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# System prepended metadata

title: Improve Document Collection

---

# Improve Document Collection

## V0

- _Branding and visual fidelity is a non-goal for V0. (V1 does not mean it's just a nice-to-have)_
- (Unlikely, but) If we _have_ to prioritize, income-related documents take priority over others (e.g. asset-related docs)

### Borrower Flow
- Remove `Upload document` slides from the flow
- Remove all document-upload related conditions
- Add inputs to capture missing datapoints (like business type for self-employed employments)

### Dashboard
- **Tasks**:
    - Make the document upload prompt a "first-class citizen" (ONLY on the front-end) decoupled from the code and jargon around "conditions", ("Prompt" or "UploadPrompt")
    - Add new "Prompts" for updating the documents that would've been uploaded during the flow (paystubs, tax returns, award letter, asset statement, divorce decree, etc) to replace the removed conditions
    - [Misc v0 Concerns from spec doc](https://docs.google.com/document/d/1XH9EZm3HuI1HktGHFyAH4AqdYCYh75ybqg6rYNv3UMc/edit):
        - Address assumptions we're making around collected data (_"assumes they have filed joint tax returns"_)
        - Create additional "prompts" to capture more docs in certain cases (_Like P&L Statement if borrower is self-employed_)
- [Update the interactive components on the dashboard](https://www.figma.com/file/f6knZgplOxCrKsmZmi8pKX/Exploration---Borrower-Dashboard?node-id=304%3A5740):
    - Add DocumentUpload prompt 
    - Conditions
    
#### Tests
- Update e2e tests accordingly

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### V1

- Add `borrower_entity` to the concept of an asset, ask who the `owner` is in the flow

#### Borrower Flow
- Combine some income slides if possible

#### Dashboard
- Rework the components to match the design: https://www.figma.com/file/f6knZgplOxCrKsmZmi8pKX/Exploration---Borrower-Dashboard?node-id=304%3A5740
- Add the "Status" item to Dashboard Components
- Update the Dashboard chrome's styling

## Questions
1. Release plan? Feature branch?