Administrator Guide > Screens |
Screens allow users to create, edit, and view account, ticket, and person information. There are three categories of screens within the Lifecycle Management Suite: System-Defined, Custom, and User-Defined.
System-Defined screens are pre-built by Temenos to provide out-of-the-box functionality and do not require (or allow) any configuration.
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The content and description of System-Defined screens, such as the Ticket Screen, cannot be modified or deleted; however, users are able to change the name of the screen, add supporting instructions, and assign security groups. |
Custom screens are coded by the financial institution, or by Temenos on behalf of the institution, and installed on the customer’s site.
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Custom screens are not deployed in a Lifecycle Management Suite general release. |
User-Defined screens are created by administrators to customize the way information is portrayed to users in the Lifecycle Management Suite.
The Screens page within System Management provides a complete list of all screens within the Lifecycle Management Suite. From this page administrators are able to manage existing screens and define new screens that optimize usability and reduce service time.
By default, the Screens page groups and sorts all 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 the screen. |
Description | If provided, displays details about the screen. |
System | Displays a ![]() |
Modified | Denotes who made the last modification. |
Modified Date | Denotes the date and time of the last modification. |
Listed below are the screen attributes and the actions that can be taken while managing screens in System Management:
For an overview of screens in the Lifecycle Management Suite, view a demonstration on Configuring Screens.
All screens share common attributes that are defined when creating, copying, or editing a screen.
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Certain attributes are not available for all screen types, if the attribute is not available it is disabled. For example, the Buttons attribute is not available for all screen types, hence the Buttons tab is disabled when the attribute is not available. |
General attributes include the basic information pertaining to user-defined screens.
General attributes are located on the General tab:
Attribute | Description | ||
Type | Denotes the type of screen being designed. For more information on screen types, see the Main Screens and Edit Screens sections of this guide. | ||
Name | Enter a unique name for the user-defined screen. | ||
Column |
Enter the number of columns in which the panels display
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Description | Provide details about the purpose of the screen. The description is made available to administrators in the System Management > Screens page. | ||
Instructions |
Enter instructions for users to complete the screen. When instructions are configured for the screen, an ![]()
To configure hyperlinks to open in a new window:
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Panels are added to user-defined screens to organize screen data into logical groupings. Panels can be used not only to display information, but also to provide the ability to gather data in the Workspace, Workflow, Repayment Plan or . Panels are categorized as System-Defined or User-Defined.
System-Defined panels provide pre-configured functionality that cannot be modified.
User-Defined panels have various configurable attributes, such as the title and the number of columns displayed, as well as the specific fields that appear within the panel.
For each panel configured in the screen, an overview of the panel's General attributes are displayed in a grid on the Panels tab. Administrators can also add, edit, and delete panels from the Panels tab.
The below table provides an overview of each panel type:
Panel Type | Description | Required Edit Screen Type | Required Fields | Can Have Multiple | System Defined | ||
Account Screen | |||||||
Account | A panel used to capture account information. | X | |||||
Cash Flows | A user-defined grid panel that displays all cash flows associated with the account in context. | Post-Petition Pre-Petition |
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Collaterals | A grid panel used to view and edit account collaterals. | Account Collateral | |||||
Credit Card Sub Records | A grid panel used to view and edit credit card sub records. | Account Credit Card Sub Record | |||||
Recovery Account Interest Rates | A panel used to display Recovery Account Interest Rates. | Recovery Account Interest Rate Detail | X | ||||
Recovery Account Payoff Quote | A panel used to generate, edit, and delete payoff quotes on a recovery account. | X | |||||
Recovery Balances Summary | A read-only panel used to display balances for a Recovery Account. | X | |||||
Related Repayment Plans | A panel used to view Repayment Plans for the account in context. | ||||||
Report | A panel used to display a report. | X | X | ||||
