Temenos Lifecycle Management Suite - Loan Origination Product Guide
Rules Management - Available Templates
Administrator Guide > Rules Management > Rules Management - Available Templates

Actions and Templates are rule logic created to ensure the specific wording of a rule is correct, thus enabling the rule to function properly.

Entity Template/Action Purpose Category Typically Used
Application Add Discount Adds a discount in the form of a percentage to the Base Rate used for the Pricing Model.  Pricing
Application Add a document to the document set Adds a document to the document set for CUNA Web Docs. Document Selection
Application Add Fee - OBSOLETE

Adds a fee to the collection on the application.

This action template is being phased out as of the 15.01.36 release. Any rules authored with this template will break when it is removed in a future release; therefore, it is recommended that the new “Add a Fee” action template is used to author new Fee rules and replace existing rule logic that uses this template.
Fee
Application Add Fee Adds a fee to the application with options for “Prepaid Finance Charge,” “Include in Loan Amount," and "Include in MAPR." Fee
Application Add a comment to a counteroffer This template enables institutions to add comments to a counteroffer. Event Processing
Application Add a stipulation to a counteroffer This template enables institutions to add stipulations to a counteroffer. Event Processing
Application Add a Fee (Home Equity) - OBSOLETE

Adds a Home Equity type of fee with options for “Prepaid Finance Charge,” “Include in Loan Amount,” “POC Amount,” “Paid By,” etc.

This action template is being phased out as of the 15.01.36 release. Any rules authored with this template will break when it is removed in a future release; therefore, it is recommended that the new “Add a Fee (Home Equity)” action template is used to author new Fee rules and replace existing rule logic that uses this template.
Fee
Application Add a Fee (Home Equity)

Adds a Home Equity type fee to the application with options for “Prepaid Finance Charge,” “Include in Loan Amount,” “POC Amount,” “Paid By,” and "Customer Selected Provider."

 Fee
Application Add a Loan Manual To-Do

Enables a rule author to assign a Manual To-Do validation to display a notification and prevents users from rendering a decision, generating document, or disbursing the application until the validation associated with a specific screen is completed.

A Manual To-Do that "is not required," such as a To-Do for Post Disbursement or Post Decline Validation, can also be written using this template.
Validation
Application Add a Loan Manual To-Do that is linked to a screen

Enables a rule author to assign a loan Manual To-Do validation that displays a notification and prevents users from rendering a decision, generating document, or disbursing the application until the validation associated with a specific screen is completed.

A Manual To-Do that "is not required," such as a To-Do for Post Disbursement or Post Decline Validation, can also be written using this template.
Validation
Application Add Loan Manual To-Do with Security Groups

Enables a rule author to assign a loan Manual To-Do validation that displays a notification and prevents users from rendering a decision, generating document, or disbursing the application until the to-do is cleared. Only a member of the assigned security group can provide the information causing validation to fail.

A Manual To-Do that "is not required," such as a To-Do for Post Disbursement or Post Decline Validation, can also be written using this template.
Validation
Application Add a Loan Manual To-do that is linked to a screen with Security Groups

Enables a rule author to assign a loan Manual To-Do validation that displays a notification and prevents users from rendering a decision, generating document, or disbursing the application until the to-do is cleared. Only a member of the assigned security group can provides the information on the screen causing validation to fail.

A Manual To-Do that "is not required," such as a To-Do for Post Disbursement or Post Decline Validation, can also be written using this template.
Validation
Application Add a Premium Adds a premium in the form of a percentage to the Base Rate used for the Pricing Model.  Pricing
Application Add a Review Indicator Adds a review indicator to the collection on the application. The name of the review indicator is currently a free-form text field. A recommendation and description must also be entered when adding a review indicator. Decisioning
Application Add a Loan Stipulation Required for Approval Adds a stipulation to the collection on the application where the IsRequiredToApprove field is set to true. In order to manually approve an application, any stipulations of this type must be either met or waived. Stipulation
Application Add a Loan Stipulation Required for Approval with Security Groups Adds a stipulation to the collection on the application where the IsRequiredToApprove field is set to true. In order to manually approve an application, any stipulations of this type can only be met or waived by the assigned security group. Stipulation
Application Add a Loan Stipulation Required for Disbursement Adds a stipulation to the collection on the application where the IsRequiredToDisburse field is set to true. In order to disburse an application, any stipulations of this type must be either met or waived. Stipulation
Application Add a Loan Stipulation Required for Disbursement with Security Groups Adds a stipulation to the collection on the application where the IsRequiredToApprove field is set to true. In order to disburse an application, any stipulations of this type can only be met or waived by the assigned security group. Stipulation
Application Add a Loan To-Do

Enables a rule author to assign a loan To-Do validation that displays a notification and prevents users from rendering a decision, generating document, or disbursing the application until the validation is cleared.
 

A To-Do that "is not required," such as a To-Do for Post Disbursement or Post Decline Validation, can also be written using this template.

