Journey Workspaces app feature comparison

Roles

Roles represent various areas of responsibility, aligned with specific user types, and are used to control user access to various features.

18.11

OOB space templates

Out-of-the-box template configurations for spaces supporting various personas.

18.11

23.10

23.10

Controlled access to spaces

Spaces are activated based on the user's roles or groups.

19.05

Space groups

You can group spaces in the main menu to show they're related and to share reusable configurations.

22.10

Review space

Review capabilities for pending applications that need manual action.

18.11

Information Requests space

A dedicated space for handling requests for more information.

23.04

Ad hoc Requests space

A dedicated space for handling ad hoc requests during application processing.

23.10

Received Applications space

A dedicated space to view all applications.

23.10

Helpdesk space

Support staff responding to customer enquiries can quickly and easily find any application.

19.05

Assisted channel space

Kick-start the application process on behalf of customers and monitor progress.

19.05

Manage space

Task management capabilities for managers and supervisors.

19.05

Brokers space

(MVP version) A dedicated space where authenticated non-bank users can manage the application journey on behalf of applicants.

23.10

Applicants space

An authenticated portal for applicants, providing a secure way to start applications, monitor their progress, and perform follow-up actions.

23.10

Transaction data source

Source data from transaction metadata.

18.11

23.10

23.10

Source List screen data from job properties

Configure the List screen using data from job properties in addition to the transaction metadata.

23.04

Source Details screen data from job properties

Use the application's job properties to configure key info and custom cards on the Details screens.

21.11

Fluent function as a data source (invoke)

Configure the Details screen with data sourced from a TJM fluent function.

22.10

23.10

23.10

Source data from initial transaction

Configure the Details screen with data sourced from an application's initial transaction properties.

22.10

23.10

23.10

Mappings

Mappings define how a transaction and its properties are read, stored, filtered, and rendered.

18.11

23.10

23.10

Rules

Rule definitions control the display of custom actions, custom cards, and the upload attachments button.

22.10

23.10

23.10

Basic SLA

Support for a basic SLA using a due date and a single warning period.

19.11

23.10

Enhanced SLA

Support for fine-grained SLA definitions with multiple thresholds.

23.10

23.10

Localized content

Support for localizing in-app content including RTL languages.

19.05

23.10

23.10

Right-to-left (RTL) layout

An optimized right-to-left (RTL) user experience that automatically adjusts screen content.

24.04

24.04

24.04

Switch locale

Users can switch between available UI languages within an app.

19.05

23.10

23.10

Session logout

Automatic session logout after a configurable period of inactivity.

20.05

23.10

23.10

Session expiry alert

Alert the user when session expiry is imminent.

24.04

24.04

24.04

Redirect on session expiry

Define the URL to display when the session expires.

24.04

24.04

24.04

Kick-start applications

Assisted channel staff can start applications on behalf of their customers from within Workspaces.

19.05

23.10

Task management

Targeted actions and permission control that support task assignment.

19.05

Notifications

Users can see notifications of new task assignments, or when a note or comment is added to an application they're currently working on.

Out of Office

Let other users know when you're unavailable.

Accessibility (desktop)

Desktop experience compliant with WCAG AA standard.

23.10

23.10

23.10

Accessibility (mobile)

Mobile experience compliant with WCAG AA standard.

23.10

23.10

SMS- or email-based authentication.

Integration with Unblu for online assistance.

Responsive design

A fully responsive app for desktop and mobile devices using landscape or portrait orientation.

23.10

23.10

23.10

Mobile-first responsive design

An enhanced mobile-first responsive design supporting mobile and desktop devices using landscape or portrait orientation.

23.10

23.10

Material icons

Use any Material icons in app configurations.

22.10

23.10

23.10

Cascaded notifications

Cascade snackbars when there are multiple notifications.

24.04

24.04

24.04

Theme

Define and apply a color theme that matches your brand.

18.11

23.10

23.10

Dynamic branding

Set the theme from an organization property

23.10

23.10

23.10

White-label branding

Support for white-label themes, using dynamic branding based on the logged-in user.

22.10

Branded forms

Forms rendered through Workspaces apps reflect the relevant branding (theme).

23.10

23.10

23.10

Item list

The item list contains a list of tasks or applications subject to configuration options and user selections.

18.11

23.10

Item list sub-table on mobile

Mobile first-layout supports a fully functional sub-table in the item list.

