cfpb / sbl-project

Project management repo for the SBL project

Creative Commons Zero v1.0 Universal

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[Epic] Sign and submit #180

Open sthomas93 opened 8 months ago

sthomas93 commented 8 months ago

Milestone: [7. Sign and submit]

Epic: Sign and submit

Overview

A filer cannot get to this page unless they have a file with no errors and have verified any warnings.
They will also have provided a POC already, and have given us type of financial institution.
This epic will cover the review of FI details, lending data details, POC details and the confirmation of submission.

Tasks

[ ] Pull together initial list of relevant user stories for this epic
[ ] Make a list of the content requirements for this epic
[ ] Make a list of the technical requirements for this epic
[ ] Post current wireframes and mock-ups
[ ] Review wireframes and mock-ups with FEWD, BEWD, Data, SBL Help, Content team members
[ ] Refine user stories to prepare for development phase
[ ] Identify and capture tasks for user testing
[ ] Conduct user testing

User stories

Q4 2024 release (12/31/2024)

Q1 2025 release (Backlog)

[ ] https://github.com/cfpb/sbl-project/issues/284

Backlog

We need a story for email confirmation for production.

User testing

Research goals

Learn what information filers expect to see and review before submitting their filing.
Learn what action(s) filers expect to complete in order to submit their filing.
Learn what users expect to (be able to) do or see after submitting their filing.
Learn what users expect to happen if they need to make a change to the information on the sign and submit page.

Task ideation

Review filing details
Sign and submit a filing
Make a change to some of the filing information

Curent mock-ups

Updated: MM/DD/YYYY

Page name	Page name	Page name