 Validation
Application Add Loan To-do that is linked to a screen

Enables a rule author to assign a loan To-Do validation that displays a notification and prevents users from rendering a decision, generating document, or disbursing the application until the validation associated with a specific screen is cleared.

 

A To-Do that "is not required," such as a To-Do for Post Disbursement or Post Decline Validation, can also be written using this template.

 

See a To-Do Template to view an example of a Validation rule.

If a To-Do is linked to a screen, users are able to access the linked screen even if they do not have permission to view the screen. Screen permissions are mainly applied in Workflow Models, where the screen is mapped and provided rights for only certain users to view in the workspace. To-Dos are rules and only perform what is authored in the rule. To-Dos do not touch the security of the screen.
Validation
Application Add a Stipulation

Enables a rule author to add a stipulation to the application. With this action template, authors may determine:

  • The type of application to which the stipulations apply, such as loan.
  • The security groups able to meet or waive the stipulations.
  • The application process which the stipulations must be met prior to executing.
 Stipulation / Decisioning
Application Add a To-do Enables a rule author to assign a loan or account To-Do validation that displays a notification and prevents users from rendering a decision, generating document, or disbursing the application until the validation is cleared.

 

A To-Do that "is not required," such as a To-Do for Post Disbursement or Post Decline Validation, can also be written using this template.

If a To-Do is linked to a screen, users are able to access the linked screen even if they do not have permission to view the screen. Screen permissions are mainly applied in Workflow Models, where the screen is mapped and provided rights for only certain users to view in the workspace. To-Dos are rules and only perform what is authored in the rule. To-Dos do not touch the security of the screen.
Application Add an Account Product Adds a required or optional account product to an application. Default Values / Event Processing
Application Add an Account Product as a Base Share Adds an account product to an application as a base share. Default Values / Event Processing
Application Assign Adverse Action Sets the adverse action field on the application. Used when an application is being auto-rejected.  Decisioning
Application Assign Application Account Decision Sets the Account decision for the application. If set to Auto_Approved, Approval processing is executed. If set to Auto_Rejected, Decline processing is executed. Once the application is decisioned, the decision value set here is updated within the AccountDecisionId field. Decisioning
Application Assign Application Loan Decision Sets the Loan decision for the application. If set to Auto_Approved, Approval processing is executed. If set to Auto_Rejected, Decline processing is executed. Once the application is decisioned, the decision value set here is updated within the LoanDecisionId field. Decisioning
Application Assign Application Status Sets the status on the application. Anywhere
Application Assign Credit Bureau Sequence An action template that allows rule based priority selection of Credit Bureaus. This template is used to replace the hard coded bureau selection in a loan application types. Rules can set a Credit Bureau as a 1, 2, or 3. The resulting list of credit bureaus is used in ascending order when performing credit bureau rollover. Credit Bureau Selection
Application Assign to Queue Sets the Queue to which an application is assigned. This action does not pin the application to a queue; therefore, the application can be re-queued based on other rules.  Queuing
Application Assign Rejected Reason Adds a reject reason to the collection on the application. Used when an application is being auto-rejected. Decisioning
Application Assign Risk Tier Set the Risk Tier for the applicant. 
Rules that use this action should be written at the Applicant entity. This ensures that the rules are executed and tested for all applicants on the application.
Risk
Application Create a counteroffer This template enables institutions to define the interval in which countered loan terms and amounts should increase or decrease. Event Processing
Application Create a counteroffer for manual review This template enables institutions to define the loan terms and amount of the counteroffer. Upon generation, each counteroffer is flagged for underwriting review. Event Processing
Application Display Error Message Adds a message that is displayed to the user. The message is flagged as an error and prevents the user from moving forward. These messages are typically used to enforce user-defined validation. Anywhere
Application Display Information Message Adds a message that is displayed to the user. The message is flagged as informational and does not prevent the user from moving forward. These messages are typically used as a notification to the user. Anywhere
Application Display Warning Message Adds a message that is displayed to the user. The message is flagged as a warning and does not prevent the user from moving forward. These messages are typically used as a notification to the user.  Anywhere
Application Do Not Update Actual Rate When the Pricing Model runs, only the Assigned Rate updates. Unless "Do Not Update Actual Rate" Action is used, both the Assigned and Actual Rates update when Pricing runs. Pricing
Application Get Address for Applicant Type Gets the current address of an applicant of the defined type. Anywhere
Application Get Aggregate for Application This is an expression template that easily locates the value of an aggregate within the collection on the application. When using this template, an aggregate name must be selected from the list. Pricing / Decisioning
Application Get Aggregate for Application at Decision Returns the value of the specified aggregate at the time the application was decisioned. Validation
Application Get Application Host Value

Expression template that returns a name/value pair from the core interface that the system can then use to populate the value of an application level field in the Lifecycle Management Suite.

