Version Date Released Features & Enhancements Resolved Issues Downloads
22.10.4 6 Mar 2024 ✓
22.10.3 8 Jan 2024 ✓
22.10.2 30 Nov 2023 ✓
22.10.1 29 Sep 2023 ✓
22.10.0 16 November 2022 ✓ ✓

Overview

Journey Workspaces 22.10 is now generally available. This release introduces some exciting new features and enhancements to Journey Workspaces and Journey Applicants. There's a fresh new UI with white-label theme support and several UX improvements, enhanced navigation with support for the grouping of spaces, and many new productivity features including support for invoking fluent functions, a new reassign action, and an option to perform bulk actions.

Prerequisites

Journey Workspaces applications require an environment running Journey Manager.

  • Journey Workspaces: Journey Manager 22.10 or higher
  • Journey Applicants: Journey Manager 22.04 or higher
Note

The Journey Workspaces 22.10 application is deployed as an Open UX form using the command line interface tool. If you are upgrading from Workspaces 20.05 or a later release then only minor changes to your existing configuration are required. 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 the migration guides 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. 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.

Journey Workspaces for bank staff is a review and approval portal for bank staff, designed to support resolution and customer service activities for account opening and customer onboarding.

Journey Workspaces for authenticated non-bank users, now called Journey Applicants, is a self-service portal for managing application creation, handling follow-up requests, and keeping track of application progress.

Note

Journey Operations, the new operations assistance portal, is now part of Journey Manager. For more information, refer to the Journey Manager 22.10 release notes.

Who is Workspaces for?

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Review

Processing Staff

Offers review capabilities for pending applications that need manual action.
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Support

Helpdesk Staff

Allows support staff to find applications quickly and easily when responding to inquiries
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Assist

Assisted Channel Staff

Allows assisted channel staff to kick-start the application process and track application progress.
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Manage

Managers / Supervisors

Provides tasks management capabilities for managers.
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Applications

Authenticated Applicants

Offers a self-service portal for managing application creation, follow-up requests, and tracking application progress.

What's new in this release?

The Workspaces 22.10 release includes several new features and improvements.

Improved UI and UX

A fresh new user interface for improved user experience.
branding_watermark

Support for white-label themes

The introduction of support for white-label themes allows dynamic branding based on the logged-in user.
segment

Space Grouping

Group related spaces under the new hamburger menu which also shares reusable configurations.
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Custom Card Grouping

An improved custom cards feature now allows several custom cards to be grouped within tabs.
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Fluent Support

Native support for invoking Fluent Functions in Workspaces is available for custom actions, custom card links, and as a data source for custom cards.
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Bulk Actions

Perform a bulk operation of several commonly used actions: claim, release, assign, reassign, withdraw, and recover.
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Task Reassignment

Added support for reassigning tasks without the need to unassign them first.
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Timeline Stepper

The new timeline stepper feature provides a tramline view of application progress.
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Tooltips Feature

Tooltips are now supported to display additional information from the List screen table and Details screen key info card.
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Improved Modal Window

Modal Window improvements include an optimized content viewing area and an option to open forms in a new browser tab.
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Rules Support

Configuration now supports rule definitions to control the display of custom actions, custom cards, and the upload attachments button.

Material Icons

Configuration now supports using any Material icons in Workspaces and Journey Applicants.
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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.
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On-screen Configuration Editor

A new experimental feature to edit Workspaces configurations from the Workspaces UI and preview the changes.

Release Details

22.10.0

Features and Enhancements

Key Feature/Enhancement Summary
NWS-2299 Journey Applicants – Features and Enhancements

Workspaces – Development of Applicant portal new features that include:

  • UI / UX Improvements
  • Introduction of switch language button
  • White-label support for themes
NWS-2301 Journey Workspaces – Features and Enhancements

Workspaces – Development of Workspaces portal new features and enhancements that include:

  • UI / UX improvements
  • White-label support for themes
  • Enhancements to the global filters
  • Enhancements to the global actions
  • Enhancements to the modal window
  • Enhancements to the receipts rendering
  • Support for space grouping
  • Support for filtering on fields that doesn’t exist in the listing table
  • Support for fluent functions
    • Custom Actions
    • Custom Card Links
    • Data Source for Custom Cards
  • Custom card improvements
    • Tab support
    • Rules support
    • Improvements to hideEmpty
    • Fluent function support
  • Introduction of Reassignment action feature
  • Introduction of Bulk Action feature
  • Introduction of Timeline stepper feature
  • Show / Hide option for upload button configuration
  • Rules configuration support
    • Custom Actions
    • Custom cards
    • Upload Button
  • Ability to display tooltips in listing table and key info cards
  • Support for using material icons
  • Additional datasource options for summary screen
    • Initial transaction’s properties
    • Job properties
    • Fluent Function
  • Disabled the inaccessible transactions from timeline
  • On-screen configuration editor (experimental feature)

Resolved Issues

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