Burrow Release 1.91.0

Introduction

These software release notes cover all system modifications for this version of the Burrow system.

The release notes list the bug fixes and known issues provided in this release and are aimed at operational users of the system.

These release notes do not aim to go into technical detail about specific changes or to be the basis for system testing plans.

 

Testing of the Release

Testing for this release was carried out in accordance with the test plans as created by the Burrow Quality Assurance Team.

  

New features in this release

This section lists features that have been deployed in this release.

Product

Description

Retention

Ability for updates made by user on the Advisor Dashboard syncing to SendInBlue.

Retention

Preview Retention E-mails within the Advisor Dashboard.

Portal

Minor UI improvements to the Burrow Portal

Portal

The visibility of Burrow FactFind questions can now be configuring, enabling a whitelabel to select which questions they do/do not wish to have included as part of their Burrow FactFind.

Portal

Rendering the visibility of questions configured by a whitelabel on the Burrow FactFind task.

Portal

Creating a Document Library in the Burrow Portal enabling an applicant to access previously uploaded, acknowledged and signed documents associated with their case.

Portal

Enabling an applicant to submit previously uploaded, acknowledged and signed documents to complete a task to their broker from the Document Library.

Portal

Creating an API endpoint to enable Burrow Portal to receive Case Notes from CRM.

Onboarding

Release of Mobile Verification Service to enable enquiries to be verified with One Time Passcode

Onboarding

Onboarding Transactional E-mails have been moved to SendInBlue. E-mails include; Welcome E-mail, Lead Enquiry, Reset Password and Contact Strategy related.

Onboarding

The ability to provide an enquiry with the ability to contact the broker by sending an e-mail directly from the mortgage report.

Onboarding

Enabling an enquiry to set a reminder to be contacted a later date regarding the mortgage process.

Onboarding

As part of including SMS as a channel, where an enquiry has taken no action after viewing their Mortgage report, a reminder SMS is sent to reengage them to contact the broker firm.

Onboarding

Extending the functionality of requesting a callback by providing up to 4 time frame options for an enquiry to choose from to optimise the best time to contact a customer.

Onboarding

Minor copy amendments to the Onboarding Registration Screen.

Onboarding

Providing Mobile Verification metrics for Onboarding enquiries.

Onboarding

Migrating Custom Domains for Onboarding E-mails to SendInBlue.

Onboarding

Updating the Nationwide Affordability Calculator to reflect the changes made by Nationwide and return up to date lending figures.

Onboarding

Updating the NatWest Affordability Calculator to reflect the changes made by NatWest and return up to date lending figures.

Onboarding

Bug Fix - Storing additional information relating to GDPR consents that have been given by an Onboarding enquiry.

Admin

Revising the validation logic when updating the information for a Retention contact.

Admin

UI improvements to the Burrow Admin.

Admin

UI improvements to the Burrow Admin whitelabel screens.

Admin

Improving the Unit Test Code Coverage

 

Bugs fixed in this release

This section lists identified bugs that have been fixed in this release.

Product

Description

Retention

Bug Fix - Resolving the issue with the formatting of dates in Retention dashboards.

Portal

Bug Fix - Disabling the Submit to Broker button after a user has clicked on it to avoid duplicate submissions of documents.

Onboarding

Bug Fix - Amending the issue where local host was shown as part of the URL in Onboarding Enquiry e-mails.

Onboarding

Bug Fix - Storing additional information relating to GDPR consents that have been given by an Onboarding enquiry.

Onboarding

Bug Fix - Resolving issue when submitting a call back request - API related.

Admin

Bug Fix - Resolving the issue of being able to delete a whitelabel from Burrow Admin

Admin

Bug Fix - Resolving the issue regarding to and from dates when filtering Onboarding Analytics.