Functional Product Specification¶

Progress Credit Union Website¶

Version: 1.0 Date: 2026-02-28 Authors: Double Shore Development Team Audience: All teams — Technical, Management, Commercial, Client Stakeholders

Disclaimer

This specification is based on the Progress Credit Union (progress.ie) core database migration. Content, users, and permissions vary from site to site. This document should be used as a reference guide, not a single source of truth.

Purpose

This document describes what the Progress Credit Union website does from a functional perspective. It catalogs every page type, every component editors can use, how the grid system works, what user groups exist, and what permissions they have. Use it to verify that every v8 feature exists in v17, to train content editors, and to plan future enhancements.

1. Product Overview¶

The Progress Credit Union website is a public-facing financial services website built on Umbraco CMS. It serves members and prospective members with:

Information pages — loans, savings, membership, services, about, contact
Financial calculators — loan repayment, savings projections, budget planning
News & events — articles, announcements, press releases
Member services — online banking links, FAQ, help center
Marketing — hero banners, testimonials, galleries, social feeds
Compliance — privacy policy, cookie consent, terms & conditions, data protection

Content editors manage the site through the Umbraco backoffice using a block-based page builder (BlockGrid) that provides drag-and-drop composition of 120+ reusable components.

2. Page Types & Templates¶

The website uses 46 page templates organized into functional groups. Each template defines the structure and available content areas for a specific type of page.

2.1 Main Content Pages¶

Template	Purpose	Grid Type	Notes
`homeGrid`	Homepage	Homepage Grid (1151)	Hero slider, feature sections, news, testimonials
`homeFullWidthSection`	Homepage variant	Full Width Grid	Full-width breakout sections
`standardPage`	General content	Standard Page Grid (1257)	Most versatile — 20 layout options
`standardPageNew`	Updated standard	Std Page Full Width (1803)	11 layouts, career and cookie variants
`standardPageWithImageText`	Content with header image	Standard Page Grid	Image + text header above grid
`standardPageWow`	Animated content	Animated Grid (1534)	WOW.js scroll animations
`article`	News/blog post	Article Grid (1683)	Date, author, categories, share buttons
`articleType2`	Alternative article	Article Grid	Different header layout
`gallery`	Photo gallery	Standard Page Grid	Image gallery with lightbox
`galleryList`	Gallery index	Standard Page Grid	Grid of gallery thumbnails

2.2 Special Purpose Pages¶

Template	Purpose	Notes
`contactus`	Contact form + map	Contact Us Grid (1093), Google Maps integration
`cookies`	Cookie policy	Cookie Grid (1709), Cookiebot integration
`privacyPolicy`	Privacy policy	Standard content with GDPR compliance sections
`termsAndConditions`	Terms & conditions	Standard content page
`TermsAndConditionsMobile`	Mobile T&C	Simplified layout for mobile app webview
`help`	Help center	Standard content with FAQ-style sections
`Faq`	FAQ page	FAQ accordion with categories
`FaqWithSchema`	FAQ with SEO	FAQ accordion with schema.org JSON-LD markup
`testimonials`	Testimonials	Testimonial carousel and cards
`TestimonialsBlock`	Testimonials variant	Block-based testimonial layout
`error`	Error pages	404, 500, custom error messages
`search`	Search results	Full-text search with highlighting
`sitemap`	XML sitemap	Auto-generated sitemap for search engines
`robots`	Robots.txt	Search engine crawl directives

2.3 Authentication Pages¶

Template	Purpose	Notes
`Login1`	Member login	Redirects to online banking
`MasterLogin`	Login master layout	Stripped-down layout for auth pages
`CustomerOnlyPage1`	Members-only content	Content visible only after login
`TokenAuthentication`	Token-based auth	API token authentication page

2.4 Framework Templates¶

Template	Purpose	Notes
`master`	Site-wide wrapper	Header, footer, navigation, scripts, SEO meta
`masterNoHeaderNoFooter`	Minimal wrapper	For embedded/iframe content
`StandardPageThirdParty`	Third-party embed	External content integration
`SPALoader`	SPA application loader	Loads single-page applications (e.g., loan enquiry form)
`popUpForms`	Popup form launcher	Modal forms triggered by user action

2.5 Configuration Pages (Not Public)¶

These pages are only visible in the backoffice and store site-wide configuration:

