DigOnb - Group 3 Planning-20260423_130842-Meeting Recording

May 14, 2026 08:17 · 54:44 · English · Whisper Large V3 · 8 Głośniki
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0:01
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
While doing this ad on the way,
0:04
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
so that's okay.
0:05
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Yeah,
0:06
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
so I'll share my screen,
0:07
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
but, and I'll go off the camera because it's blocking my monitor,
0:11
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
so I'm sorry.
0:12
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
There you go.
0:14
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
I need a new
0:18
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
workstation,
0:20
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
but, so let me share my screen here.
0:22
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
So,
0:26
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
like I said,
0:27
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
shifting the paradigm a little bit where we are not
0:31
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
gonna, kind of like the old way we were doing with Unquark,
0:35
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
right?
0:37
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
But more of authoring,
0:39
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
your data dictionary,
0:41
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
like the schema,
0:42
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
and then,
0:44
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
you know, built -in rules,
0:45
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
built -in roles,
0:47
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
and then,
0:48
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
you know,
0:48
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
the flow,
0:49
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
all that good stuff.
0:51
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
But this is our more like architecture.
0:53
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
And so the prototype of what
0:57
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
I'm thinking is for us,
0:59
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
for you.
1:00
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
business SME to maintain the data dictionary moving
1:05
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
forward is combining really the data dictionary into
1:09
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
the experience itself where you can add
1:13
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
pay. It's almost like,
1:14
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
you know,
1:15
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
it's uncorked,
1:16
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
but not really,
1:17
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
right? Like it's almost like specific for onboarding.
1:24
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Like you have different roles,
1:26
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
different products.
1:28
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Again,
1:29
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
this is the concept,
1:31
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
the basic,
1:31
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
right? Like the basics.
1:32
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
It's like, okay,
1:33
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
for this contact information page,
1:35
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
these are like the data
1:39
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
that I wanted to...
1:41
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
put in,
1:42
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
this is your property IDs,
1:44
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
but technically they're like the fields,
1:46
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
right?
1:47
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
And then what type are they?
1:48
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Component.
1:48
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Again,
1:49
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
this is very rough,
1:50
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
but just use your imagination,
1:52
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
right? Like we can polish
1:56
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
this.
1:57
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
You're building the actual data dictionary on
2:01
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
the page itself.
2:02
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
That's why the section and the subsection,
2:05
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
when I said,
2:06
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
yeah, that's actually great because
2:10
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Your advisor information will now have contact information,
2:13
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
firm, blah,
2:13
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
blah, blah. Again,
2:14
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
these are just like random things.
2:18
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
And you should be able to edit and preview.
2:21
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Okay, what does it look like?
2:23
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
And then even rules,
2:25
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
right?
2:26
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Like over here,
2:27
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
like, okay, you created like four different pages,
2:30
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
but the fourth page could be conditional.
2:32
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
And then why is it conditional?
2:34
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Because it depends on like the dealer information or something.
2:41
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
That's the very gist of it.
2:43
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
And then when you publish it,
2:45
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
it will just like feed it to the digital onboarding
2:49
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
experience that I showed before.
2:51
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Again, these are still kind of prototypes and they're disconnected,
2:54
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
but the idea is this is your...
2:58
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
data dictionary slash forms and pages.
3:01
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
And then this is where,
3:02
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
you know, we're going to adhere to our design,
3:05
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
right? Like, okay,
3:06
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
what does it look like when the page is this?
3:09
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
What does it look like when the page is this?
3:12
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
And what are the interaction and
3:16
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
behavior?
3:16
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
And that's where I think we're going to rely on the expertise of
3:20
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
our designers.
3:22
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
But architecturally and
3:26
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
in terms of like
3:28
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Technical, that's really it,
3:29
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
right? Like you're authoring,
3:32
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
publishing,
3:33
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
and then this is what the end user will see.
3:35
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
And that's just the experience.
3:39
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
We already have the API,
3:40
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
right? So technically,
3:41
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
this will just connect to our data blobs,
3:44
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
and they just keep submitting the data blobs
3:48
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
as they go through.
3:49
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
So that's really
3:54
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
it. I know it's really rough,
3:55
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
but the concept and what I'm thinking of,
4:00
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
to move the needle,
4:01
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
right?
4:01
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Like, so.
4:02
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
So who's doing that input?
4:05
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Because it seems like,
4:06
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
oh, I mean,
4:07
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
it seems like a lot,
4:07
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
right?
4:08
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
No,
4:09
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
we can,
4:09
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
yeah,
4:10
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
we can seed it with the data dictionary from Jody,
4:13
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
right? Like, that's,
4:14
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
that's like a first.