Rich Text | A panel used to display rich text messages to users, such as instructions. | X | |||||
Cash Flow Details | |||||||
Cash Flow Petition | User-defined panel used to capture cash flow information. | ||||||
Cash Flow Scheduled Payments | User-defined grid used to view scheduled payments for a cash flow. | ||||||
Cash Flow Transactions | Grid panel used to view all transactions for a petition. | X | X | ||||
Rich Text | A panel used to display rich text messages to users, such as instructions. | X | |||||
Account Collateral Screen | |||||||
Collaterals | A panel used to capture account collaterals. | Collateral Type | X | ||||
Equity Analyses | A grid panel used to view, add, and edit equity analyses. Permissions must be granted at the user level in order to create and edit equity analyses. For more information, please see the Equity Analysis Panel topic of the User Guide. | ||||||
Insurances | A grid panel used to view and edit account collateral insurances. | Account Collateral Insurance | |||||
Liens | A grid panel used to view and edit account collateral liens. | Account Collateral Lien | |||||
Listings | A grid panel used to view and edit case collateral listings. | Account Collateral Lien | |||||
Offers | A grid panel used to view and edit collateral offers. | Account Collateral Offer | |||||
Sales | A grid panel used to view and edit collateral sales. | Account Collateral Sale | |||||
Taxes | A grid panel used to view and edit collateral taxes. | Account Collateral Tax | |||||
Valuations | A grid panel used to view and edit collateral valuations. | Account Collateral Valuation | |||||
Account Collateral Insurance Screen | |||||||
Claims | A grid panel used to view and edit insurance claims on a collateral. | Account Collateral Insurance Claim | |||||
Insurances | A panel used to capture insurances for a collateral. | ||||||
Account Collateral Insurance Claim Screen | |||||||
Claims | A panel used to capture insurance claims on a collateral. | ||||||
Account Collateral Lien Screen | |||||||
Liens | A panel used to capture Liens for a collateral. | ||||||
Account Collateral Listing Screen | |||||||
Listings | A panel used to capture account collateral listings. | ||||||
Account Collateral Offer Screen | |||||||
Offers | A panel used to capture account collateral offers. | ||||||
Account Collateral Sale Screen | |||||||
Sales | A panel used to capture collateral sales. | ||||||
Account Collateral Tax Screen | |||||||
Taxes | A panel used to capture collateral taxes. | ||||||
Account Collateral Valuation Screen | |||||||
Valuations | A panel used to capture collateral valuations. | ||||||
Account Credit Card Sub Record Screen | |||||||
Credit Card Sub Record | A panel used to capture account credit card sub records. | ||||||
Case Screen | |||||||
Bankruptcy Assets | A grid panel used to view and edit case bankruptcy assets. | Case Bankruptcy Asset | |||||
Bankruptcy Claims | A grid panel used to view and edit case bankruptcy claims. | Case Bankruptcy Claim | |||||
Bankruptcy Hearings | A grid panel used to view and edit case bankruptcy hearings. | Case Bankruptcy Hearing | |||||
Bankruptcy Liabilities | A grid panel used to view and edit case bankruptcy liabilities. | Case Bankruptcy Liability | |||||
Bankruptcy Parties | A grid panel used to view and edit case bankruptcy parties. | Case Bankruptcy Party | |||||
Bankruptcy Payments | A grid panel used to view and edit case bankruptcy payments. | Case Bankruptcy Payment | |||||
Bankruptcy Reaffirmations | A grid panel used to view and edit case bankruptcy reaffirmations. | Case Bankruptcy Reaffirmation | |||||
Case | A panel used to capture case information. | X | |||||
Foreclosure Notices | A grid panel used to view and edit case foreclosure notices. | ||||||
Foreclosure Publications | A grid panel used to view and edit case foreclosure publications. | ||||||
Foreclosure Trustee Sale Guarantees | A grid panel used to view and edit case foreclosure trustee sale guarantees. | ||||||
Legal Filings | A grid panel used to view and edit case legal filings. | ||||||
Legal Hearings | A grid panel used to view and edit case legal hearings. | ||||||
Legal Parties | A grid panel used to view and edit case legal parties. | ||||||
Legal Summons | A grid panel used to view and edit case legal summons. | ||||||
Parties | A grid panel used to view and edit parties for a case. | ||||||
Related Accounts | A grid panel that allows users to view, add, and remove case account relationships. | ||||||
Related Cases | A grid panel that allows users to view, add, and remove case relationships. | ||||||
Related Collaterals | A grid panel that allows users to view and edit the collaterals for a case. | Case Collateral | |||||
Related Persons | A grid panel that allows users to view, add, and remove case person relationships. | ||||||
REO Invoices | A grid panel used to view and edit case REO invoices. | Case REO Invoices | |||||
REO Rental Terms | A grid panel used to view and edit case REO rental terms. | Case REO Rental Terms | |||||
Report | A panel used to display a report. | X | X | ||||