Page	Purpose	Location in Content Tree
Website Configuration	Global settings, logos, contact info	Root level
SEO Configuration	Default meta tags, OG images	Under Home
Menu Configuration	Navigation structure, mega menu items	Under Home
Footer Configuration	Footer links, social media, legal links	Under Home
Homepage Slider Configuration	Hero slider images and CTAs	Under Home
Calculators Configuration	Calculator parameters, rates, terms	Under Home
Loan Boxes Configuration	Loan product cards and rates	Under Home
Google Map Configuration	Map markers, API settings	Under Home
Google Tag Manager Configuration	GTM container ID, scripts	Under Home
Cookie Configuration	Cookiebot settings, consent text	Under Home
Site Style Configuration	Colors, fonts, brand variables	Under Home
Privacy Policy Configuration	Data controller details, DPO info	Under Home
2FA Settings	Two-factor authentication config	Root level

3. BlockGrid System — Page Builder¶

The BlockGrid is the core page-building system. It replaces the v8 Grid Layout with a structured 4-level hierarchy that gives editors precise control over page composition.

3.1 How It Works¶

Editors build pages by:

Adding a Row — choose a row configuration (e.g., "1-column", "2-column", "sidebar")
Selecting a Layout — choose how the row is divided into columns (e.g., 50/50, 33/33/33, 75/25)
Dropping Components — drag components into each column area
Configuring — set properties on each component (text, images, colors, links)

3.2 The 4-Level Hierarchy¶

Row Config          → Controls which layouts are available in this row
  └─ Layout         → Defines column structure (e.g., 6|6 = two equal columns)
       └─ Area Wrapper  → Carries cell-level styles (background, padding, animation)
            └─ Content   → The actual component (hero, card, calculator, etc.)

Each level has its own settings:

Level	Settings Available	Example
Row Config	Row background, container class, section breakpoint	Full-width hero row with no container
Layout	Column breakpoint, merge area classes	2-column layout that stacks on mobile
Area Wrapper	Cell background, padding, animation, visibility	Left column with blue background
Content	Component-specific properties	Hero with image, title, and CTA button

3.3 Available Grid Types¶

The system has 14 BlockGrid datatypes, each configured for a specific page type with appropriate layouts and components.

Grid Type	Used By	Layouts	Components	Purpose
Standard Page Grid	standardPage, gallery	20	108	Most versatile — all general content
Std Page Full Width	standardPageNew	11	41	Modern pages with full-width sections
Homepage Grid	homeGrid	5	61	Homepage-specific components
Animated Grid	standardPageWow	6	50	Pages with scroll animations
Footer Grid	footer	7	31	Footer section layout
Article Grid	article, articleType2	4	35	News and blog articles
Date Time Picker Grid	various	6	34	Pages with date/time selection
Contact Us Grid	contactus	5	14	Contact page with map
Cookie Grid	cookies	5	8	Cookie consent page
Services Grid	services	4	16	Service listing pages
Nav Left Grid	SP with nav left	4	12	Pages with left sidebar navigation
Full Width Grid	full-width pages	4	8	Simple full-width content
Full Width Bottom	bottom sections	4	1	Bottom-of-page full-width area
Test Grid	testing only	4	0	Development testing (no content blocks)

3.4 Layout Patterns (Column Combinations)¶

Editors can choose from 27 unique layout patterns across all grid types. Here are the most commonly used:

Layout	Columns	Bootstrap Grid	Common Use
Full Width	1	`col-12`	Hero banners, full-width content
Half & Half	2	`col-6 + col-6`	Text + image, comparison
Thirds	3	`col-4 + col-4 + col-4`	Card grids, feature highlights
Quarters	4	`col-3 + col-3 + col-3 + col-3`	Icon grids, stats
Sidebar Left	2	`col-4 + col-8`	Navigation sidebar + content
Sidebar Right	2	`col-8 + col-4`	Content + sidebar widgets
Text + Button	2	`col-8 + col-4`	Content with CTA
Two-Thirds + Third	2	`col-8 + col-4`	Main content + sidebar
Five + Seven	2	`col-5 + col-7`	Asymmetric content
Seven + Five	2	`col-7 + col-5`	Asymmetric content (reversed)
Nine + Three	2	`col-9 + col-3`	Wide content + narrow sidebar
Icon Calc	3	`col-6 + col-4 + col-2`	Calculator icon layout
Membership Benefits	3	`col-6 + col-6 + col-12`	Mixed column layout
Sixths	6	`col-2` x6	Footer links, icon rows
Loan Process	5	`col-12 + col-3` x4	Step-by-step process

Responsive behavior: All layouts use Bootstrap 5 breakpoints. The column breakpoint varies per grid type:

Grid Type	Breakpoint	Stacks Below
Homepage, Standard Page New, FAQ	`xl` (1200px)	Desktop
Standard Page, Error, Testimonials	`md` (768px)	Tablet
Footer, Bottom Grid	`lg` (992px)	Small desktop

3.5 Standard Page Grid — Full Layout Reference¶

The Standard Page Grid (datatype 1257) is the most versatile with 20 layouts and 108 content components. This is the grid editors use most often.

