Branches

Branches are created in the Framework for use in loan origination rules that are authored for disbursement. Defining branches in the Framework determines which GL's are allocated and which branch gets credit for creating the loan upon disbursement.

Please see the Corelation Keystone Connector Guide - Loan Origination for more information on how branches are used in loan disbursement.

The Branches page is found in System Management > Branches. From this page, a system administrator can create new and maintain existing branches in the Framework.

Access to this page is granted in System Management > Users and System Management > Groups > Security Groups.

Information on this page is displayed in the following columns:

Column	Description
Code	Displays the code associated with the branch.
Description	Displays the description of the branch.
Default Flag	Displays a if the branch is the default branch used in the Framework.
Last Modified	Denotes when the last modification to the branch was made.
Modified By	Denotes who made the last modification to the branch.

Branch Attributes

All branches share common attributes that are defined when creating, copying or editing a branch.

General

General attributes are defined within the General tab:

Attribute

Description

Code

Enter a code for the branch. This field is required and must be unique.

The branch Code must be unique. If a branch with the same code already exists in the Framework, the following error message is received upon clicking or :

Description

Enter a description to provide more information about the branch code. This field is required.

The description is populated in the Closing Branch and Origination Branch drop-downs on a lending application.

Device Name

Enter the name of the device created in the core system. This allows the Framework to determine where users are working from.

GL Clearing Account

Enter the name of the GL account used for the branch.

Third Party Institution Code

Enter the third party institution code.

Default Flag

Select this check box if the branch should be the default branch used in the Framework.

Creating a Branch

To create a new branch, click . The New Branch window appears.
Enter the General attributes.
Click or to return to the Branches page. Click to return to the Branches page without saving.

Copying a Branch

To create a new branch based on a copy of an existing branch, highlight the desired branch and click . The Copy Branch window displays.
Make any necessary modifications and click or . Click to return to the Branches page without saving.

Editing a Branch

To edit a branch, highlight the desired branch and click . The Edit Branch window displays.
Make any necessary modifications and click or . Click to return to the Branches page without saving.

Deleting a Branch

To delete a branch, highlight the desired branch and click .
A confirmation message appears. Click Yes to delete the branch or No to retain the branch.