24.04

24.04

Rules and permissions

Define rules and permissions on item list data and UI elements to control which users can see them.

24.04

24.04

24.04

Queues

Queues are the source of tasks for populating the item list. When multiple queues are available, you can switch between them.

18.11

Views

Pre-created fit-for-purpose item list configurations of fields, sort, and filters.

18.11

23.10

Date picker

Supports single date selection and custom date formats.

18.11

23.10

Expandable item list rows

Support for expandable item list rows, displaying additional information as a custom card.

23.04

23.10

Display applications and tasks together

The List screen supports jobs as data source for expandable item list rows, allowing display of applications and tasks together.

23.10

23.10

Item list line wrapping

An enhanced view configuration, extending control over line wrapping in data tables.

20.05

23.10

Item list tooltips

Tooltips display additional information for each field on the List screen's table.

22.10

23.10

SLA indicator

A visual indicator in the item list shows progress against an application SLA.

19.11

23.10

Search for applications and tasks

Find applications and tasks by searching for an ID.

18.11

23.10

Filter the item list

Refine the item list by filtering on specific fields.

18.11

23.10

Sort the item list

Refine the item list by sorting on a specific column.

18.11

23.10

Focused search

Search on a specific field and get results faster.

20.05

23.10

Search on any field

Configure the search feature to include fields that are not shown in the item list.

21.11

23.10

Quick search reset

Clear a search with a single button click, allowing the user to revert to the original view quickly.

22.04

23.10

Persistent filter and search selections

When switching between spaces, the latest filter and/or search are remembered in each space until cleared or the session ends.

20.05

23.10

Application and task panes

Separate customizable panes for application and task content.

23.04

23.10

23.10

Multiple data sources

Configure the Workspaces Details screen using data from the initial transaction's properties, Fluent Functions, and job properties in addition to the current transaction's metadata.

22.10

23.10

23.10

Task switcher

A standard component allowing users to switch between an application's tasks seamlessly.

23.04

23.10

23.10

Custom card grouping

Several custom cards can be grouped within tabs.

22.10

23.10

23.10

Action group

A group of action buttons, relevant to a selected task and dependent on the application's progress.

19.05

23.10

23.10

Key info cards

Key info cards display significant information about an application or task.

19.05

23.10

23.10

Key info tooltips

Configurable tooltips display additional details about information in key info cards.

22.10

23.10

23.10

Rules and permissions

Define rules and permissions on key info cards and data to control which users can see them.

24.04

24.04

24.04

Documents card

Add and review documents attached to the application by the applicant or bank staff at various application stages. Document metadata displayed for each document.

18.11

23.10

23.10

Include or exclude documents

Use pattern matching configuration options to include or exclude certain documents.

19.11

23.10

23.10

View documents

For supported document types, view a document attached to the application in a modal window.

23.10

23.10

23.10

Upload documents

Upload documents, attaching them to the application

19.05

Manage uploaded documents

Remove an attached document, or change the file associated with a document

19.05

Download documents

Download documents attached to the application.

19.05

Notes card

All notes added across all tasks for an application are brought together in a single card.

23.04

23.10

23.10

Reply to notes

Reply to any of the application notes and view all the replies as a threaded conversation.

23.04

23.10

23.10

Notes conversation

Improvements to the Workspaces notes feature to make it easier for bank staff to communicate with applicants in the Broker space.

20.05

23.10

23.10

Application timeline

A read-only display of the various steps an application has progressed through.

18.11

Multi-task steps

Support for steps with more than one task.

19.05

Filter transactions

Filter out tasks or transactions that are not useful for the user to see.

22.04

Timeline stepper

Provides a tramline view of application progress.

22.10

23.10

23.10

Timeline stepper rules

Define rules to control which steps appear in the Timeline Stepper.

24.04

24.04

24.04

Automatically filter steps

In the Timeline Stepper, automatically filter steps based on their occurrence during application processing.

24.04

24.04

24.04

Custom card

A smart way to configure and display complex information.

18.11

23.10

23.10

Mapping rules and permissions

Define mapping rules and permissions on custom card data and UI elements to control which users can see them.

22.10

23.10

23.10

Custom card actions

Extend custom card functionality with custom actions.

24.04

24.04

24.04

Numerical information displayed as a chart.

19.05

23.10

23.10

Define custom SLA status colors (mapping type alert).