Repossession Assignments | A grid panel used to view and edit case repossession assignments. | Case Repossession Assignments | |||||
Repossession Conditions | A grid panel used to view and edit case repossession conditions. | Case Repossession Conditions | |||||
Repossession Locations | A grid panel used to view and edit case repossession locations. | Case Repossession Locations | |||||
Repossession Notices | A grid panel used to view and edit case repossession notices. | Case Repossession Notices | |||||
Rich Text | A panel used to display rich text messages to users, such as instructions. | X | |||||
Service Request | A grid panel used to view and edit case service requests. | Case Service Request | |||||
Case Bankruptcy Asset Screen | |||||||
Assets | A panel used to capture bankruptcy assets associated with a case. | ||||||
Case Bankruptcy Claim Screen | |||||||
Claims | A panel used to capture claims for a case. | ||||||
Case Bankruptcy Hearing Screen | |||||||
Hearings | A panel used to capture case bankruptcy hearing information. | ||||||
Case Bankruptcy Liability Screen | |||||||
Liabilities | A panel used to capture case liabilities. | ||||||
Case Bankruptcy Party Screen | |||||||
Parties | A panel used to capture parties associated with a bankruptcy case. | ||||||
Case Bankruptcy Payment Screen | |||||||
Payments | A panel used to capture case payments. | ||||||
Case Bankruptcy Reaffirmation Screen | |||||||
Reaffirmations | A panel used to capture case reaffirmations. | ||||||
Case Collateral Screen | |||||||
Collaterals | A panel used to capture case collaterals. | Collateral Type | X | ||||
Insurances | A grid panel used to view and edit case collateral insurances. | Case Collateral Insurance | |||||
Equity Analyses | A grid panel used to view, add, and edit equity analyses. Permissions must be granted at the user level in order to create and edit equity analyses. For more information, please see the Equity Analysis Panel topic of the User Guide. | ||||||
Case Collateral Insurance Screen | |||||||
Insurance | A panel used to capture case collateral insurances. | ||||||
Case Collateral Lien Screen | |||||||
Lien | A panel used to capture case collateral liens. | ||||||
Case Collateral Listing Screen | |||||||
Listings | A panel used to capture case collateral listings. | ||||||
Case Collateral Offer Screen | |||||||
Offer | A panel used to capture case collateral offers. | ||||||
Case Collateral Sale Screen | |||||||
Sale | A panel used to capture collateral sales. | ||||||
Case Collateral Tax Screen | |||||||
Taxes | A panel used to capture collateral taxes. | ||||||
Case Collateral Valuation Screen | |||||||
Valuations | A panel used to capture collateral valuations. | ||||||
Case Foreclosure Notice Screen | |||||||
Notices | A panel used to capture case foreclosure notices. | ||||||
Case Foreclosure Publication Screen | |||||||
Publications | A panel used to capture case publications. | ||||||
Case Foreclosure Trustee Sale Guarantee Screen | |||||||
Trustee Sale Guarantee | A panel used to capture case trustee sale guarantees. | ||||||
Case Legal Filing Screen | |||||||
Filings | A panel used to capture case filings. | ||||||
Case Legal Hearing Screen | |||||||
Hearings | A panel used to capture case hearings. | ||||||
Case Legal Party Screen | |||||||
Parties | A panel used to capture parties associated with a case. | ||||||
Case Legal Summon Screen | |||||||
Summons | A panel used to capture case summons. | ||||||
Case REO Invoices Screen | |||||||
Invoices | A panel used to capture case invoices. | ||||||
Case REO Rental Income Screen | |||||||
Rental Incomes | A panel used to capture rental incomes for a REO rental term. | ||||||
Case REO Rental Terms Screen | |||||||
Rental Incomes | A grid panel used to view and edit case rental incomes | Case REO Rental Income | |||||
Rental Terms | A panel used to view and edit case rental terms. | ||||||
Case Repossession Assignments Screen | |||||||
Assignment | A panel used to capture case assignments. | ||||||
Case Repossession Conditions Screen | |||||||
Conditions | A panel used to capture case conditions. | ||||||
Case Repossession Locations Screen | |||||||
Location | A panel used to capture case locations. | ||||||
Case Repossession Notices Screen | |||||||
Notices | A panel used to capture case repossession notices. | ||||||
Case Service Request Screen | |||||||
Service Requests | A panel used to capture case service requests. | ||||||
Collateral Details Screen | |||||||
Liens | A grid panel used to view and edit case collateral liens. | Case Collateral Lien | |||||
Listings | A grid panel used to view and edit collateral listings. | Case Collateral Listing | |||||
Sales | A grid panel used to view and edit collateral sales. | Case Collateral Sale | |||||
Taxes | A grid panel used to view and edit collateral taxes. | Case Collateral Tax | |||||
Valuations | A grid panel used to view and edit collateral valuations. | Case Collateral Valuation | |||||
Garnishment Screen | |||||||
Garnishment | A panel used to display all garnishments for a judgment. | Garnishment | X | ||||
