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Clarity on Terminology:
"Self-initiated" Understanding: Mixed responses indicate a partial understanding, as 7 participants interpreted it correctly but 4 did not. “Self-initiated” needs clearer definitions or supporting information to avoid user misinterpretations.
DI vs. BRM Requests: Users struggled with the difference between "DI" and "BRM" requests, with 5 of 11 finding it confusing. However, after spelling out “DI” as “Deal Initiator”, most could distinguish DI as a request by the business owner and BRM as a manager's request on behalf of a partner. Improved terminology or descriptive text could enhance user comprehension.
Additional Information Requests:
Users desired extra details about loan statuses, reasons for approval or rejection, and consistency in handling multiple requests. This suggests a need for enhanced transparency, particularly for tracking loan processing and reasons for decision variations, which would support better user confidence and understanding.
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