Available Layouts:

#	Layout Name	Columns	Column Widths
1	Full Width	1	12
2	1 Column Layout	1	12
3	Half	2	6 + 6
4	Thirds	3	4 + 4 + 4
5	Fours	4	3 + 3 + 3 + 3
6	Sidebar	1	12 (with sidebar styling)
7	Left Nav	2	4 + 8
8	Left Sidebar	2	4 + 8
9	Right Sidebar	2	8 + 4
10	Text + Button Block	2	8 + 4
11	Five + Seven	2	5 + 7
12	Car Draw Text	2	7 + 5
13	Two-Four-Two-Four	4	2 + 3 + 2 + 3 + 2
14	Icon Calc	3	6 + 4 + 2
15	Services	1	12
16	FAQ Home	1	12
17	Full & Thirds Thirds	7	12 + 4 + 4 + 4 + 4 + 4 + 4
18	Loan Application Process	5	12 + 3 + 3 + 3 + 3
19	Membership Benefits	3	6 + 6 + 12
20	Animated Layout	varies	WOW animation variants

4. Component Catalog — What Editors Can Use¶

The website provides 120 BlockGrid components and 7 BlockList components organized into 25 functional categories. Each component is a self-contained, reusable content block that editors drag into grid areas.

Component	Description	Key Properties
Hero Element	Full-width hero section	Heading, subheading, paragraph, background image, CTA buttons
Hero Item	Hero variant	Similar to Hero Element with different layout
Header	Page header block	Title, paragraph, background image
Header Element	Header variant	Alternative header styling
Anchor	Jump-link bookmark	Anchor ID for in-page navigation
CTA Curves	Curved CTA section	Decorative curved borders, background color

4.2 Text & Content Components (10)¶

Component	Description	Key Properties
Rich Text Editor	WYSIWYG content block	Full TipTap editor (bold, italic, links, tables, images)
Grid RTE	Grid-migrated RTE	Rich text from v8 grid cells
Embed Element	oEmbed / iframe content	URL for YouTube, Vimeo, social embeds
CTA Text	Text with call-to-action	Content text with highlighted CTA
Heading Element	Standalone heading	H1-H6, custom styling
Heading Item	Heading variant	Alternative heading styles
Quote	Blockquote	Quote text, attribution
Text Slide	Text carousel item	Text content for slider rotation
Media Element	Image with alt text	Image picker, alt text, caption
Grid Media	Grid-migrated media	Image from v8 grid cells

4.3 Call to Action Components (6)¶

Component	Description	Key Properties
CTA Element	Call-to-action block	Background color, text, link, icon
CTA Item	Individual CTA	Button text, URL, style variant
BlockList CTA	CTA in block list	Nested CTA within other components
Loan Input CTA	Loan calculator CTA	Loan amount input + apply button
Button Widget	Standalone button	Label, URL, style, size
Button Modal	Button that opens modal	Modal content, trigger button

4.4 Media & Video Components (12)¶

Component	Description	Key Properties
Fancy Video	Video with poster overlay	Video URL, poster image, play button style
Video Full Width	Full-width video player	Video source, autoplay, background color
Video Popout	Lightbox video	Thumbnail, popup video player
YouTube Controls	YouTube embed	YouTube URL, oEmbed integration
YouTube Slide	YouTube in carousel	YouTube video as carousel item
YouTube Slide Grid	YouTube grid	Grid of YouTube videos
Vimeo Slide	Vimeo in carousel	Vimeo video as carousel item
Grid Vimeo Slide	Vimeo grid variant	Grid layout for Vimeo
Internal Video Slide	Self-hosted video	MP4/WebM video file, carousel item
Grid Internal Video	Self-hosted grid variant	Grid layout for internal videos
Audio Tag Element	HTML5 audio player	Audio file, controls
Parallax Image	Parallax scroll image	Image, scroll speed, overlay

4.5 Card Components (8)¶

Component	Description	Key Properties
Card Grid Controls	Grid of cards	BlockList of card items, columns
Card Item	Individual card	Image/icon, title, text, link
Flip Card Controls	Flip cards	Front content, back content, flip animation
Testimonial Card	Testimonial card	Avatar, name, quote, rating
Picture Slide Grid	Picture cards	Image grid with opacity controls
Spotlight Control	Featured item	Highlighted content card
Spotlight Controls	Multiple spotlights	Row of featured cards
Spotlight Grid	Spotlight grid	Grid layout of featured items

