Temenos Lifecycle Management Suite - Loan Origination Product Guide
Field Configurations

Field Configurations allow system administrators to maintain System Lookup values that are used throughout the Lifecycle Management Suite to provide a drop-down of options for specific fields.

The Field Configurations page can be accessed from System Management > Origination > Field Configurations. This page displays all system lookups for the Lifecycle Management Suite's loan origination module as well as provides the ability to edit lookup values. 

System Lookups

The System Lookups tab displays a list of all fields that contain lookup values. Each field in this list is hard-coded to contain lookups.

Each lookup list falls into one of the following categories:
  • System Defined - contains all system defined values and cannot be edited by the administrator.
  • System and User Defined - contains some system defined values, but additional values can be added and maintained by the administrator.
  • User Defined - contains only user defined values which must be added and maintained by the administrator.

 This tab displays information about each lookup within the following columns:

Column Name Description
Field Name The name of the field in the database.
Field Label The user-friendly label of the field in the Lifecycle Management Suite.

From this tab, system administrators are provided with the ability to edit lookup values by selecting  within the top of the tab.

ShowEditing a Field Configuration

To edit or view a System Lookup, double-click the desired lookup or select a row and click  to open the System Values window.

The List Order parameter only appears for certain origination fields. See the Available Field Configuration List within this topic for the complete list of fields that can be ordered.

Adding Values

If the Lookup contains user defined values, additional items can be added to the table by clicking 

Lookups containing only system defined values cannot be edited; therefore, the System Values window is read-only and the following message is received to alert that new values cannot be created:

Once  is clicked, a blank line is added to the bottom of the list. Click within a field to edit an existing Value or Description.

If adding several values to a list, click  after each entry to retain the information.

Once all values have been added, click  to retain the data and close the window.

Ordering Values

To assign a display order to the values within a Lookup, enter number values of zero (0) or greater in the desired ascending order within the List Order field.

By default, the List Order column appears blank in the System Values window and lookup values are listed in alphabetical order within an application.

In the example below, the following list order is assigned to the lookup values for the Address Type lookup in Field Configurations.

This results in the values appearing in numerical order within the Address Type drop-down in an application:

Only numerical values can be entered within the List Order field. Additionally, an error is received upon saving a lookup field if multiple of the same number are entered in the List Order column or if a number is not defined for each lookup value.

Once all values have been ordered, click  to retain the data and close the window.

Deleting Values

If the Lookup contains user defined values, items can be deleted from the table by clicking on the value or selecting the check box beside the value and clicking .

Lookups containing only system defined values cannot be edited; therefore, the System Values window is read-only and a message is received to alert that values cannot be deleted.

Once  is clicked, a message is received confirming the deletion.

Multiple values can be deleted at a time by selecting the check boxes beside the desired values.

Once values have been deleted, click  to retain the data and close the window.

ShowAvailable Field Configuration List

Field Name System Defined Items Edit System Defined Descriptions Only Edit & Delete System Defined Items Add Additional Items Delete Non-System Defined Items Add List Order
ACH_ACCOUNT_TYPE X X X X X
ADDRESS_CATEGORY X X X
ADDRESS_CLASSIFICATION X
ADDRESS_STATUS_TYPE X X
ADDRESS_TYPE X X X X
ADDRESS_VARIANCE X
ADVERSE_ACTION X X X X
AGGREGATE X X X
APPLICANT_CROSS_SELL_RESPONSE X X X X
APPLICANT_MARITAL_STATUS X X
APPLICANT_RELATIONSHIP_TYPE X X
APPLICATION_DECISION X
APPLICATION_SOURCE X X
APPLICATION_STAGE X X
APPLICATION_STATUS X X X X
APPLICATION_TYPE X
APPLIES_TO X
APPROVAL_TOLERANCE_TYPE X
APPROVE_AMOUNT_CHANGE_REASON X X X X
ASSET_ECOA_CODE X

ASSET_OWNERSHIP_TYPE

Since the values configured for this lookup populate for the Asset Ownership Type field in the Assets screen, if no values are configured for the ASSET_OWNERSHIP_TYPE lookup, the Asset Ownership Type field displays a blank drop-down list and assets are unable to be mapped to an account type from the Assets screen.

