Updates and Enhancements to Features for 21.1 April Service Pack Critical Patch 1
This section discusses the updates and enhancements to existing forms, features, services, or settings that are provided in this release.
Administrator Settings
A new Partner Documents option has been added to Appraisal Automated Ordering configuration. The Partner Documents section is located within the Order Options section on the Services Management page for automated appraisal orders. Once the partner documents configuration has been defined, any automated orders placed will automatically attach matching documents which are marked as "Current" in the E-Folder for the loan. If no document marked as "Current" is found within the loan's e-folder, the automated order executes without sending attachments to the partner as part of the order.
The evaluation and execution of automated rules is not impacted by whether a partner document is configured or not.
To Add Documents to the Partner Documents Section:
- From the Encompass Admin Portal, select Company/User Setup.
- Select Services Management.
- Expand the Appraisal category, and then select the Automated Ordering tab.
- To add a new service rule, select Add.
- On the Add Rule page, enter the Rule Name and Rule Description.
- In the If the following conditions are met section, define the conditions that, when met, enable the rule to trigger.
- Note: The conditions syntax utilizes the Visual Basic .NET programming language. For information on how this syntax works, see the Advanced Coding for Business Rules guide.
- To ensure that the syntax doesn't result in an error, select Validate to check your automated readiness conditions.
Note: A message displays on a successful or failed validation. If the validation fails, the error message indicates where the error occurred.
Example:
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In the Then try the following service orders section select Run the first matched order to indicate that the first service order that meets the criteria should be the one triggered, or select Run any matched orders to trigger an order for all service orders that meet the criteria.
Note: When using the Run any matched orders option, only one order will be placed per provider to prevent multiple orders to the same provider.
- To add a service order, select Add.
- On the Add New Automated Setup window, select a provider.
- Select Create. The Add Order Options window displays.
- Enter a Service Setup Name and Service Setup Description.
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Add any additional conditions that, when met, enabled the system to place the service order.
- Note: The conditions syntax utilizes the Visual Basic .NET programming language. For information on how this syntax works, see the Advanced Coding for Business Rules guide.
- To ensure that the syntax doesn't result in an error, select Validate to check your automated readiness conditions.
- In the Additional Required Fields section, enter any Encompass field IDs that are required before ordering. To add additional fields, select +Add Another.
- To add documents that will be sent to the appraisal partner as part of the order, select Add in the Partner Documents section.
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On the Select Required Documents window, select the check box in front of the documents that will be included.
- By default, the documents in the list are marked as required. To indicate that the document isn't required, select the Menu icon and then select X.
- Select Apply.
- To save this provider, select Save
- To add another service order, select Add and repeat steps 10-16.
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To activate the rule, select Activate located in the top right corner.
ASO-8386
Fixed Issues
Why we made these updates: The following issues were fixed to improve usability and to help ensure Encompass LO Connect is operating as expected. The issues that are chosen to be fixed are based on the severity of their impact to clients and client feedback.
An issue was discovered where there Workflow Rules feature had not been enabled for all LO Connect clients. This has been fixed, and now all LO Connect clients are able to access the Workflow Rules feature.
ENCW-61437
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