Temenos Lifecycle Management Suite - Loan Origination Product Guide
Screen Designer
Administrator Guide > Screen Designer

The Screens page within System Management > Origination > Screens provides a complete list of all screens used within the Lifecycle Management Suite’s loan origination module. From this page, administrators are provided with the functionality to define screens that optimize usability and reduce application processing time.

By default, the Screens page sorts all existing screens according to type and displays information about each screen within the following columns:

Column Name Description
Name Displays the name of the screen.
Type Displays the type of screen.
Description If provided, displays a description of the screen.
System Displays a  if the screen is system-defined.
Modified Denotes who made the last modification.
Modified Date Denotes when the last modification was made.

Users are able to configure how screens are sorted and displayed within the Screens page. To update these options, click the drop-down arrow next to any column header.

To assist users with locating screens, a filter exists in the top right of the Screens page. Users may enter keywords to search for the desired screen.

 Select from the following sorting/display options:

Option Description
Sort Ascending

Sorts the screens listed on the Screens page from A-Z.

If screens are grouped by type, both the Types and screens within that Type are sorted from A-Z.
Sort Descending

Sorts the screens listed on the Screens page from Z-A.

If screens are grouped by type, both the Types and screens within that Type are sorted from Z-A.
Columns Allows users to select the columns to be displayed on the Screens page.
Group By This Field Allows users to group the listings within the Screens page by the selected column header.
Show in Groups Select the checkbox to enable screens to be grouped on the Screens page.

There are three categories of screens within the Lifecycle Management Suite: 

ShowCustom

Custom screens are coded by the customer, or by Temenos on behalf of the customer, and installed on the customer’s site.

Custom screens are not deployed in a Lifecycle Management Suite general release.

ShowSystem-Defined

System-Defined screens are prebuilt by Temenos to provide out-of-the-box functionality and do not require (or allow) any configuration.

The content and descriptions of System-Defined screens cannot be modified or deleted; however, users are able to change the name of the screen and add supporting instructions. For more information, please see Editing a Screen.

Reference the table below for an overview of the System-defined Application screens available for the Lifecycle Management Suite’s loan origination module:

Additional system-defined screens may appear within the Screens page when certain connectors are active. For example, the IMM Documents screen is only available when the IMM connector is active. For more information about the system-defined screen(s) related to a connector, please see the applicable Connector Guide.
Screen Description
Applicants A screen that provides a list of the applicants associated with an application. Accessing this screen provides direct access to the Applicants Card View.
Assets A screen that provides a list of assets associated with applicants on an application.
Audit History A screen that provides a detailed history of all changes and actions taken on an application.
Authorized Users A screen that provides a list of authorized users associated with a loan application. Accessing this screen provides direct access to the Authorized Users Card View.
Collaterals A screen that provides a list of collaterals pledged on a loan application. Accessing this screen provides direct access to the Collaterals Card View.
Comment History A screen that provides a list of comments associated with an application.
Credit Reporting A screen that provides a list of the credit reports associated with applicants on an application.
Cross-sells A screen that provides a list of additional products offered during an application.
Email History A screen that provides a list of emails and email recipients sent on an application. 
Liabilities A screen that provides a list of liabilities associated with applicants on an application.
References A screen that provides a list of references associated with applicants on an application. Accessing this screen provides direct access to the References Card View.

ShowUser-Defined

A User-Defined screen is created by the customer within Screens.

The following topic provides an overview of Screen attributes and instructions for creating, copying, and editing a user-defined screen. 

The Screen Designer topic includes the following attributes and instructions to assist administrators with creating, copying, and editing screens:

Screen Attributes

All Origination screens share common attributes that are defined when creating, copying, or editing a screen.

Button and Workflow Model attributes can only be defined for Application screens. While the Buttons and Workflow Models tabs appear within the screen configuration window for every screen type, they are disabled when not applicable.

General

General attributes include the basic information pertaining to the user-defined screen.