4:16
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Build pages from scratch.
4:20
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Right, she's not,
4:21
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Jodi's not going into that builder,
4:23
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Franklin building from scratch.
4:24
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Okay.
4:25
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Yes.
4:26
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Okay,
4:26
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
that makes me feel better.
4:27
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
So then,
4:29
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Jodi,
4:30
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
like, do you need help figuring out what those sections are?
4:35
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Like, it just feels like,
4:36
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
I mean,
4:37
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
that's something that we can certainly take a look at,
4:40
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
if that would be helpful.
4:41
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
I
4:46
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
don't think...
4:48
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
so well do you want me to go back to the data dictionary for a second yeah if you
4:52
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
do yeah yeah that's not no problem here um okay
5:00
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
So let me just really make a
5:04
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
mess of my file here.
5:05
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Ian's going to come in.
5:06
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
I wonder what the heck is she doing?
5:07
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
But that's all right.
5:09
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
He does that all the time.
5:10
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
So nothing new.
5:11
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Caps key off.
5:14
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Got it.
5:15
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
So if I still stay
5:19
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
within just advisor info,
5:22
S… Speaker 3 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
I just
5:30
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
keep this all.
5:31
S… Speaker 3 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Well,
5:36
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
let's just walk through it.
5:37
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
We'll just go through one together.
5:41
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Like this would be my...
5:43
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
You're not sharing.
5:44
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Oh,
5:45
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
sorry.
5:45
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
I thought I...
5:46
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
I got so excited to go
5:50
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
into the column that I just forgot to hit.
5:53
S… Speaker 3 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Okay.
5:58
S… Speaker 3 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
So this is
6:06
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
all advisor contact information.
6:08
S… Speaker 3 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
This
6:17
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
is all advisor web access.
6:18
S… Speaker 3 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
This
6:26
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
is specific to Uncork.
6:27
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
So I'm going to kind of ignore that one.
6:30
S… Speaker 3 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Okay.
6:32
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
That's their OTP login phone number,
6:36
S… Speaker 3 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
right?
6:38
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
So this would be dealer.
6:43
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Now I get into advisor
6:49
S… Speaker 3 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
fees,
6:51
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
primary.
6:54
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
I'm going to call this primary because this is my
6:59
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
main advisor and how they're going to get paid because there's other people that I got to
7:03
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
consider how they're going to get paid.
7:06
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
So all of these questions here are
7:12
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
relative to how that advisor gets paid.
7:14
S… Speaker 3 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Okay.
7:15
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
So that's a good example.
7:17
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
That piece right there,
7:18
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
like that just
7:23
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
from a quick list perspective,
7:24
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
feels like a lot to be putting on one screen.
7:28
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Like, I guess I'm wondering,
7:29
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
like, is any,
7:30
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
like, you have to pay attention to how much of this is conditional.
7:34
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Okay.
7:34
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Okay.
7:35
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
So that's fair.
7:35
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
So I guess I'm just,
7:37
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
are you kind of keeping that in mind or is that something
7:41
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
that like, normally if I'm a part of a project,
7:43
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
like part of the designer's job is to also figure out like,
7:46
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
just,
7:47
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
you know,
7:48
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
we don't want to overwhelm people as we're stepping through it.
7:50
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
So I don't want like a form that goes 10 questions deep or that kind
7:54
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
of thing, like helping figure out how to like chunk that so that we're not,
7:58
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
you know.
8:00
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
making people have like hit cognitive load max,
8:03
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
right? So that's what I'm asking about.
8:06
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Like, do we need to be looking at this and
8:11
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
like maybe just going into the data dictionary and figuring out like what all these different
8:15
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
chunks, not visually,
8:17
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
obviously,
8:17
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
because we don't need to do that because that's not how we're working,
8:19
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
but to determine if there are multiple
8:24
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
ways that we need to break some of these down.
8:27
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Would that be helpful?
8:28
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Are we not there yet?
8:30
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
I would
8:34
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
say relative to the information that's in here,
8:38
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
I would say it's probably about 80
8:42
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
% of the way there.
8:43
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
There's still some discussions that we need to have with finance.
8:47
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
We had the start of a conversation yesterday,
8:50
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
but there's still some other scenarios that we have not walked
8:55
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
through. We did not walk through the split advisor payment.
8:57
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
We did not walk through.
9:01
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
The one thing that we wanted to talk about was we have
9:05
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
repeat advisors and they've given us payment information before.
9:10
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Should we be collecting?
9:12
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
And I don't mean what their fees are because they can charge different fees to every client.