4.6 List Components (10)¶

Component	Description	Key Properties
Numbered List	Ordered list	Numbered items with descriptions
Striped List	Alternating rows	Zebra-striped list items
Styled List	Custom styled list	Custom bullet icons, colors
Link List	List of links	URL list with icons
Link List Element	Individual link item	Single link with description
Image List	Image gallery list	Images with captions
Image with Link	Clickable image	Image + hyperlink
Image Gallery	Photo gallery	Grid of images with lightbox
Icon List / Contact Info	Icon + text list	Contact details, service features
FAQ Items	FAQ list items	Question/answer pairs for accordion

4.7 Accordion & Expandable Components (7)¶

Component	Description	Key Properties
Accordion Controls	Accordion container	BlockList of accordion items
Accordion Button Element	Accordion item (button)	Title, collapsible content
Accordion Button Main	Accordion main content	Expanded content area
FAQ Controls	FAQ accordion	FAQ items with flip card effect
FAQ Element	FAQ item	Question, answer
FAQ with Schema	SEO FAQ list	Schema.org FAQ markup for Google
Feature Controls	Feature accordion	Show/hide feature descriptions

4.8 Slider & Carousel Components (7)¶

Component	Description	Key Properties
Grid Slider	Multi-slide carousel	Slick.js carousel, slide count, autoplay
Split Picture Slider	Split-screen slider	Two-panel image slider
Address Slider	Address carousel	Branch locations in carousel
News Slider	News carousel	Latest articles carousel
Testimonial Slider	Testimonial carousel	Testimonial cards in carousel
Announcement Controls	Announcement banner	Scrolling announcements
Announcement Scroll	Scrolling items	Auto-scrolling announcement text

4.9 Chart & Data Components (6)¶

Component	Description	Key Properties
Bar Chart	Bar/pie chart	Chart.js data, colors, labels
Bar Chart Item	Chart data point	Value, label, color
Donut Chart	Donut/ring chart	Segments, center text
Donut Chart Item	Donut segment	Value, color, label
Donut Chart List	Multiple donuts	Row of donut charts
Comparison Table	Data table	Rows, columns, highlights

4.10 Form Components (3)¶

Component	Description	Key Properties
Umbraco Form Element	Umbraco Forms embed	Form GUID, theme
Contact Us Widget	Contact form	Name, email, message fields
Cookies Element	Cookie consent	Consent categories, accept/reject

Component	Description	Key Properties
Sticky Nav	Sticky navigation bar	Page section links, scroll behavior
Quick Link Dropdown	Dropdown menu	Link categories, dropdown trigger
Submenu	Sub-navigation	Child page links
Coordinate	Location pin	Coordinate for map navigation

4.12 Finance & Calculator Components (5)¶

Component	Description	Key Properties
Main Calculator Controls	Calculator container	BlockList of calculator tabs
Calculator Controls	Calculator element	Calculator type, parameters
Calculators Grid Editor	Calculator grid	Grid layout for calculator widgets
Loan Input CTA	Loan calculator input	Amount slider, term, rate
Main Loan Box Widget	Loan product cards	Loan types with rates and CTAs

Component	Description	Key Properties
Facebook Controls	Facebook feed	Page URL, feed type
Instagram Controls	Instagram feed	Username, grid layout
Twitter Controls	Twitter/X timeline	Handle, tweet count
YouTube Controls	YouTube channel	Channel URL, video count
Trustpilot Widget	Trustpilot reviews	Widget ID, theme
Release Notes Widget	Release notes	Version, changelog
Sticky Social	Floating social buttons	Fixed-position social share icons

4.14 Map Components (4)¶

Component	Description	Key Properties
Google Map	Google Maps embed	Markers, zoom, API key
Large Google Map	Full-width Google Map	Site-wide map from settings
Large Leaflet Map	Leaflet.js map	Open-source map alternative
Career Locations	Career location map	Job locations with pins

Component	Description	Key Properties
Footer Links	Footer link group	Title, list of links
Footer List	Footer list	Display styles (inline, stacked)
Social Footer	Footer social icons	Social media icon links

4.16 Authentication Components (6)¶

Component	Description	Key Properties
Login Element	Login form	Username, password fields
Login Widget	Login wrapper	Login form with branding
Login Status Element	Login state display	Logged in/out message
Login Status Widget	Login status wrapper	Status with action buttons
Register Element	Registration form	Member registration fields
Data Protection DPO	DPO information	Data Protection Officer details

4.17 Staff & Career Components (3)¶

Component	Description	Key Properties
Staff Members	Team member grid	Photos, names, titles, bios
Staff Member	Individual staff card	Photo, name, role, contact
Career Widget	Job listings	Open positions with details

