To Add a New Manual Service Setup:

1. Log into the web version of Encompass as an Administrator.
2. From the Encompass Admin Portal, select Services.
3. Select Services Management.
4. Select Add Service.
5. Navigate to the card for the partner you want to start a service setup for, and then select the Manual link.

   

6. On the Add Manual Setup window, enter a unique name for this setup in the Service Setup Name field.

7. Enter a description in the Service Setup Description field.
8. In the Readiness Conditions section, define the conditions that, when met, will result in the authorized users seeing this service in their order options. You can also use the query builder to assist in building readiness conditions. See the Using the Query Builder section below.
   • The conditions syntax utilizes the Visual Basic .NET programming language. For information on how this syntax works, see the Conditions section in the Advanced Coding for Business Rules guide.

   • To ensure that the syntax does not result in an error, select Validate to verify your readiness conditions.

     Note: A message displays on a successful or failed validation. If the validation fails, the error message indicates where the error occurred.

     

9. In the Authorized Users section, select Add.

10. On the Add Entities window, navigate through the Category options to select the Users who will use this setup. To move to a category, select the Down Arrow icon. To move an individual user to the Selected Users column, select the Move Arrow icon. To search for a specific user, select the Search icon.

    

    Note: Administrators can select up to 200 users at a time on the Add Entities window before adding them to the Authorized Users list. Once added, the administrator can return to the Add Entities window if they need to add more users.

11. Once your users or organizations are listed in the Selected Users column, select Add.

12. Once you have selected the users who will use this service setup, select Save.

    

13. To activate the new services setup, select the Active toggle.

    

    Note: Only one manual service setup can be activated for each service provider. If you try to activate a second manual service setup for the same provider, an error message displays. All users for that service provider must be included in one manual service setup

    

The Encompass Product and Pricing Service (EPPS) is configured in Encompass (desktop version) under Encompass > Settings > Secondary Setup > Product and Pricing.

You must have Optimal Blue - Enhanced selected as the product and pricing provider on the Encompass > Settings >Secondary Setup > Product and Pricing screen in Encompass when creating a service setup for Optimal Blue scenarios.

Once a manual order setup has been configured, administrators can configure credentials that should be used for the orders placed through some providers. See the Credentials section below for instructions on how to configure credentials for a manual order.

To Add a New Easy Order Service Setup:

1. Log into the web version of Encompass as an Administrator.
2. From the Encompass Admin Portal, select Services.
3. Select Services Management.
4. Select Add Service.
5. Navigate to the card for the vendor you want to start a service setup for, and then select the Easy Order link.

   

6. On the Add Easy Order Setup window, enter a unique name for this setup in the Service Setup Name field.

7. Enter a description in the Service Setup Description field.
8. In the Readiness Conditions section, define the conditions that, when met, enables users to see the Easy Order option for this service. You can also use the query builder to assist in building readiness conditions. See the Using the Query Builder section below.
   • The conditions syntax utilizes the Microsoft Visual Basic .NET programming language. For information on how this syntax works, see the Conditions section in the Advanced Coding for Business Rules guide.

   • To ensure that the syntax does not result in an error, select Validate to verify your automated readiness conditions.

     Note: A message displays on a successful or failed validation. If the validation fails, the error message indicates where the error occurred.

     

9. In the Additional Required Fields section, select +Add and then enter any Encompass field IDs that are required before ordering.

10. To add additional fields, select +Add Another.

11. You can define documents to be sent in the Partner Documents section. To add a Document, select +. This feature is available for appraisal, MI, and Title orders only.

12. Select the checkbox in front of the required documents to send, and then select Apply.

13. To indicate that the attachment is required, select the toggle in the Attachment Required column.

14. In the Easy Order Options section, select Add

    • On the partner specific order template page, enter the vendor required information, and then select Save.

15. In the Authorized Users section, select Add.

16. On the Add Entities window, navigate through the Category options to select the Users who will use this setup. To move to a category, select the Down Arrow icon. To move an individual user to the Selected Users column, select the Move Arrow icon. To search for a specific user, select the Search icon.

    

    Note: Administrators can select up to 200 users at a time on the Add Entities window before adding them to the Authorized Users list. Once added, the administrator can return to the Add Entities window if they need to add more users.

