We’ll use this space to track the following design activities
ID | Panel Name (eKeeper) | Panel Name (Settings) | Proposed Name (UX) | Tab | Scope | Priority | WF / UI | Version | Phase | Comments | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
PP01 | Application Details | Mortgage Details 1 | Application Details | Overview | ✔️ |
| WF | 4 | 1.0 | 1 | 💬 | ||||||
PP02 | Product Details | Mortgage Details 2 | Product Details | Overview | ✔️ |
| WF | 4 | 1.0 | 1 | 💬 | ||||||
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 | ✔️ |
| 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 | ✔️ |
| 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 | ✔️ |
| 1 | 1.0 | 1 | 💬 | |||||||||
PP15 | Initial Enquiry Details | Initial Enquiry Details | Initial Enquiry | ✔️ |
| 4 | 1.0 | 💬 | |||||||||
PP17 | Related Products | Related Products | Related Products | ✔️ |
| 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 | ||||||||||||
? | Network/Firm Panel | childCasesPanel | |||||||||||||||
? | Sourcing |