 Applicant Import
Application Get Average Score for Application This is an expression template that easily locates the value of the Average Score within the collection on the application. When using this template, a Score name must be selected from the list.
The Average score is calculated during credit report processing by taking an average of the same score values across all applicants on the application.
Risk / Pricing / Decisioning
Application Get Branch for User This is an expression template that easily locates the branch that is associated to a particular system user. You can select from current user, created by, decisioned by, pitched by, debt protection selected by, disbursed by, or a specific username. Anywhere
Application Get Full Name for User Get Full Name of the user. Anywhere
Application Get First Collateral by Collateral Type This is an expression template that easily locates that first collateral record on the application for a specific collateral type. Use this template when writing a rule or decision table at the Application entity and needing to add a condition regarding the primary or first piece of collateral on the application. Pricing / Decisioning
Application Get First Collateral by Vehicle Type This is an expression template that easily locates that first collateral record on the application for a specific vehicle type. Use this template when writing a rule and when adding a condition regarding and needing to add a condition regarding the primary or first piece of collateral on the application. Disbursement
Application Get GL Account for Branch This is an expression template that easily locates the branch that is associated to a particular branch. You can select from originating branch, closing branch, or the branch associated to a system user. Risk / Pricing / Decisioning
Application Get High Score for Application This is an expression template that easily locates the value of the High Score within the collection on the application. When using this template, a Score name must be selected from the list.
The High score is calculated during credit report processing by taking the highest of the same score values across all applicants on the application.
Disbursement
Application Get HostID1 for User An expression template that returns the HostID 1 value for the user that is passed to the template. The HostID 1 value is maintained on the user management screen. Disbursement
Application Get HostID2 for User An expression template that returns the HostID 2 value for the user that is passed to the template. The HostID 2 value is maintained on the user management screen. Disbursement
Application Get Liability Pattern Count By Category for Application An expression template that returns the liability count according to category.
Application Get Liability Pattern Count for Application An expression template that returns the liability count.
Application Get Low Score for Application This is an expression template that easily locates the value of the Low Score within the collection on the application. When using this template, a Score name must be selected from the list.
The Low score is calculated during credit report processing by taking the lowest of the same score values across all applicants on the application.
Risk / Pricing / Decisioning
Application Get Ratio for Application This is an expression template that easily locates the value of a ratio within the collection on the application. When using this template, a ratio name must be selected from the list. Pricing / Decisioning
Application Get Ratio for Application at Decision Returns the value of the specified ratio at the time the application was decisioned. Validation
Application Is Self Employed This is an expression template that easily identifies whether an applicant is self-employed by looking up the Self Employed flag in the Income collection off of the applicant record. This template could be used in conjunction with the "Primary Applicant" template to determine if specifically the Primary Applicant is self-employed. Anywhere
Application Logged in User it The logged-in user performing the action. Anywhere
Application Logged in User is Assigned to Security Group The security group of the logged-in user. Anywhere
Application Pitch Cross-sell Product Adds a Cross-sell Product to the collection on the application to be pitched to the applicant. This action should be used to pitch Non-loan Cross-sell Products. The Amount is obtained from the Cross-sell Product management screen. Cross-sell Products
Application Pitch Cross-sell Product with Amount Adds a Cross-sell Product with the specified Amount to the collection on the application to be pitched to the applicant. This action can be used to pitch both Loan and Non-loan Cross-sells. 
  • If the Cross-sell being pitched is a Non-loan, the amount entered is used instead of the amount defined on the Cross-sell Product management screen.
  • If the Cross-sell being pitched is a Loan, the amount entered is used as the Principal for the Cross-sell. In addition, the Number of Payments and Frequency entered on the Cross-sell Product management screen is used. Loan Cross-sells are priced, amortized, and decisioned to determine if the applicant is automatically approved for the product. If the applicant is approved, the Cross-sell is displayed on the Cross-sell screen. If the applicant is not approved, the Cross-sell is not displayed on the Cross-sell screen.
 Cross-sell Products
Application Primary Application This is an expression template that easily isolates the primary applicant on the application. Once selected, the field list for the applicant entity is available. Anywhere
Application

Primary Applicant's Current Address

 This is an expression template that easily isolates the primary applicant on the application and then isolates their current address. Once selected, the field list for the address entity is available. Anywhere
Application Processing User Is The Lifecycle Management Suite's processing user. Anywhere
Application Processing User is Assigned to Security Group The security group for the Lifecycle Management Suite's processing user. Anywhere
Application Require Approval Override This action is used when the current user is not authorized to approve the application. Based on criteria, this action is used to send a message from the rules engine back to LOS, requiring an authorized user to log in to process the approval. 
This action is typically used in conjunction with the "Get Current User" or "Get Current User's Security Group" templates.
LOA Limits
Application The Selected Document Set Returns the document set selected in DocumentSelection rules. Validation
Application Send Email to Address Sends an email to the user who created the application. Provides selection from a list of email templates configured in the Lifecycle Management Suite. Decisioning
Application Send Email to Applicant Sends an email to applicants by selecting the applicant type to receive the email. Provides selection from a list of email templates configured in the Lifecycle Management Suite. Decisioning
Application Send Email to Created By Sends an email the user that created the application. Provides selection from a list of email templates configured in the Lifecycle Management Suite. Decisioning
Application Send Email to Decisioned By Sends an email the user who decisioned the application.  Provides selection from a list of email templates configured in the Lifecycle Management Suite. Decisioning
Application Send Email to Notification Group

Sends an email to the user(s) assigned to a notification group.

