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Product Roadmap Updates

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by

Andrea Hunter

on 6 December 2012

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Transcript of Product Roadmap Updates

June July August September October November December GA Beta Dev All Available Live Not Live Existing Customer Lookup ARM Integration Lookup Existing Membership or Accouts Select a product and indicate you're existing to the FI Answer personalized questions to authenticate yourself as the existing
(optional by product) Application pre-fills with existing information Enhanced ACH NACHA file includes rows to move funds from a settlement account to new accounts. Applicable to:
ACH Funding
Credit Card Funding
Internal ACH Deposits with Schedule Loans Multi-Factor Authentication Setup Challenge Questions while applying Warning when logging in from an unrecognized device Email to continue with login Answer Security Questions Successful Login with option to Manage Security Quesitons Skip to the review page from offers to fill in the rest of the required information on a single page ARM Integration Deposits with Schedule Loans Enhanced ACH NACHA file includes rows to move funds from a settlement account to new accounts. Applicable to:
ACH Funding
Credit Card Funding
Internal ACH Notifications 2.0 Application Submitted
Application Commenced
Application Export Failure Application Summary Deposits with Schedule Loans Schedule Functionality in Development Replaces Thank You and Confirmation Screens at the end of the flow Branch Workflow (1.5) Start an Application as an officer via the console E-sign or collect a manual signature ARM Integration Deposits with Schedule Loans Enhanced ACH NACHA file includes rows to move funds from a settlement account to new accounts. Applicable to:
ACH Funding
Credit Card Funding
Internal ACH Deposits with Schedule Loans Umpqua Generally Available Production Beta Development Development Production Beta Generally Available Production Beta Generally Available Development Agreements for Multiple Products Umpqua Production Beta Generally Available Generally Available Development Notifications 1.0 - Account Numbers Low
- Application Assigned Edit Status Challenge Deposit Enhancements Account Number Generation Deluxe Check Pop-up July August August August September September September October October October January February March New Application Fields Enhanced CPI Export Online & Telephone Banking PINs Courtesy Pay Fields All deposit applications are exported in a single call to CPI
**Allows export of options for all new deposit applications (dependent on core capabilities) Export Pop-up includes information on what apps will be exported together All related deposit applications must be in "Ready for Export" in order to Export application Add locations & assign officers to locations 2012 Enhanced ACH NACHA file includes rows to move funds from a settlement account to new accounts. Applicable to:
ACH Funding
Credit Card Funding
Internal ACH Enhanced ACH NACHA file includes rows to move funds from a settlement account to new accounts. Applicable to:
ACH Funding
Credit Card Funding
Internal ACH Deposits with Schedule Rates Administration Deposits with Schedule Loans Channel Configurations Transient Channel Transition seamlessly between Online, Branch & Call Center Channels Channel Configurations Transient Channel Transition seamlessly between Online, Branch & Call Center Channels Channel Configurations Application Lookup Implement different application look-up settings based on channel
(ex: different funding methods per channel) Channel Configurations Application Lookup Implement different application look-up settings based on channel
(ex: different funding methods per channel) Channel Configurations Application Lookup Implement different application look-up settings based on channel
(ex: different funding methods per channel) Billing Report Internal aggregate billing report + Console UI Billing report per client Billing Report Internal aggregate billing report + Console UI Billing report per client Billing Report Internal aggregate billing report + Console UI Billing report per client Deposits with Schedule Loans Development Production Beta Generally Available Channel Configurations Transient Channel Transition seamlessly between Online, Branch & Call Center Channels Channel Configurations Transient Channel Transition seamlessly between Online, Branch & Call Center Channels Channel Configurations Transient Channel Transition seamlessly between Online, Branch & Call Center Channels Channel Configurations Application Lookup Implement different application look-up settings based on channel
(ex: different funding methods per channel) Channel Configurations Transient Channel Transition seamlessly between Online, Branch & Call Center Channels Rates Administration Rates Administration Rates Administration Rates Administration Rates Administration Rates Administration Rates Administration Third party providers application level view Third Party Raw Reports ARM Integration Third party providers application level view Third Party Raw Reports ARM Integration Third party providers application level view Third Party Raw Reports ARM Integration- Limited Third party providers application level view Third Party Raw Reports ARM Integration- Limited Third party providers application level view Third Party Raw Reports ARM Integration- Limited Third party providers application level view Third Party Raw Reports ARM Integration- Standard Third party providers application level view Third Party Raw Reports ARM Integration Third party providers application level view Third Party Raw Reports Branch Workflow Start an Application via the console Select multiple products upfront Skip to the review page from offers to fill in the rest of the required information on a single page E-sign or collect a manual signature Continue incomplete applications from the console Umpqua Deferred User Setup Application Request page does not include log-in setup An email is sent to the applicant with their generated username and instructions for completing registration to log back into the