9:16
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Like that's okay.
9:17
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
But it's where you send the payments and how you
9:21
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
send the payment.
9:24
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Right now, we ask them to give that to us every single time.
9:27
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
And I'm really curious,
9:28
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
what does finance do with it if they get different instructions on how to pay the
9:32
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
same advisor?
9:33
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
What if one time they say,
9:35
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
send me an ACH?
9:36
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
The next time they say,
9:37
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
send a check over here.
9:38
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
The next time they say,
9:39
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
send a check over there.
9:40
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Like, is that what we do?
9:43
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Is that what we accommodate?
9:44
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Is there some way to account for
9:49
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
the fact that we already have payment instructions on file?
9:52
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
for them and to not introduce another option
9:58
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
if it shouldn't be.
10:01
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Or we asked them the first time and say,
10:02
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
like, save to my profile.
10:04
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Like we talked about kind of connecting this a little bit to their DCA
10:08
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
experience.
10:08
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
So is there a way we can save that?
10:11
S… Speaker 4 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
So those are the things that we left on the table
10:15
S… Speaker 4 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
with finance from yesterday that still to be discussed.
10:19
S… Speaker 5 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Okay.
10:22
S… Speaker 5 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
A lot
10:26
S… Speaker 4 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
of these, I mean,
10:27
S… Speaker 4 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
like, just to walk through these real quick.
10:29
S… Speaker 4 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
The first thing we're
10:33
S… Speaker 4 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
going to ask them is this.
10:35
S… Speaker 4 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
How are you collecting your fees?
10:38
S… Speaker 4 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
You can invoice them directly.
10:39
S… Speaker 4 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Now, not every plan gets all of these options.
10:42
S… Speaker 4 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
There are rules about who gets which answer options.
10:46
S… Speaker 4 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
And I don't know how to best account
10:50
S… Speaker 4 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
for that here,
10:52
S… Speaker 4 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
there, or other where when there are different rules relative
10:56
S… Speaker 4 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
to each answer option.
10:58
S… Speaker 4 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
But let's just walk through them,
11:00
S… Speaker 4 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
right? Like they can build their client directly.
11:03
S… Speaker 4 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
They can collect a flat dollar either straight up from the plan assets or from
11:07
S… Speaker 4 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
the plan's AFCA account if the plan has an AFCA account.
11:11
S… Speaker 4 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
That's a conditional thing.
11:12
S… Speaker 4 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
They can collect an asset -based amount either
11:17
S… Speaker 4 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
from the plan assets or from the plan assets AFCA account with the
11:21
S… Speaker 4 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
plan assets with a minimum,
11:23
S… Speaker 4 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
meaning you can charge 25 bips,
11:26
S… Speaker 4 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
but you have a minimum fee of $1 ,000 a year.
11:33
S… Speaker 4 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
and then you have an asset -based amount from the plan assets from AFCA,
11:37
S… Speaker 4 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
and there's probably,
11:38
S… Speaker 4 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
I'm probably missing the one that's AFCA with
11:43
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
the minimum.
11:43
S… Speaker 5 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
A combination of those.
11:47
S… Speaker 5 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Of course,
11:48
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
why not?
11:48
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Yeah, why not?
11:49
S… Speaker 4 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Why wouldn't we do that?
11:51
S… Speaker 5 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
This would
11:55
S… Speaker 5 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
be from...
12:11
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
okay so can we can we circle back to kate's question about how
12:15
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
the if it is being read from the data dictionary how it will know where
12:19
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
to split page info well we
12:25
S… Speaker 4 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
can but so far we're looking at just one question
12:31
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Okay.
12:32
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
But what you're trying to demo,
12:35
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Jodi, is the fact that there's the logic.
12:37
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
There's going to have to be logic also built into this,
12:40
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
which will determine also how many questions are on a single screen.
12:43
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Yeah.
12:43
S… Speaker 4 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Some advisors will get no options.
12:48
S… Speaker 4 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Morgan Stanley doesn't let you pick.
12:50
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
So they wouldn't have that screen.
12:54
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
So in that example,
12:55
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
right, Morgan Stanley wouldn't have that screen.
12:56
S… Speaker 5 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Okay.
12:58
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
I was just wondering if the subcategory column,
13:01
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
like each time that is a unique
13:06
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
identifier,
13:07
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
could that signal the page break?
13:11
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
I think it might be able to,
13:14
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
yeah.
13:15
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
And is it already set up that way,
13:16
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
actually?
13:17
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Maybe it is.
13:18
S… Speaker 4 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
I just added subcategory right before I shared my screen.