The Allow For Funding column is used to restrict the account types that are available to fund an account product. When one of the following values are entered within the Allow for Funding column, the account type does not appear in the Deposit Account drop-down for Internal Transfer funding records:

  • N
  • NO
  • FALSE
  • 0

While it is optional to configure values for this lookup, if the ASSET_OWNERSHIP_TYPE lookup is left blank, or the correct value is not entered within the Allow For Funding column, the account types are available to fund an account product.

X X X
ASSET_TYPE X X X X X
AUDIT_LOG X
BALLOON_PAYMENT_TYPE X X
BANKRUPTCY_TYPE X
BATCH_DISBURSEMENT_STATUS X
BATCH_DISBURSEMENT_TYPE X
BILLING_CYCLE X X X
CARD_DESIGN_TYPE X X X
CB__FRAUD_CODE X
CB_INCOME_FREQUENCY X
CB_PAYMENT_FREQUENCY X
CB_SOURCE X
CHANGE_OF_CIRCUMSTANCE_REASON X X
COLLATERAL_APPRAISAL_TYPE X X X X X
COLLATERAL_CODE X X X
COMMENT_TYPE X X
CONSUMER_STATEMENT-TYPE X
CONTACT_METHOD X X X X X
COUNTEROFFER_STATUS X

COUNTRY_CODE

The System Value window of this lookup contains columns for Value, Description, Country_Alpha_3, and Country_Numeric. The Value is the International Organization for Standardization (ISO) two-letter country code and is the default code used in the Lifecycle Management Suite. Country_Alpha_3 and Country_Numeric represent the ISO standard three-letter country code and ISO number code, respectively. The values within the COUNTRY_CODE lookup are listed alphabetically by Description.
X
COUNTY_CODE X
CREDIT_CARD_PROMOTION X X X
CREDIT_CARD_TYPE X X X
CROSSELL_REASON X X X X
DATE_RANGE X
DEBT_PROTECTION_COVERAGE_TYPE X
DEBT_PROTECTION_DECLINE_REASON X X
DEBTPROTECTION_ACCOUNTCLASS X
DEROGATORY_INDICATOR X
DOCUMENT_CLASSIFICATION X X
DOCUMENT_SET
This list is defined in Document Processing. Please contact Temenos to create/update list.
X X
DOCUSIGN_DOCUMENT_TEMPLATE X X
DOCUSIGN_ENVELOPE_STATUS X
DOCUSIGN_RECIPIENT_ACTION X
DOCUSIGN_SECURITY_TYPE X
DOCUSIGN_SIGNING ROLE X X X
DOC_STAMPS_PROGRAM
If configured with a non-numeric value, the Lifecycle Management Suite handles the value as a 0 when calculating.
X X X X
DWS_DOCUMENT_HEADER X X X
DWS_DOCUMENT_LANGUAGE X X X
DWS_DOCUMENT_LOGO X X X
DWS_DOCUMENT_STATUS X
ECOA_CODE X
EMPLOYER_STATUS X X X X
EQUIFAX_SUBSCRIBER_CODE X X
EQX_ACRO_VERSION X
EVENT_COLLECTION_CHANGE_TYPE X
EXP_ERROR_CODE X
EXPENSE_TYPE X X
EXPERIAN_SUBSCRIBER_CODE X X
FACTOR_PARTIAL_TYPE X
FEE_CODE X X X X
FEE-PAID_BY X
FONT_SIZE X
FRAUD_NOTICE X
FUNDING_TYPE X X
HMDA_ACTION X X
HMDA_AGENCY X X
HMDA_COLLECTION_TYPE X
HMDA_CONSTRUCTION_METHOD X
HMDA_CREDIT_MODEL X
HMDA_ETHNICITY X X
HMDA_GENDER X X
HMDA_HOEPA_STATUS X
HMDA_INITIALLY_PAYABLE X
HMDA_LIEN_STATUS X X
HMDA_LOAN_PURPOSE X X
HMDA_LOAN_TYPE X X
HMDA_MANUFACTURED_INTEREST X
HMDA_MANUFACTURED_TYPE X
HMDA_OCCUPANCY X X
HMDA_PRE_APPROVAL X X
HMDA_PROPERTY_TYPE X X
HMDA_PURCHASER X X
HMDA_SUBMISSION X
HOST_MESSAGE_TYPE X
ID_TYPE X X X X
INCOME_FREQUENCY X X
INCOME_SOURCE X X X X X
INDIRECT_CONTRACT_STATUS X X X X
INDIRECT_PRODUCT_TYPE
INDUSTRY_CODE X X X
INSURANCE_DOCUMENT_TYPE X X X
INSURANCE_POLICY_PEROID_FREQUENCY X X
INTEREST_RATE_CHANGE_REASON X X X X
INTEREST_TYPE X
IP_REGION_TYPE X
KBB_MARKET_VALUE X
LENDING_COLLATERAL_TYPE X X X
LENDING_LOAN_TYPE X
LENDING_SEGMENTATION_CODE X X X
LIEN_TYPE X X X X
LOAN_PROGRAM X
MAILER_TYPE X X
MAX_DELINQUENCY_STATUS X
MAX_LOAN_CROSSSEL_AMOUNT_CHANGE_REASON X X X
MILITARY_BORROWER_STATUS x
MISC_INFO_TYPE X
NADA_MARKET_VALUE X
NEW_MEMBERSHIP_STATUS X X X
NON_BUSINESS_DAYS X X

