Dynamic Data Management: Field Rules
Dynamic Data Management User Guide
Top Use Cases for Dynamic Data Management
Encompass 18.4 Dynamic Data Management Demo
This feature is not available in Encompass Broker Edition.
This setting was introduced in Encompass 18.4 (See the Release Notes).
Use the Field Rules setting to manage auto-population of data for standard Encompass fields.
Establishing a field rule is done in the same way that you would create a fee rule. The difference is that, while a fee rule is driven by a fee line from 2015 Itemization, a field rule is driven by a collection of fields that you choose to include. You can choose the fields you want for a field rule by entering the field IDs, or by importing from a Data Template or a .CSV file having field and field values. Once you add the list of fields for the field rule, you can create field scenarios to define unique conditions and what values needs to be populated to those fields in the loan file when the loan file satisfies one of the field scenarios.
For more information, see the Dynamic Data Management User Guide.