Screen Designer

To design a user-defined screen navigate to System Management>Lending>Screens. Click Create and select the screen type to be created.

Use the table below to assist making the Screen Type selection:

When creating screens institutions have the ability to indicate Read-Only, Recommended and Required fields. Marking fields as Required enables institutions to ensure that validations occur and blank records are not added to an application.

After selecting the Screen Type, the Screen window appears that contains the following tabs:

Tab Name	Description
General	Contains basic descriptive information about the user-defined screen.
Panels	Contains the functionality to assign user-configured panels and fields to the screen. The Panels tab is not available for all user-defined screen types.
Rules	Contains the functionality to assign Validation rules to the user-defined screen. Only Screen Validation Rules will populate within the list of available rules.
Workflow Models	Contains the functionality to assign this user-defined screen to specific workflow models.
Security	Contains the functionality to assign this user-defined screen to specific users or groups.

General Tab

The General tab contains the basic information pertaining to the user-defined Screen. Refer to the table below to assist completing the General Tab.

Field	Description
Name	Enter a name unique to the new user-defined screen.
Description	Enter a description that assists users in identifying the purpose of the user-defined screen.
Instructions	Enter instructions that help the user complete the screen.  The instructions section may also include hyperlinks. By default, hyperlinks open within the Framework, however, hyperlinks may be configured to open in a new window. For more information on configuring hyperlinks to open in a new window, see the Screen Building Tips and Tricks section.

Panels Tab

The panels tab enables the administrator to configure the screen with various types of panels. Panels can be added to organize screen fields into logical groupings.

Adding Panels

 

Select the Panels tab and click Add.

Clicking Add opens the Select Panel. Using the drop-down list, select the Panel Type that is being assigned to the screen. Click OK.

Use the table below to assist in clicking the correct Panel Type:

