| Version | Date Released | Features & Enhancements | Resolved Issues | Downloads |
|---|---|---|---|---|
| 23.4.6 | 8 Mar 2023 | |||
| 23.4.5 | 9 Jan 2024 | ✓ | ||
| 23.4.4 | 10 Dec 2023 | ✓ | ||
| 23.4.3 | 21 Nov 2023 | ✓ | ||
| 23.4.2 | 28 Sep 2023 | ✓ | ||
| 23.4.1 | 8 Aug 2023 | ✓ | ||
| 23.4.0 | 16 June 2023 | ✓ | ✓ |
Overview
Journey Workspaces 23.04 is now generally available. This release introduces many exciting new Workspaces features and enhancements, and a brand new Journey Applicants app. Highlights include:
- The Workspaces application details screen has been redesigned, providing a clear demarcation between application- and task-level information.
- We've added support for table row expansion on the list screen, allowing the display of additional information as a custom card.
- We've made further enhancements to custom cards, and improvements in many other areas including error reporting and receipts.
- Journey Applicants has been completely redesigned, supporting both desktop and mobile devices, with screen designs and workflows that better address the needs of applicants. For example, the UI/UX for uploading documents as part of the review process has been streamlined with applicants in mind.
For a full list of new features and improvements, see What's new in this release? below.
Prerequisites
Journey Workspaces applications require an environment running Journey Manager.
- Journey Workspaces: Journey Manager 23.04 or higher
- Journey Applicants: Journey Manager 23.04 or higher
The Journey Workspaces 23.04 application is deployed as an Open UX form using the command-line interface tool. When upgrading from Workspaces 20.05 or a later release, only minor changes to your existing configuration are required. However, if you're 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 Workspaces migration guide for this release and any earlier Workspaces release after the one you're upgrading from.
What is Journey Workspaces?
Journey Workspaces is a review and approval portal for bank staff, designed to support resolution and customer service activities for account opening and customer onboarding. Workspaces enhances the bank customer experience and improves banking staff productivity by increasing the efficiency and accuracy of the application review process, often a source of onboarding delays and customer dissatisfaction.
Journey Applicants is an authenticated portal for applicants which is aimed at providing a secure way for performing any follow-up actions, as part of the application process, and for keeping track of application progress
Journey Workspaces and Journey Applicants are integral modules of the Journey Manager platform, designed to create outstanding banking customer acquisition and onboarding journeys.
The Journey Applicants app introduced in the 22.04 release is now called Journey Engage. Journey Engage is a self-service portal allowing authenticated non-bank users to manage application creation, handle follow-up requests, and keep track of application progress.
Journey Operations, the new operations assistance portal, is now part of Journey Manager. For more information, refer to the Journey Manager 23.04 release notes.
Who is Workspaces for?
|
Review |
Processing Staff |
Offers review capabilities for pending applications that need manual action. |
|
Support |
Helpdesk Staff |
Allows support staff to find applications quickly and easily when responding to inquiries |
|
Assist |
Assisted Channel Staff |
Allows assisted channel staff to kick-start the application process and track application progress. |
|
Manage |
Managers / Supervisors |
Provides tasks management capabilities for managers. |
|
Applications |
Authenticated Applicants |
Offers a portal for managing applications and follow-up requests, and tracking application progress. |
What's new in this release?
The Workspaces 23.04 release includes several new features and improvements.
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Improved UI and UX |
A fresh new user interface and improved user experience for Journey Workspaces and Journey Applicants. |
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Table row expansion |
Expand table rows on the List screen, displaying additional information as a custom card. |
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Dedicated Application and Task sections |
An improved application details screen with dedicated sections for application- and task-level content. |
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New Task Switcher |
A new task switcher makes switching between tasks in an application seamless. |
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Consolidated Notes Card |
A dedicated Notes card brings all notes added across the application together in one location. |
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Reply to Notes |
A new comments feature lets users reply to any application note and view all the replies as a threaded conversation. |
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Simplified Application Timeline |
A streamlined Application Timeline feature that displays just the different stages of application progression. |
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Custom Card enhancements |
Custom card enhancements include:
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Error Framework improvements |
The error reporting framework provides additional information about mapping field configuration errors. |
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Receipt improvements |
Improvements to the receipts data source to ensure Workspaces users can view receipts across the application. |
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Mobile Responsive Design |
A fully responsive Journey Applicants app for desktop and mobile in both landscape and portrait orientations. |
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Improved Modal Windows |
Modal Window improvements include an optimized viewing area based on its content type. |
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Material Icons |
Configuration now supports using any Material icons in Journey Workspaces and Journey Applicants. |
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Data Source improvements |
Configure the Workspaces List screen using data from job properties in addition to the transaction metadata. |
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On-screen Configuration Editor |
Improvements to the experimental on-screen Workspaces configuration editor including a preview of changes. |