Rule authors are able to select:

  • The desired email template from a list that populates with all email templates configured in System Management > Origination > Email Templates.
  • The desired notification group(s) from a list that populates with all groups identified in System Management > Groups > Notification Groups.
 Event Processing
Application Send Email to Vendor Representative Sends an email to the Lifecycle Management Suite user designated as the representative of vendor that submitted the application.
Vendor Representatives are identified within System Management > Origination > Loan > Vendor Management.

When authoring the rule, authors are able to select the desired email template from a list that populates with all email templates configured in System Management > Origination > Email Templates.

 Event Processing
Application Send a Notification to Notification Group

Sends a notification to the user(s) assigned to a notification group.

Rule authors are able to select:

  • The text to be included in the notification.
    Can be a standard statement or a statement that includes a concatenation of application data. Including the application field “RecentComment to the text enables application comments to display within the notification.
  • Whether the notification is informational or urgent.
  • The desired notification group(s) from a list that populates with all groups identified in System Management > Groups > Notification Groups.
 Event Processing
Application Send a Notification to Vendor Representative Sends a notification to the user designated as the representative of vendor that submitted the application.
Vendor Representatives are identified within System Management > Origination > Loan > Vendor Management.

Rule authors are able to select:

  • The text to be included in the notification.
    Can be a standard statement or a statement that includes a concatenation of application data. Including the application field “RecentComment to the text enables application comments to display within the notification.
  • Whether the notification is informational or urgent.
 Event Processing
Application Set Action Editability This template is used to refine Editability permissions. Rule authors are able to use this template to grant or revoke permissions to perform an action. Editability
Application Set Aggregate Recommendation for This is an assignment template which is used to set the recommendation (or indicator) on a specific application-level aggregate. When using this template, it is important to select the desired aggregate from the list and select the appropriate recommendation (good, maybe, bad). 
  • A recommendation of "good" results in a green indicator for the aggregate.
  • A recommendation of "maybe" results in a yellow indicator for the aggregate.
  • A recommendation of "bad" results in a red indicator for the aggregate.
This action is typically combined with the Get Aggregate for Application template, where the "Get" is used in the condition portion of the rule and the "Set" is used in the action portion.
Decisioning
Application Set Aggregate Value for Application Used to set the value of a specific application-level aggregate. The specified aggregate is added to the aggregates collection on the application with the value as calculated by the specified formula. 
When using this template, it is important to select the desired aggregate.
Aggregates
Application Set Application Disbursement Value This action is used to set a name/value pair, using a name and then up to five value fields. The usage of the value fields are dependent upon the name used. The disbursement values collection is then interpreted as necessary by the core interface that is active. Specific values in the name field are filtered by the core interface and then the value fields are utilized as necessary. Disbursement
Application Set Application Document Processing Field Used to add custom fields to be sent to either IMM or CUNA Web Docs for document processing. Document Generation
Application Set Application Host Value This action is used to set a name/value pair, using a name and then up to five value fields. The usage of the value fields are dependent upon the name used. The host values collection is then interpreted as necessary by the Core Interface that is active. Specific values in the name field are filtered by the Core Interface and then the value fields are utilized as necessary. Disbursement
Application Set Average Score Recommendation This is an assignment template which is used to set the recommendation (or indicator) on the average value across all applicants for a specific Credit Bureau Score (e.g. Risk Model).  When using this template, it is important to select the desired score from the list and select the appropriate recommendation (good, maybe, bad). 
  • A recommendation of "good" results in a green indicator for the aggregate.
  • A recommendation of "maybe" results in a yellow indicator for the aggregate.
  • A recommendation of "bad" results in a red indicator for the aggregate.
This action is typically combined with the Get Average Score for Application template, where the "Get" is used in the condition portion of the rule and the "Set" is used in the action portion.
Decisioning
Application Set Collection Editability This template is used to refine Editability permissions. Rule authors are able to use this template to grant or revoke permissions to add, edit, or delete collection members. Editability
Application Set counteroffer priority

This template enables institutions to define which loan term should be prioritized when creating counteroffers.

This does not apply for the “Create a counteroffer for manual review” rule template.

