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cfpb / sbl-project

Project management repo for the SBL project
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[Story] See the current filing status for each of my institutions #121

Open angelcardoz opened 9 months ago

angelcardoz commented 9 months ago

Epic

Epic issue includes overview, complete list of user stories, technical and content requirements, user testing task ideation, and current design mock-ups.

[Epic] Small business lending filing home https://github.com/cfpb/sbl-project/issues/14

User story

As a filer, I want to see the current filing status for each of my institutions, so that I know I need to start or continue the filing process for each institution, or see that my filing has been submitted".

Acceptance criteria

Given a system user is logged in, when they visit the small business lending filing home page, then the system displays the current filing status (not started, in progress, complete) for each financial institution they are associated with.

Technical tasks

Developers should create technical tasks and add links (below) prior to sprint planning.

Front end

Back end

natalia-fitzgerald commented 9 months ago

@angelcardoz With the design explorations we're moving in the direction of showing the status of the current step as the entry point (as opposed to providing entry points into any step in the process from the filing home). This will be visualized in the card header (shows the next action step a user can take), the body text (provides helpful details related to that step), and a button that takes the user to that next step.

We're exploring separating out the view/update financial institution details as a separate task which allows us to preserve the sequential flow of the upload file -- resolve errors -- review warnings -- sign and submit. Depending on what we hear about the "Type of financial institution" we will accommodate this and provide financial institution point of contact as a separate step ("Provide additional filing details" catch all or something more focused depending on answers to pending questions).

In HMDA a visual of the process steps are included on the card. These include a visual indicator of where the user is in the process. For the filing platform we want to be sure we include details that are especially helpful for getting a user into the filing flow, without adding potential clutter. So I want to be thoughtful about what we include versus exclude from the cards. If we think that a new user would benefit from understanding the steps of the process we could have a separate page that lists the steps and some added context/details on each step. This would provide more detail than a visual of the steps on the card so it could be more helpful to that new user. I will include explorations of including the visual of all of the steps on the card as well (for comparison).

In terms of a user being able to move between steps, regardless of what we show on the card (filing home) a user who is inside of the filing process will be able to move back to steps that they already "completed" and will have a visual that shows them where they are in the sequential process.

angelcardoz commented 8 months ago

Added "...,or see that my filing has been submitted" to the end of the story. Also, changed the acceptance criteria based on Natalia's comment above. The original acceptance criteria was, "Given a system user is logged in, when they visit the small business lending filing home page, then the system displays the current filing status (not started, in progress, complete) for each "task" in the filing process (institution details status, file upload status, and contact info status) for each financial institution they are associated with."