We’ll use this space to list and summarise actions based on In-depth Interviews, Research and Design Reviews.
Task | Status | Priority | Assigned | Description | Comments |
|---|---|---|---|---|---|
Progess bar | CLOSED | Agree metics for defining '% completion' | 💬 | ||
Progess bar | CLOSED | Show workflow for when 'ready for sourcing' | 💬 | ||
Progress bar | CLOSED | 1 - high | Hide from UI designs | 💬 | |
Tool tips | CLOSED | Add/illustrate how tool tips work | |||
Add applicants - summary | CLOSED | Show workflow and wfs on how a user would add an applicant from the fact find summary | |||
Add applicants - fact find | CLOSED | Show workflow and wfs on how a user would add an applicant from the fact find applicants page. How does this impact other fact find pages which rely on the number of applicants | |||
Define standing data for revised workflow | BLOCKED | 3 - low | Understand requirements for the new UJ Asking general questions → Product → Fact Find → Amend Product if needed. | 💬 | |
Left-aligned labels | CLOSED | Confirm this is the approved UI | 💬 | ||
Fact Find catagories | BLOCKED | 2 - med | Consider splitting Fact Find Pages into sections on the main nav. ie Core questions, residential mortgae questions, equity release questions | 💬 | |
Section notes | CLOSED | Consider as part of the standing data a section for taking notes in each section | |||
Ability to copy data across | CLOSED | consider where this adds value | 💬 | ||
Standing data | BLOCKED | 3 - low | Need to agree standing data set (templates) that come out of the box that follow this workflow: | 💬 | |
Criteria search | BLOCKED | 3 - low | Can we integrate with Knowledge bank for criteria search? | 💬 | |
Affordability checks | BLOCKED | 3 - low | can we integrate Brokersense (or other) for affordability checks? | 💬 | |
Move 'Add Fact Find' | BLOCKED | 3 - low | Currently the fact find sits in the product tab – should, as a quick fix, move this to the case summary tab? | 💬 | |
Customer portal | BLOCKED | 2 - med | This should be consistent with the new FF. Is this in scope ? | 💬 | |
Multiple document upload | RE-OPENED | 2 - med | is there a requirement to upload documents in the broker Fact find? | 💬 | |
Drag and drop | RE-OPENED | 2 - med | is there a requirement to upload documents in the broker Fact find? | 💬 | |
User support | CLOSED | To help adoption of new UI and reduce support calls – should we include links in the new UI to help guides/byte size videos ? | |||
Customer Vulnerability | CLOSED | Add vulnerability - yes/no. if yes, add comment box to allow broker to fill in details | |||
Customer Vulnerability | CLOSED | Can we have an agreed set of criteria that should a customer meet that it autoflags in the system that they are vulnerable. This criteria can be customised by the broker firm | |||
Customer Vulnerability | CLOSED | Flags could include visual indicators on customer profile. Warning pop banners when a user opens a case/factfind etc | |||
Customer Vulnerability | BLOCKED | 3 - low | This needs a lot of consideration. Guidelines are 'fluffy' 4 key areas. Health, financial etc. need to consider what comes out of the box | 💬 | |
Customer Vulnerability | CLOSED | Add hover over interaction to the warning symbiol - informing detail of vulnerability | |||
Customer Duty | BLOCKED | 3 - low | Need to arrange education on Customer Duty and what it is. | 💬 | |
CRM Brand customisation | CLOSED | 3 - low | Need to agree if this is a requirement or not | 💬 | |
Custom Fields | BLOCKED | 2 - med | Requirement to add multiple panels with custom fields - Alan to confirm | ||
Testing | BLOCKED | 2 - med | Need to arrange customer testing of prototype | 💬 | |
Testing | BLOCKED | 2 - med | Agree metrics for success | 💬 | |
Testing | BLOCKED | 2 - med | Agree analytic tools for CRM | ||
Applicant name | CLOSED | Applicant name | |||
Budget Planner | CLOSED | include ONS Data integration | 💬 | ||
Property purchase | CLOSED | add hometrack integration to property purchase UI | 💬 | ||
Submit Fact Find | CLOSED | We need to reconsider CTAs labeling | 💬 | ||
Submit Fact Find | CLOSED | Clear visual statement if the Fact find has been completed and by who (poss. Across header?) | |||
AML and PEP checks | BLOCKED | 3 - low | This is to be considered in the case UI workflow | 💬 | |
Adding additional data | CLOSED | need to show how the UI will work when broker adds dependencies or adds additional liabilities | 💬 | ||
Add promotional banner | CLOSED | Add promotion banner to the log in page | |||
Super user menu | CLOSED | Add super user menu to the fact find summary page - includes 'change fact find' and 'view editable questions' toggle | |||
Labelling of subsets | CLOSED | Main challenge is brokers dont use subsets. Is it an education? will better labelling help? | 💬 | ||
Agree standard data set out of the box | BLOCKED | 3 - low | Single set of qs that dynamically update fact find based on products selected. Inc all subsets | ||