application. (Note: default username is email address unless it already exists in the system) User completes registration to create a password for log-in Branch Workflow Start an Application via the console Select multiple products upfront Skip to the review page from offers to fill in the rest of the required information on a single page E-sign or collect a manual signature Continue incomplete applications from the console Umpqua Deferred User Setup Application Request page does not include log-in setup An email is sent to the applicant with their generated username and instructions for completing registration to log back into the application. (Note: default username is email address unless it already exists in the system) User completes registration to create a password for log-in Branch Workflow Start an Application via the console Select multiple products upfront Skip to the review page from offers to fill in the rest of the required information on a single page E-sign or collect a manual signature Continue incomplete applications from the console Umpqua Deferred User Setup Application Request page does not include log-in setup An email is sent to the applicant with their generated username and instructions for completing registration to log back into the application. (Note: default username is email address unless it already exists in the system) User completes registration to create a password for log-in Application Summary- Limited Replaces Thank You and Confirmation Screens at the end of the flow Existing Customer Lookup Lookup Existing Membership or Accouts Select a product and indicate you're existing to the FI Answer personalized questions to authenticate yourself as the existing
(optional by product) Application pre-fills with existing information Existing Customer Lookup Lookup Existing Membership or Accouts Select a product and indicate you're existing to the FI Answer personalized questions to authenticate yourself as the existing
(optional by product) Application pre-fills with existing information Branch Workflow Start an Application via the console Select multiple products upfront Skip to the review page from offers to fill in the rest of the required information on a single page E-sign or collect a manual signature Continue incomplete applications from the console Umpqua Replaces Thank You and Confirmation Screens at the end of the flow Application Summary- Limited Deferred User Setup Application Request page does not include log-in setup An email is sent to the applicant with their generated username and instructions for completing registration to log back into the application. (Note: default username is email address unless it already exists in the system) User completes registration to create a password for log-in Agreements for Multiple Products Agreements for Multiple Products Agreements for Multiple Products Agreements for Multiple Products Counter Offer a Different Product Select to counter offer a loan From the counter offer worksheet, select a different product Provident CU Production Beta Generally Available Development Generally Available Production Beta Development Development Production Beta Generally Available April May June July August September October November December Generally Available Generally Available Generally Available Generally Available Generally Available Generally Available Generally Available Generally Available Generally Available Production Beta Production Beta Production Beta Production Beta Production Beta Production Beta Production Beta Production Beta Production Beta Development Development Development Development Development Development Development Development Development 2013 Platform Enhancements User Experience Feature Gaps e-Signature Redesign
Console UI Makeover Worksheet/ Calculations ARM Cleanup
Digital Resolve Platform Enhancements Worksheet/Calculations
Configurations by Channel Gaps ARM Cleanup
Digital Resolve Platform Enhancements Worksheet/Calculations User Experience User Experience Client Side Validation User Experience E-signature Redesign
Console UI Makeover User Experience E-signature Redesign
Console UI Makeover Platform Enhancements Configurations by Channel Feature Gaps ARM Cleanup
Rates Management Cleanup
Account History Branch Workflow Start an Application via the console Select multiple products upfront Skip to the review page from offers to fill in the rest of the required information on a single page E-sign or collect a manual signature Continue incomplete applications from the console Umpqua Branch Workflow Start an Application via the console Select multiple products upfront Skip to the review page from offers to fill in the rest of the required information on a single page E-sign or collect a manual signature Continue incomplete applications from the console Umpqua UX Roadmap Quick Wins “What you will need” page redesign
Progress bar design
Session timeout redesign
Save and continue later process
Show hide fields based on input
Ability to combine detailed info for multiple applications
Console skin redesign
CSS file organization
Sticky Panels
Streamline qualifying (“spinnies”) page
Button design and loader with button
Brand neutral icons - Driver’s license, loan, checking, CC, etc.
Improve reporting capabilities
Other tweaks – Annual income, smart defaults Client Side Validation
Required & optional fields
Forgiving format
Formatting Hints
Live Validation & Feedback
Error Design and display
Help Text
Support Text
Button design
Masking and reformatting
Smart defaults Form Standards Overview of effort
Simple repeatable steps
Wizard like flow
Ability to accept without sign
Thumbnail view of docs
Click to zoom in and sign
Accept multiple T&C
Clear call to actions E-Sign Redesign Simplify
Progressive disclosure
Clear call to action
Clear next steps
Same as offers page
Set up as a hub page
Can be a starting page
Organize by product
Start skipped offers My Applications Redesign Focus on smaller groups
Collapsible Groups
Read only mode on finish
Ajax form submission
Progress feedback Collapsible Groups & Live Validation Console Redesign Conversion Roadmap Consumer Features Console Features Data Services 80%:
Disclosure Handling
Single Funding Page

