23.10

Version	Date Released	Features & Enhancements	Resolved Issues	Downloads
23.10.2	10 Mar 2024		✓
23.10.0	21 December 2023	✓	✓

Overview

Journey Workspaces 23.10 is now generally available. This release includes many exciting new Workspaces features and enhancements, a brand new Journey Applicants app, and a redesigned Journey Brokers app. Highlights include:

An on-screen configuration editor.
A List screen table that can display applications with associated tasks.
A new feature to share a Details screen.
Refinements to the SLA feature.
In-app display of common attachment types.
Custom card improvements.
UI/UX improvements to the Journey Applicants application, making it easier to use.

We're excited to introduce the new Journey Brokers app: a web application for authenticated non-bank users, such as brokers, who create and manage the onboarding application journey for their clients.

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 23.10 or higher
Journey Applicants: Journey Manager 23.10 or higher
Journey Brokers: Journey Manager 23.10 or higher

Note

The Journey Workspaces 23.10 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.

Journey Applicants is an authenticated portal for applicants, 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 Brokers is a new app targeted at non-bank users, like brokers, who work for their clients to onboard them to a financial institution. Journey Brokers provides all the features these users need to create and manage applications on behalf of their clients.

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 Workspaces, Journey Applicants, and Journey Brokers form an integral module of the Journey Manager platform, designed to create outstanding banking customer acquisition and onboarding journeys. Journey Applicants and Journey Brokers target new audiences, providing them access to the application journey.

Note

The Journey Applicants app introduced in the 22.04 release is now called Journey Brokers. Journey Brokers is a self-service portal allowing authenticated non-bank users to manage application creation, handle follow-up requests, and keep track of application progress.

Who is Workspaces for?

ballot Review	Processing Staff	Review capabilities for pending applications that need manual action.
headphones Support	Helpdesk Staff	Allow support staff to find applications quickly and easily when responding to inquiries.
accessibility Assist	Assisted Channel Staff	Assisted channel staff can kick-start the application process and track application progress.
supervised_user_circle Manage	Managers / Supervisors	Task management capabilities for managers.
portrait Applications	Authenticated Applicants	An authenticated portal for applicants to manage applications and follow-up requests, and track application progress.
portrait Applications	Brokers and similar non-bank users	An authenticated portal for non-bank users (like brokers) to manage application creation, perform follow-up actions, and keep track of application progress.

What's new in this release?

The Workspaces 23.10 release includes several new features and improvements.

compare	Dynamic branding	Enhancements to the dynamic branding now allow themes to be applied based on an organization property or the user’s profile. Branding applied this way takes effect across the app including forms (if they support branding) that are rendered within the app.
picture_in_picture	On-screen configuration editor	Enhancements to the Configuration editor now allow app configuration to be updated at run time. An experimental GUI editor is available as an option for less technical users.
notification_important	SLA feature enhancements	An enhanced SLA feature now supports fine-grained configuration of SLA definition and color coding based on business rules.
share	Sharing an application URL	The new Share action generates a unique URL for the current Details page and copies it to the clipboard for sharing with other users.
attachment	In-app display of attachments	Common attachment file types, such as images and PDFs, are now rendered natively within the app. Supported file types: jpg, jpeg, png, gif, pdf, xml, json, html.
move_up	Callback for actions	Workspaces actions now support triggering an external call-back function to perform additional actions; for example, sending an email when a task is assigned to a user.
segment	Applications with sub-tasks view	Each space definition now supports job as the source for listing applications on a List screen. The expanded table row now supports a tree view display of applications with sub-tasks.
widgets	Custom card enhancements	All types of custom cards, including table and table extended, are now fully responsive for smaller screens such as mobile phones.
smartphone	Mobile responsive design	Most of the features in Workspaces, Applicants and Brokers are fully responsive for small screen layouts in both portrait and landscape orientations. Exceptions include the bulk action and table row expansion features.
accessibility_new	Accessibility improvements	Numerous accessibility improvements have been made for the Journey Applicants application.
verified_user	SMS- and email-based authentication for applicants	A reference implementation is available as a proof of concept for a password-less authentication with SMS / Email in Journey Applicants.
forum	Co-browsing in Journey Applicants	An experimental co-browsing feature is available as an option from Journey Applicants using Unblu integration (third-party service provider).

Release Details

23.10.0

Features and Enhancements

Key	Feature/Enhancement	Summary
NWS-2733	Journey Apps – Tech Upgrades	Journey Workspaces, Journey Applicants and Journey Brokers V23.10 release includes some key tech upgrades such as Validation schema replacement with Zod Create React App replacement with Vite Webpack replacement with Vite Upgrade to PNPM for local development
NWS-2736	Journey Applicants – Accessibility Improvements	Reviewed and enhanced the Journey Applicant features to improve the accessibility and be compliant with minimal accessibility standards.
NWS-2738	Journey Applicants – Passwordless Authentication	A Proof of Concept is completed with Auth0 passwordless authentication service to authenticate Journey Applicants using OTP sent via SMS / Email address.
NWS-2739	Journey Apps – Enhancements	Following are the list of enhancements done in 23.10 release: Support for job as a source in spaces and the listing table now supports listing sub tasks under the application. Support for natively render certain types of attachments within the modal window. Trigger a fluent function call back upon successful completion of the actions / bulk-actions in Workspaces. Sharing the URL of an application page with other users (IDEA-768). Enhancements to the SLA feature to support fine-grained SLA definitions and colour coding specifications. Close the modal window when a pop-out button is clicked, and the form is opened in a new browser tab. UI / UX enhancements to the Application Switcher in Journey Applicants. UI / UX enhancements to the custom cards to be mobile responsive. UI / UX enhancements for the listing screen components to be mobile responsive for Journey Brokers.
NWS-2740	Journey Apps – On-screen Configuration Editor	All the Journey apps now supports on-screen configuration editor that allows updating the configuration at run-time. There is also an experimental new GUI mode for non-tech-savvy users.
NWS-2742	Journey Apps – Dynamic Branding	Journey Apps now supports dynamic branding which can be controlled via user’s profile or organization property. The branding is applied across the app including the forms (if supports branding) that are rendered with in the app.
NWS-2743	Journey Applicants – Co-browsing	A Proof of concept is done to optionally enable co-browsing capability in Journey Applicants using the Unblu integration ( a third party co-browsing service provider).

Resolved Issues

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Journey Workspaces 23.10