 

 Event Processing
Application Set Document Header Set the document Header to be sent for CUNA Loanliner documents. Document Generation
Application Set Document Language Set the document Language to be sent for CUNA Loanliner documents. Document Generation
Application Set Document Logo Set the document Logo to be sent for CUNA Loanliner documents. Document Generation
Application Set Document Set This template enables rule authors to define the default IMM document set. Document Selection
Application Set High Score Recommendation This is an assignment template which is used to set the recommendation (or indicator) on the high value across all applicants for a specific Credit Bureau Score (e.g. Risk Model). When using this template, it is important to select the desired score from the list and select the appropriate recommendation (good, maybe, bad). 
  • A recommendation of "good" results in a green indicator for the aggregate.
  • A recommendation of "maybe" results in a yellow indicator for the aggregate.
  • A recommendation of "bad" results in a red indicator for the aggregate.
This action is typically combined with the Get High Score for Application template, where the "Get" is used in the condition portion of the rule and the "Set" is used in the action portion.
Decisioning
Application Set Field Editability This template is used to refine Editability permissions. Rule authors are able to use this template to grant or revoke permissions to add, edit, or delete field values. Editability
Application Set Low Score Recommendation This is an assignment template which is used to set the recommendation (or indicator) on the low value across all applicants for a specific Credit Bureau Score (e.g. Risk Model). When using this template, it is important to select the desired score from the list and select the appropriate recommendation (good, maybe, bad). 
  • A recommendation of "good" results in a green indicator for the aggregate.
  • A recommendation of "maybe" results in a yellow indicator for the aggregate.
  • A recommendation of "bad" results in a red indicator for the aggregate.
This action is typically combined with the Get Low Score for Application template, where the "Get" is used in the condition portion of the rule and the "Set" is used in the action portion.
Decisioning
Application Set Ratio Recommendation for Application This is an assignment template which is used to set the recommendation (or indicator) on a specific application-level ratio.  When using this template, it is important to select the desired ratio from the list and select the appropriate recommendation (good, maybe, bad). 
  • A recommendation of "good" results in a green indicator for the ratio.
  • A recommendation of "maybe" results in a yellow indicator for the ratio.
  • A recommendation of "bad" results in a red indicator for the ratio.
This action is typically combined with the Get Ratio for Application template, where the "Get" is used in the condition portion of the rule and the "Set" is used in the action portion.
Decisioning
Application Set Ratio Value for Application Used to set the value of a specific application-level ratio. The specified ratio is added to the ratios collection on the application with the value as calculated by the specified formula. 
When using this template, it is important to select the desired ratio.
Ratios
Application Set the <Lenders Protection action> for the application to <Value> This template enables rule authors to set the Lenders Protection action to:
  • Apply Results to the Application.
  • Apply Results to the Application and Approve.
  • Create new Counteroffer.
  • Create new Counteroffer and Accept.
 Event Processing
Application Set the Maximum Interest Rate This template is used to identify the maximum interest rate a loan application may not exceed regardless of the premiums added, if rule criteria is met. Pricing
Application Set the Minimum Interest Rate This template is used to identify the minimum interest rate a loan application may not exceed regardless of the discounts applied, if rule criteria is met. Pricing
Application Stop Processing Application This action is used during the execution of the Decision Model to determine whether or not the next stage of rules should be processed. 
  • If a stop processing action is returned, the next stage is NOT executed.  
  • If a stop processing action is not returned, the next stage of the decision model is executed. 
When all stages have been processed or a stop processing action is returned, the system  looks at the decision. If the Decision is set to Auto Approved, then Approval processing is run. If the Decision is set to Auto Rejected, then Rejection processing runs.

Decisioning
Application The Applicant with the Highest Score Finds the applicant who has the highest credit score. Anywhere
Application The Code for a Lookup Value Finds the lookup code for a lookup value. Anywhere
Application The Display for a Lookup Value Finds the lookup display for a lookup value. Anywhere
Application The Field for a User Finds additional data for a user. Anywhere
Application The Field for a Company Allows users to author rule logic with company fields from their institution’s address book. Anywhere
Application The Execution Source Enables customers to select where a rule executed from (for example Screen, Decision and so on) via the ValidationLocation value list. This allows institutions to write one rule with the one condition, and then conditionally throw the warning or error/to-do depending  on where the rule was fired from.  Validation
Application The Number in Words Returns a number in words. For example, 134 returns as “One hundred and thirty four.” Document Generation
Application The Value for the Replacement Cross-sell Liability Obtains the value of a replacement Cross-sell liability. Cross-sell generation
Application The Value for the Active Valuation An expression that returns the selected value (such as: Market Value, Trade In Value, and so on) for the last valuation executed. Validation
Application.AccountProducts Add a GL Voucher funding record to an Account Product Action template that is used to create a GL Voucher funding record for an account product. The GL Voucher from which funds are transferred as well as the amount to be funded is determined with this template. Event Processing
Application.AccountProducts Add an Internal Transfer funding record to an Account Action template that is used to create internal transfer account allocations. An allocation amount as well as source account is determined with this template. Event Processing
Application.AccountProducts Set Account Document set This template enables rule authors to define the default IMM document set for the account product(s) on an application. Document Selection
Application.AccountProducts Set Account Product Host Value This action is used to set a name/value pair using a name and then up to five value fields for application account products. The usage of the value fields are dependent upon the name used. The host values collection is then interpreted as necessary by the Core Interface that is active. Specific values in the name field are filtered by the Core Interface, and then the value fields are utilized as necessary. Disbursement
Application.AccountProducts Set Account Product Applicant Host Value This action is used to set a name/value pair using a name and then up to five value fields for account product applicants. The usage of the value fields are dependent upon the name used. The host values collection is then interpreted as necessary by the Core Interface that is active. Specific values in the name field are filtered by the Core Interface, and then the value fields are utilized as necessary. Disbursement