Panel Type	Description	System-Defined	Grid	Screen Types
Add On/Refinance	A panel that displays the Add On / Refinance grid and the liabilities eligible to have funds added onto or refinanced.	X		Application
Additional Applicant	A panel used to capture the information specific to the Joint Applicants and Guarantors such as Name, Address, Phone, Employment and Income Information.			Application
Additional Applicant Declarations	A panel that contains the declarations questions and answers for an additional applicant.	X		Application
Additional Applicant Incomes	A panel used to capture an additional applicant's income information.	X		Application
Adverse Action	A panel used to capture an application’s adverse action information.	X		Application
Aggregates	A panel that displays the Aggregates used to render an application decision such as Disposable Income, Total Expenses and Total Income.	X		Application
Applicant	A panel used to capture applicant fields.			Applicant
Applicant Address	Applicant panel designed to capture an applicant’s address information.			Applicant Address
Applicant Addresses	A panel used to capture an applicant’s address information.		X	Applicant
Applicant Income	A panel used to capture applicant income information.			Applicant Income
Applicant Incomes	A panel used to capture applicant income information.		X	Applicant
Applicant Phone	A panel used to capture applicant phone information.			Applicant Phone
Applicant Phones	A panel used to capture applicant phone information.		X	Applicant
Applicant Summary	A panel used to capture a summary of applicant information such as name, account number and core message.	X		Application
Application	A panel used to capture all configurable application fields such as Applicant information, Loan Terms and Collateral.			Application
Associated Application	A panel that displays all applications associated with the current application’s applicant(s).	X		Application
Authorized User	A panel used to capture authorized user fields.			Authorized User
Authorized Users	A panel used to capture authorized user information.		X	Application
Authorized User Address	A panel used to capture authorized user address information.			Authorized User Address
Authorized User Addresses	A panel used to capture authorized user address information.		X	Authorized User
Authorized User Phone	A panel used to capture authorized user phone information.			Authorized User Phone
Authorized User Phones	A panel used to capture authorized user phone information.		X	Authorized User
Collateral	A panel used to capture collateral information.			Collateral
Collateral - Pledge	A panel used to capture general collateral information for applications secured by a pledge. As of March 14, 2013 the Pledge Amount field is not available in the Collateral - Pledge panel. When this panel is added to a screen, it is advised that a Rich Text panel is also added to the screen. The Rich Text panel should state: To add a pledge collateral, click add collateral, select pledge and continue.			Application
Collateral - Real Estate	A panel used to capture general collateral information for applications secured by Real Estate.			Application
Collateral - Stock	A panel used to capture general collateral information for applications secured by stock.			Application
Collateral - Vehicle	A panel used to capture general collateral information for applications secured by a vehicle.			Application
Collateral Housing Expense	A panel used to capture collateral housing expense.		X	Collateral, Collateral Housing Expense
Collateral Lien	User configurable panel used to capture collateral lien information.			Collateral Lien
Collateral Liens	A panel used to capture collateral's lien information.		X	Collateral
Collateral Other Owner	User configurable panel used to capture collateral additional owner(s) information.			Collateral Other Owner
Collateral Other Owners	A panel used to capture the information of the other owner of the subject collateral. In order to pass the validation check, the First Name and Last Name fields must be added to the panel as Read Only.		X	Collateral
Collateral Pledges	A panel used to capture pledge collateral information.	X		Collateral
Collaterals	A configurable panel that enables users to collect information about any type of collateral. If placed on an application screen used by Auto loans, a special process may be required to save the vehicle collateral. For more information, see the Adding Collateral>Types of Collateral>Vehicle Collateral section.		X	Application
Core Message	A panel that displays messages returned from the core processor.	X		Applicant, Application
Counteroffers	A panel that displays all the application's counteroffers.	X		Application
Debt Protection	A panel that allows a user to make debt protection selections for the current loan application.	X		Application
Declarations	A panel that contains the declarations questions and answers for an applicant.	X		Applicant
Fee	A panel that displays an itemized list of all fees applied to the application such as Origination and Appraisal fees.	X		Application
Funding	A panel that allows a user to fund the current loan application.	X		Application
HMDA	A panel used to capture the information specific to HMDA reportable loans such as applicant ethnicity and gender.			Application
Loan Terms Breakdown	A panel that displays the loan terms used to render a decision such as Requested Amount and Loan Term.	X		Application
OFAC	A panel that allows users to view and request OFAC information.	X		Application
Precise ID	Panel to review PreciseID status for all applicants and execute the PID/KIQ processes.	X		Application
Primary Applicant	A panel that captures the information specific to the Primary Applicant such as Name, Address, Phone, Employment and Income Information.			Application
Primary Applicant Declarations	A panel that contains the declarations questions and answers for a primary applicant.	X		Application
Primary Applicant Income	A panel used to capture primary applicant income information.	X		Application
Product Offering	A panel that displays a sub-product’s rich text sales script.	X		Application
Ratios	A panel that displays the Ratios used to render an application decision such as Debt to Income and Loan to Value.			Application
Reference	Reference screen used to collect information about the applicant's credit references.			Reference
References	A panel used to capture and display an applicant's references.			Applicant
Reference Address	User configurable panel used to collect information about the applicant's credit references addresses.			Reference Address
Reference Addresses	Reference screen used to collect information about the applicant's credit references addresses.		X	Reference
Reference Phone	User configurable panel used to collect information about the applicant's credit references contact information.			Reference Phone
Reference Phones	Reference screen used to collect information about the applicant's credit references contact information.		X	Reference
Review Indicators	A panel that displays an application’s Review Indicators such as Disposable Income, Bankruptcy Indicators and DTI.	X		Application
Rich Text	A panel that is able to display an informational/instructional message configured by the institution. The instructions section may also include hyperlinks. By default, hyperlinks open within the Framework, however, hyperlinks may be configured to open in a new window. For more information on configuring hyperlinks to open in a new window, see the Screen Building Tips and Tricks section.			Applicant, Applicant Address, Applicant Income, Applicant Phone, Application, Authorized User, Authorized User Address, Authorized User Phone, Collateral, Collateral Housing Expense, Reference, Reference Address, Reference Phone
Scores	A panel that displays the Scores and Related Credit Models used to render an application decision such as Beacon Model 5.0.	X		Application
Stipulations	A panel used to capture the stipulations that must be met prior to funding or disbursement.	X		Application
To-Do	A panel used to capture all Automatic and Manual To-Dos generated during the application. To-Dos are grouped by General, Decision and Disbursement. Only Manual To-Dos may be cleared in the To-Dos panel.	X	X	Application
Trade In (Read Only)	A panel used to capture the Trade In information transmitted to the Framework by the auto dealer.	X		Application
Vendor Channel	A panel that displays the application’s vendor channel.	X		Application

The Panel Types that populate in the drop-down list depend on the Screen Type.

After selecting the Panel Type and clicking OK, the selected panel opens as a new window. Depending on the Panel Type selected, an administrator may be able to complete the following tabs:

• General
• Fields
• Columns
• Buttons
• Edit Screen

Within these tabs, the administrator is able to customize the panel’s content and appearance with the fields, columns and buttons a user would need to complete an application. The administrator is also able to include a set of instructions for each panel added.

General Tab

The General tab enables users to edit the appearance of the screen and provide user instructions.

Use the table below to assist with the completion.

