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 | âïļ | HIGH | WF Amends 1 | 4 | 1.0 | 1 | ðŽ |
PP02 | Product Details | Mortgage Details 2 | Product Details | Overview | âïļ | HIGH | WF Amends 1 | 4 | 1.0 | 1 | ðŽ |
PP03 | Protection Details 1 | Overview | âïļ | LOW | 1 | 1.0 | 3 | ðŽ | |||
PP04 | Protection Quote Details | Overview | âïļ | LOW | 1 | 1.0 | 3 | ðŽ | |||
PP05 | Case Notes | Action History | Notes | Notes | âïļ | HIGH | WF Amends 1 | 4 | 1.0 | 1 | ðŽ |
PP06 | Diary Entries | Diary Entries | Diary | Diary | âïļ | HIGH | WF Amends 1 | 4 | 1.0 | 1 | ðŽ |
PP07 | Attached Files | Attached Files | Attached Files | âïļ | LOW | WF Amends 1 | 4 | 1.0 | 3 | ðŽ | |
PP08 | Further Details | Further Details | (Brokers would be able to name it?) | âïļ | HIGH | WF Amends 1 | 4 | 1.0 | 1 | ðŽ | |
PP09 | Simple Tasks | Simple Tasks | Tasks List | âïļ | HIGH | WF Amends 1 | 4 | 1.0 | 1 | ðŽ | |
PP10 | Document History | Document History | Product Documents | âïļ | HIGH | WF Amends 1 | 1 | 1.0 | 1 | ðŽe Signature Status?? | |
PP11 | Participants | Participants | Participants | Overview | âïļ | MEDIUM | WF Amends 1 | 1 | 1.0 | 2 | ðŽ |
PP12 | Stage History | Stage History | Product History | âïļ | HIGH | WF Amends 1 | 1 | 1.0 | 1 | ðŽ | |
PP13 | Supporting Documents | Ticklists | âïļ | LOW | WF Amends 1 | 1 | 1.0 | 3 | ðŽ This panel has different name in the recording and in the CRM ðĪ | ||
PP14 | Commission Options | Commission Details | âïļ | MEDIUM | 1 | 1.0 | 2 | ðŽ | |||
PP15 | Initial Enquiry Details | Initial Enquiry Details | Initial Enquiry | âïļ | LOW | WF Amends 1 | 1 | 1.0 | 3 | ðŽ | |
PP16 | Email History | Product Timeline Panel | âïļ | MEDIUM??? | 1 | 2 | ðŽ To be confirmed | ||||
PP17 | Related Products | Related Products | Related Products | âïļ | LOW | WF Amends 1 | 1 | 1.0 | 3 | ðŽ | |
PP18 | Trustees and Beneficiaries | Trustees & Beneficiaries | âïļ | LOW | WF Amends 1 | 1 | 1.0 | 3 | ðŽ More info from Alan | ||
Additional Product Details | Product Image Showcase | â | - | ðŽ To be confirmed | |||||||
Transactions | Investment Transactions | â | - | ðŽ To be confirmed | |||||||
Funds | Investment Funds | â | - | ðŽ To be confirmed | |||||||
Credit Search | Credit Search | â | - | ðŽ To be confirmed | |||||||
Hometrack | Hometrack Search | â | - | ðŽ To be confirmed | |||||||
Borrower Experience | Borrower Experience | â | - | ðŽ To be confirmed | |||||||
? | Network/Firm Panel | childCasesPanel (IM) | |||||||||
? | Intermediary Manager BI Panel | (IM) | |||||||||
? | Sourcing |