13:21
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
I don't think we're there yet.
13:24
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Okay, but that's how I would do it,
13:26
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
I think,
13:27
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
right? I agree,
13:27
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Annie.
13:28
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
I agree, I agree,
13:29
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Annie.
13:29
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Like, yeah, I think we all probably agree.
13:31
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
I guess my, my,
13:32
S… Speaker 3 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
go ahead.
13:33
S… Speaker 5 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Well,
13:34
S… Speaker 4 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
I was gonna say, if we walk through some of this,
13:35
S… Speaker 4 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
that might become a little bit more evident.
13:38
S… Speaker 4 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Right now, I've only talked about one.
13:39
S… Speaker 5 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Yeah.
13:40
S… Speaker 3 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Okay.
13:43
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Um, okay.
13:44
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
So I think if we,
13:45
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
but if, if I like,
13:47
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
I can start kind of documenting this on the side and we can be like,
13:50
S… Speaker 3 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
all right, so like,
13:51
S… Speaker 3 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
what's, um,
13:52
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
it was advisor fees primary,
13:54
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
right? Right now you're,
13:55
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
you're, so like,
13:56
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
if we decide it's advisor fees primary,
13:59
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
I'm just making this up,
14:00
S… Speaker 5 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
uh,
14:01
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
fee selection,
14:02
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
whatever the case,
14:04
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
like, and then there's another fees section.
14:06
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
That's just something else.
14:08
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Like,
14:08
S… Speaker 4 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
uh, I'll do it simple for you.
14:11
S… Speaker 4 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
They're in order one.
14:18
S… Speaker 4 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Unless you want it to be like,
14:19
S… Speaker 4 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
what is the actual side nav text say?
14:22
S… Speaker 4 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
But I mean, at least I can organize.
14:23
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Well, I don't know.
14:24
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Yeah, I don't know.
14:25
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Like Franklin,
14:26
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
do you have a feel for that?
14:30
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Like, would subcategory be the thing that displays in the
14:34
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
subnavigation?
14:35
S… Speaker 3 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Yes.
14:35
S… Speaker 3 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Yeah, I think so.
14:37
S… Speaker 3 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
It should be consistent,
14:38
S… Speaker 3 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
right? So it should be consistent how we would display it.
14:41
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Doesn't that mean that every...
14:45
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
screen would show up in the sub nav though no because
14:50
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
they would all have the because the um every screen
14:54
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
would show up say that again every screen would show up in the sub nav if we use
14:58
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
subcategory as the
15:00
S… Speaker 5 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
indicator that it is a new screen and it's
15:04
S… Speaker 5 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
also showing up in the sub nav that means that every page would be a sub
15:08
S… Speaker 3 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
nav item oh that's interesting i think we have a number or something
15:12
S… Speaker 3 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
system if we didn't that's one approach
15:16
S… Speaker 4 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
uh sub or it's always just like show the first um
15:20
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
uh
15:28
S… Speaker 3 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Like, for example,
15:30
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
right,
15:30
S… Speaker 3 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
in this advisor fees example,
15:32
S… Speaker 3 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
if we had,
15:33
S… Speaker 3 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
I'm going to say,
15:34
S… Speaker 3 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
three screens that we thought may conditionally show
15:38
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
or not.
15:39
S… Speaker 3 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Maybe the maximum someone would see was three screens.
15:42
S… Speaker 3 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Could we say advisor fees dash one?
15:45
S… Speaker 3 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
And then the five questions are advisor fee dash one.
15:48
S… Speaker 3 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
And then the next five questions would conditionally show up
15:52
S… Speaker 3 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
or not on advisor fee dash two.
15:54
S… Speaker 3 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
But the page would say advisor fee.
15:57
S… Speaker 3 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
And that's the one subnavigation.
16:00
S… Speaker 3 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
If you go to that subnavigation item,
16:02
S… Speaker 3 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
you always land on advisor fee one.
16:05
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Is that a way to do it?
16:07
S… Speaker 4 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Or I think combining Annie's thought there,
16:11
S… Speaker 4 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
like probably a third one just to indicate
16:17
S… Speaker 4 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
the page breaks,
16:18
S… Speaker 4 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
right? Like it's almost like what you're saying,
16:20
S… Speaker 4 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
dash one,
16:20
S… Speaker 4 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
dash two.
16:21
S… Speaker 4 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
But instead of making it part of the subcategory,
16:26
S… Speaker 4 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
just have it as another column.
16:29
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Yes.
16:29
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Oh, it's cleaner.