The following General attributes are defined within the General tab:

Attribute Description
Name Enter a unique name for the user-defined screen.
Description Enter a description that identifies the purpose of the user-defined screen.
Instructions Enter instructions that help the user complete the screen. When instructions are configured for the screen, an  appears within the screen header. Clicking this icon displays the instructions to the user.                 
The instructions section may also include hyperlinks. By default, hyperlinks open within the Lifecycle Management Suite; however, hyperlinks may be configured to open in a new window. See Hyperlink Help below for more information.

ShowHyperlink Help

To configure hyperlinks to open in a new window:

  • Navigate to the screen or panel that contains the desired hyperlink.
  • Within the General tab, locate the Instructions.
  • Click  within the Instructions toolbar. The text entered in the Instructions field displays in the HTML Code.
  • Locate the code that launches the hyperlink and enter target=”_blank” immediately after the URL.
  • Save the modifications made to the Instructions.

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Panels

Panels are added to user-defined screens to organize screen data into logical groupings. Panels can be used to not only display information pertinent to an application, but also provide users with the ability to gather important data during the application process all within the same screen.

Lifecycle Management Suite panels are categorized as either System-Defined or User-Defined. System-Defined panels provide pre-built functionality that cannot be modified or configured. A User-Defined panel has various configurable properties, such as the title, the number of columns that display, as well as the specific fields that appear within the panel.

The attributes for each panel are defined on the Panels tab. This tab displays an overview of each panel configured to appear on the screen, as well as provides administrators with the ability to Add, Edit, and/or Delete a panel.

The grid within this tab displays the panel type, as well as the Label, Group Name, Column Span, and Maximum Height values defined for the panel in the General panel attributes.

The following table provides an overview of each panel type, including a description of the panel, identification as a system-defined or grid panel, as well as the compatible screen type:

Panel Type Description System-Defined Grid Screen Type(s)
Add On/Refinance A panel that displays the Add On/Refinance grid and the liabilities eligible to have funds added onto or refinanced.
The Add-On/Refinance panel and the Liabilities panel contain the same data. If a screen is configured to have both the Add-On/Refinance and the Liabilities panels, an error is received preventing the screen from being created.
X Application
Additional Applicant A panel used to capture the information specific to the Joint Applicants and Guarantors such as Name, Current, and Additional Addresses, Phone, Employment, and Current and Additional Income Information. Application
Additional Applicant Declarations

A panel that contains the declarations questions and answers for an additional applicant.

Declaration questions are custom to each institution and defined in the database by Temenos Professional Services during implementation. Institutions can add or remove declaration questions post-implementation by contacting their Temenos Customer Care Representative.
X Application
Additional Applicant Income A panel used to capture an additional applicant's income information. X Application
Adverse Actions 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 A 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 and Decision information.

To be in compliance with the PCI regulations that require credit card numbers to be masked and not displayed in clear text on a screen, when the following fields are configured to appear in the Application panel, all but the last four digits of the number appear masked in the panel:

  • Application > Account Number

    The Account Number field only displays a masked value when the following are true:

    • Is Add On = True for the application
    • Account Number is greater than 12 characters

  • Application > Credit Card Number

While this functionality cannot be disabled, the  icon that appears in the field does provide the ability to temporarily unmask the value of the number by hovering over the icon. Navigating away from the icon once again masks the number.
Skip Payment Fields can be configured to appear within Application panels; however, Skip Payment functionality is not available for all Cores. If Skip Payment fields are completed within an application, but the functionality is not available for the institution, an error message is received at time of disbursement.
Application
Associated Application A panel that displays all applications associated with the current application’s applicant(s). X Application
At Time of Decision Aggregates A panel that displays an application's calculated Aggregates at time of decision.

X

 Application
At Time of Decision Ratios A panel that displays an application's calculated Ratios at time of decision.

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 expenses. 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
Collateral Real Estate Orders A panel used to add and manage the real estate orders on an application, as well as provide the ability to submit real estate orders to the applicable third party connector. Collateral, Collateral Real Estate Orders
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
Cross-sells A panel that displays all of the application's existing cross-sells and provides the ability to add new non-loan cross-sells.

