We’ll use this space to list and summarise actions based on In-depth Interviews, Research and Design Reviews.
Task | Status | Assigned | Description | Comments |
|---|---|---|---|---|
Progess bar | CLOSED | Agree metics for defining '% completion' | 💬 | |
Progess bar | CLOSED | Show workflow for when 'ready for sourcing' | ||
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 | OPENED | Understand requirements for the new UJ Asking general questions → Product → Fact Find → Amend Product if needed. | 💬 | |
Right aligned labels | OPENED | Confirm this is the approved UI | 💬 | |
Fact Find catagories | OPENED | 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 | OPENED | Need to agree standing data set (templates) that come out of the box that follow this workflow: | 💬 | |
Criteria search | OPENED | Can we integrate with Knowledge bank for criteria search? | 💬 | |
Affordability checks | OPENED | can we integrate Brokersense (or other) for affordability checks? | 💬 | |
Move 'Add Fact Find' | OPENED | Currently the fact find sits in the product tab – should, as a quick fix, move this to the case summary tab? | 💬 | |
Customer portal | OPENED | This should be consistent with the new FF. Is this in scope ? | 💬 | |
Multiple document upload | RE-OPENED | is there a requirement to upload documents in the broker Fact find? | ||
Drag and drop | RE-OPENED | 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 | OPENED | 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 | OPENED | Need to arrange education on Customer Duty and what it is. | ||
CRM Brand customisation | OPENED | Need to agree if this is a requirement or not | 💬 | |
Custom Fields | OPENED | Requirement to add multiple custome fields - Alan to confirm | ||
Testing | OPENED | Need to arrange customer testing of prototype | 💬 | |
Testing | OPENED | Agree metrics for success | ||
Testing | OPENED | Agree analytci 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 | RE-OPENED | 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 | OPENED | Are these a requirement? are they in scope | 💬 | |
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 poromotion 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 | RE-OPENED | Main challenge is brokers dont use subsets. Is it an education? will better labelling help? | 💬 | |
Agree standard data set out of the box | OPENED | Single set of qs that dynamically update fact find based on products selected. Inc all subsets | ||
Dependants | CLOSED | Dont use full DOB companent. Brokers use year of birth for minors to comply with GDPR | ||
Hometrack | OPENED | Broker suggested adding this to customer portal as well. | ||
Autosave | OPENED | Scenario - what if broker accedently 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 | Add warning message panel to summary/fact find pages | ||
New applicant | OPENED | 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 | OPENED | Can applicant data be stored against the applicant profile. Needs discovery/testing | ||
Lock Page feature | CLOSED | Brokers still need ability to 'lock' or mark a page as 'completed'. This needs reflecting on the pages menu | 💬 | |
Unlinking applicants | RE-OPENED | Whats the workflow when you unlink/remove applicant | 💬 | |
Applicants treatment | OPENED | 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 | 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 | OPENED | Validate if brokers need to see "Show all possible questions" filter | 💬 | |
Spelling | OPENED | Check spelling of 'available' | ||
Quick key commands | OPENED | Can brokers use browser quick key commands such as ALT FIND to locate content ? | ||
Accessibility | OPENED | After wrapping up this stage, go through all designs again and make sure everything is accessible | 💬 | |
Request Broker Fact Finds | OPENED | Should we request copies of broker fact find so we can get an idea of the size/structure/questions? | ||
Budget Planner calculations | OPENED | 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 | OPENED | 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 | OPENED | When adding a new customer it should check the brokers customer database for matching so as to avoid creating duplicate records | ||
Budget Planner ONS feed | OPENED | add ability to copy ONS data to the submission fields | ||
Budget Planner ONS feed | OPENED | Include regional option | ||
Multiple applicants | OPENED | Ability to change/choose main applicant | ||
Multiple applicants | OPENED | Make better use of real estate to fit two applicants. Improve labelling when scrolling multiple applicants | ||
Multiple Applicants - source of income | OPENED | Need to show how multiple applicants works of source of income table | ||
Multiple Applicants - source of income | OPENED | Need to show how multiple applicants works of budget planner table | ||
Fact find structure | OPENED | IF FF pages are associated with applicants and by product then should we show this in the side nav? ir create sub structure labeling - Applicants, mortgage, buy 2 let | ||