17. Once your users or organizations are listed in the Selected Users column, select Add.

18. To activate the new services setup, select the Active toggle.

    

19. Select Save.

     

Once an Easy Order setup has been configured, administrators can configure credentials that should be used for the orders placed through that provider. See the Credentials section below for instructions on how to configure credentials for a manual order.

To Access Partner Service Configuration

1. From the Encompass Admin Portal, select Services Management.

2. Locate the service card for the partner you want to configure, and then select Service Setup.

3. Select Partner Service Configuration.

To Add a New Automated Service Setup:

1. Log into the web version of Encompass as an Administrator.
2. From the Encompass Admin Portal, select Services.
3. Select Services Management.
4. Select Add Service.
5. Navigate to the card for the vendor you want to start a service setup for, and then select the Automated link.

   

6. On the Automated Rules page, select Add.

7. On the Add Rule page window, enter a unique name for this setup in the Rule Name field.

8. Enter a description in the Rule Description field.

9. For ASO Bot rules, define the conditions that, when met, enable the rule to trigger in the If the following conditions are met section. You can also use the query builder to assist in building readiness conditions. See the Using the Query Builder section below.

   • The conditions syntax utilizes the Visual Basic .NET programming language. For information on how this syntax works, see the Conditions section in the Advanced Coding for Business Rules guide.

   • To ensure that the syntax does not result in an error, select Validate to verify your automated readiness conditions.

     Note: A message displays on a successful or failed validation. If the validation fails, the error message indicates where the error occurred.

     

10. In the When rule conditions are met... section select Run the first matched order to indicate that the first service order that meets the criteria should be the one triggered. Select Run any matched orders to trigger an order for all service orders that meet the criteria. Select Select using Vendor Allocation to use the configuration defined in the Vendor Allocation settings

    When using the Run any matched orders option, only one order will be placed per provider to prevent multiple orders to the same provider.

    When the Select using Vendor Allocation option is selected, the Service Orders section displays the allocation percentage for each vendor in a new Allocation % column. If a vendor that isn't part of the Vendor Allocation setup is added to the Service Orders section, a Warning is displayed in the Allocation % column to indicate that the vendor will not be used for the automation rule.

11. To add a service order to the rule, select Add.

12. On the Add New Automated Service Order window, select the provider for the service order from the Provider field and then select Create.

13. On the Add Service Order slide out panel, enter a unique Service Order Name and a Service Order Description.

14. In the Readiness Conditions section, define the conditions that, when met, enable the rule to trigger. You can also use the query builder to assist in building readiness conditions. See the Using the Query Builder section below.
    • The conditions syntax utilizes the Microsoft Visual Basic .NET programming language. For information on how this syntax works, see the Conditions section in the Advanced Coding for Business Rules guide.

    • To ensure that the syntax does not result in an error, select Validate to verify your automated readiness conditions.

      Note: A message displays on a successful or failed validation. If the validation fails, the error message indicates where the error occurred.

      

15. In the Additional Required Fields section, select +Add and then enter any Encompass field IDs that are required before ordering.

16. To add additional fields, select +Add Another.

17. For appraisal orders only, you can define documents to be sent in the Partner Documents section. To add a Document, select +.

18. Select the checkbox in front of the required documents to send, and then select Apply.

19. To indicate that the attachment is required, select the toggle in the Attachment Required column.

20. In the Automated Options section, select Add.

    • On the partner specific order template page, enter the vendor required information, and then select Save.

21. Select Continue to save the service order and return to the automated rule page.

22. To add another service order, select Add and repeat steps 13-19 above.

23. To activate the new automated rule, select the Active toggle.

    

24. Select Save.

     

Once an Automated Order rule has been configured, administrators can configure credentials that must be used for the orders placed through that provider. See the Credentials section below for instructions on how to configure credentials for a manual order.

Using the Query Builder

1. On a service order setup, navigate to the Readiness Conditions section.

2. Select Query Builder.

3. Enter or search for a field. For this initial release, users can only search for an exact match of a field ID. Partial field search support will be added in a future release.

4. Select an operator for your query from the list. The available options are based on the format of the field you entered/selected.

