This page is used to record the proposed changes to content/processes/content location in the new design
ID | Panel Name (eKeeper) | Panel Name (Settings) | Proposed Name (UX) | Tab | Summary of Key Changes |
|---|---|---|---|---|---|
PP01 | Application Details | Mortgage Details 1 | Application Details | Overview | 💬 Read Only view with option to edit |
PP02 | Product Details | Mortgage Details 2 | Product Details | Overview | 💬 Read Only view with option to edit |
PP03 | Protection Details 1 | Overview | 💬 | ||
PP04 | Protection Quote Details | Overview | 💬 | ||
PP05 | Case Notes | Action History | Notes | Notes | 💬 |
PP06 | Diary Entries | Diary Entries | Diary | Diary | 💬 |
PP07 | Attached Files | Attached Files | Attached Files | 💬 | |
PP08 | Further Details | Further Details | (Brokers would be able to name it?) | 💬 | |
PP09 | Simple Tasks | Simple Tasks | Tasks List | 💬 | |
PP10 | Document History | Document History | Product Documents | 💬 | |
PP11 | Participants | Participants | Participants | Overview | 💬 |
PP12 | Stage History | Stage History | Product History | 💬 | |
PP13 | Supporting Documents | Ticklists | 💬 | ||
PP14 | Commission Options | Commission Details | 💬 | ||
PP15 | Initial Enquiry Details | Initial Enquiry Details | Initial Enquiry | 💬 | |
PP17 | Related Products | Related Products | Related Products | 💬 | |
PP18 | Trustees and Beneficiaries | Trustees & Beneficiaries | 💬 | ||
PP16 | Email History | Product Timeline Panel | 💬 |