4.18 Data Protection Components (4)¶

Component	Description	Key Properties
Data Protection Name	Organization name	Legal entity name display
Data Protection Statements	Privacy statements	Specific data processing statements
Data Protection Summary	Summary table	Data processing summary table
Data Protection We Are	Organization description	"We are" section for privacy

4.19 News Components (7 partials)¶

These are specialized partials used by the news/article system:

Partial	Description	Layout
Top Story	Featured article + 4 supporting	Large card + 4 small cards
Top Story 5 Articles	Featured + 5 supporting	Large card + 5 small cards
News List	Paginated article list	Vertical list with thumbnails
4 Across News	News grid	4 cards per row
News Slider	Basic news carousel	Carousel with card items
News Slider Detailed	Detailed news carousel	Cards with excerpts
News Slider Image	Image-focused carousel	Large images with overlay text

4.20 Loan Box Display Modes (4 partials)¶

Loan product information can be displayed in four different modes:

Display Mode	Description
Card Grid	Card layout with modals for detail
Accordion	Expandable accordion items
Flip Cards	Interactive flip card animation
Accordion + Contact	Accordion with contact information

4.21 Address & Location Components (7)¶

Component	Description
Global Address Widget	Main address display
Address List	Multiple addresses
Address No Labels	Compact address format
Opening Times	Business hours display
Footer Address	Footer address block
Address Slider	Address carousel
Two Column Address	Two-column address layout

4.22 Utility Components (4)¶

Component	Description
QR Code	QR code generator/display
Counter	Animated number counter
Services List	Service items with descriptions
Services List Image	Service items with images

5. Content Tree Structure¶

The website's content tree organizes all pages into a logical hierarchy:

Root
├── Home (homeGrid) ─────────────────── Public homepage
│   ├── Membership ────────────────────── How to join, switch account
│   │   ├── How to Switch your Current Account
│   │   ├── How to Join
│   │   └── Open a Credit Union Account
│   ├── Loans ─────────────────────────── Loan products
│   │   ├── Motor Loan
│   │   ├── Holiday Loan
│   │   ├── Home Improvement Loan
│   │   ├── Education Loan
│   │   ├── Green Loan
│   │   ├── Bridging Loan
│   │   ├── Apply Now
│   │   └── (other loan types)
│   ├── Savings ───────────────────────── Savings products
│   ├── Services ──────────────────────── Service offerings
│   ├── About ─────────────────────────── About the credit union
│   ├── Contact ───────────────────────── Contact page with map
│   ├── News & Events ─────────────────── Article listing
│   │   └── News Categories (AGM, Company, Loans, Misc)
│   ├── FAQ ───────────────────────────── FAQ with categories
│   │   ├── Loans FAQ
│   │   ├── Savings FAQ
│   │   ├── Insurance FAQ
│   │   ├── Current Account FAQ
│   │   ├── Online Services FAQ
│   │   └── (more categories)
│   ├── Help ──────────────────────────── Help center
│   ├── Search ────────────────────────── Site search
│   ├── Calculators (config) ──────────── Calculator settings
│   ├── Loan Application Boxes (config) ─ Loan product cards config
│   ├── Menu Configuration ────────────── Navigation settings
│   ├── Footer Configuration ──────────── Footer settings
│   ├── Homepage Slider (config) ──────── Hero slider settings
│   ├── SEO Configuration ─────────────── SEO defaults
│   ├── Site Styles (config) ──────────── Brand settings
│   ├── Google Maps (config) ──────────── Map settings
│   ├── Google Tag Manager (config) ───── Analytics settings
│   ├── Cookie Configuration ──────────── Cookie consent settings
│   ├── Privacy Policy Configuration ──── Privacy settings
│   ├── Popup Forms ───────────────────── Modal form configuration
│   ├── Error ─────────────────────────── Error page
│   ├── SiteMap ───────────────────────── XML sitemap
│   ├── Robots ────────────────────────── Robots.txt
│   ├── Testimonial Categories ────────── Testimonial management
│   │   ├── Loans, General, Bursaries
│   │   ├── Budget, Membership
│   │   └── Current Account
│   ├── Privacy Policy ────────────────── Privacy policy page
│   ├── Terms and Conditions ──────────── T&C page
│   ├── Terms and Conditions Mobile ───── Mobile T&C
│   ├── Cookie Notice ─────────────────── Cookie notice page
│   ├── Register ──────────────────────── Registration page
│   ├── Lost Your PIN ─────────────────── PIN recovery
│   ├── Loan Enquiry (SPA) ────────────── Online loan form
│   └── Form Submitted ────────────────── Form confirmation
├── Website Configuration ─────────────── Global settings (root)
├── 2FA Settings ──────────────────────── Two-factor auth config (root)
└── (test pages) ──────────────────────── Development test pages

Total content nodes: 116 (including test pages)

6. User Groups & Permissions¶

6.1 User Group Overview¶

The system has 8 user groups with different access levels. The two primary groups for credit union staff are Credit Union Administrators and Credit Union Editors.