5. Enter the value to complete this query.

6. Once the query is completed, select Apply to apply the query to the rule. The code is copied to the Code Editor.

To Add New Company Credentials for a Service Setup:

1. Log into the web version of Encompass as an Administrator.
2. From the Encompass Admin Portal, select Services.
3. Select Services Management.
4. Locate the partner card for the service you want to configure, select the Menu , and then select Credentials.
5. Select Add in the Company Credentials section.
   • On the Add Company Credentials, provide the credentials required by the partner. The required information is partner specific and will change from partner to partner.

6. To save the new credential configuration, select Save.

To Add New User Credentials for a Service Setup:

1. Log into the web version of Encompass as an Administrator.
2. From the Encompass Admin Portal, select Services.
3. Select Services Management.
4. Locate the partner card for the service you want to configure, select the Menu , and then select Credentials.
5. Select Add in the User Credentials section.
6. On the Add User Credentials screen, enter a unique name for the credentials setup in the Name field, and then enter a description in the Description field.
7. Enter the user name and password in the Username and Password fields.
8. To designate which users will use these credentials, select Add in the Users section.

9. On the Add Entities screen, navigate through the Category options to select the Users who will use this setup. To move to a category, select the Down Arrow icon. To move an individual user to the Selected Users column, select the Move Arrow icon. To search for a specific user, select the Search icon.

   

   • To remove users from the Users section, select the check box in front of the user and then select Delete. Alternatively you can select the Delete icon in the Action column for the user.

   • To export a list of all users assigned in the Users section, select the Export to .csv icon.

     Note: Administrators can select up to 200 users at a time on the Add Entities window before adding them to the Authorized Users list. Once added, the administrator can return to the Add Entities window if they need to add more users.

10. To save the new credential configuration, select Save.

To Add New Automated Credentials for a Service Setup:

1. Log into the web version of Encompass as an Administrator.
2. From the Encompass Admin Portal, select Services.
3. Select Services Management.
4. Locate the partner card for the service you want to configure, select the Menu , and then select Credentials.
5. Select Add in the Automation Credentials section.
6. Provide a name for this configuration and an option description
7. The ordID is defaulted to the orgID defined in the company credentials. To use a different orgID, uncheck the Use default Company Credentials checkbox and enter an orgID in the orgID field.
8. Enter the credentials to use for automation in the User Credentials section

9. To save the new credential configuration, select Save.

To Create Company Override Credentials

1. From the Credentials page for a service setup that has an existing credential configuration, select ADD in the Company Credentials section.

2. On the Add Company Override Credentials screen, enter a unique name for the credential setup in the Name field, and then enter a description in the Description field.

3. Enter the credentials for this provider in the Credentials section.

4. To designate which users will use these credentials, select Add in the Users section.

5. On theAdd Entities window, navigate through the Category options to select the Users who will use this setup. To move to a category, select the Down Arrow icon. To move an individual user to the Selected Users column, select the Move Arrow icon. To search for a specific user, select the Search icon.

   

   • To remove users from the Users section, select the check box in front of the user and then select Delete. Alternatively, you can select the Delete icon in the Action column for the user.

   • To export a list of all users assigned in the Users section, select the Export to .csv icon.

     • Note: Administrators can select up to 200 users at a time on the Add Entities window before adding them to the Authorized Users list. Once added, the administrator can return to the Add Entities window if they need to add more users.

6. To save the new company override credentials, select Save.

To Add Automation Override Credentials

1. From the Credentials page for a service setup that has an existing credential configuration, select ADD in the Automation Credentials section.

2. On the Add Automation Override Credentials screen, enter a unique name for the credential setup in the Name field, and then enter a description in the Description field.

3. To use credentials other than the default company credentials, unselect the Use default Company Credentials checkbox.

   • If you unselect the Use default Company Credentials checkbox, enter the company credentials.

4. Enter the user credentials in the User Credentials section.

5. In the Entities section, select the organization(s) that this configuration applies to and then select the Move arrow.

   

6. To remove an organization from the Selected Organization Codes section, select Remove .

7. To save the Automation Override Credentials, select Save.

To Add Condition Mapping to a Provider:

1. Log into the web version of Encompass as an administrator.

2. From the Encompass Admin Portal, select Services Management.

3. Locate the service card for the partner you want to configure, select the Menu , and then select Condition Mapping.

4. Select Add Condition Mapping to open the Add Condition Mapping page.

5. Select the condition type or task that will be added on the loan when the mapped findings are returned in the Mapping Type field.

