Role Types

This page is used to manage Role Types within the Lifecycle Management Suite. Role Codes provided by the host must be added to the Role Type list within the system. The following columns display on the Role Type Administration page:

Column Name	Description
Role Code	Used to assign roles imported from the core to Role Types within the Lifecycle Management Suite. Role Codes can also be assigned to secondary roles in Role Mappings. Role Codes must match exactly the codes that are being provided in the file to be imported.
Role Description	Denotes the full name of the Role Type.
Liability Role	If selected, denotes that the Role Type is considered a liability role on an account.
Last Modified	Denotes when the Role Type was last modified in the Lifecycle Management Suite.
Modified By	Denotes what user made the last modification on the Role Type.

By navigating to the System Management > Role Types page, administrators can create new role codes, edit existing role codes, set role mappings, delete existing role codes, copy existing role codes, refresh role codes, and print the role codes grid.

Role Type Attributes

All role types share common attributes that are defined while creating, copying, or editing a role type.

Field

Description

Role Code

Enter the role code provided by the host. This is a required field.

Role Description

Denote the full name of the Role Type. This is a required field.

Recovery ECOA Code

Select the applicable Equal Credit Opportunity Act (ECOA) Code for the responsible individual on an account. The following options are available within the drop-down:

Authorized User
Co-Maker
Individual
Joint Contractual Liability
Maker

The ECOA Code parameter is only available when the Recovery module is active in the Lifecycle Management Suite. This field is necessary for Metro 2 credit reporting purposes. The options available are configured within the database.

Liability Role

Select the check box to identify the Role Type as a liability role on an account.

Show Creating a Role Type

On the Role Type page, click Create.
The New Role Type screen appears.
Enter the Role Type attribute information
When finished, click Save or Save and Close to save the new role type and return to the role types page.
The new role is now available to be mapped to certain features throughout the Lifecycle Management Suite. Click Cancel to return to the Role Types page without saving.

Show Copying a Role Type

Click to highlight the Role Type that is to be copied.
Click Copy.
The Copy Role Type screen appears. Make any necessary changes to the Role Type.
When finished, click Save or Save and Close to save the Role Type and return to the Role Types page.
The new role is now available to be mapped to certain features throughout the Lifecycle Management Suite. Click Cancel to return to the Role Types page without saving.

Show Editing a Role Type

Select to highlight the Role Type being edited, click Edit.
The Edit Role Type screen appears.
Make any necessary changes to the Role Type attributes.
When finished, click Save or Save and Close to save the Role Type and return to the Role Types page. Click Cancel to return to the Role Types page without saving.

Show Deleting a Role Type

Click to highlight the Role Type that is to be deleted.
Click Delete.
A confirmation message appears. Click Yes to delete the Role Type. Click No to return to the Role Types page without deleting.

Show Printing a Role Type

To Print the Role Type grid, click Print. A print preview appears.

Show Role Mappings

Located above the grid is the Role Mappings button. This feature allows administrators to map specific role types to secondary fields. Although the Lifecycle Management Suite imports all roles and people from the core, the system allows for up to eight secondary roles to be mapped to specific fields in the field list.

If more than one role code is mapped to a specific role mapping and there is a person that holds each of the roles on the account, the system maps the first person that matches the role on the account. Also, if there are two people that hold the Joint Owner role, then the system imports the first person that has that role in the file.

Navigate through the tabs and click Add to assign Role Types defined in the Role Types screen.
An item screen appears.
Select the desired role type from the drop-down list. Click Save to add the role type or Cancel to close the screen without selecting a role type.
When finished assigning roles click Save or Save and Close to save and close the role mappings screen. Click Cancel to close without saving.

This feature is useful when building letters within the Lifecycle Management Suite. For example, when building a letter template in the letter template editor, secondary role fields are available to include in the letter template. If Joint Owner is mapped as Secondary 2 and Secondary 2 fields are included in the letter template and have a role on the account, the template populates the Joint Owner’s information. This allows for both the Primary and Joint Owner’s information to be populated in the same letter template.

The primary role code within the database is imported into the Lifecycle Management Suite and automatically mapped to all letters upon completion of the first batch import. For more information, please see the connector guide for the applicable core interface.