X

 Application
Debt Protection A panel that allows a user to make debt protection selections for the current loan application. X Application
Decision History A panel that displays a historical record and details of each decision added to an application.
The information displayed within this panel is captured during Decision History Event/Action processing.

X

     X Application
Declarations

A panel that contains the declarations questions and answers for an applicant.

Declaration questions are custom to each institution and defined in the database by Temenos Professional Services during implementation. Institutions can add or remove declaration questions post-implementation by contacting their Temenos Customer Care Representative.
X Applicant
Disbursement Summary A panel that provides a summary of an application's disbursement.

X

 Application
Fees A panel that displays an itemized list of all fees applied to the application. X Application
FIS ID Verification

A panel that enables users to view the results of FIS ID Verification reports.

This panel is only available for use with the FIS Chexsystems connector.

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
Liabilities A panel used to capture and display liabilities for the application.
The Liabilities panel and the Add-On/Refinance panel contain the same data. If a screen is configured to have both the Add-On/Refinance and the Liabilities panels, an error is received preventing the screen from being created.

X

 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
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. 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 1 A panel used to capture and display an applicant's first reference. Application
Reference 2 A panel used to capture and display an applicant's second reference. Application
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
Report A panel used to display a report.

X

 Application
Loan Review Indicators A panel that displays all of the review indicators related to an application's Loan decision. 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 Lifecycle Management Suite; however, hyperlinks may be configured to open in a new window. For more information on configuring hyperlinks to open in a new window, see Hyperlink Help.
Applicant, Applicant Address, Applicant Income, Applicant Phone, Application, Authorized User, Authorized User Address, Authorized User Phone, Collateral, Collateral Housing Expense, Reference Address, Reference Phone
Scores A panel that displays the Scores and Related Credit Models used to render an application decision. X Application
Stipulations A panel used to capture the stipulations that must be met prior to funding or disbursement. X Application
To-Dos 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.

In addition to To-dos, Stipulations appear within the To-do panel.

X

X

 Application
Trade-Ins (Read Only) A panel that displays Trade In information. X Application
Trade Ins A user-defined panel that captures the trade in information transmitted to the Lifecycle Management Suite by the auto dealer. Users may also add, edit, and delete trade in information.

X

 Application
Vendor Channel A panel that displays information about the vendor through which the application was created. X Application
Vendor Contacts

A panel that lists all the contacts associated with the CUDL or Dealertrack vendor linked to the application. The contact who originated the application is highlighted in the vendor grid panel.

X

 

 Application
Vendor Comments A panel allowing users to view and add vendor comments within the application workspace. The comments added via the Vendor Comments panel are retained in the vendor record. However, to edit or delete an existing comment, users must perform these actions within System Management > Origination > Vendor Management. X Application
Vendor Quality Score A read-only panel that displays all the Quality Scores for the vendor associated with the application. X Application

The following attributes can be defined when creating, copying, and/or editing panels:

General

The General panel attributes enable administrators to edit the appearance of the panel as well as provide instructions to end-users.

The following General panel attributes are defined within the General tab for each panel type:

Attribute 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 cannot exceed 1000 pixels.
Columns Enter the number of columns in which fields are organized.
At least one column must be added, but no more than four columns can be added to a panel.
Collapse By Default Select the check box if this panel is to be collapsed by default.
Group Name If desired, enter the name of the group that the panel is to be grouped in. All panels sharing the same Group Name are grouped into a tab layout. Users may select the tab to access the panel.
Group Name is case sensitive.
When grouped, the order in which the tabs appear corresponds to the order in which the grouped panels are listed within the grid on the Panels tab. The panel name listed first in the Panels grid is the first tab to appear in the group.
Column Span Enter the number of columns a panel spans within a screen.
The value of this field cannot exceed four.
If a screen is configured to contain two columns and a panel is configured to span two columns, then the panel spans the entire screen width. If a screen is configured to contain four columns and a panel is configured to span two columns, then the panel spans half the screen width.
Maximum Height Enter the maximum number of pixels the panel height may not exceed.
For grid panels, the default value is 200 pixels. If a grid contains a large number of records and the value of this field is blank or larger than 200, some records in the grid may be unreadable as no scroll bar is present.