Application.AccountProducts

Application.AccountProducts.ApplicantMappings

 Set Account Product Funding Host Value This action is used to set a name/value pair using a name and then up to five value fields for account product funding. The usage of the value fields are dependent upon the name used. The host values collection is then interpreted as necessary by the Core Interface that is active. Specific values in the name field are filtered by the Core Interface, and then the value fields are utilized as necessary. Disbursement
Application.AccountProducts Set Application.AccountProducts Document Processing Field Used to add custom fields to be sent to either IMM or CUNA Web Docs for document processing. Document Generation
Application.AccountProduct.Fundings Set Application.AccountProduct.Fundings Document Processing Field Used to provide custom data to IMM for use in forms. Document Generation
Application.AggregateAnalysisList Set Application.AggregateAnalysisList Document Processing Field Used to provide custom data to IMM for use in forms. Document Generation
Application.Collaterals Set Application.Collaterals Document Processing Field Used to provide custom data to IMM for use in forms. Document Generation
Application.Collaterals Add a Collateral Real Estate Order record to a Loan Used to add a collateral real estate order record to a loan application. Event Processing
Application.Collateral. HousingExpense Set Collateral Housing Expense Host Value This action is used to set a name/value pair using a name and then up to five value fields. The usage of the value fields are dependent upon the name used. The host values collection is then interpreted as necessary by the Core Interface that is active. Specific values in the name field are filtered by the Core Interface, and then the value fields are utilized as necessary. Disbursement
Application.Fees Set Application.Fees Document Processing Field Used to provide custom data to IMM for use in forms. Document Generation
Application.Funding Add a GL voucher funding record to a Loan Action template that is used to create general ledger loan allocations. An allocation amount as well as destination general ledger is determined with this template. Event Processing
Application.Funding Add an Asset Deposit funding record to a Loan Action template that is used to create asset deposit loan allocations. An allocation amount as well as destination asset is determined with this template. Event Processing
Application.Funding Add an Account Product Deposit funding record to a Loan Action template that is used to create account product loan allocations. An allocation amount as well as destination account product is determined with this template. Event Processing
Application.Funding Add a Check funding record to a Loan Action template that is used to create check loan allocations. An allocation amount, payees and memos are able to be defined with this template. Additionally, this template gives rule authors the ability to exclude payees from OFAC. Event Processing
Application.Funding Remove GL Voucher Funding Records Action template that removes all general ledger fund allocations from an application. Within this template, rule authors are able select the GL Voucher Code that is to be removed from an application's funding from a drop-down list. Event Processing
Application.Funding Set Application.Funding Document Processing Field Used to add custom fields to be sent to either IMM or CUNA Web Docs for document processing. Document Generation
Application.RejectionReasons Set Application.RejectionReasons Document Processing Field Used to provide custom data to IMM for use in forms. Document Generation
Application.Stipulations Set Application.Stipulations Document Processing Field Used to provide custom data to IMM for use in forms. Document Generation
Application.TradeIns Set Application.TradeIns Document Processing Field Used to provide custom data to IMM for use in forms. Document Generation
Applicant.Assets Set Applicant.Assets Document Processing Field Used to provide custom data to IMM for use in forms. Document Generation
Applicant Add Core Message Expression template that returns a name/value pair from the Core Interface sets a Core Message alert on an application. Applicant Import
Applicant Add Phone Number for Applicant Adds a phone number to the phones collection for an applicant.  Anywhere
Applicant.Liability Exclude Liability for Applicant This is an assignment template used to set the IsExpense flag to false on a specific liability record for the applicant. Rules using this action should be written at the Applicant.Liabilities entity to ensure the rule is executed for each liability for each applicant.
Liabilities where the IsExpense flag is false are not displayed on the Liabilities workflow step.
Trade Processing
Applicant.Liabilities Set Applicant.Liabilities Document Processing Field Used to provide custom data to IMM for use in forms. Document Generation
Applicant Get Aggregate for Applicant This is an expression template that easily locates the value of an aggregate within the collection for an applicant. When using this template, an aggregate name must be selected from the list. 
To isolate an aggregate for the Primary applicant, first select the Primary Applicant template followed by the Get Aggregate for Applicant template.
Pricing / Decisioning
Applicant Get Aggregate for Applicant at Decision Returns the value of the specified aggregate for each applicant at the time the application was decisioned. Validation
Applicant Get Applicant Host Value Expression template that returns a name/value pair from the Core Interface that the system can then use to populate the value of an applicant level field in the Lifecycle Management Suite. Applicant Import
Applicant Get Liability Pattern Count by Category Expression template that returns a count of matching liabilities based on a trade category, timeframe, trade indicator and number of occurrences. Decisioning
Applicant Get Liability Pattern Count Expression template that returns a count of matching liabilities based on a timeframe, trade indicator and number of occurrences. Decisioning
Applicant Get Phone Number for Applicant This is an expression template that easily locates a particular phone (e.g.: home, work) for an applicant. Anywhere
Applicant Get Ratio for Applicant This is an expression template that easily locates the value of a ratio within the collection for an applicant. When using this template, a ratio name must be selected from the list.  Pricing / Decisioning
Applicant Get Ratio for Applicant at Decision Returns the value of the specified ratio for each applicant at the time the application was decisioned. Validation
Applicant Get Score for Applicant This is an expression template that easily locates the value of a score within the collection for an applicant. When using this template, a score name must be selected from the list. 
To isolate a ratio for the Primary applicant, first select the Primary Applicant template followed by the Get Ratio for Applicant template.
Risk / Pricing / Decisioning
Applicant Include Liability for Applicant This is an assignment template used to set the IsExpense flag to true on a specific liability record that has already been systematically excluded for the applicant. Rules using this action should be written at the Applicant.Liabilities entity to ensure the rule is executed for each liability for each applicant. Trade Processing
Applicant Number of Credit Report Inquiries Expression template that returns a count of inquiries reported on a credit report for an applicant. Decisioning
Applicant Set Aggregate Recommendation for Applicant This is an assignment template which is used to set the recommendation (or indicator) on a specific applicant-level aggregate. When using this template, it is important to select the desired aggregate from the list and select the appropriate recommendation (good, maybe, bad). 
  • A recommendation of "good" results in a green indicator for the aggregate.
  • A recommendation of "maybe" results in a yellow indicator for the aggregate.
  • A recommendation of "bad" results in a red indicator for the aggregate.

