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Version Date Released Features & Enhancements Resolved Issues Downloads
24.04.0 31 May 2024

Overview

Journey Workspaces 24.04 is now generally available. This release includes some exciting new features and enhancements. Highlights include:

  • Introduction of right-to-left (RTL) language support
  • iframe custom cards
  • Support for actions within custom cards
  • Support for status colors in custom cards
  • Enhanced timeline stepper that allows rules and filtering of steps based on occurrence
  • Improvements to session expiry, snackbar notifications, accessibility

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 24.04 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, first you 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 to perform any follow-up actions as part of the application process, and to keep 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.

Note

Journey Operations, a new operations assistance portal, is now part of Journey Manager. To learn more, see the Journey Manager 24.04 release notes.

Who is Workspaces for?

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Review

Processing Staff

Journey Workspaces offers review capabilities for pending applications that need manual action.

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Support

Helpdesk Staff

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

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Assist

Assisted Channel Staff

Journey Workspaces allows assisted channel staff to kick-start the application process and track application progress.

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Manage

Managers / Supervisors

Journey Workspaces offers task management capabilities for managers.

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Applications

Authenticated Applicants

Journey Applicants is a portal for applicants to complete follow-up requests and monitor application progress.

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Applications

External (non-bank) users / Brokers

Journey Brokers is an authenticated portal for non-bank users (like brokers) to manage application creation, perform follow-up actions, and monitor application progress.

What's new in this release?

The Workspaces 24.04 release includes many new features and improvements.

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Right-to-left (RTL) layout

Introduced support for an optimized right-to-left (RTL) UI experience that automatically adjusts screen contents for locales that use a right-to-left script.

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iframe Custom Card

A new type of iframe card for displaying web contents such as URLs, HTML, PDFs, or other image types within Workspaces.

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Custom Card Actions

The ability to call a custom action within a custom card that works like global custom actions.

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Custom Card enhancements

A raft of new custom card enhancements:

  • Allow end users to copy text from list type custom cards using a new “copy text” button.
  • Added support for rendering images within the custom card links.
  • Added support to set the status colours with “alert” type in custom cards.
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Session Expiry enhancements

Session expiry enhancements:

  • A new alert mechanism to prompt users about upcoming session expiry.
  • Added an option to set the redirection URL upon session expiry.
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Snackbar Notification enhancements

The ability to cascade multiple snackbar notifications when there are multiple messages to display.

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Timeline Stepper enhancements

Timeline stepper enhancements:

  • Support for rules to control whether certain steps appear in the timeline stepper.
  • Support for automatic step filtering based on their occurrence during the application processing journey.
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Rules / Permissions support for Mappings

Added support for setting up mapping field rules / permissions which take effect in the listing table and key info sections in addition to custom cards (already supported).

Supported components:

  • Permissions: List table, Key info card, and Custom cards
  • Rules: Key info card and Custom cards
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Mobile Responsive Design enhancements

Enhancements to support a fully functional sub-table layout within the listing table for mobile devices.

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Accessibility improvements

Numerous changes to improve the accessibility of the Journey Applicants, Journey Brokers, and Journey Workspaces applications.

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UI Editor for Configuration

(Experimental) A UI editor in the configuration app that offers an alternative to the JSON interface.

Note: Currently, this feature is not enabled for all UI components.

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Improved Modal Window

Modal Window improvements include an optimized content viewing area and an option to enable / disable the opening of forms in a new browser tab.

Release Details

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