We’ll use this space to track the following design activities
ID | Panel Name (eKeeper) | Panel Name (Settings) | Proposed Name (UX) | Scope | Priority | WF / UI | Version | Phase | Comments | |
|---|---|---|---|---|---|---|---|---|---|---|
Application Details | Mortgage Details 1 | Application Details | ✔️ | HIGH | WF | 3 | 1.0 | 💬 | ||
Product Details | Mortgage Details 2 | Product Details | ✔️ | HIGH | WF | 3 | 1.0 | 💬 | ||
Protection Details 1 | ✔️ | HIGH | 1 | 1.0 | 💬 | |||||
Protection Quote Details | ✔️ | HIGH | 1 | 1.0 | 💬 | |||||
Case Notes | Action History | Notes | ✔️ | HIGH | WF | 4? | 1.0 | 💬 | ||
Diary Entries | Diary Entries | Diary | ✔️ | HIGH | WF | 4? | 1.0 | 💬 | ||
Attached Files | Attached Files | Attached Files | ✔️ | HIGH | WF | 3 | 1.0 | 💬 | ||
Further Details | Further Details | (Brokers would be able to name it?) | ✔️ | HIGH | WF | 3 | 1.0 | 💬 | ||
Simple Tasks | Simple Tasks | Tasks List | ✔️ | HIGH | WF | 3 | 1.0 | 💬 | ||
Document History | Document History | Product Documents | ✔️ | HIGH | 1 | 1.0 | 💬 | |||
? | Participants | Participants | Participants | ✔️ | HIGH | WF | 2 | 1.0 | 💬 | |
Stage History | Stage History | Product History | ✔️ | HIGH | WF | 3 | 1.0 | 💬 | ||
? | Supporting Documents | Ticklists | ✔️ | HIGH | 1 | 1.0 | 💬 This panel has different name in the recording and in the CRM 🤔 | |||
Commission Options | Commission Details | ✔️ | HIGH |
| 1 | 1.0 | 💬 | |||
? | Initial Enquiry Details | Initial Enquiry Details | ✔️ | HIGH |
| 1 | 1.0 | 💬 | ||
Related Products | Related Products | Related Products | ✔️ | HIGH | 1 | 1.0 | 💬 | |||
? | Trustees and Beneficiaries | Trustees & Beneficiaries | ✔️ | HIGH | 1.0 | |||||
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 | ||||||
Email History | Product Timeline Panel | ❌ | - | 💬 To be confirmed |