Journey Workspaces Features

   WorkspacesThis topic is related to Journey Workspaces. |   Workspaces User |   18.11 This feature was introduced in 18.11. |   22.04 This feature was updated in 22.04.

Journey Workspaces comes packed with a wide range of features empowering you to improve your customers' experience with onboarding assistance, rapid application resolution, and communication of progress, regardless of the channel they are applying from. Out of the box, Workspaces includes the features you need to accomplish your business objectives.

Main Features

  • Review: Review capabilities for pending applications that need manual action.
  • Helpdesk: Support staff can quickly and easily find any application to provide assistance.
  • Assist: Assisted channel staff can kick start the application process and monitor progress.
  • Manage: Task management capabilities for managers and supervisors.
  • Applicants: A self-service portal where authenticated applicants can manage applications.
  • Operations: A view for Operations staff to search and manage TJM transactions when providing operations assistance.

Features by Release

Each release of Journey Workspaces has new features and bug fixes to provide you with the best-in-class software and to accelerate business agility and improvements across the board.

The key features for each major Workspaces release are listed below.

Journey Workspaces 22.04

To view the release notes and learn about all the new features, improvements, and bug fixes in this release, see Journey Workspaces 22.04.

Key Features Description
Improved build and deployment processImproved version control in Product Artifactory that allows easy access to a specific Workspaces release.
Operations SpaceA brand-new Operations portal that allows operations staff and administrators to search and view TJM transactions when providing operational assistance to banks and their customers.
Theme support in Applicant spaceApply a theme to the Applicant space to match bank branding and color schemes.
Notes feature in Applicant spaceA new notes feature in the Applicant space that allows applicants to communicate directly with bank staff for assistance during the application process.
Search improvementsImprovements to the Workspaces search feature, allowing the user to return to the parent view quickly after completing a search.
Timeline improvementsImprovements to the Application timeline feature to filter out tasks or transactions that are not required.
Notes improvementsImprovements to the Workspaces notes feature to make it easier for bank staff to communicate with applicants in the Applicant space.
Migration to new automation frameworkMigration from the old web driver framework to the Nightwatch framework for API, config, and UI automation.

Journey Workspaces 21.11

To view the release notes and learn about all the new features, improvements, and bug fixes in this release, see Journey Workspaces 21.11.

Key Features Description

Improved build and deployment process

An improved build and deployment process for Workspaces is now available from the Product Artifactory.

Applicant Space template

A fully configurable workspace for authenticated non-bank users to manage the application journey.

Support for Job Properties

Support for configuring the Key Info card and custom cards using the application's job properties.

Localization improvements

Support for switching the UI language within Workspaces, and other minor enhancements to the localization framework.

Search improvements

Configure the search feature to include fields that are not part of the item list data.

Journey Workspaces 20.05

To view the release notes and learn about all the new features, improvements, and bug fixes in this release, see Journey Workspaces 20.05.

Key Features Description

Improved build and deployment process

An improved build and deployment process for Workspaces that supports seamless integration to your dev-ops practices such as CI/CD.

Task-specific actions

Task-specific actions are presented alongside each task in an application to give you confidence you're acting on the right task.

Focused search

A new focused search option that lets you search on a specific application data item and get results faster.

Improved UI / UX

A fresh new user interface for an improved user experience.

Improved custom card configurations

Improved custom card configuration including permission control and an option to hide empty or null data.

Improved session logout

Automatic session logout after a defined period of inactivity.

Date picker enhancements

Enhancements to the date picker to support single date selection and custom date formats.

Enhanced search/filter behavior

New search and filter behaviour on the List pages, with the latest search/filter retained in each space until cleared or the session ends.

Enhanced application assignment

The assignee full name is displayed when assigning a task to a user.

Enhanced application listing

An enhanced view configuration, extending control over line wrapping in data tables.

Enhanced documents panel

Attachment name is now included for each item in the Documents panel.

Journey Workspaces 19.11

To view the release notes and learn about all the new features, improvements, and bug fixes in this release, see Journey Workspaces 19.11.

Key Features Description

Multi-applicant / multi-product interface

An improved interface for viewing applications with multiple applicants and products.

Workspaces actions

Enhancements to the supported actions, now offering custom actions and permission control.

Withdraw an application

The ability to withdraw a saved application from Workspaces.

Recover an application

The ability to recover an abandoned application from Workspaces.

Console error reporting

Detailed console reporting of configuration errors that eases the effort required by solution builders when debugging configuration issues.

Application SLA

The ability to add a visual indicator in the application listing screen to keep track of crucial service indicators like application SLA.

Documents card

An enhanced documents card interface and configuration that supports options to include or exclude certain documents using pattern matching.

Templates

Improved out-of-the-box templates for processing staff, helpdesk staff, assisted channel staff, and manager personas.

Journey Workspaces 19.05

To view the release notes and learn about all the new features, improvements, and bug fixes in this release, see Journey Workspaces 19.05.

Key Features Description

Role based spaces

An improved interface for viewing applications with multiple applicants and products.

Task management

Enhancements to the supported actions that now offers custom actions and permission control.

Kickstart applications

The ability to withdraw a saved application from Workspaces.

Key Info card

The ability to recover an abandoned application from Workspaces.

Multi applicant support

Detailed console reporting of configuration errors that eases the effort required by solution builders to debug configuration issues.

Application Timeline

The ability to add a visual indicator in the application listing screen to keep track of crucial service indicators like application SLA.

Documents card

An enhanced documents card interface and configuration that supports options to include or exclude certain documents using pattern matching.

Templates

Improved out-of-the-box templates for processing staff, helpdesk staff, assisted channel staff and manager personas.

Journey Workspaces 18.11

To view the release notes and learn about all the new features, improvements, and bug fixes in this release, see Journey Workspaces 18.11.

Key Features Description

Views

A view is a pre-created filter that allows agents to get to the tasks that they must work on quickly.

Views offer the following benefits:

  • An efficient way to keep track of pending applications that need to be processed.
  • High visibility on the applications that enter and exit task queues.
  • Reduce overall time to find the tasks that need to be processed.

Filters

Views can be further refined to support the needs of processing agents by filtering and/or sorting on specific task list columns.

Filters offer the following benefits:

  • Augment a view's pre-configured criteria.
  • Allows further narrowing down on search criteria.
  • Specify multiple filter conditions to hone in on specific applications.

Applicant Info

Applicant info summarizes the key information about the applicants.

Applicant Info offer the following benefits:

  • A simple summary about the applicants in an application.
  • See key applicant details like name and phone number at a glance.
  • Easily differentiate between applications with a single applicant or joint applicants.

Background Checks

Validation results from third-party services can be seamlessly integrated and viewed in Transact Workspaces.

Background Checks offer the following benefits:

  • Summarise the results from integrated third-party services.
  • Visual indicators that aid in identifying the actions required on pending applications.

Application Timeline

A simple application timeline with the ability to add and review notes.

The Application Timeline offers the following benefits:

  • A streamlined way to track the stages that an application has completed.
  • A space for processing agents to add and review notes about the application.

Attached Documents

Add and review the attached documents captured at various application stages.

Attached Documents offer the following benefits:

  • A centralized place for reviewing documents attached to the application at various stages.
  • Attach additional supporting documents while reviewing the application.