If this value is set to over 500 pixels, an error is returned upon saving the panel indicating a value of 500 or less must be entered in this field. 
If a non-grid panel exceeds the maximum height set here, a vertical scroll bar displays to the end user.
Instructions Enter a Rich Text set of instructions to assist users in completing the panel. When instructions are configured for the panel, an  appears within the screen header. Clicking this icon displays the instructions to the user.
The instructions section may also include hyperlinks. By default, hyperlinks open within the Lifecycle Management Suite; however, hyperlinks may be configured to open in a new window. For more information on configuring hyperlinks to open in a new window, see Hyperlink Help.

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Fields

The Fields tab only displays when a user-defined panel is being created. If the Fields tab is available, at least one field must be assigned to the panel. For more information on user-defined panels and the screens that support them, please see the list of available Panel Types.

Field attributes provide the administrator with the ability to configure style attributes and perform the following functions: 

Button Description
Enables users to select the fields to be added to the panel from the 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.
Enables users to add a blank line that spans the width of a panel. Line fields help organize fields into logical groupings.

The following Field attributes are defined within the Fields tab:

Attribute Description
Label Enter the title of the field to be displayed within the user-defined panel/screen.
Required

Select this check box if the field must be completed in order to continue processing the application. Required fields display a  icon and must be completed in order to save the screen.

Marking fields as Required enables institutions to ensure that validations occur and blank records are not added to an application.
System fields required for disbursement vary by Core as well as the type of loan transaction. These fields are not automatically set as required within the screen and do not display a  icon unless configured as required within this attribute.
Recommended

Select this check box if the completion of a field is suggested. Recommended fields display a  icon to prompt users to input a value in that field before saving the screen. While the screen can be saved if recommended fields are left blank, this functionality can be beneficial in ensuring all necessary information is obtained.

If system fields required for disbursement are configured as recommended within the screen, the user is able to save the screen, but receives an error preventing disbursement.
Read Only

Select this check box to restrict the user from editing the value contained within the field.
Col. Span

Enter the number of columns the field spans within a panel.

The value of this field cannot exceed four.
Text Line Enter the number of lines the field and its corresponding entry encompass.
Edit Style Clicking  opens the Edit Style window where the Label and Value text can be edited.
Label Style A non-editable column that allows the administrator to preview the Label text style defined in the Edit Style window.
Value Style A non-editable column that allows the administrator to preview the Value text style defined in the Edit Style window.

More information about the Edit Style, Label Style and Value Style columns can be found in the below Edit Style section.

Edit Style

The  icon within the Edit Style column provides administrators with the ability to define Label Style and Value Style attributes for a field.  

Clicking  opens the Edit Style window:

The following Style attributes are defined within the Edit Style window:

Field Description
Size Select a size for the label and value text. Auto or size 7 through 16 can be selected.
Color Select a color for the label and value text. Auto (black), Blue, Green, Red or Orange can be selected.
Bold Select this checkbox to bold the label and value text.
Italic Select this checkbox to italicize the label and value text.
Advanced (CSS) Enter CSS code to define the label style and value style attributes. CSS code entered in this text box overrides any other Label or Value style attributes chosen.
Sample The "Sample" text in this box changes dynamically as style attributes are chosen to provide a preview of what the text will look like on a screen. This box cannot be edited.

Upon saving the style attributes, samples of the Label Style and Value Style are displayed within the grid.

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Edit Screens

The Edit Screens tab only displays when a grid panel is being created. For more information about grid panels and the screens that support them, please see the list of available Panel Types.

Edit Screens provide the ability to tie a screen to a grid panel in order to display information captured in the screen within pre-selected columns. This feature allows institutions to capture the maximum amount of information, while taking up minimal screen real estate.

Edit screen attributes enable the administrator to select the screen that opens when an end-user adds or updates information within a grid panel.