Field Name	Description
Title	Enter the title assigned to the panel within the user-defined screen.
Label Width	Enter the maximum number of pixels the label width is not to exceed. The lower the number, the more area available for entries in the associated fields. Label width may not exceed 1000 pixels.
Columns	Enter the number of columns that assigned fields are to populate within. At least one column must be added, but no more than four columns can be added to a panel.
Collapsed By Default	Select the check box if this panel is to be collapsed by default.
Instructions	Enter a Rich Text set of instructions to assist users complete the panel. The instructions section may also include hyperlinks. By default, hyperlinks open within the Framework, however, hyperlinks may be configured to open in a new window. For more information on configuring hyperlinks to open in a new window, see the Screen Building Tips and Tricks section.

The fields within the General tab vary according to Panel Type. The italicized fields are not available with all Panel Types.

Fields Tab

The Fields tab enables users to select the fields that are to appear within this panel.

The Fields tab only displays if fields are able to be configured for this panel/screen.

Adding Content

When adding content to a panel, users have the following options:

Button	Description
	Enables users to select the fields to be added to the panel from the Framework field list. Each field may only be added to a screen/panel once.
	Enables users to add spacer fields to the panel. Spacer fields help organize and align fields into logical groupings.
	Enables users to add text fields to the panel. Text fields help organize panels into logical groupings by serving as headings within a panel. Text fields display information in bold font.

 

To add fields to the panel, select Add. The Select Field window appears. Locate each field and click Add to individually assign them to the panel.

When adding fields to a panel or screen, specific fields may only be added to a screen once. The exception to this rule is the Add Space/Text fields.

When adding fields to the panel, the order in which they are added determines their order of appearance in the panel. Also, to allow the administrator to group corresponding fields together and better organize the fields within the panel, the administrator is able to Add Spacer and Text fields.

Once all fields have been added, click Done. After clicking Done, users are taken back to the Fields tab. This tab is now populated with the selected fields. Drag and Drop the fields into the proper sequence. Once the fields are in the proper sequence, complete the following columns that are associated with the assigned fields:

Field Name	Description
Label	Enter the title of the field as it is to be displayed within the user-defined panel/screen.
Required	Select the Required check box if this field must be completed in order to continue processing the application.
Recommended	Select the Recommended check box if the completion of this field is suggested.
Read Only	Select the Read Only check box if the user is unable to edit the value contained within the fields.
Text Line	Indicates the number of lines the field and its corresponding entry encompass.

Deleting Fields

Once fields have been added to a panel, users are able to remove them by highlighting the undesired field and clicking the Delete button.

Columns Tab

The Columns tab enables users to select the columns that are to appear within this panel.

Adding Columns

To add columns to the panel, select Add. The Select Columns window appears. Locate each Column and individually assign them to the panel by clicking Add. Once all columns have been added, click Done.

Clicking Done takes users back to the Columns tab, which is now populated with the selected columns. Drag and Drop the columns into the proper sequence. Once the fields are in the proper position, complete the following columns that are associated with the assigned fields:

Field Name	Description
Header	Enter the title of the column as it is to be displayed within the user-defined panel/screen.
Width	Selct the default pixel width of the column.

Deleting Columns

Once columns have been added to a panel, users are able to remove them by highlighting the undesired column and clicking the Delete button.

Buttons Tab

The buttons tab is only available in certain panel types. It enables users assign buttons to a panel.

The Buttons tab only displays if buttons are available to be configured for this panel/screen.

Adding Buttons

To assign buttons to the panel/screen, click Add. The Select Button window appears. Select the desired button and click Add. Once all buttons have been added, click Done.

Depending on the Panel Type selected, the following buttons are configurable:

Button	Description
Add Applicant	Allows users to add the first joint applicant from the core or prior Framework applications via screens and screen flow. Configurable on the additional applicant panel.
Copy From Primary	Allows users to copy the primary applicant’s address information to an additional applicant.
Valuate	Allows users to perform collateral valuations.
Valuation History	Allows users to view valuations that have been processed on collateral.
Copy Applicant Address	Allows users to copy the current address information from one applicant to another. In order to use the Copy Primary Address button on the Additional Applicant panel, the Primary Applicant panel must be configured on the same screen with address fields.

Clicking Done takes users back to the Buttons tab, which is now populated with the selected buttons. If multiple buttons have been added, Drag and Drop the buttons into the proper sequence.

Deleting Buttons

Once buttons have been added to a panel, users are able to remove them by highlighting the undesired button and clicking the Delete button.

 

Edit Screens

The edit screens tab allows the administrator to select an existing screen of the same type that is updated with the information captured within this panel.

To view a demonstration of how Edit Screens affect an application, click here.

