[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

Q4 2024 release (12/31/2024)

• [Story] Review filing information #258
• [Story] Know where to update or verify inaccurate or incomplete filing information #259
• [Story] Confirm accurate and complete filing information  #260
• [Story] Certify filing data and sign and submit #113
• [Story] Receive on-screen confirmation of successful submission #183
• [Story] Receive email confirmation of successful submission #184
• [Story] Know that my LEI is lapsed and required to file #280
• [Story] Know that my TIN is missing and required to file  #281

Q1 2025 release (Backlog)

• [Story] Know where to go to update incorrect activity year information #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