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 | 4 | 1.0 | 1 | 💬 |
PP02 | Product Details | Mortgage Details 2 | Product Details | Overview | ✔️ | HIGH | WF | 4 | 1.0 | 1 | 💬 |
PP03 | Protection Details 1 | Overview | ✔️ | HIGH | 1 | 1.0 | 💬 | ||||
PP04 | Protection Quote Details | Overview | ✔️ | HIGH | 1 | 1.0 | 💬 | ||||
PP05 | Case Notes | Action History | Notes | Notes | ✔️ | HIGH | WF | 4 | 1.0 | 1 | 💬 |
PP06 | Diary Entries | Diary Entries | Diary | Diary | ✔️ | HIGH | WF | 4 | 1.0 | 1 | 💬 |
PP07 | Attached Files | Attached Files | Attached Files | ✔️ | HIGH | WF | 4 | 1.0 | 💬 | ||
PP08 | Further Details | Further Details | (Brokers would be able to name it?) | ✔️ | HIGH | WF | 4 | 1.0 | 💬 | ||
PP09 | Simple Tasks | Simple Tasks | Tasks List | ✔️ | HIGH | WF | 4 | 1.0 | 💬 | ||
PP10 | Document History | Document History | Product Documents | ✔️ | HIGH | 4 | 1.0 | 1 | 💬 | ||
PP11 | Participants | Participants | Participants | Overview | ✔️ | HIGH | WF | 4 | 1.0 | 💬 | |
PP12 | Stage History | Stage History | Product History | ✔️ | HIGH | WF | 4 | 1.0 | 💬 | ||
PP13 | Supporting Documents | Ticklists | ✔️ | HIGH | 1 | 1.0 | 💬 This panel has different name in the recording and in the CRM 🤔 | ||||
PP14 | Commission Options | Commission Details | ✔️ | HIGH |
| 1 | 1.0 | 1 | 💬 | ||
PP15 | Initial Enquiry Details | Initial Enquiry Details | Initial Enquiry | ✔️ | HIGH |
| 4 | 1.0 | 💬 | ||
PP17 | Related Products | Related Products | Related Products | ✔️ | HIGH | 4 | 1.0 | 💬 | |||
PP18 | Trustees and Beneficiaries | Trustees & Beneficiaries | ✔️ | HIGH | 1.0 | ||||||
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 | |||||||
PP16 | Email History | Product Timeline Panel | ❌✔️ | - | 💬 To be confirmed |