Journey Workspaces Features

WorkspacesThis topic relates to Journey Workspaces | Workspaces UserIncludes bank staff, helpdesk, relationship managers, and managers | 18.11This topic was introduced with the 18.11 release | 23.04This topic was updated for the 23.04 release

Journey Workspaces comes packed with a wide range of features empowering you to improve your customers' experience with onboarding assistance, rapid application resolution, and communication of progress, regardless of the channel they are applying from. Out of the box, Workspaces includes the features you need to accomplish your business objectives.

Main Features

Review: Review capabilities for pending applications that need manual action.
Document requests: Bank staff can ask an applicant to upload required documents that support their application.
Helpdesk: Support staff can quickly and easily find any application to provide assistance.
Assist: Assisted channel staff can kick start the application process and monitor progress.
Manage: Task management capabilities for managers and supervisors.
Applicants: A self-service portal where authenticated applicants can manage applications.

Features by Release

Each release of Journey Workspaces has new features, enhancements, and bug fixes to provide you with the best-in-class software and to accelerate business agility and improvements across the board. The key features for each major Workspaces release are listed below.

Journey Workspaces 23.04

To view the release notes and learn about all the new features, improvements, and bug fixes in this release, see Journey Workspaces 23.04.

The following key features are included in this release:

Improved UI and UX: Journey Workspaces and Journey Applicants have a fresh new user interface and improved user experience.
Table row expansion: Expand table rows on the List, displaying additional information as a custom card.
Dedicated application and task panes: An improved application details screen with dedicated panes for application- and task-level content.
New task switcher: A new task switcher makes switching between tasks in an application seamless.
Consolidated notes: A dedicated Notes card brings all notes added across an application together in one location.
Reply to notes: A new comments feature lets users reply to any application note and view all the replies as a threaded conversation.
Simplified application timeline: A streamlined application timeline feature that displays just the different stages of application progression.
Custom card enhancements: Including:
- Support for an alert icon on custom card tabs (checkStatus attribute)
- Customize the link icon for invoking a fluent function
- Tooltips for link icons in custom cards
- Restored the numerical information display as a chart
- Extended table cards support tables as a subsection
Error framework improvements: The error reporting framework provides additional information about mapping field configuration errors.
Receipt improvements: Improvements to the receipts data source to ensure Workspaces users can view receipts across the application.
Mobile responsive design: A fully responsive Journey Applicants app for desktop and mobile in both landscape and portrait orientations.
Improved modal windows: Modal window improvements include an optimized viewing area based on its content type.
Material icons: Configuration now supports using any Material icons in Journey Workspaces and Journey Applicants.
Data source improvements: Configure the Workspaces List screen using data from job properties in addition to the transaction metadata.
On-screen configuration editor: Improvements to the experimental on-screen Workspaces configuration editor including a preview of changes.

Journey Workspaces 22.10

To view the release notes and learn about all the new features, improvements, and bug fixes in this release, see Journey Workspaces 22.10.

The following key features are included in this release:

Improved UI and UX: A fresh new user interface for improved user experience.
Support for white-label themes: Allows dynamic branding based on the logged-in user.
Space grouping: Group related spaces under the new hamburger menu which also shares reusable configurations.
Custom card grouping: Improved custom cards that now allow several custom cards to be grouped within tabs.
Fluent functions: Native support for invoking Fluent Functions in Workspaces; available for custom actions, custom card links, and as a data source for custom cards.
Bulk actions: Perform a bulk operation of several commonly used actions: claim, release, assign, reassign, withdraw, and recover.
Reassign tasks: Reassign tasks without needing to unassign them first.
Timeline stepper : A new timeline stepper feature that provides a tramline view of application progress.
Tooltips: Tooltips are now supported to display additional information on the List screen's table and in the Details screen's key info card.
Improved modal window: Enhanced with an optimized content viewing area, and an option to open forms in a new browser tab.
Rules support: Configuration now supports rule definitions to control the display of custom actions, custom cards, and the upload attachments button.
Material icons: Use any Material icons in Workspaces and Journey Applicants configurations.
Additional 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.
On-screen configuration editor: A new experimental feature to edit Workspaces configurations from the Workspaces UI and preview the changes.

Journey Workspaces 22.04

To view the release notes and learn about all the new features, improvements, and bug fixes in this release, see Journey Workspaces 22.04.

Key Features	Description
Improved build and deployment process	Improved version control in Product Artifactory that allows easy access to a specific Workspaces release.
Operations Space	A brand-new Operations portal that allows operations staff and administrators to search and view TJM transactions when providing operational assistance to banks and their customers.
Theme support in Applicant space	Apply a theme to the Applicant space to match bank branding and color schemes.
Notes feature in Applicant space	A new notes feature in the Applicant space that allows applicants to communicate directly with bank staff for assistance during the application process.
Search improvements	Improvements to the Workspaces search feature, allowing the user to return to the parent view quickly after completing a search.
Timeline improvements	Improvements to the Application timeline feature to filter out tasks or transactions that are not required.
Notes improvements	Improvements to the Workspaces notes feature to make it easier for bank staff to communicate with applicants in the Applicant space.
Migration to new automation framework	Migration from the old web driver framework to the Nightwatch framework for API, config, and UI automation.

