Weekly Planning

Date: 2026-01-20 · Duration: 126.87000274658203 min Organizer: Nader Attendees: Nader, Mike

Summary

• Data Inconsistencies: Critical bugs in month-to-date volume data require a data cache refresh and backend sync job to resolve.

• UI Improvements Needed: Missing reserve fund amounts in the UI need a dedicated tile added to improve transparency.

• QA Focus: Ongoing QA verifies data integrity post-deployment, prioritizing bugs around data syncing and historical volume reporting.

• Ticketing System: Tickets for missing features and bugs are to be filed and tracked closely for timely implementation.

• Communication is Key: Standardized partner communication helps inform users about updates and reduces support requests.

• User Experience Enhancements: Simplifying dashboard metrics and expanding text areas will enhance usability and readability for better user experience.

Action Items

• Michael Wright Forward event tickets to Nader (04:22) Complete tasks for sales team G and partnership agreement for Joe (05:25) Conduct further QA and provide detailed notes on dashboard usability and data discrepancies (20:27) Prepare email update template for user communication, starting with partner Gault (30:02) Raise ticket to add reserve fund display in deposits UI and running total tile (37:50)

Nader Atrchin Follow up with nanny due to lack of response (00:24) Continue QA testing on staging, investigate underwriting status implementation and data refresh issues (07:32) Trigger additional data sync job and monitor resolution of transaction batch data issues (15:12) Assist Michael in verifying fee visibility, synthetic batch functionality, advanced filtering, and assignee management (21:45) Investigate and clarify backend deposit metadata columns and advise on UI display decisions for Raymond (41:33) Plan to continue review and QA on EMS and Luqra examples to ensure consistency (47:44)