100%:
'Final Look" Page
CD Rates by Amount
Routing # Validation
Product Selection Restrictions 80%:
Rate Management
Open Requirements

100%:
Reporting Parity
Campaign Manager
Outsourced ACH
Super Users
Brandable Markets 80%:
ARM
Qualifile
Equifax eIDV
IST Watchlist
DGR IP Intelligence
Interconnect
Account History
RSA

100%:
Qualifile Cross Sales
Yodlee IAV/FT
ARM FortiFI Platform Roadmap Consumer Features Console Features Data Services 2013:
IFS Integration
On-Page Validation
Qualify Interstitial
Joint App User Flow
Single Sig Card
Upload 2.0
Checks 2.0
Mobile UX Revamp

Next:
oFlows Connect
Advanced X-Sell 2013:
Worksheets 2.0
Calculators Refresh
ACH Tools
Underwriter Tools
In-Flow Overrides
Add/Drop Features
Configuration by Channel

Next:
Console UX Revamp
oFlows Connect 2013:
Acumen (Both)
XP (Loans)
TBD Core (Loans)


Next:
Indirect Lending
Direct Credit Report
NADA
eID Compare Current User Flow oFlows Platform Roadmap Touchscreens, Cameras, Apps Jill Jack The Story of Jack and Jill Feature Gaps ARM Cleanup
Rates Management Cleanup
Digital Resolve
Account History Feature Gaps ARM Cleanup
Rates Management Cleanup
Digital Resolve
Account History Feature Gaps ARM Cleanup
RSA (Branch & Waterfall)
Disclosure Handling Feature Gaps Yodlee
RSA (Branch & Waterfall)
Disclosure Handling
Open Requirements Feature Gaps Yodlee
Open Requirements
Interconnect Feature Gaps RSA (Branch & Waterfall)
Disclosure Handling Feature Gaps RSA (Branch & Waterfall)
Disclosure Handling Feature Gaps RSA (Branch & Waterfall)
Disclosure Handling Platform Enhancements Configurations by Channel Platform Enhancements ACH Tools in Console January February March April May June July August September October November December Feature Gaps Yodlee
Open Requirements
Interconnect
CD Gaps Platform Enhancements ACH Tools in Console User Experience Client Side Validation Feature Gaps Open Requirements
Interconnect
CD Gaps User Experience Client Side Validation Platform Enhancements ACH Tools in Console Feature Gaps Open Requirements
Interconnect
CD Gaps User Experience Client Side Validation Platform Enhancements ACH Tools in Console Feature Gaps Open Requirements
Interconnect
CD Gaps Platform Enhancements ACH Tools in Console User Experience Client Side Validation Feature Gaps Yodlee
Single Funding Page
Platform Enhancements Manual Signature Branch Flow
Workflow Flexibility Joint Applicant Flow User Experience Enhanced UI Template
Quick Wins User Experience Enhanced UI Template
Quick Wins User Experience Enhanced UI Template
Quick Wins User Experience Enhanced UI Template
Quick Wins User Experience Enhanced UI Template
Quick Wins User Experience Enhanced UI Template
Quick Wins Feature Gaps Yodlee
Single Funding Page
Reporting Parity Feature Gaps Yodlee
Single Funding Page
Reporting Parity Platform Enhancements Manual Signature Branch Flow
Workflow Flexibility Platform Enhancements Manual Signature Branch Flow
Workflow Flexibility User Experience Form Design Standards
Joint Applicant Flow User Experience Form Design Standards
Joint Applicant Flow User Experience Form Design Standards
Joint Applicant Flow Platform Enhancements Manual Signature Branch Flow
Workflow Flexibility Feature Gaps Single Funding Page Feature Gaps Yodlee
Reporting Parity
Advanced Product Restrictions Feature Gaps Yodlee
Reporting Parity Feature Gaps Yodlee
Reporting Parity Feature Gaps Single Funding Page
Advanced product restrictions Feature Gaps Single Funding Page
Advanced product restrictions User Experience Form Design Standards
Joint Applicant Flow Platform Enhancements Manual Signature Branch Flow
Workflow Flexibility User Experience Form Design Standards
Joint Applicant Flow
Qualifying Page Interstitial
Workflow UI Cleanup Platform Enhancements Manual Signature Branch Flow
In-Flow Check Ordering User Experience Qualifying Page Interstitial User Experience Qualifying Page Interstitial
Workflow UI Cleanup Platform Enhancements In-flow check ordering Platform Enhancements In-flow check ordering Platform Enhancements Configurations by Channel Platform Enhancements Configurations by Channel Platform Enhancements Configurations by Channel
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