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 Amends 1 | 4 | 1.0 | 1 | 💬 | ||||||||
PP02 | Product Details | Mortgage Details 2 | Product Details | Overview | ✔️ |
| WF Amends 1 | 4 | 1.0 | 1 | 💬 | ||||||||
PP03 | Protection Details 1 | Overview | ✔️ |
| 1 | 1.0 | 3 | 💬 | |||||||||||
PP04 | Protection Quote Details | Overview | ✔️ |
| 1 | 1.0 | 3 | 💬 | |||||||||||
PP05 | Case Notes | Action History | Notes | Notes | ✔️ |
| WF Amends 1 | 4 | 1.0 | 1 | 💬 | ||||||||
PP06 | Diary Entries | Diary Entries | Diary | Diary | ✔️ |
| WF Amends 1 | 4 | 1.0 | 1 | 💬 | ||||||||
PP07 | Attached Files | Attached Files | Attached Files | ✔️ |
| WF Amends 1 | 4 | 1.0 | 3 | 💬 | |||||||||
PP08 | Further Details | Further Details | (Brokers would be able to name it?) | ✔️ |
| WF Amends 1 | 4 | 1.0 | 1 | 💬 | |||||||||
PP09 | Simple Tasks | Simple Tasks | Tasks List | ✔️ |
| WF Amends 1 | 4 | 1.0 | 1 | 💬 | |||||||||
PP10 | Document History | Document History | Product Documents | ✔️ |
| WF Amends 1 | 41 | 1.0 | 1💬 | 💬e Signature Status?? | |||||||||
PP11 | Participants | Participants | Participants | Overview | ✔️ |
| WF Amends 1 | 41 | 1.0 | 2 | 💬 | ||||||||
PP12 | Stage History | Stage History | Product History | ✔️ |
| WF Amends 1 | 41 | 1.0 | 1 | 💬 | |||||||||
PP13 | Supporting Documents | Ticklists | ✔️ |
| WF Amends 1 | 1 | 1.0 | 3 | 💬 This panel has different name in the recording and in the CRM 🤔 | ||||||||||
PP14 | Commission Options | Commission Details | ✔️ |
| 1 | 1.01 | 2 | 💬 | |||||||||||
PP15 | Initial Enquiry Details | Initial Enquiry Details | Initial Enquiry | ✔️ |
| WF Amends 1 | 1 | 1.0 | 3 | 💬 | |||||||||
PP16 | Email History | Product Timeline Panel | ✔️ |
| 1 | 2 | 💬 To be confirmed | ||||||||||||
PP17 | Related Products | Related Products | Related Products | ✔️ |
| WF Amends 1 | 41 | 1.0 | 3 | 💬 | |||||||||
PP18 | Trustees and Beneficiaries | Trustees & Beneficiaries | ✔️ |
| WF Amends 1 | 1 | 1.0 | 3 | |||||||||||
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 (IM) | |||||||||||||||||
? | Intermediary Manager BI Panel | (IM) | |||||||||||||||||
? | Sourcing |