16:30
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Oh,
16:31
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
okay. Yeah,
16:32
S… Speaker 3 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
we can do that too.
16:33
S… Speaker 3 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Like have its own column for that.
16:36
S… Speaker 3 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Do we need to figure out,
16:37
S… Speaker 3 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
like, is there a situation where there are going to be sections within a screen?
16:42
S… Speaker 3 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Not to add complication to this,
16:44
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
but like, you know,
16:46
S… Speaker 3 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
like high level section header with a couple of sections on
16:50
S… Speaker 3 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
a single screen?
16:51
S… Speaker 3 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Or is that something we'll,
16:52
S… Speaker 3 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
maybe we can cross that bridge if we come to it?
16:54
S… Speaker 4 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
It could be its own layer,
16:58
S… Speaker 4 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
but probably not because these are like,
17:01
S… Speaker 4 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
yeah,
17:02
S… Speaker 4 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
trying to think how we could do that with a flat.
17:07
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Excel.
17:07
S… Speaker 4 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
So,
17:08
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
but yeah,
17:09
S… Speaker 5 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
maybe, maybe let's build that into component type
17:13
S… Speaker 5 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
and like a piece of the component,
17:17
S… Speaker 5 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Kate could be a sub header in the smaller type
17:21
S… Speaker 5 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
style and like the component becomes the sectioning.
17:24
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
I guess maybe not.
17:27
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Well,
17:28
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
we don't, well,
17:28
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
yeah, we don't have any of that in the data dictionary now in terms of any headers,
17:33
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
sub headers.
17:33
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
I mean, it could be,
17:34
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
I mean, I could add it as a component type,
17:36
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
but we have a,
17:37
S… Speaker 3 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
header sub header or but that's not like
17:41
S… Speaker 3 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
by question that's like by grouping of questions that's where i'm like how
17:46
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
would you look like it's well yes but like if i were to do that right like let's
17:50
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
just let's just play with the idea yeah why not you
17:54
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
know i'm crazy and add another mess anyway but
17:59
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
if we were to take this right and let's let me get rid of all my colors
18:03
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
because they mean something to me right now um
18:06
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
And let's say we called this as a header,
18:10
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
right?
18:11
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Like this is just going to be our header.
18:13
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
And this is,
18:14
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
let's call it our subheader,
18:20
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
making things up here,
18:21
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
right? And keep
18:27
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
things in the same place,
18:28
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
your advisor fees.
18:35
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
I don't know.
18:35
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
I think it's something like we have right now on there,
18:37
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
right? And then this would be...
18:51
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
I'll just throw something in there as a placeholder.
18:53
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Then I
18:57
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
wouldn't give it a property ID because
19:02
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
it's not a field,
19:03
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
it's not something that's being saved in a data blob somewhere.
19:07
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
It's just something that's showing on the screen
19:12
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
unless I need to give it something.
19:17
S… Speaker 3 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
So then what you would have if you had another section,
19:20
S… Speaker 3 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
if you had another section within the advisor fees,
19:25
S… Speaker 3 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
primary one page.
19:26
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Yeah.
19:27
S… Speaker 3 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Right. Then you would put another break and do subheader.
19:31
S… Speaker 3 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Would would that work,
19:32
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Franklin?
19:32
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Well,
19:34
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
so this one here.
19:35
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
So let's let's walk through this because I think we can get there pretty quickly on this.
19:38
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Because this first one is how will you collect your fees?
19:41
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Right.
19:42
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
And that's the same question here.
19:45
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
So different text.
19:47
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
It's that and all of
19:51
S… Speaker 3 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
this is how much.
19:52
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
All of these are options for how much.
19:57
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
It's just that depending upon how you answer this one,
19:59
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
you start.
20:00
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
or to unravel different sections of this down here.
20:03
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Got it.
20:04
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
If
20:11
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
I stay in this,
20:12
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
there is something different in here.
20:14
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Okay,
20:19
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
this is...
20:21
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Let me move things around here a little bit.
20:25
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
That's
20:31
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
how much, how much...
20:33
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
That's still what and how much...
20:36
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Let me drop these down here.
20:39
S… Speaker 2 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Okay,
20:42
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
so these are all...
20:45
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
This is how,
20:45
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
you know, you got all these different options as to what you're going to do.
20:48
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
Depending,
20:49
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
this is where all the conditionally,
20:51
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
right? So depending upon how I answer,
20:53
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
what election I gave
20:58
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
is which one I'm going to get.
20:59
S… Speaker 1 (DigOnb - Group 3 Planning-20260423_130842-Meeting Recording)
So I'm either going to give you a flat fee amount.

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