[Epic] Sign and submit

[sthomas93]

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

MVP (release: 12/31/2024)

• [ ] https://github.com/cfpb/sbl-project/issues/258
• [ ] https://github.com/cfpb/sbl-project/issues/259
• [ ] https://github.com/cfpb/sbl-project/issues/260
• [ ] https://github.com/cfpb/sbl-project/issues/113
• [ ] https://github.com/cfpb/sbl-project/issues/183
• [ ] https://github.com/cfpb/sbl-project/issues/184

Itemized stories (TBD)

• [ ] https://github.com/cfpb/sbl-project/issues/254
• [ ] https://github.com/cfpb/sbl-project/issues/255
• [ ] https://github.com/cfpb/sbl-project/issues/256
• [ ] https://github.com/cfpb/sbl-project/issues/188
• [ ] https://github.com/cfpb/sbl-project/issues/244
• [ ] https://github.com/cfpb/sbl-project/issues/190
• [ ] https://github.com/cfpb/sbl-project/issues/245
• [ ] https://github.com/cfpb/sbl-project/issues/246
• [ ] https://github.com/cfpb/sbl-project/issues/247
• [ ] https://github.com/cfpb/sbl-project/issues/248
• [ ] https://github.com/cfpb/sbl-project/issues/249
• [ ] https://github.com/cfpb/sbl-project/issues/250
• [ ] https://github.com/cfpb/sbl-project/issues/112
• [ ] https://github.com/cfpb/sbl-project/issues/251
• [ ] https://github.com/cfpb/sbl-project/issues/252
• [ ] https://github.com/cfpb/sbl-project/issues/181
• [ ] https://github.com/cfpb/sbl-project/issues/182
• [ ] https://github.com/cfpb/sbl-project/issues/253

Backlog

• [ ] Add issue here

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

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