24.04

24.04

24.04

Display an URL, HTML, PDF, or image (jpg, png) in an iframe.

24.04

24.04

24.04

A configuration option to hide empty or null data.

20.05

23.10

23.10

Easily copy field values to clipboard (List, List Stacked, and List Extended custom card types only).

24.04

24.04

24.04

Add a dynamic alert icon on custom card tabs.

23.04

23.10

23.10

Support tables as subsections in extended table cards.

23.04

23.10

23.10

Control permission to access custom cards via configuration.

20.05

23.10

23.10

Enhanced custom card for the mobile experience.

23.10

23.10

23.10

Display an URL, HTML, or PDF in a modal window.

18.11

23.10

23.10

Display an image (jpg, png) in a modal window.

24.04

24.04

24.04

Tooltips for link icons.

23.04

23.10

23.10

Custom icon for links that invoke fluent functions.

23.04

23.10

23.10

Modal window

Display additional details related to an application in a modal window.

18.11

23.10

23.10

Normal or maximized window

Options for viewing a modal window in a normal or maximized size.

20.05

23.10

23.10

Open in new tab

An optimized content viewing area, with an option to open forms in a new browser tab.

22.10

23.10

23.10

Disable open in new tab

The “open in new tab” feature can be hidden to prevent forms being opened in a new tab.

24.04

24.04

24.04

Standard actions

Standard actions provide built-in behavior for working with applications and tasks. Dynamically available when you can use them.

18.11

23.10

23.10

Custom actions

Extend app functionality with custom actions.

19.11

Extend standard action functionality

Make standard actions do more using a Fluent Function callback.

23.10

Bulk actions

Perform commonly used actions (like claim, release, assign, reassign, withdraw, and recover) on multiple transactions in a single action.

22.10

Add Notes

Add notes (and comments) against an application's tasks. (Replaces the View Notes action.)

23.04

Assign

Assign a task, selecting assignee by full name.

19.05

Claim

Assign an unassigned task to yourself.

18.11

Decision

Take a decision that progresses a task along its application journey (such as Approve or Decline).

18.11

New Application (Brokers only)

Start a new application on behalf of a customer.

23.10

New Form (Workspaces only)

Start a new application on behalf of a customer.

18.11

Reassign

Assign an assigned task to another user.

22.10

Receipt

View a read-only receipt for a submitted application.

18.11

23.10

Recover

Recover an abandoned or withdrawn application.

19.11

Release

Unassign a task assigned to you.

18.11

Resume (Brokers and Applicants only)

Re-open an unsubmitted application in its original form.

23.10

23.10

Share

Copy a shareable URL for a Workspaces Details screen to the clipboard.

23.10

Unassign

Remove a task assignment for any task.

19.05

View Form (Workspaces only)

Open a saved (unsubmitted) application in its original form.

18.11

View Notes

View all notes recorded against all tasks for an application. (Replaced by Add Notes in Workspaces 23.04.)

20.05

3 23.04

Withdraw

Cancel a saved (unsubmitted) application.

19.11

Build and deployment process

A build and deployment process that supports seamless integration to your DevOps practices such as CI/CD.

20.05

23.10

23.10

Artifactory

An improved build and deployment process is available from the Journey Manager Product Artifactory.

21.11

23.10

23.10

Console error reporting

Detailed console reporting of configuration errors, aiding solution builders to debug configuration issues.

19.11

23.10

23.10

Error framework

An error reporting framework providing additional information about mapping field configuration errors.

23.04

23.10

23.10

In-app configuration editor

Edit Workspaces configurations from the Workspaces UI and preview the changes.

23.10

23.10

23.10

Persistence

Store and retrieve the configuration for organization properties.

23.10

23.10

23.10

Text editor

Edit the configuration in JSON format.

23.10

23.10

23.10

GUI editor

(Experimental) A code-free GUI configuration editor.

23.10

23.10

23.10

User guide

Comprehensive end-user-focused documentation describing a broad range of aspects including step-by-step usage examples.

18.11

23.10

23.10

Technical documentation

A detailed reference to guide you through the process of creating and configuring your own Workspaces app.

18.11

23.10

23.10

FAQ

Answers to frequently asked questions about configuring and using Workspaces.

18.11

23.10

23.10

Demo system

A set of sample forms, roles, and users that can be used in a sandbox environment in conjunction with the default configuration.

23.04

23.10

23.10