mytool2002
98 lines
3.0 KiB
Markdown
98 lines
3.0 KiB
Markdown
# Persona Story Page Matrix
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| Persona | Story Map | Page | Feature |
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| --- | --- | --- | --- |
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| persona:accountant | | | |
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| persona:client | | | |
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| persona:firm-owner | | | |
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| | story_map:accountant | | |
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| | story_map:client | | |
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| | story_map:firm-owner | | |
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| | | page:accountant-dashboard | |
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| | | page:accountant-intake | |
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| | | page:case-workspace | |
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| | | page:client-completion | |
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| | | page:client-documents | |
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| | | page:client-quote-review | |
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| | | page:client-record | |
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| | | page:client-registration | |
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| | | page:client-signature | |
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| | | page:invite-entry | |
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| | | page:owner-automation | |
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| | | page:owner-briefing | |
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| | | page:owner-exceptions | |
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| | | page:owner-portfolio | |
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| | | page:owner-team-operations | |
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| | | | feature:accountant-workload-and-assignment |
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| | | | feature:automation-effect-observability |
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| | | | feature:automation-sensitivity-rules |
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| | | | feature:case-closeout-and-signoff |
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| | | | feature:case-progress-and-risk-tracking |
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| | | | feature:client-history-archive |
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| | | | feature:client-portfolio-segmentation |
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| | | | feature:client-profile-intake |
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| | | | feature:client-reminder-orchestration |
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| | | | feature:client-return-path |
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| | | | feature:client-service-closure |
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| | | | feature:daily-priority-board |
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| | | | feature:document-checklist-delivery |
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| | | | feature:document-completeness-review |
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| | | | feature:document-status-visibility |
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| | | | feature:document-upload-submission |
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| | | | feature:escalation-exception-handling |
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| | | | feature:fee-and-preparation-clarity |
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| | | | feature:high-value-client-alerts |
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| | | | feature:information-purpose-guidance |
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| | | | feature:intake-acceptance-decision |
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| | | | feature:intake-submission-review |
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| | | | feature:invite-code-verification |
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| | | | feature:invite-trust-entry |
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| | | | feature:manual-override-governance |
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| | | | feature:owner-daily-briefing |
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| | | | feature:owner-priority-forecast |
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| | | | feature:quote-decision-response |
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| | | | feature:quote-package-presentation |
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| | | | feature:referral-relationship-insight |
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| | | | feature:referral-source-verification |
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| | | | feature:service-need-capture |
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| | | | feature:service-scope-and-quote |
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| | | | feature:signoff-content-confirmation |
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| | | | feature:submission-readiness-feedback |
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| | | | feature:supplement-request-response |
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