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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 | Version | Phase | Comments | |
|---|---|---|---|---|---|---|---|---|---|---|
PP01 | Application Details | Mortgage Details 1 | Application Details |
Y ⭐⭐
WF
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 |
Protection Details
Y ⭐⭐
1
Protection Quote Details
Protection Quote Details
Y ⭐⭐
1
Action History
Y ⭐
1
Diary Entries
Diary
Y ⭐
WF
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 |
Y ⭐
WF
2
Custom Fields
Custom
Y ⭐
WF
✔️ |
| 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 | 1 | 1.0 | 1 | 💬e Signature Status?? |
PP11 | Participants | Participants | Participants |
Y ⭐
WF
Overview | ✔️ |
| WF Amends 1 | 1 | 1.0 | 2 | 💬 | |||||||
PP12 | Stage History | Stage History | Product History |
✔️ |
| WF |
2
Ticklists
Y ⭐
1
Commission Details
Commission Details
Y ⭐
WF
2
Amends 1 | 1 | 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 | 1.0 | 2 | 💬 | |||||||||
PP15 | Initial Enquiry Details | Initial Enquiry Details |
Y ⭐
WF
2
Related Products
Y ⭐
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 | 1 | 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 |
❌ | - |
Product Timeline Panel
N
💬 To be confirmed | |||||||||||
? | Network/Firm Panel | childCasesPanel (IM) | |||||||||
? | Intermediary Manager BI Panel | (IM) | |||||||||
? | Sourcing |