Garnishment Address | A grid panel used to view and edit addresses for a person listed on the Garnishment panel. | Garnishment Address | X | ||||
Garnishment Email Address | A grid panel used to view and edit email addresses for a person listed on the Garnishment panel. | Garnishment Email Address | X | ||||
Garnishment Phone | A grid panel used to view and edit phone numbers for a person listed on the Garnishment panel. | Garnishment Phone | X | ||||
Garnishment Address Screen | |||||||
Garnishment Address | A panel used to display all address information for a garnishment. | X | |||||
Garnishment Email Address Screen | |||||||
Garnishment Email Address | A panel used to display all email information for a garnishment. | X | |||||
Garnishment Phone Screen | |||||||
Garnishment Phone | A panel used to display all phone information for a garnishment. | X | |||||
Person Screen | |||||||
Account | A panel used to capture account information. | X | |||||
Addresses | A grid panel used to view all addresses associated with a person | Person Address | |||||
Case | A panel used to view case information. | X | |||||
Email Addresses | A grid panel used to view and edit a person’s email addresses. | Person Email Address | |||||
Employers |
A grid panel used to view and edit a person’s employers. |
Person Employer | |||||
Financial Statements | A grid panel used to view and edit a person’s financial statements. | ||||||
Messages | A panel used to display good, bad, warning, or information messages regarding the person in context. The messages within this panel are driven by Business Rules configured under the Presentation category in System Management > Collections > Rules Management. For more information regarding rule configuration for the Messages panel, please see Properties within the Panels section of this topic. | X | |||||
Notepad | A panel used to view and edit free-form comments. | ||||||
Payrolls | A grid panel used to view and edit a person’s payrolls. | Person Payroll | |||||
Person | A panel used to capture person information. | X | |||||
Phones | A grid panel used to view and edit a person’s phone numbers. | Person Phone | |||||
Phone Classification History | A grid panel used to view phone classification history information for the person in context. | X | |||||
Promise History | A panel used to view promise history information. Promises displayed may be edited, but not added. Promises are added by running a workflow and cannot be added directly through a screen. | X | |||||
Related Accounts | A grid panel used to view related accounts. If restricted persons are related to an account, the account does not display in the Related Accounts panel. | ||||||
Related Cases | A grid panel used to view cases related to a person. If restricted persons are related to a case the case does not display in the Related Cases panel. | X | |||||
Related Loan Applications
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A grid panel used to view loan applications related to a person, based on the person’s TIN in the Loan Origination module. | X | |||||
Related Persons | A grid panel used to view persons related to a person. If a person is restricted, they do not display in the Related Persons grid. | X | |||||
Related Repayment Plans | A panel used to view Repayment Plans for the person in context. | ||||||
Report | A panel used to display a report. | X | X | ||||
W2’s | A grid panel used to view and edit a person’s W2’s. | Person W2 | |||||
Workflow History | A grid panel used to view workflow history. | X | |||||
Person Address Screen | |||||||
Person Address | A panel used to capture person address information. | Address Type | X | ||||
Rich Text | A panel used to display rich text messages to users, such as instructions. | X | |||||
Person Email Address Screen | |||||||
Email Addresses | A panel used to capture person email address information. | X | |||||
Person Employer Screen | |||||||
Person Employer | A panel used to capture a person’s employer information. | X | |||||
Person Financial Statement Screen | |||||||
Person Financial Statement | A panel used to capture a person’s financial statement information. | X | |||||
Person Payroll Screen | |||||||
Person Payroll | A panel used to capture a person's payroll information. | X | |||||
Person Phone Screen | |||||||
Person Phone | A panel used to capture a person’s phone information. | Phone Type | X | ||||
Rich Text | A panel used to display rich text messages to users, such as instructions. | X | |||||
Person W2 Screen | |||||||
Person W2 | A panel used to capture a person’s W2 information. | X | |||||
Recovery Account Interest Rate Detail Screen | |||||||
Recovery Account Interest Rate | A panel used to create and edit Recovery Account interest rates. | X | |||||
Repayment Plan Screen
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Garnishment | A panel used to display all garnishments for a judgment. | Garnishment | X | ||||
Recovery Balances Summary | A read-only panel used to display a Repayment Plan's account balances. | X | |||||