Select the Screen column to populate the drop-down list that contains the available screens. Select the screen that is to be updated by entries to this panel.

The Edit Screens tab is not available for all Panel Types.

Finalizing a Panel

After completing all applicable tabs in the panel window, click Save and Close to return to the save panel design preferences and close the panels window. After returning to the Panels tab, users are able to define additional panels to be added to the screen or move on to the subsequent tabs.

Editing Panels

Deleting Panels

Buttons Tab

The Buttons tab enables users to assign buttons to the Screen. The Buttons tab is only available when building Application screen types.

Adding Buttons

To add buttons to a screen, click the Add Button. Once Add is clicked, the Select Button window opens. Select the desired button and click Add. Once all buttons have been added, click Done.

The following buttons are able to be assigned to the screen from the Buttons tab:

Once the selected buttons populate in the Buttons tab, users are able to add a custom Button Label. To add a custom label, click the Label column of the corresponding button and add custom text.

Deleting Buttons

Once buttons have been added to a panel, users are able to remove them by highlighting the undesired button and clicking the Delete button.

Rules Tab

The Rules tab enables users to select Validation Rules from a list and assign them to user-defined screens. To view a demonstration of how Validation Rules affect screens, click here.

When deleting panels, the Framework does not display a confirmation message. When delete is selected, the panel is deleted.

Assign the desired validation rules to the screen. Once all Validation Rules have been added, move on to the next tab in the sequence.

The Rules tab contains two boxes titled Available and Assigned. Assign Validation rules by clicking the rules(s) and making one of the selections.

Workflow Models Tab

The Workflow Models tab enables users to assign the user-defined screen to all or specific workflow models. Use the list of available workflow models to select and assign the screen. Once assigned, the newly created screen is available for selection in the Application Navigator of any assigned Workflow Model.

Assigning a screen to a Workflow Model does not assign it to the associated Screen Flow. To assign the user-defined screen to a Screen Flow, navigate to System Management>Lending>Workflow Models and update the Screen Flow tab.

Once the screen has been assigned to the desired workflows, move on to the next tab in the sequence.

Security Tab

The Security tab enables users to assign the user-defined screen to specified Framework Users and Security Groups.

If a User or Group is not specified, the new screen is not accessible to anyone processing an application.

Once all updates have been made to the user-defined screen, click Save and Close to finalize the creation of the screen.

The Copy function enables users to duplicate the logic and structure of an existing user-defined screen. The existing screen can be used as a base for creating a new screen. After copying a screen, users are able to add, modify or delete screen logic and then save it with a different name in order to create a new user-defined screen.

To copy an existing user-defined screen, select the desired screen and click Copy. Once the screen name has been changed and the logic updated, save all changes to finalize the creation of the new screen.

Editing Screens

The Edit function enables users to revisit an existing user-defined screen and modify the existing logic/structure to enhance usability.

To edit an existing user-defined screen, select the desired screen and click Edit. Once the logic has been updated, select Save and Close to finalize the screen modifications.

With the exception of Name and Instructions, users are unable to modify the content of System-Defined screens.

Deleting Screens

The Delete function enables users to remove an existing user-defined screen and all of its logic from the Framework.

To delete an existing screen, select the desired screen and click Delete. A Confirmation Message appears. Click Yes to delete the user-defined screen. Click No to retain the user-defined screen.

System-Defined screens cannot be deleted.

• If the Fields tab is available, at least one field must be assigned to the panel.
• If the Columns tab is available, at least one column must be assigned to the panel.
• A field or column may only be added to a panel/screen once.
• Custom fields may only be added to the user-defined screens.
• A button may only be added to a panel once.
• If numerous screens have been created, users are able to enter keywords and change views in order to filter the list of screens to a smaller list.
• If a screen is configured to collect identical information in two locations, such as a panel and a field, the information may never reflect the accurate data as the information may be overwritten by the data entered in similar field or panel.
  An example of this is adding the Primary Applicant Income panel to the same screen that contains the Current Income Start Date field. Since the Primary Applicant Income panel also contains the Current Income Start Date field, the Current Income Start Date information may not reflect the most accurate information as the information entered in the field may be overwritten by the data entered in the panel when the screen is saved.
• To configure hyperlinks to open in a new window:
  1. Navigate to the screen or panel that contains the desired hyperlink.
  2. Select the Instructions Panel.
  3. Click the Source Edit button (last one on the right) in the Instructions toolbar.
     
     
  4. The text entered in the Instructions field displays in the HTML Code.
     
     
  5. Locate the code that launches the hyperlink.
     
      
  6. Enter the following line of code immediately after the URL: target=”_blank”
     
     
  7. Save modifications to Instructions.