This page is used to record the proposed changes to content/processes/content location in the new design
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ID
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Panel Name (eKeeper)
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Panel Name (Settings)
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Proposed Name (UX)
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Tab
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Summary of Key Changes
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PP01
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Application Details
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Mortgage Details 1
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Application Details
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Overview
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💬 Read Only view with option to edit
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PP02
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Product Details
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Mortgage Details 2
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Product Details
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Overview
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💬 Read Only view with option to edit
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PP03
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Protection Details 1
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Overview
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💬
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PP04
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Protection Quote Details
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Overview
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💬
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PP05
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Case Notes
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Action History
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Notes
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Notes
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💬
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PP06
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Diary Entries
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Diary Entries
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Diary
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Diary
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💬
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PP07
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Attached Files
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Attached Files
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Attached Files
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💬
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PP08
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Further Details
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Further Details
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(Brokers would be able to name it?)
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💬
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PP09
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Simple Tasks
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Simple Tasks
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Tasks List
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💬
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PP10
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Document History
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Document History
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Product Documents
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PP11
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Participants
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Participants
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Participants
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Overview
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💬
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PP12
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Stage History
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Stage History
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Product History
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💬
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PP13
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Supporting Documents
(Compliance Checklist?)
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Ticklists
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💬
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PP14
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Commission Options
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Commission Details
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💬
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PP15
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Initial Enquiry Details
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Initial Enquiry Details
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Initial Enquiry
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💬
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PP17
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Related Products
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Related Products
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Related Products
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💬
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PP18
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Trustees and Beneficiaries
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Trustees & Beneficiaries
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💬
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PP16
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Email History
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Product Timeline Panel
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This page is used to record comments on suggested tweaks to the development work to update the current version of the CRM with the new Ant design system UI.
For reference, 2 miro boards have screenshots from the UI spike screens with instances of the comments mentioned in the following tables, mapped out in detail.
https://miro.com/app/board/uXjVMXK-nP0=/
https://miro.com/app/board/uXjVMW0RIZ8=/
Critical Updates - Summary of issues
Wrong branding
Status colour Red title CONFUSION Issues with button types, style and position
Status title LEGIBILITY Status colour Purple title consistency Form content alignment and spacing
Status title LEGIBILITY Font sizes
Status title LEGIBILITY Status colour Purple title consistency Missing CTA buttons
Status colour Yellow title Navigation
Used in 3 amigos: https://miro.com/app/board/uXjVMHU2hLQ=/
For the purpose of this meeting we did not address any of the maintenance pages.
Type | Request | Criticality | Outcome Comment | Phase | Status | |||||||||||||||||||||||||||||||||||||||||||||||
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| 1 | Header | Replace all instances of eKeeper Logo with finova 'f' logo |
| Should be easy, just need to be conscious that white-labellig still works |
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| 2 | Header | Menu items to match UI design |
| To confirm - ticket to restyle the header already in play? |
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| 3 | Text content | Replace all instances of 'eKeeper' text with 'finova Broker CRM' text |
| Would need to confirm all areas where this appears and then,
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| 4 | Buttons | Ensure buttons indicated as primary are correctly defined |
| This is a mega task, approximately 100 locations to make this change (and that isn’t counting all the places where a post it goes to multiple locations). |
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| 5 | Buttons | Ensure buttons indicated as secondary are correctly defined |
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| 6 | Buttons | Ensure buttons indicated as tertiary are correctly defined |
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| 7 | Buttons | Ensure primary buttons are styled correctly |
| This should be easier, can update bootstrap styling and see how many buttons it catches. |
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| 8 | Buttons | Ensure secondary buttons are styled correctly |
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| 9 | Buttons | Ensure tertiary buttons are styled correctly |
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| 10 | Buttons | Move buttons (primary and secondary) to footer where indicated |
| This is a mega job too, and has a big testing impact |
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| 11 | Footer | Ensure a sticky footer is present on all pages and popups |
| Limited places where this is required, small volume means it’s plausible to do it |
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| 12 | Footer | Reorder buttons in footer button group to match UI design |
| Footer - would have to do this on many many pages |
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| 13 | Footer | Position the button group to match UI design |
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| 14 | Footer | Button label 'Save & Close' has now been changed to 'Save & Exit' |
| Could perform a search, then review, & replace. Probably not mission critical, but doable |
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| 15 | Footer | Add 'Back' and or 'Close' buttons to indicated pages to allow user to navigate back (without using the browser back button) |
| Limited places outlined where this is required, small volume means it’s plausible to do it |
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| 16 | Footer | Ensure 'Top' button appears on the far right-hand side of all sticky footers |
| Footer - would have to do this on many many pages |
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| 17 | Footer | Replace all instances of ‘eKeeper CRM V5X' text with 'finova Broker CRM’ text |
| Would need to confirm all areas where this appears and then,
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| 18 | Dashboard | 'All Users' bar (circles with initials) - Decrease text size slightly |
| Very limited scope, easy to achieve |
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| 19 | Business summary | 'Stages' bar (blue coloured boxes) - Decrease text size slightly |
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| 20 | Forms | Input fields |
| This is a pretty big task to find all the locations where this is an issue and change them - by the looks of the miro it is happening all over the place and we are unsure of whether these are all separately styled elements (would be time intensive to change) or common (would be less intensive) |
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| 21 | Forms | Input fields |
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| 22 | Forms | Input fields |
| Limited places outlined where this is required, small volume means it’s plausible to do it |
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| 23 | Forms | Input fields |
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| 24 | Forms | Bullets |
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| 25 | Forms | Checkboxes |
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| 26 | Forms | Bullet & Checkbox Labels |
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| 27 | Forms | Page title headers |
| We hope this would be very easy to do (caveat, we won’t know until we’re in there looking at it) |
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| 28 | Forms | Panel title headers (featured on a page) |
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| 29 | Forms | Popup window title headers |
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| 30 | Forms | Product tables |
| Limited places outlined where this is required, small volume means it’s plausible to do it |
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| 31 | Forms | Product tables |
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Desired Updates - Summary of issues
Colour correction
Status colour Purple title consistency Tab styling and alignment
Status title LEGIBILITY Icons
Status colour Purple title consistency TinyMC styling
Status title LEGIBILITY Enhanced Input field to label alignment
Status colour Purple title consistency Breadcrumbs
Status colour Purple title consistency Page specific tweaks
Type | Request | Criticality | Outcome Comment | Phase | Status | |||||||||||||||||||||||||||||||||||||
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| 1 | Business summary | Pagination controller |
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| 2 | Forms | Tabs |
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| 3 | Forms | Tabs |
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| 4 | Forms | Icons |
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| 5 | Forms | Icons |
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| 6 | Forms | TinyMC interface |
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| 7 | Forms | Input field & label alignment as the UI design |
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| 8 | Settings Forms | Breadcrumbs |
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| 9 | Settings Forms | Breadcrumbs |
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| 10 | Settings Forms | 'Edit Existing Simple Task' page |
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| 11 | Settings Forms | 'Edit Existing Simple Task' page |
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| 12 | Settings Forms | 'Maintain Birthday Communications' page |
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| 13 | Settings Forms | 'Edit Search View' page |
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| 14 | Settings Forms | 'Page List: Burrow Fact Find' page & 'Page List: Generic Fact Find' page |
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| 15 | Settings Forms | ‘Edit SMS Template’ page |
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| 16 | Settings Forms | ‘Edit SMS Template’ page |
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