Goal
- Provide Advisors the option to view Documents in Documents organized by Household
Use Case
- As an Advisor servicing multiple Households, I want the ability to quickly be able to see which documents in Document Vault pertain to which of my Households so I can quickly access the relevant information I need for my clients
Capability
- Add new column to Document Vault that displays Household associated with Document
- Create new view of Document Vault that organizes Documents by Household