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Michael.Craddock

Michael.Craddock

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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

Maturity

Version

Phase

Comments

PP01

Application Details

Mortgage Details 1

Application Details

Y ⭐⭐

Overview

✔️

Status
titleHigh

WF Amends 1

2

4

1.0

1

💬

PP02

Product Details

Mortgage Details 2

Product Details

Y ⭐⭐

Overview

✔️

Status
titleHigh

WF Amends 1

2

4

1.0

1

💬

PP03

Protection Details 1

Protection Details

Y ⭐⭐

Overview

✔️

Status
colourPurple
titleLOW

1

1.0

3

💬

PP04

Protection Quote Details

Protection Quote Details

Y ⭐⭐

Overview

✔️

Status
colourPurple
titleLOW

1

1.0

3

💬

PP05

Case Notes

Action History

Y ⭐

1

1.0

Notes

Notes

✔️

Status
titleHigh

WF Amends 1

4

1.0

1

💬

PP06

Diary Entries

Diary Entries

Diary

Y ⭐

Diary

✔️

Status
titleHigh

WF Amends 1

2

4

1.0

1

💬

PP07

Attached Files

Attached Files

Attached Files

Y ⭐

✔️

Status
colourPurple
titleLOW

WF Amends 1

2

4

1.0

Custom Fields

Custom

Y ⭐

WF

2

3

💬

PP08

Further Details

Further Details

(Brokers would be able to name it?)

✔️

Status
titleHigh

WF Amends 1

4

1.0

1

💬

PP09

Simple Tasks

Simple Tasks

Tasks

Y ⭐

List

✔️

Status
titleHigh

WF Amends 1

2

4

1.0

1

💬

PP10

Document History

Document History

Y ⭐

Product Documents

✔️

Status
titleHigh

WF Amends 1

2

1

1.0

1

💬e Signature Status??

PP11

Participants

Participants

Participants

Y ⭐

WF

2

Overview

✔️

Status
colourYellow
titleMEDIUM

WF Amends 1

1

1.0

2

💬

PP12

Stage History

Stage History

Product History

Y ⭐

✔️

Status
titleHigh

WF Amends 1

2

1

1.0

1

💬

PP13

Supporting Documents
(Compliance Checklist?)

Ticklists

Y ⭐

✔️

Status
colourPurple
titleLOW

WF Amends 1

1

1.0

Commission Details2

3

💬 This panel has different name in the recording and in the CRM 🤔

PP14

Commission Options

Commission Details

Y ⭐

WF

✔️

Status
colourYellow
titleMEDIUM

1

1.0

2

💬

PP15

Initial Enquiry Details

Initial Enquiry Details

Y ⭐

WF

2

1.0

Related Products

Y ⭐

Initial Enquiry

✔️

Status
colourPurple
titleLOW

WF Amends 1

1

1.0

3

💬

PP16

Email History

Product Timeline Panel

✔️

Status
colourYellow
titleMEDIUM
???

1

2

💬 To be confirmed

PP17

Related Products

Related Products

Related Products

✔️

Status
colourPurple
titleLOW

WF Amends 1

1

1.0

3

💬

PP18

Trustees and Beneficiaries

Trustees & Beneficiaries

✔️

Status
colourPurple
titleLOW

WF Amends 1

1

1.0

3

💬 More info from Alan

Additional Product Details

Product Image Showcase

N

❌

-

💬 To be confirmed

Transactions

Investment Transactions

N

❌

-

💬 To be confirmed

Funds

Investment Funds

N

❌

-

💬 To be confirmed

Credit Search

N

Credit Search

❌

-

💬 To be confirmed

Hometrack

Hometrack Search

N

❌

-

💬 To be confirmed

Borrower Experience

Borrower Experience

N

❌

-

Product Timeline Panel

N

-

💬 To be confirmed

?

Network/Firm Panel

childCasesPanel (IM)

?

Intermediary Manager BI Panel

(IM)

?

Sourcing