In order for  to be active in the toolbar and the end-user to be able to manually approve an application, the following must be configured by the system administrator:

• The Editability Action for Approve must be correctly enabled for the status of the application in System Management > Origination > Editability.
• The Approve Loan permission is enabled in System Management > Users to manage user permissions and/or System Management > Groups > Security Groups to manage group permissions.

If the Approve Loan permission is enabled, the availability of the icon is dependent on the state of the application. If an application decision has already been rendered,  is disabled.

When the Decline Application permission is enabled, the  icon is active in the toolbar. If active, users are able to manually decline an application. To configure the Decline Application permission:

• Navigate to System Management > Users to manage user permissions.
• Navigate to System Management > Groups > Security Groups to manage group permissions.

If the Decline Loan permission is enabled, the availability of the icon is dependent on the state of the application. If an application decision has already been rendered,  is disabled.

The More icon provides additional decision actions. It is always active within the toolbar; however, the following decision actions are dependent on the associated permissions.

Decision Action	Description	Permission
Remove Decision	If enabled, this action allows users to remove an application's decision. If the permission is enabled, the availability of the icon is dependent on the state of the application. If an application is disbursed or has not been decisioned, the Remove Decision option is disabled.	Remove Decision on Application
Withdraw	If enabled, this action allows users to withdraw an in progress application. If the permission is enabled, the availability of the icon is dependent on the state of the application. If an application is disbursed, the withdraw option is disabled.	Withdraw Application
Remove Withdraw	If enabled, this action allows users to restore a previously withdrawn application to an in progress state. If the permission is enabled, the availability of the icon is dependent on the state of the application. If an application has not been withdrawn, the remove withdraw option is disabled.	Remove Withdraw Status From Application
Create New Counteroffer	If enabled, this action allows users to create alternate loan terms for an application. If the permission is enabled, the availability of the icon is dependent on the state of the application. If an application is disbursed, the new counteroffer option is disabled.	Counteroffer - Add, Edit and Delete
Remove Counteroffer Decision	If enabled, this action allows users to reset the loan terms to the original terms prior to the first Counteroffer. If the permission is enabled, the availability of the icon is dependent on the state of the application. If an application is disbursed or has not been countered, the remove counteroffer decision option is disabled.	Remove Decision on Application
Change Product	If enabled, this action allows users to change the product of the current application. If the permission is enabled, the availability of the icon is dependent on the state of the application. A product cannot be changed after a loan decision is rendered for an application; therefore, after the loan has been decisioned, the Change Product button is disabled within the More drop-down.	Change Product on Application

 To configure permissions for More decision actions:

• Navigate to System Management > Users to manage user permissions.
• Navigate to System Management > Groups > Security Groups to manage group permissions.

The Create Documents icon is always active within the toolbar; however, the behavior of this button depends on the documentation connector that is active within the Lifecycle Management Suite.

• If only one documentation connector is enabled, clicking opens the screen of the active documentation connector.
• If multiple documentation connectors are enabled, clicking the Create Documents icon opens the screen of the documentation connector that had its connector screen last saved.

When the Disburse Loan permission is enabled, the  icon is active in the toolbar. If active, users are able to disburse an application. To configure the Disburse Loan permission:

• Navigate to System Management > Users to manage user permissions.
• Navigate to System Management > Groups > Security Groups to manage group permissions.

If the Disburse Loan permission is enabled, the availability of the icon is dependent on the state of the application. If an application has already been disbursed or is not in a disbursable state,  is disabled.

When the Send Custom Emails permission is enabled the send email icon is active in the toolbar. If active, users are able to send emails from within an application. To configure the Send Custom Emails permission:

• Navigate to System Management > Users to manage user permissions.
• Navigate to System Management > Groups > Security Groups to manage group permissions.

Clicking the send email icon populates the Send Email pop-up window.

Within this window, users are able to send a custom email or use one of the institution-defined templates, which are defined in System Management > Origination > Email Templates.

The Links icon is always active within the toolbar. However, the links it contains depends on items defined within System Management > Origination > Hyperlinks.

In order to define the hyperlinks that populate in this drop-down, the Hyperlinks permission must be enabled. To configure the Hyperlinks  permission:

• Navigate to System Management > Users to manage user permissions.
• Navigate to System Management > Groups > Security Groups to manage group permissions.

The Queuing icon is always active within the toolbar. It contains functionality that enables users to view which queue the application is currently assigned. It also allows users to perform the following queuing actions:

Action	Description	Permission
Pin To Queue	Allows users to assign the application to a specific queue.  Once an application is pinned to a queue, it will remain in that queue until it is unpinned. Once unpinned, normal queuing resumes.	Pin Application to Queue
Unpin From Current Queue	Allows users to remove an application from the queue it was pinned to. Once unpinned, normal queuing resumes.	Pin Application to Queue

To configure the queuing permission:

• Navigate to System Management > Users to manage user permissions.
• Navigate to System Management > Groups > Security Groups to manage group permissions. 

If the application has not been disbursed, the core button is active. It contains functionality that allows users to perform the following core actions:

To configure the above permissions:

• Navigate to System Management > Users to manage user permissions.
• Navigate to System Management > Groups > Security Groups to manage group permissions.

Event Processing Configurations to Automatically Generate Account Numbers

Within Event Processing, the following two actions can be configured to execute during a specified event to automatically generate a Member Account Number and/or Loan Account Number/Suffix:

For more information on configuring Event/Action pairs, please see the Event Processing topic in this guide.

Rule Configuration to Automatically Create New Member Accounts for Existing Primary Applicants

To automatically create a new record in the core for an existing primary applicant, system administrators can author a rule in Rules Management to set the value of the NewMembership field to Create New Member Account. When the value of the NewMembership field is set to Create New Member Account, a new record is automatically created in the core for the primary applicant when the rule executes.

This field can be set through a rule configured to execute at any point in the application process that is prior to when the applicant record should be created. For example, if it is desired to create the new applicant record during a specific event, an Event Processing rule can be authored and assigned to an Event/Action pair that includes the Create Member Account Number action. When the action is fired during the specified event, the NewMembership field is set to Create New Member Account, which automatically creates a new record in the core for the primary applicant. 

Reference the table below for an overview of the rule logic that can be used to automatically create a record in the core for an existing primary applicant:

Entity Level	Rule Template	Example
Application	Set the value of a field	To set the value of the NewMembership field using the set the value of a field template: Click [field] and select NewMembership. Click [value] and type “value from list” in the filter box. Select value from list to populate the lookup values for the NEW_MEMBERSHIP_STATUS lookup. Select Create New Member Account from the list. Once all rule logic has been defined, click  within the New Rule window to retain the rule logic. Click within the Rule Application Toolbar to save the logic to the rule application.

For more information on authoring rules, please see the Rules Management topic in this guide.