| Version |
Date Released |
Features and Enhancements |
Resolved Issues |
| 3.0.3 |
9th Oct 2020 |
N/A - Maintenance only |
✓ |
| 3.0.2 |
3rd Sept 2020 |
✓ |
✓ |
| 3.0.1 |
29th July 2020 |
✓ |
✓ |
| 3.0.0 |
20th June 2020 |
|
|
Springboard Retail DAO 3.0.0 is a major release with an exciting new feature, a Maestro upgrade and bug fixes.
What's New
The Springboard Retail DAO v3.0.0 release includes a number of key new features and improvements:
Product Selector
The newest feature is a Product Selector form which allows applicants the ability to view different account types / product details and select one or many that they would like to apply for.
The shopping cart functionality makes it clear what the applicant intends to apply for and then (unknowingly) transitions them to the Deposit Account Opening form to complete their application. Banks have the ability to enable mandatory product bundles as well as up-sell recommended products.
Maestro Upgrade
We have now upgraded to Maestro 19.11.
General Improvements
- iOvation Call removal: When opening an application from within Workspaces we already know it's being opened by trusted source therefore it's not necessary to call iOvation (fraud detection).
- Technical debt
- UI bug fixes
- Updated public documentation
Release Details
3.0.3
Resolved Issues
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3.0.2
Features and Enhancements
| Key |
Story |
Summary |
Notes |
| TF-1057 |
Product Selector New Features |
The following has been added as a configuration, however there are UX issues that still need to be worked through (see TF-1055):
Top location for shopping cart:
- A sticky panel that scrolls with browser so that Continue button is always available to user
- Accordion to the products list so that we don’t occupy real estate too much in case of many products
- Hides product description on smaller screen to save real estate.
|
- Added support to prefill product selector with multiple products through query string parameter. Previously it was only supporting one product.
- Prefilling product selector with multiple products adds product to shopping cart automatically. If a given product has mandatory cross sell, it will also add a cross sell product to the bundle automatically.
- Pre-filling product selector with a single product that offers a mandatory cross sell will add two products in a bundle automatically.
- Pre-filling product selector with a single product that offers an optional cross sell will not add any products into shopping cart but presents a screen where user makes a selection to add to bundle or not.
- Added a note for user convenience above the “Explore” button at category where it has reached maximum allowed products per category.
- Added a note for user convenience above “I’m Interested” button at product level where it has reached maximum allowed products.
- Enforces maximum products per category validation even is category is suppressed through configuration.
|
| TF-1056 |
Product Selector: Experience enhancements |
User experience enhancements based on feedback from the first client implementation. |
- Added progress indicator while performing auto redirection. We have noticed that there was some lag previously which keeps user on PS screen and then performs redirection. I have added a spinner to avoid confusion.
- Adding “(Bundled)” postfix to the product name in the shopping cart to make it more obvious.
|
| TF-1055 |
Product Selector: New Configurations |
Configuration enhancements based on on feedback from the first client implementation. |
- Wrapped all product selector experience controls into single element in product repository for future scalability.
- ShoppingCartLocation – New element to display location of shopping cart. Possible values are “right” and “top”. Default is “right”. Do not recommend using “top” option as some UX issues outstanding.
- AutoRedirectionEnabled – This drives product selector behavior to perform auto redirection to DAO form or not. Default is “true”. Setting it to “false” will add requested product into shopping cart but will give opportunity to user to add more products before redirecting to DAO form. (see screenshot)
- “MaxProductLimit" Element added at Product level to specify maximum allowed products in a single application. Default if empty which implies to unlimited.
|
| TF-970 |
Product Selector: Addition of error for bundles going over restrictions |
Addition of a popup error when a user selects a bundle and the secondary bundle product would take them over the product restriction limit. |
AS an FI
I WANT applicant's to not be able to add more products to their shopping cart than the set restriction
SO THAT the business rules of a product are always adhered to
GIVEN that the user has reached the maximum number of <savings/checking/etc> products in their cart
WHEN they add a bundle and the secondary product would take them over the product restriction limit
THEN a popup is displayed with the copy 'The maximum number of <savings/checking/etc> accounts have already been added to your cart. Please remove one and try again.'
|
| TF-1027 |
Product Selector Deployment Guide |
Creation of a Product Selector Deployment Guide for Client Services team to follow. |
Product Selector Deployment Guide |
Resolved Issues
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3.0.1
Features and Enhancements
| Key |
Story |
Summary |
Notes |
| TF-873 |
Mailing address |
Addition of an option to allow primary and joint applicants to include a mailing address (using Google Places lookup).
|
As a FI
I WANT to allow users to provide a mailing address in case it is different from their physical address
SO THAT we can send mail to the right place
- A checkbox exists on the applicant and co-applicant address pages which allows the user to indicate that their mailing address is different than their physical address
- Add the label 'Please enter your mailing address' as per highlighted screenshot so that it's consistent with the previous address label
- When the checkbox is checked, another address field is made visible and labeled Mailing Address
- The data entered in the mailing address fields is available in the data model for ingestion by the core/other integrations
|
| TF-904/917 |
Progress / Navigation Bar |
When custom, complex user journeys were being implemented the progress bar occasionally struggled to understand how far along the user would be given page visibility rules.
This functionality allows a developer to override the out of the box progress by setting a percentage of completion on each page in case of any issues.
|
AS A Client Services developer
I WANT the ability to override the out of the box progression of the progress bar
SO THAT I have better control, given the complexity of some user journeys
Configuration to allow:
- Excluding pages from the progress bar
- Hiding of numbers (this is existing functionality)
- Allow a CS Dev to set the progression percentage at page form level
|
| TF-953 |
Workspaces upgrade |
Upgrade to the latest release of Workspaces (20.05) |
Upgraded to ensure the updated Springboard configuration comes out of the box for Client Services.
|
| TF-933 |
Create Selenium documentation |
Created instructional documentation for the setup of Selenium for Client Services team. |
Included in Springboard documentation folder. |
| TF-942 |
Product Selector - Optional bundle |
Addition of the ability to setup an optional bundle which provides the user the option to continue without it's selection. |
AS a financial institution
I WANT the ability to offer another product on selecting a primary product
SO THAT there is the opportunity to up-sell another product upon selection
- Select product to add to shopping cart
- Option appears to add another product
- Applicant can accept to add the second product (both products added to cart), or reject it (only original product added to cart)
|
Resolved Issues
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