Repayment Plan | A panel used to view and edit repayment plans. | X | |||||
Repayment Plan Accounts | A panel used to view repayment plan account relationships, add accounts to, and remove accounts from a repayment plan. | X | |||||
Repayment Plan Interest Rates | A panel used to display repayment plan interest rates. | Repayment Plan Interest Rate Detail | X | ||||
Repayment Plan Payoff Quote | A panel used to generate, edit, and delete payoff quotes on a repayment plan. | X | |||||
Repayment Plan Responsible Parties | A panel used to display the people associated with a repayment plan, add persons to, and remove persons from a repayment plan. | X | |||||
Repayment Plan Scheduled Payments | A panel used to maintain and view the scheduled payments for a repayment plan. | X | |||||
Repayment Plan Interest Rate Detail Screen | |||||||
Repayment Plan Interest Rates | A panel used to create and edit Repayment Plan interest rates. | X |
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If a host has write-back capabilities, using a screen with the Change Address panel and Ticket Property fields of the Ticket panel can capture an address change in real-time. |
The following attributes can be defined while adding, copying, and/or editing panels:
General panel attributes allow administrators to edit the appearance of the panel as well as provide instructions to users.
The General panel attributes are defined within the following fields on the General tab for each panel type:
Field Name | 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.
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Columns |
Enter the number of columns in which fields are organized.
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Collapse By Default | Select the check box if this panel is to be collapsed by default. | ||||
Group Name |
If desired, enter the name of 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.
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Column Span |
Enter the number of columns a panel spans within a screen.
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Maximum Height |
Enter the maximum number of pixels the panel height may not exceed.
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Instructions |
Enter a Rich Text set of instructions to assist users complete the panel.
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A field is a data element stored in the database which corresponds to a record type compatible with the selected panel type. Fields can be added to a panel, on the Fields tab, while configuring a screen to allow users to view and change data. For example, a contact panel on a person screen is configured to include a phone number field which allows users to view and change the phone number.
Field attributes provide administrators with the ability to configure the panel content and style by taking the following actions while adding a panel:
Button | Description |
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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. |
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Enables users to add spacer fields to the panel. Spacer fields help organize and align fields into logical groupings. |
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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. |
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Enables users to add a blank line that spans the width of a panel. Line fields help organize fields into logical groupings. |
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The Fields attributes are only available 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. |
The Field attributes are defined within the fields grid:
Attribute | Description | ||
Field | A read-only column that displays the field selected. | ||
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. Required fields display a
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Recommended | Select this check box if the completion of a field is suggested. Recommended fields display a ![]() |
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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.
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Text Lines | Enter the number of lines the field and its corresponding entry encompass. | ||
Edit Style | Clicking ![]() |
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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 Edit Style section below.
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.
Edit Screens provide the ability to edit a record displayed in a grid panel, as well as to view additional detail information not displayed in the panel. This feature allows an institution to only display key information in a panel to reduce scrolling while but still provide the ability to view and edit all pertinent information on a record by double-clicking a grid record.
Edit Screen attributes allow an administrator to select the screen that opens when an end-user double-clicks a record within the grid panel to view more information, update information, or add a new record.