6. In the Condition Mapping Details selection, select the specific details for the selection made in the previous step. This section is populated dynamically to support the three options in the Condition Mapping Info section.

   • When Condition Template is selected, you must select a Condition Template for the mapping. Additionally you can select to append the findings description to the internal and external description on the condition.

   • When Blank/Ad-hoc Condition is selected, you must select the Condition Type. Additionally you can select to append the findings description to the internal and external description, select to print to internal or external documents, and select the milestone before which the conditions must be resolved in the Prior To field.

   • When Task Template is selected, you must select a Task Template for mapping. Additionally you can select to append the findings description to the task description.

7. In the Provider Findings section, select Manage Mapping.

   

8. Select the findings to map to the condition or task from the list of available findings. To map the findings to the condition or task, select the Arrow. 

   • If you want to add more than one finding to a condition or task, select the name of each finding that you want to add, and then select the Arrow

9. Select Add.

10. Select Save.

The available findings listed in the Manage Mapping window originate from the provider. If you need assistance with understanding which findings to use for your mapping, contact the provider.

Once a condition mapping has been added, the details of the condition mapping are displayed on the main Conditions Mapping page. This page displays the Encompass Condition name, Provider Findings mapped to the condition, and the condition mapping type.

• To edit an existing mapping, select the Menu to the right side of the entry you want to edit, and select Edit.

• To delete an existing mapping select the Menu to the right side of the entry you want to edit, and select Delete.

To Map a Field from Encompass to a Service Provider:

1. Log into the web version of Encompass as an Administrator.

2. From the Encompass Admin Portal, select Services Management.

3. Locate the service card for the partner you want to configure, and then select Field Mapping.

4. To add a new field mapping entry, select Add.

5. In the Encompass Field ID (Standard, Custom, LR) field, enter the Encompass field ID that you want to use for mapping.

6. In the Mapping Type field, indicate how the data should be transmitted.

   • Maps To indicates that the data from this field is sent to the provider field in the Provider Field Name field.

   • Maps From indicates that data from the Provider Field Name field is sent to the specified Encompass field ID.

   • Maps Between indicates that data can be sent back and forth between the two indicated fields.

7. Enter the field name provided by the partner in the Provider Field Name field. This field name is obtained from the service partner you are ordering from.

8. To add another field mapping, select +Add Another and then repeat steps 6 and 7.

9. Select Save.

The following features are also available from the Field Mapping screen:

• Lenders can export their field mapping template as a .CSV file by selecting the Export icon.

• Lenders can import an existing field mapping template by selecting the Import icon and then navigating to the .csv file on their local system.

Note that not all providers support the field mapping feature. If field mapping is available, the Field Mapping option is available in blue as pictured below:

To Configure an Inbound Document Mapping:

1. Log into the web version of Encompass as an Administrator.

2. From the Encompass Admin Portal, select Services Management.

3. Locate the service card for the partner you want to configure, and then select Doc Mapping.

4. Enter the document name in the Document Types field. If you don’t know the document name, contact the partner for more information.

5. Select the eFolder document that the document should be moved to in the eFolder Document Folder field.

6. To add another field mapping, select +Add Another and then repeat steps 6 and 7.

7. Select Save.

To Map an  Outbound Document

1. From the Encompass Admin Portal, select Services Management.

2. Locate the service card for the partner you want to configure, and then select Document Mapping.

3. In the Outbound (From Encompass To Provider) section, select the eFolder Document Folder to send documents from.

4. Select the document type from the Document Types dropdown. If the document type isn’t listed, enter the document type name. If you don’t know the document name, contact the partner for more information.

5. To add another field mapping, select +Add Another and then repeat steps 3 and 4.

6. Select Save.

To Configure Service Event Mapping

1. From the Encompass Admin Portal, select Services Management.

2. Locate the service card for the partner you want to configure, and then select Service Event Mapping.

3. Select Add Service Event Mapping.

4. Enter a name for the configuration in the Service Event Mapping Name field.

5. Select one or more services events from the Available Partner Service Events list, and then select the Move icon to move these events to the Selected Partner Service Events list.

   • To remove an event from the Selected Partner Service Events list, select Remove.

6. Select a task template to create from the Task Template field and/or select a notification template to use to send a notification in the Notification Template field. These will be created or sent when the selected partner service events are received.

7. Select Save.