The following Edit Screen attributes are defined within the grid that displays in the Edit Screens tab:

Attribute Description
Screen Type Displays the screen type available to be selected as the Edit Screen. This attribute is read-only.
Screen Select the Edit Screen to open for an end-user to add or update information within the panel. This drop-down only displays screens matching the screen type associated with the panel. To add an Edit Screen to the panel, click within the Screen column and select the desired screen.

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Columns

The Columns tab only displays when a grid panel is being created. If the Columns tab is available, at least one column must be assigned to the panel. For more information on grid panels and the screens that support them, please see the list of available Panel Types.

Column attributes enable administrators to customize the columns that appear within the grid panel.

The following Column attributes are defined within the grid that displays in the Columns tab:

Attribute Description
Field Displays the name of the field selected to display as a grid column. This attribute is read-only.
Header Enter the title of the column to be displayed within the user-defined panel/screen.
Width Select the default pixel width of the column.
Value Style Enter CSS code to format how data displays within the column.  
For assistance with defining Style attributes, see CSS Style Help below:

ShowCSS Style Help

The examples below have also been provided to demonstrate the versatility of CSS within the Lifecycle Management Suite's screen designer:

Style Code
Font Size font-size: <enter font size>px
For example, entering font-size: 14px produces size 14 font.
Bold Text font-weight: bold
Italicized Text font-style: italic
Underlined Text text-decoration: underline
Colored Text color: <enter color name>

For example, entering color: red produces red-colored text.

When determining the text color, consider the background color. If using a dark background, it is advised that light text color is chosen.
Colored Background background-color: <enter color name>                             

For example, entering background-color: yellow produces a yellow background.

When determining the background color, consider the text color. If using a dark background, it is advised that light text color is chosen.

In addition to entering the color name (red), administrators are able to enter the HEX and RBG color code. For example:

Color Name HEX RBG
Red #FF0000 rgb(0,0,0)
Blue #0000FF rgb(0,0,255)
Yellow #FFFF00 rgb(255,255,0)
Green #008000 rgb(0,128,0)
White #FFFFFF rgb(255,255,255)

Using a semi-colon ( ; ) administrators may string together multiple CSS values. For example, entering background-color: turquoise; font-weight: bold; color: red produces bold, red text with a turquoise background.

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Buttons

The Buttons tab only displays if buttons are available to be configured for the panel type being created. Buttons can only be configured to appear within the following panel types:
  • Additional Applicant
  • Applicant Addresses
  • Collateral – Real Estate
  • Collateral – Vehicle

For more information on the screen types that support the above mentioned panels, please see the list of available Panel Types.

Buttons provide the ability to perform an action directly within a panel. Button attributes for a panel are defined within the Buttons tab. This tab provides the ability to add and delete panel buttons, as well as lists the name of each button configured to appear on the panel.  

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

Button Description Panel Type
Add Applicant Allows users to add the first joint applicant from the core or prior Lifecycle Management Suite applications via screens and screen flow. Additional Applicant
Copy Primary Address

Allows users to copy the primary applicant’s address information to an additional applicant.

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.
Additional Applicant
Copy From Primary Allows users to copy the primary applicant’s address information to an additional applicant. Applicant Addresses
Valuate Allows users to perform collateral valuations. Collateral - Vehicle
Valuation History Allows users to view valuations that have been processed on collateral. Collateral - Vehicle
Copy Applicant Address Allows users to copy the current address information from one applicant to another.
Collateral - Real Estate

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Properties

The Properties tab only displays for Applicant and Application panels. For more information on these panels and the screens that support them, please see the list of available Panel Types.

Property attributes for a panel are defined on the Properties tab. This tab provides administrators with the ability to configure the visibility of a panel within an application. Using the Panel Visible For drop-down list, administrators can define whether or not a panel appears on a screen based on an applicant’s account holder status.

From this drop-down list, one of the following options can be selected:

Account Holder Status Applicant Panel Behavior Application Panel Behavior
Both Panel displays on the screen when the applicant in context is a current or new account holder. Panel displays on the screen when the primary applicant is a current or new account holder.
Account Holder Panel only displays on the screen when the applicant in context is a current account holder. Panel only displays on the screen when the primary applicant is a current account holder.
Non-Account Holder Panel only displays on the screen when the applicant in context is a new account holder. Panel only displays on the screen when the primary applicant is a new account holder.