Rules using this action should be written at the Applicant entity to ensure the rule is executed for each applicant.

This action is typically combined with the Get Aggregate for Applicant template, where the "Get" is used in the condition portion of the rule and the "Set" is used in the action portion.
Decisioning
Applicant Set Aggregate Value for Applicant Used to set the value of a specific applicant-level aggregate. The specified aggregate is added to the Aggregates Collection for the applicant with the value as calculated by the specified formula.  Rules using this action should be written at the Applicant entity to ensure the rule is executed for each applicant.
When using this template, it is important to select the desired aggregate.
Aggregates
Applicant Set Applicant Disbursement Value This action is used to set a name/value pair, using a name and then up to five value fields. The usage of the value fields are dependent upon the name used. The disbursement values collection is then interpreted as necessary by the Core Interface that is active.  Specific values in the name field are filtered by the core interface, and then the value fields are utilized as necessary. Disbursement
Applicant Set Applicant Document Processing Field Used to add custom fields to be sent to either IMM or CUNA Web Docs for document processing. Document Generation
Applicant Set Applicant Host Value This action is used to set a name/value pair using a name and then up to five value fields. The usage of the value fields are dependent upon the name used. The host values collection is then interpreted as necessary by the Core Interface that is active. Specific values in the name field are filtered by the Core Interface, and then the value fields are utilized as necessary. Disbursement
Applicant Set Ratio Recommendation Applicant This is an assignment template which is used o set the recommendation (or indicator) on a specific applicant-level ratio.  When using this template, it is important to select the desired ratio from the list and select the appropriate recommendation (good, maybe, bad). 
  • A recommendation of "good" results in a green indicator for the ratio.
  • A recommendation of "maybe" results in a yellow indicator for the ratio.
  • A recommendation of "bad" results in a red indicator for the ratio.

Rules using this action should be written at the Applicant entity to ensure the rule is executed for each applicant.

This action is typically combined with the Get Ratio for Applicant template, where the "Get" is used in the condition portion of the rule and the "Set" is used in the action portion.
Decisioning
Applicant Set Ratio Value for Applicant Used to set the value of a specific applicant-level ratio. The specified ratio is added to the ratios collection for the applicant with the value as calculated by the specified formula. Rules using this action should be written at the Applicant entity to ensure the rule is executed for each applicant.
Type When using this template, it is important to select the desired fields.
Ratios
Applicant Set Score Recommendation for Applicant This is an assignment template which is used to set the recommendation (or indicator) on the value for a specific Credit Bureau Score (e.g. Risk Model). When using this template, it is important to select the desired score from the list and select the appropriate recommendation (good, maybe, bad). 
  • A recommendation of "good" results in a green indicator for the aggregate.
  • A recommendation of "maybe" results in a yellow indicator for the aggregate.
  • A recommendation of "bad" results in a red indicator for the aggregate.

Rules using this action should be written at the Applicant entity to ensure the rule is executed for each applicant.

This action is typically combined with the Get Score for Applicant template, where the "Get" is used in the condition portion of the rule and the "Set" is used in the action portion.
Decisioning
Applicant Set the Answer for a HYLS Question

Used to automatically set the answer for a HYLS question based on custom rule logic. 

