Temenos Lifecycle Management Suite - Loan Origination Product Guide
Customizing Global Product Selection Settings for Virtual Capture

While the Lifecycle Management Suite provides the ability to configure many attributes of the product selection process from the Virtual Capture Settings page in System Management, the ability to apply global changes to various settings outside of the user interface is also available to allow institutions to further customize the Product Selection experience in Virtual Capture.

Upon installing Virtual Capture, each institution is provided with a Settings file that includes the default settings for various global parameters, such as the text that appears within buttons on the Product Selection page, and the title of the link to Product Selection in the top navigation bar. If desired, the parameters in this file can be copied and placed in a custom file on the server for Virtual Capture to allow institutions to update the default settings to values that better meet their business needs.

Virtual Capture Parameters

Reference the table below for an overview of the parameters that are included in the Virtual Capture Settings file for each institution:

Name Description Default Value
CustomScript

If custom JavaScript is included in each page of Virtual Capture, this parameter identifies the URL to the custom JavaScript file.

If desired, institutions can include custom JavaScript in each page of Virtual Capture by adding the URL for the JavaScript file to this parameter in the Custom Settings file.
Blank
ConfigRefreshMinutes This parameter identifies the number of minutes to pass before an automatic refresh of the virtual application occurs. After the set amount of time passes, Virtual Capture automatically refreshes to apply the updated configurations made in the Lifecycle Management Suite to the virtual application. 30
ProductSelection.NavbarLinkText This parameter identifies the title of the link to the Product Selection page which displays in the top navigation bar in Virtual Capture.

Products

ShowExample

ProductSelection.CartImageUrl

For institutions that  use the Account Origination module -This parameter identifies the URL to the image that displays for the product cart in Virtual Capture.

When this image is updated in a Custom folder, a max-width of 50px is applied to the new image.

Views/Products/Cart.png

 

ShowExample

ProductSelection.CartApplyNowText For institutions that  use the Account Origination module -This parameter identifies the text that appears for the button that creates the application from the product cart.

Apply Now!

ShowExample

ProductSelection.CartProductTermName For institutions that  use the Account Origination module -This parameter identifies the text that appears in the badge next to the cart image. This badge displays the number of products that have been added to the product cart.

product

ShowExample

ProductSelection.CartProductTermNamePlural For institutions that  use the Account Origination module - This parameter identifies the plural text that appears in the badge next to the cart image when the cart is empty, or includes more than one product.

products

ShowExample

ProductSelection.CartEmptyText For institutions that  use the Account Origination module - This parameter identifies the message that displays on the Product Selection page when an empty cart is expanded in a small device.

Add products by clicking the Select buttons.

ShowExample

ProductSelection.CartOrganizeBySubCategory For institutions that  use the Account Origination module - This parameter identifies how products are organized in the cart.

False

ShowExample

When this parameter is set to the default value of false, products are organized by Category in the product cart as shown in the following example:

If this parameter is set to true, products are organized by Sub Category. 
ProductSelection.SingleSelectText For institutions that  use the Account Origination module - This parameter identifies the text that appears for the add button on a product card, when only one instance of the product is allowed on the application.

Select

ShowExample

ProductSelection.SingleSelectedText For institutions that  use the Account Origination or Origination module - This parameter identifies the text that appears for the add button on a product card after a product which only allows one instance is added to the product cart.

Selected

ShowExample

ProductSelection.LoanOnlySelectText For institutions that only use the Loan Origination module - This parameter identifies the text that appears within the button to select a loan product.

Apply Now!

ShowExample

ProductSelection.LoanAlreadySelectedText For institutions that use the Loan Origination or Origination module - This parameter identifies the message that is displayed if an applicant selects a loan product after a loan has already been selected for the application.

Another loan is already selected, and you may only have one loan. Which loan do you want to keep?

ShowExample

ProductSelection.AddProductsText

For institutions that  use the Account Origination or Origination module - This parameter identifies the text that displays for the button that adds account products to the cart from the Account Product screen.

Add Products

ShowExample

ProductSelection.CartUpdateProducts.Text For institutions that  use the Account Origination or Origination module - This parameter identifies the text that displays for the button that updates the application to include the account products in the cart.

Update Products

ShowExample

ProductSelection.RoleText For institutions that  use the Account Origination or Origination module - This parameter identifies the instructional text to be displayed on the panel that appears to assign roles to the additional applicants for an account product.

Select an applicant type from each drop-down list to identify the applicant’s role on the application for each account product.

ShowExample

ProductSelection.RoleHeader For institutions that  use the Account Origination or Origination module - This parameter identifies the header text for the panel that appears to assign roles to the additional applicants for an account product.

Additional Applicant Roles

ShowExample

Customizing Values in the Settings File

The Virtual Capture Settings file can be found on the server where Virtual Capture is installed for the institution: <Institution server path>\Resources\Settings.js. 

This file contains the default settings for the Virtual Capture parameters; therefore, any desired updates to the parameters must be added to a Custom file.

To override the default parameters within the Settings file:

 

 


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