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Report Parameters

Report Parameter attributes only display when configuring Report panels on Application screens. These attributes are defined within the Report Parameters tab.

The Report Parameters tab allows administrators to define the fields that are used as the default report criteria. Assigning parameter fields when creating the panel provides administrators with the ability to determine the application fields from which report data is pulled and eliminates the need for users to manually select parameters at runtime. 

For example, the Application Type parameter can be defined for the Stipulations By Application report. Upon selection, the administrator is able to choose the field in which the Application Type is stored at the Application > Sub Product level on the application. When the panel and report renders in the workspace, the data displayed in the report defaults to include the value in the selected field for the application in context.

Defining parameter fields is optional. If parameter fields are not defined, the parameters are presented to the user for selection when the panel and report is rendered in the workspace.
The parameters populate in the Report Parameters tab based on the report selected for the panel within the General tab. 
To ensure the entire report is displayed within the panel when rendered in the workspace, set the Maximum Height to 1500 on the panel's General tab.

 

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Buttons

Buttons provide the ability to perform an action directly within a screen. Button attributes enable administrators to add and delete screen buttons, as well as customize the button label that appears within the application.

The following Button attributes are defined on the Buttons tab:

Attribute Description
Button Displays the name of the Button. This attribute is read-only.
Label Enter the button label to appear within the application. To add a custom label, click within the Label column of the corresponding button and add custom text.                                                  

The table below lists the buttons available to be assigned to Origination screens, as well as a description of their functionality:

Button Description
Save and Calculate Allows users to calculate the values entered within the screen. In addition to saving and calculating values entered on the screen, clicking Save and Calculate also refreshes the screen.
Calculation Preview Allows users to view Calculations, Loan Terms/Draw Period, Details, Repayment Period, Debt Protection Summary and Coverage Summary.
Post Comment

Allows users to post a comment to a real estate service order. 

This button is only available to add to a Collateral Real Estate Orders screen and only appears in the screen after the real estate order is added to the application.

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Rules

Validation Rules execute during the application process to validate and ensure that relevant and accurate data is entered within a screen. Upon execution, these rules automatically test the data entered within a screen and can be configured to issue an error, warning or information message to prevent or continue the application process.

Rule attributes enable administrators to select Validation Rules from a list and assign them to the screen.

The following Rule attributes are defined within the Rules tab:

Attribute Description
Available Displays a list of all Validation Rules configured in System Management > Origination > Rules Management. To assign a Validation Rule to the screen, select a rule from the list and move it to the Assigned box using the arrows that display.
Assigned Displays a list of the Validation Rules assigned to the screen. The assigned Validation Rules execute when Save and Next is selected during the application process.                                               

For more information on Validation Rules and other Rule Categories, please see the Rules Management topic within this guide.

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Workflow Models

Workflow Models provide the ability to configure the order in which workflow steps and screens are presented and processed within an application. Workflow Model attributes enable the administrator to assign the user-defined screen to specific workflow models.

The following Workflow Model attributes are defined within the Workflow Models tab:

Attribute Description
Available Displays a list of all Workflow Models created in System Management >  Origination > Loan > Loan Workflow Models . Select the desired workflow model from the list and use the arrows that display to move it to the Assigned Workflow Models box.
Assigned Displays a list of the Workflow Models assigned to the screen. Once the screen is saved, it is available for selection in the Application Navigator for the assigned Workflow Model(s).

For more information on Workflow Models, please see the Workflow Models topic within this guide.

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Security

Security attributes allow administrators to assign the user-defined screen to specific Users and Security Groups.

The following Security attributes are defined within the Security tab:

Attribute Description
Available Displays a list of all Users configured in System Management > Users and all Security Groups created in System Management > Groups > Security Groups. Assign access to the screen by selecting the desired user(s) and group(s) from the list and moving the name(s) to the Assigned Users/Groups boxes using the arrows that display.
Assigned Displays a list of the Users and Groups assigned access to the screen. Once the screen is saved, it is accessible to the assigned Users and Groups when processing an application.

