Insights - Fixed Issues in 23.1 Critical Patch 1

This critical patch addresses issues with data discrepancies experienced by Insights users that were caused by the 'Loan Folder' value being excluded from the loan data analyzed by Insights. Due to a previous internal update to the field values assigned to the Loan Folder field in the JSON file that Insights uses to map Encompass fields to Insights reports, the Loan Folder value was missing from some loans analyzed by Insights. This issue resulted in the following issues:

• Some loan folders were missing from the list of loan folders in the Select Loan Folders to Exclude pop-up window that users rely on to exclude specific loan folders from their Insights reports.

• If a user selected a loan folder to exclude in this pop-up window, some loans that were associated with/stored in the loan folder were actually not excluded since Insights did not recognize that the loan was associated with the loan folder.

In addition, there were data mismatch issues on the Performance at a Glance (PAAG) component:

• The Purchase% for applied and closed loans was not displayed even when the data was present for the Purchase loans.

• The data on PAAG after excluding the loan folders was not matching the data on the application, which ideally it should as Performance at a Glance is a summary view of the application’s data.

These issues have been resolved and the Loan Folder value is now mapped correctly between Encompass and Insights.