Create stories for "Review Filing"

[dan-padgett]

One of the next features we will build is the ability for a filer to review a filing. As an initial step, we need to map out what stories are needed to deliver this functionality. The goal is to create stories for this feature so that they are "Prepared" for backlog refinement on 11/25.

At a high level, the stories need to offer the filer a way to:

• Get to the "Review Filing" page
• Review the relevant content of their filing
• Know what actions they can perform on the review filing page (e.g., print, share, contact support, etc)

[dan-padgett]

Potential user stories

Getting to "Review Filing" page

• As a filer, I want to know when I have past filings that I can access, so that I can review them.
• As a filer, I want to easily access past filings, so that I can review them.
• As a filer, I want to easily navigate between past filings, so that I can compare past filings or find a information that I am looking for.

"Review Filing" Page

• As a filer, I want to see the details of my filing, so that I can review the data submitted to the CFPB.
• As a filer, I want to print/save/download my filing information, so that I can keep a copy on my computer/in my files.
• As a filer, I want to share my filing information, so that I can share this information with colleagues.
  • Maybe via sending the confirmation email?
• As a filer, I want to be able to contact support, so that I can ask questions, or raise concerns, about my filing.
• As a filer, I want to be able to download my register, so that I can save a copy of the data that was uploaded.
• As a filer, I want to be able to re-send the confirmation email, so that I have a copy of the confirmation number in my email.
• As a filer, I want to see the status of my filing, so that I know whether the CFPB has processed or flagged it.

[natalia-fitzgerald]

Here are the stories that came out of this effort:

• [Story] Know about completed filing sbl-project#307
• [Story] Easily access completed filing sbl-project#308
• [Story] See summary of completed filing sbl-project#309
• [Story] Print summary of completed filing sbl-project#310
• [Story] Know who to contact for assistance with completed filing sbl-project#311
• [Story] Download the register included in my filing sbl-project#312
• [Story] Filing status after submission sbl-project#313
• [Story] Select and view filings from previous years sbl-project#314
• [Story] Re-send filing confirmation email sbl-project#315

We have now reviewed these at backlog refinement.

@dan-padgett - Can we move this task to completed/done?

[dan-padgett]

Yep, I think we can