Auto-Lock

This setting provides the ability to designate which lock submissions are not eligible for Auto-Lock.

The Auto-Lock setting is supported only when the Encompass Product and Pricing Service (EPPS) is selected as the product and pricing engine. If EPPS is not the product and pricing engine, this setting will be disabled.
If the Enable Auto Lock and Confirm upon lock request checkbox is not selected, the Auto-Lock Exclusion Criteria and Auto-Lock Exclusion Criteria Rules sections will be disabled.

On the menu bar, click Encompass, and then click Settings.
On the left panel, click Secondary Setup, and then click Auto-Lock.
In the Auto-Lock Enablement section, select your options for auto-lock and confirm.

To consolidate all auto-lock related settings, the Auto Lock and Confirm settings on the Product and Pricing setting screen have been moved to this section.

Select the Enable Auto Lock and Confirm upon lock request checkbox to enable automatic lock and confirmation of lock requests.
Historical pricing and worst case pricing tool requests will also be automatically locked and confirmed.
Select the Enable Auto-Lock for Lock Updates (Active Locks) and Re-Locks (Inactive Locks) checkbox to enable automatic lock and confirmation of re-lock requests, regardless of the Request Lock Status on the Lock Request Form.

Get Pricing requests will also be automatically locked and confirmed.

Select the Enable Auto Lock and Confirm upon Extension request checkbox to enable automatic lock and confirmation of extension requests.
Select the Enable Auto Lock and Confirm upon Cancellation request checkbox to enable automatic lock and confirmation of cancellation requests.

In the Auto-Lock Exclusion Criteria section, select which criteria should be excluded from auto-lock and confirm. If Enable Auto Lock and Confirm upon lock request or Enable Auto-Lock for Re-Locks for Acitve and Inactive Locks is selected, the request will not be auto-locked and confirmed if any of the loan/lock criteria match the selected (check marked) criteria in this section.

The “Parent” (section) setting must be selected (e.g., Loan Type, Channel, Loan Program, etc.) before any “Child” entries under the “Parent” can be selected.
If Enable Auto Lock and Confirm upon lock request is not selected, this section will be disabled.
For Loan Program or Lock Plan Code, when the Add icon is clicked, a pop-up screen that accepts free form text is displayed.

Add button - When entries have been made and the Add button is clicked, any completed rows are populated onto the Loan Program grid with any duplicates automatically dropped.The dialog box will then close.
Add More button - When entries have been made and the Add More button is clicked, any completed rows are populated onto the Loan Program grid with any duplicates automatically dropped. The entries in the dialog box are cleared and available for additional entries.

In the Auto-Lock Exclusion Criteria Rules section, you can create and manage rules that control the values that are not eligible for auto-lock. If Enable Auto Lock and Confirm upon lock request is selected, the request will not be auto-locked and confirmed if any of the exclusion rules are active. Auto-Lock Exclusion Criteria Rules can only be created using field IDs on the Lock Request Form.

Click the New icon to open the Auto-Lock Exclusion Criteria Rule pop-up screen.
In the Create a Rule Name field, enter a name for your rule.
In the Advanced Conditions box, apply the conditions for the rule.
Click the Lookup icon (magnifying glass) to open the Advanced Conditions Editor.
Click the Add Filter icon to open the Add/Edit Search Filter pop-up screen.
Click the Magnifying Glass icon to open the Select Field pop-up screen.
Add fields, found on the Lock Request Form, to the Add/Edit Filter pop-up screen.
Complete the remaining fields.
When done, click OK.
Repeat until you have added all the filters needed, and then click OK.
When your rule is complete, click Save.

Click the Save icon to save your changes.

If a Parent setting is cleared but there are Child entries selected under the Parent, a message is displayed that states the Child entries will be disabled but will persist and be displayed (but cannot be edited).