Page Comparison

Criteria search

3 - low

Can we integrate with Knowledge bank for criteria search?

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Affordability checks

3 - low

can we integrate Brokersense (or other) for affordability checks?

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Customer portal

2 - med

This should be consistent with the new FF. Is this in scope ?

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Multiple document upload

2 - med

Matt Oxley Alan Kington

is there a requirement to upload documents in the broker Fact find?

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Drag and drop 

2 - med

Matt Oxley Alan Kington

is there a requirement to upload documents in the broker Fact find?
Ability to drag and drop credit reports into fact find

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Customer Vulnerability

3 - low

Alan Kington

This needs a lot of consideration. Guidelines are 'fluffy' 4 key areas. Health, financial etc. need to consider what comes out of the box

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Customer Duty 

3 - low

Alan Kington

Need to arrange education on Customer Duty and what it is. 

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Custom Fields

2 - med

Alan Kington

Requirement to add multiple panels with custom fields - Alan to confirm

Testing

2 - med

Matt Oxley Matt Gluszek (Unlicensed)

Need to arrange customer testing of prototype

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Testing

2 - med

Alan Kington

Agree metrics for success

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Testing

2 - med

Alan Kington

Agree analytic tools for CRM

AML and PEP checks

3 - low

This is to be considered in the case UI workflow

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Hometrack

3 - low

Broker suggested adding this to customer portal as well. 

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Fact Find Structure

1 - high

Alan Kington

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

Quick key commands

3 - low

Alan Kington

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

Dark mode

3 - low