Dependants | CLOSED | Dont use full DOB component. Brokers use year of birth for minors to comply with GDPR | |||
Hometrack | BLOCKED | 3 - low | Broker suggested adding this to customer portal as well. | 💬 | |
Autosave | OPENED | 1 - high | Scenario - what if broker accidentally deletes some data (eg name, DOB). How do they recover it. | 💬 | |
System messages | CLOSED | Add 'dont show me this again' feature to system messages on login screen | |||
System messages | CLOSED | 1 - high | Add warning message panel to summary/fact find pages currently the warning panels dont stand out enough | 💬 | |
New applicant | CLOSED | Need to agree on how do we add applicants from FF Summary, during filling FF, and how do we view/edit applicant details | 💬 | ||
Products | CLOSED | Add ability to remove products | |||
Fact Find name | CLOSED | Add ability to change FF name | |||
Sources of income | CLOSED | Table with sources of income, and adding a source of income flow | |||
Budget Planner | CLOSED | Add a postcode input field, so that a user can import the data from a specific area | |||
Fact Find Structure | BLOCKED | 1 - high | Can applicant data be stored against the applicant profile. Needs discovery/testing Speak to Alan | ||
Lock Page feature | CLOSED | 1 - high | Brokers still need ability to 'lock' or mark a page as 'completed'. This needs reflecting on the pages menu | 💬 | |
Unlinking applicants | CLOSED | Whats the workflow when you unlink/remove applicant | 💬 | ||
Applicants treatment | OPENED | 1 - high | What happens in the background when a broker adds an applicant during a FF Process? | 💬 | |
System messages | CLOSED | Once we agree how linking/removing applicants work, we need to update system messages in warning modals | 💬 | ||
Forms | OPENED | 3 - low | Design all forms based on Auto Layout - as soon as we agree on label alignment | ||
Design file | CLOSED | Clean the Design file and separate static designs pages from a prototype flow | |||
Prototype | CLOSED | Prepare both FF Summary and Forms prototypes for the Interviews | |||
Fact Find Summary | CLOSED | Validate if brokers need to see "Show all possible questions" filter | 💬 | ||
Spelling | CLOSED | 1 - high | Check spelling of 'available' | ||
Quick key commands | BLOCKED | 3 - low | 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 | ||
Accessibility | OPENED | 2 - med | After wrapping up this stage, go through all designs again and make sure everything is accessible & colour contrast | 💬 | |
Request Broker Fact Finds | OPENED | 1 - high | Should we request copies of broker fact find so we can get an idea of the size/structure/questions? | ||
Budget Planner calculations | OPENED | 2 - med | Ability for brokers to add functionality to build simple calculation tools and provide sub totals for grouped data. Eg Add up all credit commitments and summerise the total commitment | ||
Timestamped Notes | CLOSED | 1 - high | Some open fact finds could possibly be years old and contain misleading time sensitive comments. Customer asked if they could be timestamped. | 💬 | |
Creating new applicants | CLOSED | 1 - high | When adding a new customer it should check the brokers customer database for matching so as to avoid creating duplicate records Change the workflow so that when adding/linking new applicant that the first step is to check if there is an existing applicant Include check point that when user ‘Adds applicant’ or ‘add more details’ to a new applicant the system checks and if there is a match then brings back model user wants to create new user or use existing with ability to see a summary view of existing applicant | ||
Budget Planner ONS feed | CLOSED | 3 - low | add ability to copy ONS data to the submission fields | ||
Budget Planner ONS feed | CLOSED | 3 - low | Include regional option | ||
Multiple applicants | CLOSED | 1- high | Ability to change/choose main applicant | 💬 | |
Multiple applicants | CLOSED | 1 - high | Make better use of real estate to fit two applicants. Improve labelling when scrolling multiple applicants | ||
Multiple Applicants - source of income | CLOSED | 1 - high | Need to show how multiple applicants works of source of income table | ||
Multiple Applicants - source of income | CLOSED | 1 - high | Need to show how multiple applicants works of budget planner table | ||
Save and close fact find rule | OPENED | 1 - high | Document rule that CTA returns iuser to where they opended the FF ie case view | ||
Change logic of Progress Bars | CLOSED | 3- low | Progress bars within sections are now based on all questions, not only mandatory | ||
Accessibility problems | CLOSED | 1 - high | Accessibility problems have been solved with a Design System colors & components update | ||
Both prototypes updated with the new designs | CLOSED | 3- high | |||
Consider removing top nav when filling a fact find | OPENED | 3 - low | |||