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Panel Name (Alan)

...

Panel Name (UX)

...

Scope

...

UX Maturity

...

Mortgage Details 1

...

Y ⭐⭐

...

Mortgage Details 2

...

Y ⭐⭐

...

Protection Details 1

...

Y ⭐⭐

...

Protection Quote Details

...

Y ⭐⭐

...

Action History

...

Y ⭐

...

Diary Entries

...

Y ⭐

...

Attached Files

...

Y ⭐

...

Custom Fields

...

Y ⭐

...

Simple Tasks

...

Y ⭐

...

Document History

...

Y ⭐

...

Participants

...

Y ⭐

...

Stage History

...

Y ⭐

...

Ticklists

...

Y ⭐

...

Commission Details

...

Y ⭐

...

Initial Enquiry Details

...

Y ⭐

...

Related Products

...

Y ⭐

...

Product Image Showcase

...

N

...

Investment Transactions

...

N

...

Investment Funds

...

N

...

Credit Search

...

N

...

Hometrack Search

...

N

...

Borrower Experience

...

N

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Product Timeline Panel

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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

Overview

✔️

Status
titleHigh

WF Amends 1

4

1.0

1

💬

PP02

Product Details

Mortgage Details 2

Product Details

Overview

✔️

Status
titleHigh

WF Amends 1

4

1.0

1

💬

PP03

Protection Details 1

Overview

✔️

Status
colourPurple
titleLOW

1

1.0

3

💬

PP04

Protection Quote Details

Overview

✔️

Status
colourPurple
titleLOW

1

1.0

3

💬

PP05

Case Notes

Action History

Notes

Notes

✔️

Status
titleHigh

WF Amends 1

4

1.0

1

💬

PP06

Diary Entries

Diary Entries

Diary

Diary

✔️

Status
titleHigh

WF Amends 1

4

1.0

1

💬

PP07

Attached Files

Attached Files

Attached Files

✔️

Status
colourPurple
titleLOW

WF Amends 1

4

1.0

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 List

✔️

Status
titleHigh

WF Amends 1

4

1.0

1

💬

PP10

Document History

Document History

Product Documents

✔️

Status
titleHigh

WF Amends 1

1

1.0

1

💬e Signature Status??

PP11

Participants

Participants

Participants

Overview

✔️

Status
colourYellow
titleMEDIUM

WF Amends 1

1

1.0

2

💬

PP12

Stage History

Stage History

Product History

✔️

Status
titleHigh

WF Amends 1

1

1.0

1

💬

PP13

Supporting Documents
(Compliance Checklist?)

Ticklists

✔️

Status
colourPurple
titleLOW

WF Amends 1

1

1.0

3

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

PP14

Commission Options

Commission Details

✔️

Status
colourYellow
titleMEDIUM

1

1.0

2

💬

PP15

Initial Enquiry Details

Initial Enquiry Details

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

-

💬 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

?

Network/Firm Panel

childCasesPanel (IM)

?

Intermediary Manager BI Panel

(IM)

?

Sourcing