Encompass Data Connect - Updates to Features in 23.1 Major Release

To minimize any downtime and disruption experienced when upgrading the schema and data in your current production instance, the schema upgrade process for Encompass Data Connect is as follows:

• The Encompass Data Connect schema upgrade process for 23.1 will start at 10:00 PM on the day you receive and upgrade to Encompass 23.1. (Encompass 23.1 is currently scheduled to be available to all customers on March 18, 2023.) This schema upgrade process will take approximately four (4) hours on this day.

The Encompass Data Connect Schema has been updated to include the new fields added, regulatory updates, and changes to existing fields, in the Encompass 23.1 Major Release.

Loan Schema Field Mapping Files

The 23.1 schema is available to download from the following knowledge articles in the Resource Center:

Microsoft (MS) SQL

• Loan Schema Field Mapping with PII (MS SQL) (KA # 000114747) - For PII (with encryption) MS SQL users, a file detailing the mapping of Encompass Data Connect 23.1 fields to the corresponding fields in the Encompass Loan Schema.

• Loan Schema Field Mapping, No-PII (MS SQL) (KA # 000114748) -​ ​For no-PII (no encryption) MS SQL users, a file detailing the mapping of Encompass Data Connect 23.1 fields to the corresponding fields in the Encompass Loan Schema.

Postgres

• Loan Schema Field Mapping with PII (Postgres) (KA # 000114749) - For PII (with encryption) and Postgres users, a file detailing the mapping of Encompass Data Connect 23.1 fields to the corresponding fields in the Encompass Loan Schema.

• Loan Schema Field Mapping, No-PII (Postgres) (KA # 000114750) -​ ​For no-PII (no encryption) and Postgres users, a file detailing the mapping of Encompass Data Connect 23.1 fields to the corresponding fields in the Encompass Loan Schema.

Field Updates Comparison Files

To compare the field updates in 22.3 with the field updates in 23.1, the DIFF file is available to download from the following knowledge articles in the Resource Center:

Tip: SQL scripts assume that schema name is elliedb.

MS SQL

• Field Updates Comparison 22.3 vs 23.1 no-PII (MS SQL) (KA # 000114751) - For no-PII (no encryption) and MS SQL users, a file to help existing customers to view the difference between 22.3 and 23.1 field updates.

• Field Updates Comparison 22.3 vs 23.1 with PII (MS SQL) (KA # 000114752) -​ ​For PII (with encryption) and MS SQL users, a file to help existing customers to view the difference between 22.3 and 23.1 field updates.

Postgres

• Field Updates Comparison 22.3 vs 23.1, no-PII (Postgres) (KA # 000114754) - For no-PII (no encryption) and Postgres users, a file to help existing customers to view the difference between 22.3 and 23.1 field updates.

• Field Updates Comparison 22.3 vs 23.1 with PII (Postgres) (KA # 000114753) -​ ​For PII (with encryption) and Postgres users, a file to help existing customers to view the difference between 22.3 and 23.1 field updates.

Data Model Files

The SQL files used to help create tables for Encompass Data Connect 23.1 are available to download from the following knowledge articles in the Resource Center:

MS SQL

• 23.1 Data Model (MS SQL) with PII (KA # 000114755) - For PII (with encryption) and MS SQL users, a file containing MS SQL files to be used to help create tables for Encompass Data Connect 23.1.

• 23.1 Data Model (MS SQL) with no-PII (KA # 000114756) - For PII (with no encryption) and MS SQL users, a file containing MS SQL files to be used to help create tables for Encompass Data Connect 23.1.

Postgres

• 23.1 Data Model (Postgres) with PII (KA # 000114757) - For PII (with encryption) and Postgres users, a file containing SQL files to be used to help create tables for Encompass Data Connect 23.1.

• 23.1 Data Model (Postgres) with no-PII (KA # 000114758) - For PII (with no encryption) and Postgres users, a file containing SQL files to be used to help create tables for Encompass Data Connect 23.1.