Version Date Released Features & Enhancements Resolved Issues Downloads
22.4.4 6 Mar 2024 ✓
22.4.3 9 Jan 2024 ✓
22.4.2 14 Nov 2022 ✓ ✓
22.4.1 25 Oct 2022 ✓ ✓
22.4.0 8 June 2022 ✓ ✓ ✓

Overview

Journey Workspaces 22.04 is now generally available.

This release introduces a new Operations Assistance portal for operations staff and administrators. The Operations portal allows authenticated users to search and view transactions in a Temenos Journey Manager (TJM) system when providing operational assistance to banks and their customers. This release also includes enhancements to the Authenticated Applicants’ portal which now offers theming capabilities, as well as a new notes feature that provides the ability to take notes and communicate with bank staff. In addition, there are many other improvements to the Journey Workspaces portal including enhancements to the search, application timeline, and notes features.

Prerequisites

Journey Workspaces applications require an environment running Journey Manager.

  • Journey Workspaces: Journey Manager 20.05 or higher
  • Authenticated Applicants / Operations Assistance portal: Journey Manager 22.04 or higher
Note

The Journey Workspaces 22.04 application is deployed as an Open UX form using the command-line interface tool. If you are upgrading from a 20.05 or 21.11 release then you only need to make some minor changes to your existing configuration. However, if you are upgrading from an older release then you first need to migrate your configuration to work with the latest Open UX version of Workspaces. To learn more about what’s required, see Migration from v19.11 to v20.05 in the Workspaces technical documentation.

What is Journey Workspaces

Journey Workspaces is an integral module of the Journey Manager platform, designed to create outstanding banking customer acquisition and onboarding journeys.

  • Journey Workspaces for bank staff is a review and approval portal for banking staff, designed to support resolution and customer service activities for account opening and onboarding.
  • Journey Workspaces for authenticated non-bank users is a self-service portal for managing application creation, follow-ups, and keeping track of application progress. Workspaces enhances the bank customer experience and improves banking staff productivity by increasing efficiency and accuracy of the application review process, often a source of onboarding delays and customer dissatisfaction.

The new Operations Assistance portal is the first step in an initiative to revamp the existing Journey Manager administration console. Existing TJM console functionality is being migrated into dedicated mini apps that enable system administrators to manage core functions of the Temenos Journey Manager platform efficiently.

Who is Workspaces for?

ballot

Review

Processing Staff

Workspaces offers review capabilities for pending applications that need manual action
headphones

Support

Helpdesk Staff

Workspaces allows support staff to find applications quickly and easily when responding to inquiries
accessibility

Assist

Assisted Channel Staff

Workspaces allows assisted channel staff to kick start the application process and track application progress
supervised_user_circle

Manage

Managers / Supervisors

Workspaces provides tasks management capabilities for managers
portrait

Applications

Authenticated Applicants

Workspaces offers a self-service portal for managing application creation, follow-ups, and keeping track of application progress.
admin_panel_settings

Operations

Operations Staff / Administrators

Workspaces offers a view for Operations staff to search and manage TJM transactions when providing operations assistance.

What's new in this release?

The Workspaces 22.04 release includes several new features and improvements.

construction

construction

Improved build and deployment process

Improved version control in Product Artifactory that allows easy access to a specific Workspaces release
admin_panel_settings

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
picture_in_picture_alt

Theme support in Applicant space

Apply a theme to the Applicant space to match bank branding and color schemes
speaker_notes

Notes feature in Applicant space

A new notes / comment feature in the Applicant space that allows applicants to communicate directly with bank staff for assistance during the application process
search

Search improvements

Improvements to the Workspaces search feature, allowing the user to return to the parent view quickly after completing a search
view_timeline

Timeline improvements

Improvements to the Application timeline feature to filter out tasks or transactions that are not required
speaker_notes

Notes improvements

Improvements to the Workspaces notes feature to make it easier for bank staff to communicate with applicants in the Applicant Space
build_circle

Migration to new automation framework

Migration from the old web driver framework to the Nightwatch framework for API, config, and UI automation

Release Details

22.04.2

Features and Enhancements

Key Feature/Enhancement Summary
NWS-2505 UI / UX enhancements for Workspaces and Applicants Portal UI / UX enhancements to the Workspaces and Applicants portal based on the feedback
NWS-2498 Hide links from custom cards if the value is empty An enhancement to the custom cards to hide the links from showing up in the custom card if the value is null or empty and hideEmpty is set to true

Resolved Issues

Key Summary Description
NWS-2492 Journey Workspaces: Custom card links are not working with the job properties

Type: Bug

Reported by Temenos NA team
NWS-2494 Journey Workspaces: Custom cards with value '0' in number format are hidden incorrectly

Type: Bug

Reported by Temenos NA team

22.04.1

Features and Enhancements

Key Feature/Enhancement Summary
NWS-2424 Access to the initial transaction for configuring the summary screen in the Workspaces and Applicants portal An enhancement to support accessing the initial transaction's data in a job to configure the summary screen information display. 

Resolved Issues

Key Summary Description
NWS-2456 Journey Workspaces: DataSource is not supporting fallback

Type: Bug

Reported by Temenos NA team

22.04.0

Features and Enhancements

Key Feature/Enhancement Summary
NWS-2145 Operations Portal – Feature development Workspaces - Development of the Operations portal MVP features that includes

Views:

  • All transactions
  • Form transactions
  • Saved transactions
  • Abandoned transactions
  • Assigned tasks

Search screen:

  • Views
  • Global Filters
  • Additional Filters
  • Search by keywords
  • Listing table
  • Listing table Actions

Summary Screen:

  • Key Info card
  • Custom card grouping by tabs
  • Custom cards
  • Forms
  • Actions

Theme:

  • Application Theme
NWS-2141 Applicants Portal – Feature development Workspaces - Development of the Applicant portal new features that includes
  • Add / View Notes
  • Application Theme
NWS-2143 Workspaces – Feature development Workspaces – Enhancements to the existing features that includes
  • Search - Improvements to get back to the parent view quickly after completing the search
  • Application timeline - Improvements to filter out tasks / transactions that are not required
  • Notes - Improvements to make it easier for the bank staff to communicate with the applicants through Applicant Space

Resolved Issues

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