||||||||||||
| title | High | WF | 4 | 1.0 | 💬 | |||||||||||||||||||||||||||||||||||||||
PP12 | Stage History | Stage History | Product History | ✔️ |
| WF | 4 | 1.0 | 💬 | |||||||||||||||||||||||||||||||||||
PP13 | Supporting Documents | Ticklists | ✔️ |
| 1 | 1.0 | 💬 This panel has different name in the recording and in the CRM 🤔 | |||||||||||||||||||||||||||||||||||||
PP14 | Commission Options | Commission Details | ✔️ |
| colour | Green|||||||||||||||||||||||||||||||||||||||
| title | High | 1 | 1.0 | 1 | 💬 | |||||||||||||||||||||||||||||||||||||||
PP15 | Initial Enquiry Details | Initial Enquiry Details | Initial Enquiry | ✔️ |
| 4 | 1.0 | 💬 | ||||||||||||||||||||||||||||||||||||
PP17 | Related Products | Related Products | Related Products | ✔️ |
| |||||||||||||||||||||||||||||||||||||||
| colour | Green | High | 4 | 1.0 | 💬 | |||||||||||||||||||||||||||||||||||||||
PP18 | Trustees and Beneficiaries | Trustees & Beneficiaries | ✔️ |
| 1.0 | Additional Product Details | Product Image Showcase | ❌ | -💬 To be confirmed | Transactions | Investment Transactions | ❌ | - | 💬 To be confirmed | Funds | Investment Funds | ❌ | - | 💬 To be confirmed | Credit Search | Credit Search | ❌ | - | 💬 To be confirmed | Hometrack | Hometrack Search | ❌ | - | 💬 To be confirmed | Borrower Experience | Borrower Experience | ❌ | - | 💬 To be confirmed | ||||||||||
PP16 | Email History | Product Timeline Panel | ❌✔️ | - | 💬 To be confirmed |