Maintain Virtual Programs
Use Maintain Virtual Programs to edit and maintain virtual programs.
- The Maintain Virtual Programs link displays the Virtual Program Listing page. This page displays virtual programs for the selected custom investor only.
- Batch Expire - Expires selected virtual programs (with corresponding checkboxes).
- Close - Closes the Virtual Programs page and takes you back to the main CPM page.
- Filter products by selecting Loan Limit, Product Type, or Loan Term from the dropdown list, and then selecting add.
- The filters provide secondary selections. Select the applicable options, and then select add.
- Multiple filters can be applied at one time to narrow down the search for custom programs.
- Undo a specific filter by selecting the del link. Undo all filters by selecting the Clear button.
- Selecting a header field sorts alphanumerically in ascending or descending order.
- A red flag next to a virtual program indicates there is an error with pricing (i.e., pricing is missing, hasn't been uploaded, or is out of date).
- A flag next to a current production version of a virtual program indicates one or more of the following scenarios:
- Target program is disabled
- Target investor relationship is disabled
- Target investor is disabled and/or deleted
- Far Right Dis column is the Disabled column.
- L = Client's custom investor is disabled.
- If "L" is displayed in the Dis column and no flag is present next to the correspondent program.
- If "L" is displayed in the Dis column and a red flag is present next to the corresponding program, there is a pricing issue with the target investor and the client's custom investor.
- The NP and PC columns display the number of Test and Production versions of a program.
- NP - The number of Test versions.
- PC - The number of Production versions.
- The following are the Actions available on the page:
- View - Opens the Virtual Program Definition page in view-only mode.
Save is disabled since this is a view-only page. To exit the page, select Cancel.
- Versions - Opens the Virtual Program Versions page, which displays all versions of the program.
- Hide - Hides the row (stored for historical purposes) from the Virtual Program Listing page. To display a hidden row, select Hide again. To display all hidden rows, select the Hidden checkbox.
- A message is displayed that confirms you want to delete or undelete the selected program. If you select OK, the program is removed from the Virtual Program Listing page.
- Expire - Expires the selected virtual program.
- A message is displayed that confirms you want to expire the selected program. If you select OK, the virtual program is expired and no longer available for Production.