Consolidated list of platform content updates

[natalia-fitzgerald]

@billhimmelsbach
I will use this issue to collect miscellaneous content changes to the platform. Some are specific changes and others are content consistency or change buckets.

Content updates

Home (unauthenticated)

• Update text to:
  Confirm that your financial institution has a Legal Entity Identifier (LEI)
  In order to begin using the platform you must have an LEI for your financial institution. If your organization does not have an LEI, visit the Global LEI Foundation (GLEIF) to get an LEI.

Home (authenticated)

• Update text block to:
  You are required to provide certain identifying information about your associated financial institutions as part of your filing. Follow the link(s) below to view or update your financial institution profile(s).

Complete your user profile (email domain match)

• Change section heading to:
  Select the financial institution(s) for which you are authorized to file

• Change text in gray well to:
  We can associate your user profile with the following financial institution(s). Only select the financial institution(s) for which you are authorized to file.

Higher level of effort content work (will require some auditing and additional thinking)

Conditional language for one or many

• Currently we are using "(s)" to capture one or many. There has been talk of instead having content be conditional based on whether there are one or many things being referenced.
• Appears in the context of "associated financial institution(s)," for example.

Replace instances of "click" or "check" with more inclusive language

• To complete your filing, check the box and submit your filing
• Check the box to confirm that the information is accurate and complete.

Write guidelines for spelling out acronyms

• Standard CFPB approach: Spell out the full name and put the acronym in parenthesis on first mention
  • For example: Legal Entity Identifier (LEI) -- first mention; LEI second mention
• I want to create an exception to the rule for acronyms that may be less well-known to users, for example LOU, where we spell them out in the form context so that they don't have to go looking to the beginning of a form for the spelled out name.
• Identify which terminology/acronyms would need this special treatment
  • Acronyms currently used in the platform: LEI, GLEIF, RSSD-ID, TIN, LOU, CFPB