ONLINE_SECURITY_QUESTIONS

This lookup is only available when Virtual Capture is active for an institution.
X X X X
OFAC_SEARCH X
OPERATOR_STATUS X
ORDER_STATUS X X X
ORDER_TYPE X X X
OSI_MESSAGE_CODE X
PANEL_IS_CUSTOMER_CRITERIA X
PAYMENT_FREQUENCY X X
PAYMENT_METHOD X X X X X
PAYMENT_TYPE X X
PHONE_TYPE X X X X X
PRECISEID_ANSWER_RESULT X
PRECISEID_DECISION_CD X
PRECISEID_EXCLUSION_SCORE X
PRECISEID_FRAUDTYPE_CD X
PRECISEID_QUESTION_TYPE X
PRECISEID_RESPONSE_CD X
PRECISEID_SCORING_OPTION X
PRECISEID_TYPE X
PRIMARY_RELATIONSHIP X X X X
PRODUCT_CODE X
PROGRAM_STATUS_CODE X
PUBLIC_RECORD X
PURPOSE_CODE X X X
RATE_CHANGE_FREQUENCY X
RATIO X X X
RE_RESIDENCE X X X X
REAL-ESTATE_LIEN_TYPE X X X X X
REAL_ESTATE_PRODUCT_TYPE X X X
REAL_ESTATE_TYPE X
REALEC_ORDER_STATUS X X X X X
RECOMMENDATION X
REFERENCE_TYPE X X X X X
REJECT_REASON X X X X
RELATIONSHIP_TO_APPLICANT X X X X X
REMARK_CODES X
RESTRICTION_CODES X X X X
SETTLEMENT_AGENCY X X
SKIP_PAYMENT_TYPE
SOLVE_FOR_METHOD X X
SSN_VARIANCE X
STATE_CODE X
STIPULATION_CODE X X X
STOCK_COLLATERAL_TYPE X
SYSTEMWARE_STATUS X
TRADE_CATEGORY X X
TRADE_CLOSED X
TRADE_CONDITION X
TRADE_INDUSTRY X
TRADE_STATUS X
TRADE_TYPE X
TRANSUNION_SUBSCRIBER_CODE X X X
UDAP_OVERDRAFT_FEE_OPTION X X

UPLOAD_FILE_TYPES

If a file extension has multiple MIME Types, they can be listed in a comma-separated list within the MIME Type field. MIME Types for file extensions can be found online using a Google search.
X

X

While the Descriptions cannot be edited, the Virtual Capture Enabled status can be edited.
X X
VAR_PAYMENT_DATE_TYPE X X X X X
VAR_PAYMENT_DAYOFMONTH X X X
VAR_PAYMENT_TYPE X X X X X
VEHICLE_CONDITION X
VEHICLE_MARKET_VALUE X
VEHICLE_STATUS X X
VEHICLE_TYPE X X
VENDOR_FEE_TYPE X
VENDOR_MARKET X X
VENDOR_SCORE_TYPE X X X X
VENDOR_STATUS X
VENDOR_TYPE X X X
WEBLOAN_STAGE X
WITHDRAW_REASON X X X
WORKFLOW_CATEGORY X
                 

 

 


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