(Design Tracker) - Case - Product Panels
- Michael.Craddock
- Piotrek Rak (Unlicensed)
We’ll use this space to track the following design activities
ID | Panel Name (eKeeper) | Panel Name (Settings) | Proposed Name (UX) | Tab | Scope | Priority | WF / UI | Version | Phase | Comments | |
|---|---|---|---|---|---|---|---|---|---|---|---|
PP01 | Application Details | Mortgage Details 1 | Application Details | Overview | High | WF Amends 1 | 4 | 1.0 | 1 | 💬 | |
PP02 | Product Details | Mortgage Details 2 | Product Details | Overview | High | WF Amends 1 | 4 | 1.0 | 1 | 💬 | |
PP03 | Protection Details 1 |
|
| Overview | LOW |
| 1 | 1.0 | 3 | 💬 | |
PP04 | Protection Quote Details |
|
| Overview | LOW |
| 1 | 1.0 | 3 | 💬 | |
PP05 | Case Notes | Action History | Notes | Notes | High | WF Amends 1 | 4 | 1.0 | 1 | 💬 | |
PP06 | Diary Entries | Diary Entries | Diary | Diary | High | WF Amends 1 | 4 | 1.0 | 1 | 💬 | |
PP07 | Attached Files | Attached Files | Attached Files |
| LOW | WF Amends 1 | 4 | 1.0 | 3 | 💬 | |
PP08 | Further Details | Further Details | (Brokers would be able to name it?) |
| High | WF Amends 1 | 4 | 1.0 | 1 | 💬 | |
PP09 | Simple Tasks | Simple Tasks | Tasks List |
| High | WF Amends 1 | 4 | 1.0 | 1 | 💬 | |
PP10 | Document History | Document History | Product Documents |
| High | WF Amends 1 | 1 | 1.0 | 1 | 💬e Signature Status?? | |
PP11 | Participants | Participants | Participants | Overview | MEDIUM | WF Amends 1 | 1 | 1.0 | 2 | 💬 | |
PP12 | Stage History | Stage History | Product History |
| High | WF Amends 1 | 1 | 1.0 | 1 | 💬 | |
PP13 | Supporting Documents | Ticklists |
|
| LOW | WF Amends 1 | 1 | 1.0 | 3 | 💬 This panel has different name in the recording and in the CRM 🤔 | |
PP14 | Commission Options | Commission Details |
|
| MEDIUM |
| 1 | 1.0 | 2 | 💬 | |
PP15 | Initial Enquiry Details | Initial Enquiry Details | Initial Enquiry |
| LOW | WF Amends 1 | 1 | 1.0 | 3 | 💬 | |
PP16 | Email History | Product Timeline Panel |
|
| MEDIUM??? |
| 1 |
| 2 | 💬 To be confirmed | |
PP17 | Related Products | Related Products | Related Products |
| LOW | WF Amends 1 | 1 | 1.0 | 3 | 💬 | |
PP18 | Trustees and Beneficiaries | Trustees & Beneficiaries |
|
| LOW | WF Amends 1 | 1 | 1.0 | 3 | ||
| Additional Product Details | Product Image Showcase |
|
|
|
| - |
|
| 💬 To be confirmed | |
| Transactions | Investment Transactions |
|
|
|
| - |
|
| 💬 To be confirmed | |
| Funds | Investment Funds |
|
|
|
| - |
|
| 💬 To be confirmed | |
| Credit Search | Credit Search |
|
|
|
| - |
|
| 💬 To be confirmed | |
| Hometrack | Hometrack Search |
|
|
|
| - |
|
| 💬 To be confirmed | |
| Borrower Experience | Borrower Experience |
|
|
|
| - |
|
| 💬 To be confirmed | |
? | Network/Firm Panel | childCasesPanel (IM) |
|
|
|
|
|
|
|
|
|
? | Intermediary Manager BI Panel | (IM) |
|
|
|
|
|
|
|
|
|
? | Sourcing |
|
|
|
|
|
|
|
|
|
|