Product Hatching Ideas

Investor Status Improvement

DIG requests Dev help with investor status screen, especially since we no longer have someone in a dedicated rates role.

This would allow DIG to maintain our standards of timely rate updates without having to interrupt ticket work needlessly.  

  • Investor Status back on the big board - highlight rates issues without having to stop work to verify
    • blocked by login requirement
  • Update overdue or add another level of overdue.
    • "Red" rates a second after overdue creates a lot of noise that hides actual issues.
  • Investor Archive
    • With the introduction of archived rates, we need a way to archive investors as well. Currently must be acknowledged every single day.
  • Bug - "Update all subvendors" doesn't work - must click all individually
  • Jessica Baker
  • Aug 29 2017
  • Moved to Prioritzation
Rating BOB-1
Revenue or Retention? Retention
Workaround Present No
Impact to Existing Customers All
Customer ID(s)
Business Value 2 - Important to a few, minor impact on brand, minor competitive advantage
Urgency 1 - Not time constrained
  • Attach files
  • Admin
    Lori Rezac commented
    August 30, 2017 14:00

    Please add screenshots to detail out issues.

  • Jessica Baker commented
    August 30, 2017 14:16

    One minute after ETA passes all Investor IDs are flagged as Overdue. When we have this on the big board it prevents us from seeing any other (206) overdue investors. (Investor Status)

    To acknowledge, all  lines have to be individually clicked every day to get them out of the way. This could be solved by archiving the investor, or having the "update all subvendors" button functioning to allow one click .(Investor Status PopUp and Result)