Journey Workspaces 21.11

To view the release notes and learn about all the new features, improvements, and bug fixes in this release, see Journey Workspaces 21.11.

Key Features	Description
Improved build and deployment process	An improved build and deployment process for Workspaces is now available from the Product Artifactory.
Applicant Space template	A fully configurable workspace for authenticated non-bank users to manage the application journey.
Support for Job Properties	Support for configuring the Key Info card and custom cards using the application's job properties.
Localization improvements	Support for switching the UI language within Workspaces, and other minor enhancements to the localization framework.
Search improvements	Configure the search feature to include fields that are not part of the item list data.

Journey Workspaces 20.05 (EOL)

To view the release notes and learn about all the new features, improvements, and bug fixes in this release, see Journey Workspaces 20.05.

Key Features	Description
Improved build and deployment process	An improved build and deployment process for Workspaces that supports seamless integration to your dev-ops practices such as CI/CD.
Task-specific actions	Task-specific actions are presented alongside each task in an application to give you confidence you're acting on the right task.
Focused search	A new focused search option that lets you search on a specific application data item and get results faster.
Improved UI / UX	A fresh new user interface for an improved user experience.
Improved custom card configurations	Improved custom card configuration including permission control and an option to hide empty or null data.
Improved session logout	Automatic session logout after a defined period of inactivity.
Date picker enhancements	Enhancements to the date picker to support single date selection and custom date formats.
Enhanced search/filter behavior	New search and filter behaviour on the List pages, with the latest search/filter retained in each space until cleared or the session ends.
Enhanced application assignment	The assignee full name is displayed when assigning a task to a user.
Enhanced application listing	An enhanced view configuration, extending control over line wrapping in data tables.
Enhanced documents panel	Attachment name is now included for each item in the Documents panel.

Journey Workspaces 19.11 (EOL)

To view the release notes and learn about all the new features, improvements, and bug fixes in this release, see Journey Workspaces 19.11.

Key Features	Description
Multi-applicant / multi-product interface	An improved interface for viewing applications with multiple applicants and products.
Workspaces actions	Enhancements to the supported actions, now offering custom actions and permission control.
Withdraw an application	The ability to withdraw a saved application from Workspaces.
Recover an application	The ability to recover an abandoned application from Workspaces.
Console error reporting	Detailed console reporting of configuration errors that eases the effort required by solution builders when debugging configuration issues.
Application SLA	The ability to add a visual indicator in the application listing screen to keep track of crucial service indicators like application SLA.
Documents card	An enhanced documents card interface and configuration that supports options to include or exclude certain documents using pattern matching.
Templates	Improved out-of-the-box templates for processing staff, helpdesk staff, assisted channel staff, and manager personas.

Journey Workspaces 19.05 (EOL)

To view the release notes and learn about all the new features, improvements, and bug fixes in this release, see Journey Workspaces 19.05.

Key Features	Description
Role based spaces	An improved interface for viewing applications with multiple applicants and products.
Task management	Enhancements to the supported actions that now offers custom actions and permission control.
Kickstart applications	The ability to withdraw a saved application from Workspaces.
Key Info card	The ability to recover an abandoned application from Workspaces.
Multi applicant support	Detailed console reporting of configuration errors that eases the effort required by solution builders to debug configuration issues.
Application Timeline	The ability to add a visual indicator in the application listing screen to keep track of crucial service indicators like application SLA.
Documents card	An enhanced documents card interface and configuration that supports options to include or exclude certain documents using pattern matching.
Templates	Improved out-of-the-box templates for processing staff, helpdesk staff, assisted channel staff and manager personas.

Journey Workspaces 18.11 (EOL)

To view the release notes and learn about all the new features, improvements, and bug fixes in this release, see Journey Workspaces 18.11.

Key Features	Description
Views	A view is a pre-created filter that allows agents to get to the tasks that they must work on quickly. Views offer the following benefits: An efficient way to keep track of pending applications that need to be processed. High visibility on the applications that enter and exit task queues. Reduce overall time to find the tasks that need to be processed.
Filters	Views can be further refined to support the needs of processing agents by filtering and/or sorting on specific task list columns. Filters offer the following benefits: Augment a view's pre-configured criteria. Allows further narrowing down on search criteria. Specify multiple filter conditions to hone in on specific applications.
Applicant Info	Applicant info summarizes the key information about the applicants. Applicant Info offer the following benefits: A simple summary about the applicants in an application. See key applicant details like name and phone number at a glance. Easily differentiate between applications with a single applicant or joint applicants.
Background Checks	Validation results from third-party services can be seamlessly integrated and viewed in Transact Workspaces. Background Checks offer the following benefits: Summarise the results from integrated third-party services. Visual indicators that aid in identifying the actions required on pending applications.
Application Timeline	A simple application timeline with the ability to add and review notes. The Application Timeline offers the following benefits: A streamlined way to track the stages that an application has completed. A space for processing agents to add and review notes about the application.
Attached Documents	Add and review the attached documents captured at various application stages. Attached Documents offer the following benefits: A centralized place for reviewing documents attached to the application at various stages. Attach additional supporting documents while reviewing the application.

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