Design : Broker CRM
- Matt Oxley
- Michael.Craddock
Links to project pages
https://ekeepergroup.atlassian.net/wiki/spaces/UX/pages/2985459743
https://ekeepergroup.atlassian.net/wiki/spaces/UX/pages/2985459736
https://ekeepergroup.atlassian.net/wiki/spaces/UX/pages/2985263163
New feature requests
Here’s where we capture all the features and functionality requested by brokers or suggested by the UX/dev teams.
Task | Status | Priority | Assigned | Description | Comments |
|---|---|---|---|---|---|
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? | 💬 |
Customer portal | BLOCKED | 2 - med |
| This should be consistent with the new FF. Is this in scope ? | 💬 |
Multiple document upload | Re-opened | 2 - med | @Matt Oxley @Alan Kington | is there a requirement to upload documents in the broker Fact find? | 💬 |
Drag and drop | Re-opened | 2 - med | @Matt Oxley @Alan Kington | is there a requirement to upload documents in the broker Fact find? | 💬 |
Customer Vulnerability | BLOCKED | 3 - low | @Alan Kington | 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 Duty | BLOCKED | 3 - low | @Alan Kington | Need to arrange education on Customer Duty and what it is. | 💬 |
Custom Fields | BLOCKED | 2 - med | @Alan Kington | Requirement to add multiple panels with custom fields - Alan to confirm |
|
Testing | BLOCKED | 2 - med | @Matt Oxley @Matt Gluszek (Unlicensed) | Need to arrange customer testing of prototype | 💬 |
Testing | BLOCKED | 2 - med | @Alan Kington | Agree metrics for success | 💬 |
Testing | BLOCKED | 2 - med | @Alan Kington | Agree analytic tools for CRM |
|
AML and PEP checks | BLOCKED | 3 - low |
| This is to be considered in the case UI workflow | 💬 |
Hometrack | BLOCKED | 3 - low |
| Broker suggested adding this to customer portal as well. | 💬 |
Fact Find Structure | BLOCKED | 1 - high | @Alan Kington | Can applicant data be stored against the applicant profile. Needs discovery/testing 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 Speak to Alan |
|
Quick key commands | BLOCKED | 3 - low | @Alan Kington | 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 |
|
Dark mode | OPEN | 3 - low |
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