For more information on User/Security Group permissions, please see the Users or Security Group topics within this guide.

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Creating a Screen

The Create function enables administrators to define the logic and structure of a user-defined screen. This function provides the ability to configure and customize all screen and panel attributes to meet an institution’s business needs.

To design a user-defined screen, navigate to System Management > Origination > Screens and click .

Select one of the following screen types from the Select Screen Type window:

Screen Type Description
Applicant A screen type designed to capture information specific to the applicant (Name, Address, Phone, Employment, Identification).
Applicant Address A screen type designed to capture an applicant’s address information.
Applicant Income A screen type designed to capture an applicant’s income and employment information.
Applicant Phone A screen type designed to capture an applicant’s phone number information.
Application A screen type designed to capture information specific to the application (Applicant, Loan Terms, Collateral, Pull Credit, Stipulations).
Authorized User A screen type designed to capture information specific to the Authorized User.
Authorized User Address A screen type designed to capture an Authorized User’s address information.
Authorized User Phone A screen type designed to capture an Authorized User’s phone number information.
Collateral A screen type designed to capture an application’s collateral information (Pledge, Vehicle, Real Estate, Stock).
Collateral Housing Expense A screen type designed to capture the expense information for the real estate being used as collateral.
Collateral Lien A screen type designed to capture the lien-holder information for the real estate being used as collateral.
Collateral Other Owner A screen type designed to capture the information of any other owners for the real estate being used as collateral.
Collateral Real Estate Order A screen type designed to capture and display information for the real estate service order(s) on an application.
Reference A screen type designed to capture an applicant’s credit Reference information.
Reference Address A screen type designed to capture the address information of an applicant’s credit Reference.
Reference Phone A screen type designed to capture the phone number information of an applicant’s credit Reference.
Trade-In A screen type designed to capture information specific to vehicle trade-ins.

Within the Edit Screen window, define the General screen attributes.   

Once all General attributes are defined, navigate to the Panels tab to define panel attributes and perform one of the following actions:

Add a Panel

The panel types that display within the Select Panel window depend on the screen type selected. The example above displays the panels available to be added to an Applicant screen. For more information on panel types and the screen types that support them, please see the list of available Panel Types.

Add Fields

 

Custom fields can only be added to user-defined screens.
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 Spacer/Text fields.
If a screen is configured to collect identical information in two locations, such as when two different panels contain the same field, the field information within one panel may be overwritten by the data entered within the other panel when the screen is saved.

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Delete Fields

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Edit Style

When a field is double-clicked, the Field Selector closes automatically. When selecting a field and clicking , the Field Selector must be closed manually by clicking .

Add Columns

A column may only be added to a panel once.

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Delete Columns

Add Buttons

A button may only be added to a panel once.

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Delete Buttons

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Edit a Panel

Panel modifications are not saved until a final save is performed within the screen configuration window.

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 Delete a Panel

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

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When the Buttons tab is enabled, select Buttons to define Button attributes for the screen and perform one of the following actions:

Add a Button

 

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Delete a Button

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Navigate to the Rules tab to assign Validation Rules to the screen.

After configuring Rule attributes, select the Workflow Models tab to assign the screen to specific workflow models. 

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

Once all Workflow Model attributes have been defined, assign Users and Security Groups access to the screen from the Security tab.

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

Upon completion of all screen attributes, click  for a view of the completed screen.  A preview window appears displaying a rendition of the screen.

Previewing a screen can be done at any point during creation of the screen, but is important to perform just prior to clicking . Doing so allows mistakes to be found before the screen is opened in the workspace.

All buttons configured for the screen are disabled.

When finished previewing the screen, click the  at the top right corner to close the preview window. If necessary, make any changes to the Screen.

Once all configurations have been made to the user defined screen, click  within the screen configuration window to finalize the creation of the screen.

The newly created screen populates within the grid on the Screens page and is available to display and capture data within the application process.

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Copying a 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.

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Editing a Screen

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

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

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Deleting a Screen

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

System-Defined screens cannot be deleted.

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