While this template is always available in the rule application, the template should only be used to author rules that execute during the loan application process for the HYLS connector.
Event Processing
Applicant The Segmentation Code Category Expression template that returns the applicants' segmentation code.
If new segmentation values are added, the user must sync lookups.
Applicant.Incomes Set Applicant.Incomes Document Processing Field Used to provide custom data to IMM for use in forms. Document Generation
Applicant.References Set Applicant.References Document Processing Field Used to provide custom data to IMM for use in forms. Document Generation
AuthorizedUser Set Authorized User Host Value Used to set the value of fields for each authorized user on an application using a host value name and then up to five value fields. The usage of the value fields are dependent upon the host value name being used, which is then interpreted by the active core interface.

Get New Member Account/ Disbursement
AuthorizedUser.Addresses Set Authorized User Address Host Value Used to set the value of fields for each authorized user address record on an application using a host value name and then up to five value fields. The usage of the value fields are dependent upon the host value name being used, which is then interpreted by the active core interface.

Get New Member Account/ Disbursement
AuthorizedUser.Phones Set Authorized User Phone Host Value Used to set the value of fields for each authorized user phone record on an application using a host value name and then up to five value fields. The usage of the value fields are dependent upon the host value name being used, which is then interpreted by the active core interface.

Get New Member Account/ Disbursement
Liabilities Get Liability Host Value Expression template that returns a name/value pair from the Core Interface that the system can then use to populate the value of a liability level field in the Lifecycle Management Suite's loan origination solution. Applicant Import
Liabilities Set Liability Document Processing Field Used to provide custom data to CUNA Web Docs step for a liability. Document Generation
Assets Get Asset Host Value Expression template that returns a name/value pair from the Core Interface that the system can then use to populate the value of an asset level field in the Lifecycle Management Suite's loan origination solution. Applicant Import
Assets Set Asset Document Processing Field Used to provide custom data to CUNA Web Docs step for an asset. Document Generation
Assets Set Application Asset Host Value This action is used to set a name/value pair using a name and then up to five value fields. The usage of the value fields are dependent upon the name used. The host values collection is then interpreted as necessary by the Core Interface that is active. Specific values in the name field are filtered by the Core Interface, and then the value fields are utilized as necessary. Disbursement
Addresses Get Addresses Host Value Expression template that returns a name/value pair from the Core Interface that the system can then use to populate the value of an address level field in the Lifecycle Management Suite. Applicant Import
Addresses Set Address Host Value This action is used to set a name/value pair using a name and then up to five value fields. The usage of the value fields are dependent upon the name used. The host values collection is then interpreted as necessary by the Core Interface that is active. Specific values in the name field are filtered by the Core Interface, and then the value fields are utilized as necessary. Disbursement
Addresses Set Address Document Processing Field Used to add custom fields to be sent to either IMM or CUNA Web Docs for document processing. Document Generation
Associated Applications Include Application for Decisioning Used to determine if an associated application of an applicant should be considered in Decisioning the current application. Decisioning
Incomes Set Income Document Processing Field Used to provide custom data to CUNA Web Docs step for an income. Document Generation
Phones Get Phone Host Value Expression template that returns a name/value pair from the Core Interface that the system can then use to populate the value of a phone level field in the Lifecycle Management Suite. Applicant Import
Phones Set Phone Host Value This action is used to set a name/value pair using a name and then up to five value fields. The usage of the value fields are dependent upon the name used. The host values collection is then interpreted as necessary by the Core Interface that is active. Specific values in the name field are filtered by the Core Interface, and then the value fields are utilized as necessary. Disbursement
Phones Set Phone Document Processing Field Used to provide custom data to either IMM or CUNA Web Docs step for a phone. Document Generation
Collateral Set Collateral Host Value This action is used to set a name/value pair using a name and then up to five value fields. The usage of the value fields are dependent upon the name used. The host values collection is then interpreted as necessary by the Core Interface that is active. Specific values in the name field are filtered by the Core Interface, and then the value fields are utilized as necessary. Disbursement
Collateral Set Collateral Document Processing Field Used to provide custom data to either IMM or CUNA Loanliner for a collateral. Document Generation
Collateral.HousingExpenses Set Collateral.HousingExpenses Document Processing Field Used to provide custom data for a collateral to IMM for use in forms. Document Generation
Collateral.Liens Set Collateral.Liens Document Processing Field Used to provide custom data for a collateral to IMM for use in forms. Document Generation
Collateral.OtherOwners Set Collateral.OtherOwners Used to provide custom data for a collateral to IMM for use in forms. Document Generation
Collateral.CollateralRealEstateOrders Set Collateral Real Estate Orders Document Processing Field Used to send custom data to IMM for use in documents. Document Generation
Collateral.CollateralRealEstateOrders Set Collateral Real Estate Orders Host Value Used to set host values for the collateral real estate orders on an application in order to automatically map data from RealEC to a collateral real estate order in the Lifecycle Management Suite. Event Processing
Funding Set Funding Document Processing Field Used to provide custom data to CUNA Loanliner for funding. Document Generation

 

 

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