Fact Find UX Tracker

Progess bar

Closed

Agree metics for defining '% completion'

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Progess bar

CLOSED

@Piotrek Rak (Unlicensed)

Show workflow for when 'ready for sourcing'

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Progress bar

Closed

1 - high

@Matt Gluszek (Unlicensed)

Hide from UI designs

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Tool tips

CLOSED

@Piotrek Rak (Unlicensed)

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

BLOCKED

3 - low

Understand requirements for the new UJ

Asking general questions → Product → Fact Find → Amend Product if needed.

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Left-aligned labels

CLOSED

Confirm this is the approved UI

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Fact Find catagories

BLOCKED

2 - med

Consider splitting Fact Find Pages into sections on the main nav. ie Core questions, residential mortgae questions, equity release questions

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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

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Standing data

BLOCKED

3 - low

Need to agree standing data set (templates) that come out of the box that follow this workflow:
Basic (or qualifying) info > Core info > Add product > Criteria > affordability check >  Sourcing

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Criteria search

BLOCKED

3 - low

Can we integrate with Knowledge bank for criteria search?

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Affordability checks

BLOCKED

3 - low

can we integrate Brokersense (or other) for affordability checks?

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Move 'Add Fact Find'

BLOCKED

3 - low

@Matt Oxley

Currently the fact find sits in the product tab – should, as a quick fix, move this to the case summary tab?

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Customer portal

BLOCKED

2 - med

This should be consistent with the new FF. Is this in scope ?

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Multiple document upload

Re-opened

2 - med

@Matt Oxley @Alan Kington

is there a requirement to upload documents in the broker Fact find?

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Drag and drop 

Re-opened

2 - med

@Matt Oxley @Alan Kington

is there a requirement to upload documents in the broker Fact find?
Ability to drag and drop credit reports into fact find

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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
Add alert/pop up to customer to indicate they are vulnerable

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

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Customer Vulnerability

CLOSED

Add hover over interaction to the warning symbiol - informing detail of vulnerability

Customer Duty 

BLOCKED

3 - low

@Alan Kington

Need to arrange education on Customer Duty and what it is. 

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CRM Brand customisation

CLOSED

3 - low

@Alan Kington

Need to agree if this is a requirement or not

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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

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Testing

BLOCKED

2 - med

@Alan Kington

Agree metrics for success

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Testing

BLOCKED

2 - med

@Alan Kington

Agree analytic tools for CRM

Applicant name

CLOSED

Applicant name

Budget Planner

CLOSED

include ONS Data integration 

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Property purchase

CLOSED

add hometrack integration to property purchase UI

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Submit Fact Find

CLOSED

We need to reconsider CTAs labeling

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Submit Fact Find

CLOSED

Clear visual statement if the Fact find has been completed and by who (poss. Across header?)

AML and PEP checks

BLOCKED

3 - low

This is to be considered in the case UI workflow

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Adding additional data

CLOSED

need to show how the UI will work when broker adds dependencies or adds additional liabilities

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Add promotional banner 

CLOSED

Add promotion banner to the log in page

Super user menu

Closed

@Matt Gluszek (Unlicensed)

Add super user menu to the fact find summary page - includes 'change fact find' and 'view editable questions' toggle
not a lot of users use these functions. Plus brokers lose data when switching fact find

Need to be clear on the prototype and when we brief the devs that these features are for super users only

Labelling of subsets

CLOSED

Main challenge is brokers dont use subsets. Is it an education? will better labelling help?

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Agree standard data set out of the box 

BLOCKED

3 - low

@Matt Oxley

Single set of qs that dynamically update fact find based on products selected. Inc all subsets 

Dependants

CLOSED

Dont use full DOB component. Brokers use year of birth for minors to comply with GDPR

Hometrack

BLOCKED

3 - low

Broker suggested adding this to customer portal as well. 

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Autosave

Opened

1 - high

@Piotrek Rak (Unlicensed) @Matt Gluszek (Unlicensed)

Scenario - what if broker accidentally deletes some data (eg name, DOB). How do they recover it.
How does Auto save work, is it every x mins? or when broker moves section? Is there the ability to load previously saved data?