Group	Purpose	Content Access	Media Access	Sections
Administrators	Full system control	All content	All media	All 8 sections
Credit Union Administrators	CU staff with full content access	All content	All media	Content, Forms, Media, Users
Credit Union Editors	CU staff with restricted access	Home and below only	All media	Content, Media
Editors	Extended editors	All content	All media	Content, Forms, Media, Settings, Translation
Writers	Content authors	All content	All media	Content only
Translators	Translation staff	All content	All media	Translation only
Sensitive Data	Data access flag	Permission-only group	Permission-only group	None (permissions only)
uSync Remote Browser	System integration	All content	All media	Content, Media

6.2 Permission Details¶

Administrators (Full Access)¶

All permissions: Create, Update, Delete, Move, Duplicate, Sort, Rollback, Public Access, Culture & Hostnames, Publish, Permissions, Unpublish, Read, Create Blueprint, Notifications, Property Value Read/Write
All sections: Content, Forms, Media, Members, Packages, Settings, Translation, Users
Start node: Root (all content)

Credit Union Administrators¶

Permissions: Read, Create, Publish, Unpublish, Update, Duplicate, Move, Sort
Cannot: Delete content, Rollback, Manage permissions, Manage public access
Sections: Content, Forms, Media, Users
Start node: Root (all content, including Website Configuration)

Credit Union Editors¶

Permissions: Read, Publish, Unpublish, Update
Cannot: Create new pages, Delete, Move, Duplicate, Sort
Sections: Content, Media
Start node: Home (node 2122) — cannot see Website Configuration, 2FA Settings

Key Restriction

Credit Union Editors can only see content under the Home node. They cannot access Website Configuration, 2FA Settings, or root-level test pages. This prevents accidental changes to site infrastructure.

6.3 Current Users¶

User	Role	Groups
Kevin Owens	Staff	Admin, Editor, Sensitive Data, Writer
Austin O'Halloran	Staff	Admin, Editor, Sensitive Data, Writer
Antonio Bianco	Staff	Admin, Editor, Sensitive Data, Writer
Kevin Kelly	Staff	Admin, Editor, Sensitive Data, Writer
Ronilto Vargas	Staff	Admin, Editor, Sensitive Data, Writer
Luis Bras	Staff	Admin, Editor, Sensitive Data, Writer
Jordan Gray	Staff	Admin, Editor, Sensitive Data, Writer
Tom O'Connor	Staff	Admin, Editor, Sensitive Data, Writer
Ciara Ni Bhrolchain	Staff	Admin, Editor, Sensitive Data, Writer
Mark Sunderland	Staff	Admin, Editor, Sensitive Data, Writer
Radek Zielinski	Staff	Admin, Editor, Sensitive Data, Writer
CU Admin Test	Test account	CU Admin, CU Editor, Sensitive Data
CU Editor Test	Test account	CU Editor only
Joao Moita	Developer	Admin, Editor, Sensitive Data, Writer
Marco Teodoro	Developer	Admin
admin@progresssystems.ie	System	Admin, Sensitive Data

Total users: 22 (16 real + 4 test accounts + 1 MCP API user + 1 2FA test)

6.4 Two-Factor Authentication (2FA)¶

Enabled for all non-administrator user groups
Admin users are exempt from 2FA requirement
Configuration stored in the 2FA Settings root node
Implementation: ASP.NET Core Identity with INotificationHandler pattern

6.5 User Group Protection¶

Two notification handlers protect critical user groups from accidental modification:

UserGroupSaveProtectionHandler — prevents non-admin users from modifying the creditUnionAdministrators group
UserGroupDeleteProtectionHandler — prevents deletion of creditUnionAdministrators and creditUnionEditors groups

7.1 Header Structure¶

The site header consists of multiple configurable sections:

Section	Description	Configurable
Top Bar	Announcement bar, phone number, quick links	Yes (Menu Config)
Logo + Search	Brand logo and search bar	Yes (Website Config)
Main Navigation	Primary menu with mega-dropdown	Yes (Menu Config)
Menu 2	Secondary navigation with login buttons	Yes (Menu Config)
Menu 3	Tertiary navigation	Yes (Menu Config)
Menu 4	Additional navigation variant	Yes (Menu Config)
Social Links	Header social media icons	Yes (Menu Config)

The footer uses a dedicated Footer Grid (datatype 1127) with 7 layouts:

Layout	Columns	Use Case
Full Width	1	Copyright, legal notice
Thirds	3	Links, address, social
Nine + Three	2	Wide content + logo
Six + Five + One	3	Links + address + small
Five + Four + Three	3	Asymmetric footer
Sixths	6	Footer link columns

The footer can contain 31 different component types including links, address blocks, social icons, and maps.

