...
Task
...
Status
...
Priority
...
Assigned
...
Description
...
Comments
...
Define standing data for revised workflow
...
| Status | ||||
|---|---|---|---|---|
|
...
3 - low
...
Understand requirements for the new UJ
Asking general questions → Product → Fact Find → Amend Product if needed.
...
💬
...
Section notes
...
| Status | ||
|---|---|---|
|
...
Consider as part of the standing data a section for taking notes in each section
...
Standing data
...
| Status | ||||
|---|---|---|---|---|
|
...
3 - low
...
Need to agree standing data set (templates) that come out of the box that follow this workflow:
Basic (or qualifying) info > Core info > Add product > Criteria > affordability check > Sourcing
...
💬
...
Links to project pages
New feature requests
Here’s where we capture all the features and functionality requested by brokers or suggested by the UX/dev teams.
Task | Status | Priority | Assigned | Description | Comments | |||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Criteria search |
| 3 - low | Can we integrate with Knowledge bank for criteria search? | 💬 | ||||||||||||||||||
Affordability checks |
| 3 - low | can we integrate Brokersense (or other) for affordability checks? | 💬Move 'Add Fact Find' | ||||||||||||||||||
| 3 - low | Currently the fact find sits in the product tab – should, as a quick fix, move this to the case summary tab? | 💬 | Customer portal |
| 2 - med | This should be consistent with the new FF. Is this in scope ? | 💬 | ||||||||||||||
Multiple document upload |
| 2 - med | is there a requirement to upload documents in the broker Fact find? | 💬 | ||||||||||||||||||
Drag and drop |
| 2 - med | is there a requirement to upload documents in the broker Fact find? | 💬 | ||||||||||||||||||
Customer Vulnerability |
| 3 - low | This needs a lot of consideration. Guidelines are 'fluffy' 4 key areas. Health, financial etc. need to consider what comes out of the box | 💬 | ||||||||||||||||||
Customer Duty |
| 3 - low | Need to arrange education on Customer Duty and what it is. | 💬 | ||||||||||||||||||
Custom Fields |
| 2 - med | Requirement to add multiple panels with custom fields - Alan to confirm | |||||||||||||||||||
Testing |
| 2 - med | Need to arrange customer testing of prototype | 💬 | ||||||||||||||||||
Testing |
| 2 - med | Agree metrics for success | 💬 | ||||||||||||||||||
Testing |
| 2 - med | Agree analytic tools for CRM | Applicant name |
| Applicant name | ||||||||||||||||
AML and PEP checks |
| 3 - low | This is to be considered in the case UI workflow | 💬 | Agree standard data set out of the box |
| ||||||||||||||||
3 - low | Single set of qs that dynamically update fact find based on products selected. Inc all subsets | Hometrack |
| 3 - low | Broker suggested adding this to customer portal as well. | 💬 | ||||||||||||||||
Fact Find Structure |
| 1 - high | Can applicant data be stored against the applicant profile. Needs discovery/testing IF FF pages are associated with applicants and by product then should we show this in the side nav? ir create sub structure labeling - Applicants, mortgage, buy 2 let Speak to Alan | Forms | ||||||||||||||||||
| Status | Yellow | |||||||||||||||||||||
| title | Opened | |||||||||||||||||||||
3 - low | Design all forms based on Auto Layout - as soon as we agree on label alignment | Quick key commands |
| 3 - low | Can brokers use browser quick key commands such as ALT FIND to locate content ? Needs to be discussed with Alan to see if this doable | |||||||||||||||||
AccessibilityDark mode |
| 2 - med | After wrapping up this stage, go through all designs again and make sure everything is accessible & colour contrast | 💬3 - low |