WorkspacesThis topic relates to Journey Workspaces | Workspaces UserIncludes bank staff, helpdesk, relationship managers, and managers | This feature was introduced in the 18.11 releaseThis feature was updated in the 23.10 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.
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.
To view the release notes and learn about all the new features, improvements, and bug fixes in this release, see Journey Workspaces 23.10.
The following key features are included in this release:
A full-fledged in-app configuration editor:
Dynamic branding enhancements:
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:
checkStatus attribute)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:
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. |
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. |
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Support for Job Properties |
Support for configuring the Key Info card and custom cards using the application's job properties. |
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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. |
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. |
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Focused search |
A new focused search option that lets you search on a specific application data item and get results faster. |
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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. |
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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. |
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. |
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Withdraw an application |
The ability to withdraw a saved application from Workspaces. |
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Recover an application |
The ability to recover an abandoned application from Workspaces. |
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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. |
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. |
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:
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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:
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Applicant Info |
Applicant info summarizes the key information about the applicants. Applicant Info offer the following benefits:
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Background Checks |
Validation results from third-party services can be seamlessly integrated and viewed in Transact Workspaces. Background Checks offer the following benefits:
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Application Timeline |
A simple application timeline with the ability to add and review notes. The Application Timeline offers the following benefits:
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Attached Documents |
Add and review the attached documents captured at various application stages. Attached Documents offer the following benefits:
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