Dynamic navigation built from content tree structure
Mega-dropdown menus with multi-column layouts
Login/logout buttons integrated into header
Social links in both header and footer
Sticky navigation option for long-scroll pages
Breadcrumbs auto-generated from content hierarchy

8. Financial Features¶

8.1 Calculators¶

The calculator system provides interactive financial tools configured through the Calculators Configuration node:

Calculator	Purpose	Input Fields
Loan Repayment	Monthly payment calculation	Amount, term, interest rate
Savings Projection	Savings growth over time	Initial amount, monthly deposit, term
Budget Planner	Income vs expenses	Income categories, expense categories
Mortgage Calculator	Mortgage payment estimate	Property value, deposit, term, rate

Architecture:

Calculator parameters (rates, terms, limits) stored in CMS content
JavaScript frontend with jQuery for real-time calculation
CalculatorService provides server-side data via API
CalculatorCacheInvalidationComposer auto-clears cache when parameters change
Dictionary items for label localization (31 keys in v8, 25 confirmed in v17)

Dictionary Migration Complete

All 169 v8 dictionary items (including 28 calculator-specific keys) have been migrated 1:1 to v17 with identical keys, GUIDs, and translations. V17 views corrected to use original v8 key names (commit 2ac8a4f).

8.2 Loan Products¶

Loan products are managed through the Loan Boxes Configuration node and displayed using the Loan Box components:

Card Grid — Visual cards with "Apply Now" buttons
Accordion — Expandable details for each product
Flip Cards — Interactive front/back cards
Accordion + Contact — Product details with contact info

Each loan product includes: name, description, representative APR, minimum/maximum amount, term range, and CTA link.

8.3 Common Bond Area¶

The Common Bond system validates member eligibility based on postal/area codes:

~2,500 postcodes in v8 database
Used by membership application and loan enquiry forms

Per-Client Data

The CommonBondRange table exists in both v8 and v17 but has 0 rows in v8 for this client. The table is auto-created by v17's CreateCommonBondTableMigration. Each client populates this with their geographic area postcodes. No migration needed — data population is a per-client setup task.

9. Integrations¶

Integration	Purpose	Status
Google Maps	Branch locations, contact page	DONE — API key in appsettings.json
Leaflet.js	Alternative map provider	DONE
Mapbox	Map styling	DONE — token in appsettings.json
Google Tag Manager	Analytics, tracking	DONE — container ID in CMS
Cookiebot	Cookie consent management	DONE — configured in CMS
Trustpilot	Customer reviews widget	DONE — widget ID in CMS
Facebook	Social feed embed	DONE
Instagram	Social feed embed	DONE
Twitter/X	Social timeline embed	DONE
YouTube	Video embeds	DONE — oEmbed integration
Vimeo	Video embeds	DONE — oEmbed integration
Umbraco Forms	Form builder	DONE
Online Banking	Member login redirect	DONE — external link
SPA Loan Enquiry	Single-page loan form	DONE — SPALoader template

10. URL Routing & Redirects¶

10.1 URL Rewrites¶

URL rewrites (server-side, browser URL unchanged) are managed via the ProgressUrlRewrites database table with a custom backoffice dashboard.

Middleware: DynamicUrlRewriteMiddleware processes regex-based rewrite rules
Caching: Rules are cached in memory with a 5-minute TTL for performance
Management: Custom backoffice dashboard at /api/progress-url-rewrite/rules for CRUD operations
Testing: Built-in test endpoint to validate rules before enabling them
Import: Legacy IIS rewrite rules from v8 web.config can be bulk-imported via the /import-webconfig API endpoint

10.2 URL Redirects¶

URL redirects (301/302, browser URL changes) are managed via Skybrud.Umbraco.Redirects:

Full backoffice UI for creating and managing 301/302 redirects
Supports regex patterns and query string handling
No developer intervention needed for day-to-day redirect management

10.3 SEO URL Rules¶

Trailing slash removal and lowercase URL enforcement are handled automatically by SeoRedirectMiddleware (built-in, not configurable):

Trailing slashes removed via 301 redirect (e.g., /loans/ → /loans)
Uppercase URLs lowercased via 301 redirect (e.g., /About-Us → /about-us)