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System messages

CLOSED

@Piotrek Rak (Unlicensed)

Add 'dont show me this again' feature to system messages on login screen

System messages

CLOSED

1 - high

@Matt Gluszek (Unlicensed)

Add warning message panel to summary/fact find pages

currently the warning panels dont stand out enough

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New applicant

CLOSED

Need to agree on how do we add applicants from FF Summary, during filling FF, and how do we view/edit applicant details

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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

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

Lock Page feature

Closed

1 - high

@Matt Gluszek (Unlicensed)

Brokers still need ability to 'lock' or mark a page as 'completed'. This needs reflecting on the pages menu

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Unlinking applicants

Closed

Whats the workflow when you unlink/remove applicant

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Applicants treatment

Opened

1 - high

@Alan Kington

What happens in the background when a broker adds an applicant during a FF Process?

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System messages

Closed

Once we agree how linking/removing applicants work, we need to update system messages in warning modals

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Forms

Opened

3 - low

@Piotrek Rak (Unlicensed)

Design all forms based on Auto Layout - as soon as we agree on label alignment

Design file

CLOSED

@Piotrek Rak (Unlicensed)

Clean the Design file and separate static designs pages from a prototype flow 

Prototype

CLOSED

@Piotrek Rak (Unlicensed)

Prepare both FF Summary and Forms prototypes for the Interviews

Fact Find Summary

CLOSED

Validate if brokers need to see "Show all possible questions" filter

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Spelling

CLOSED

1 - high

@Piotrek Rak (Unlicensed)

Check spelling of 'available'

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

Accessibility

Opened

2 - med

@Matt Gluszek (Unlicensed) @Piotrek Rak (Unlicensed)

After wrapping up this stage, go through all designs again and make sure everything is accessible & colour contrast

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Request Broker Fact Finds

Opened

1 - high

@Matt Oxley

Should we request copies of broker fact find so we can get an idea of the size/structure/questions?

Budget Planner calculations

Opened

2 - med

@Piotrek Rak (Unlicensed)

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

CLOSED

1 - high

@Matt Gluszek (Unlicensed)

Some open fact finds could possibly be years old and contain misleading time sensitive comments. Customer asked if they could be timestamped.

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Creating new applicants

CLOSED

1 - high

@Matt Gluszek (Unlicensed) @Piotrek Rak (Unlicensed)

When adding a new customer it should check the brokers customer database for matching so as to avoid creating duplicate records

Change the workflow so that when adding/linking new applicant that the first step is to check if there is an existing applicant

Include check point that when user ‘Adds applicant’ or ‘add more details’ to a new applicant the system checks and if there is a match then brings back model user wants to create new user or use existing with ability to see a summary view of existing applicant

Budget Planner ONS feed

CLOSED

3 - low

@Piotrek Rak (Unlicensed)

add ability to copy ONS data to the submission fields

Budget Planner ONS feed

CLOSED

3 - low

@Piotrek Rak (Unlicensed)

Include regional option

Multiple applicants

CLOSED

1- high

@Matt Gluszek (Unlicensed)

Ability to change/choose main applicant

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Multiple applicants

CLOSED

1 - high

@Matt Gluszek (Unlicensed) @Piotrek Rak (Unlicensed)

Make better use of real estate to fit two applicants. Improve labelling when scrolling multiple applicants

Multiple Applicants - source of income

CLOSED

1 - high

@Piotrek Rak (Unlicensed)

Need to show how multiple applicants works of source of income table

Multiple Applicants - source of income

CLOSED

1 - high

@Piotrek Rak (Unlicensed)

Need to show how multiple applicants works of budget planner table

Save and close fact find rule

closed

1 - high

@Matt Gluszek (Unlicensed) @Piotrek Rak (Unlicensed)

Document rule that CTA returns iuser to where they opended the FF ie case view

Change logic of Progress Bars

CLOSED

3- low

@Piotrek Rak (Unlicensed)

Progress bars within sections are now based on all questions, not only mandatory

Documentation

CLOSED

1 - high

@Piotrek Rak (Unlicensed) @Matt Gluszek (Unlicensed)

specific features and rules within fact find described and handed over to dev team

Keep up to date

Accessibility problems

CLOSED

1 - high

@Piotrek Rak (Unlicensed) @Matt Gluszek (Unlicensed)

Accessibility problems have been solved with a Design System colors & components update

Both prototypes updated with the new designs

CLOSED

3- high

@Piotrek Rak (Unlicensed)

Consider removing top nav when filling a fact find

Opened

3 - low