General

• [x] Lead transfers (Check lead successfully transferred and assigned to FC)
• [x] Client details (Updating client information)
• [x] Product Search (Check all search functions)
• [x] Pipelines (DC, TLC, OCS & CSR pipelines – Searching, sorting, reassigning)
• [x] Obligation maintenance (Updating obligation details, COB imports, promoting/un-promoting to see if pulls through to product summary)
• [x] Documents (Uploading documents) (17.1 , 17.2accept, 17.2 reject, 17.W )
• [x] Communications (Can be check in workflows)
• [ ] Round Robin management (
• [x] Performance
• [ ] ILR imports
• [x] Workflows
• [x] Debt Counselling
• [x] FC Process
• [x] DMS Budget
• [x] 17.1 Approval
• [x] OCS Process
• [x] Negotiations Process
• [x] DMS Acceptance Check
• [x] NCT