10.4 Migration¶

Legacy IIS rewrite rules from v8 web.config are automatically extracted and imported during migration:

Rewrites (type="Rewrite") → imported into the ProgressUrlRewrites table
Redirects (type="Redirect") → managed via Skybrud.Umbraco.Redirects
IIS capture group syntax ({R:1}) is automatically translated to .NET regex syntax ($1)

11. Summary Statistics¶

Metric	Count
Page templates	46
BlockGrid components	120
BlockList components	7
SiteLayout partials	18
Calculator partials	7
News partials	7
Loan box partials	4
Total views	223
BlockGrid datatypes	14
Unique layout patterns	27
Content element types	455
Non-element document types	111
Content nodes	116
User groups	8
Users	22
Third-party integrations	14
Client CSS files	163
JavaScript files	60

12. Known Limitations & Remaining Items¶

Feature	Impact	Status	Notes
jQuery UI slider	Calculator sliders render as standard number inputs	Visual change only	Calculator logic and functionality unchanged
Email notifications	Template structure available	Per-client setup	Configured during client onboarding with client's SMTP settings
Instagram feed	Feed not available	Removed	Meta deprecated the API in 2024
Client-side form validation	HTML5 native validation	Changed approach	Server-side validation works. HTML5 validation replaces jQuery Validate.

For detailed technical status, see Technical Specification.

Appendix A: Component Availability Per Grid Type¶

This matrix shows which component categories are available in each grid type:

Category	Standard	Std Full Width	Home	Animated	Footer	Article	Contact	Cookie	Services
Hero/Banner	Yes	Yes	Yes	Yes	--	Yes	--	--	--
Text/Content	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
CTA	Yes	Yes	Yes	Yes	Yes	Yes	--	--	--
Media/Video	Yes	Yes	Yes	Yes	--	Yes	--	--	--
Cards	Yes	Yes	Yes	Yes	--	Yes	--	--	--
Lists	Yes	Yes	Yes	Yes	Yes	Yes	--	--	Yes
Accordions	Yes	Yes	Yes	Yes	--	Yes	--	--	--
Sliders	Yes	Yes	Yes	Yes	--	--	--	--	--
Charts	Yes	Yes	Yes	Yes	--	--	--	--	--
Forms	Yes	Yes	Yes	--	--	--	Yes	Yes	--
Navigation	Yes	Yes	--	--	--	--	--	--	--
Calculators	Yes	Yes	Yes	Yes	--	--	--	--	--
Social	Yes	Yes	Yes	Yes	Yes	--	--	--	--
Maps	Yes	Yes	Yes	--	Yes	--	Yes	--	--
Footer	--	--	--	--	Yes	--	--	--	--
Auth/Login	Yes	Yes	--	--	--	--	--	--	--
Staff	Yes	Yes	--	--	--	--	--	--	--
Data Protection	Yes	--	--	--	--	--	--	--	--
Address	Yes	Yes	Yes	--	Yes	--	Yes	--	--

Appendix B: Document Type Reference¶

Page Types (Allow Children)¶

Document Type	Allowed Children	Purpose
`homeGrid`	Most page types	Homepage — site root
`standardPage`	None	General content page
`standardPageNew`	None	Modern content page
`standardPageWithImageTextHeader`	None	Content with image header
`article`	None	News article
`articleList`	`newsCategoryItems`	News archive
`faqs`	`faqQuestionItem`	FAQ container
`gallery`	None	Photo gallery
`galleryList`	`gallery`	Gallery index
`help`	`helpDetail`	Help center
`testimonialCategories`	`testimonialCategoryItem`	Testimonial container
`newsCategories`	`newsCategoryItems`	News category container
`careers`	`job`	Job listings

Configuration Types (No Public URL)¶

Document Type	Properties	Purpose
`websiteConfiguration`	Logo, contact info, social URLs	Site-wide settings
`menuConfiguration`	Menu items, mega-menu structure	Navigation config
`footerConfiguration`	Footer grid content	Footer layout
`calculatorsConfiguration`	Rates, terms, limits	Calculator parameters
`loanBoxesConfiguration`	Loan products, APR rates	Loan product display
`sEOConfiguration`	Default meta, OG image	SEO defaults
`siteStyleConfiguration`	Brand colors, fonts	Visual theming
`googleMapConfiguration`	Map markers, zoom levels	Map settings
`googleTagManagerConfiguration`	GTM container ID	Analytics tracking
`cookieConfiguration`	Cookiebot ID, consent text	Cookie management
`homepageSliderConfiguration`	Slider images, CTAs	Homepage hero
`privacyPolicyConfiguration`	DPO details, statements	Privacy settings
`twoFASettings`	2FA enable/disable	Authentication