The below Edit Screen attributes are defined within the grid that displays in the Edit Screens tab:
Attribute | Description |
Screen Type | A read-only attribute that displays the screen type available to be selected as the Edit Screen. |
Screen | Select the Edit Screen that opens when an end-user adds or updates information within the panel. This drop-down only displays screens matching the screen type associated with the panel. |
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The Edit Screen attribute is only available for grid panels. For more information about 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 below Column attributes are defined within the Columns tab:
Property attributes only display when configuring Account and Messages panels on Person screens. Property attributes for a panel are defined on the Properties tab.
For Account panels, the properties tab allows administrators to assign Account types to the panel. The panel only displays on the screen if the account in context is assigned to the panel type.
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For more information about accounts in context, please see the Overview Screen section in the Workspace topic in the user guide. |
Attribute | Description |
Available | Displays a list of all the Account Types configured in System Management > Account Types. Assign access to the panel by selecting the desired account type(s) from the list and moving the account type(s) to the Assigned Account Type list using the arrows that are displayed. |
Assigned | Displays a list of all Account Types that have been assigned to the panel. |
For Message panels, the properties tab allows administrators to assign rules to the panel. The rules assigned to the message panel execute when the screen is opened or refreshed. If the assigned rules result in displaying content, the content displays within the panel.
Attribute | Description |
Available | Displays a list of all the Rules configured in System Management > Rules. Assign access to the panel by selecting the desired rule(s) from the list and moving the rule(s) to the Assigned list using the arrows that are displayed. |
Assigned | Displays a list of all Rules that have been assigned to the panel. |
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In order to assign rules to the Messages Panel, the ability to author Business Rules must be enabled for the financial institution. For more information about Rules, please see the Rules Management section of this guide. |
Report Parameter attributes only display when configuring Report panels on Account, and Person screens. Report parameter attributes for a panel are defined on 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 the ability for administrators to determine the account, and person fields from which report data is pulled and eliminates the need for users to manually select parameters at runtime.
For example, the User ID parameter can be defined for the Promises To Pay (Person) report. Upon selection, the administrator is able to choose the field in which the User ID is stored at the Account > Promise level on the account. When the panel and report renders in the workspace, the data displayed in the report would default to include the value in the selected field for the person/account in context.
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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. |
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The parameters populate within the Report Parameters tab based on the report selected for the panel within the General tab. |
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To ensure the entire report is displayed in the panel when rendered in the workspace, set the Maximum Height to 1500 on the panel's General tab. |
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When a field is double-clicked, the Field Selector closes automatically. When selecting a field and clicking ![]() ![]() |
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The Buttons attribute is available when configuring attributes for Repayment Plan screen types. |
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 screen.
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 below table provides an overview of the buttons that are available for each screen type.
Button | Description | ||||
Account Screens | |||||
Recovery Transaction | Provides the ability to apply a transaction to a recovery account. Clicking the Recovery Transaction button displays the Recovery Transaction screen to provide details about the transaction. | ||||
Finalize Recovery Account | Provides the ability to end the life cycle of a recovery account. Clicking this button performs validations to confirm that the sum of the recovery ledger balances equals zero and that the recovery account does not have any component balances with a fractional amount below a penny. If the recovery account passes the validations, the Recovered Date is set to today's date. | ||||
Repayment Plan Screens | |||||
Activate Repayment Plan |
Provides the ability to activate a repayment plan. Clicking this button performs validations to confirm that the repayment plan has been calculated, the remaining balance is zero after the last scheduled payment and that no associated accounts are currently in an active or delinquent repayment plan. If the repayment plan passes the validations, its status is set to Active.
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Calculate Repayment |
Provides the ability to calculate a repayment plan using the Solve for Term or Solve for Payment methods. Clicking this button calculates the payment schedule for a repayment plan. In order for the calculation process to occur, the following fields must be added to and completed within the repayment plan screen that contains the Calculate Repayment button:
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Cancel Repayment Plan | Provides the ability to terminate a repayment plan. Clicking this button sets the status of the repayment plan to Repayment Plan Cancelled and the IsActive flag to false. | ||||
Finalize Repayment Plan |
Provides the ability to end the lifecycle of a repayment plan. Clicking this button performs the following validations:
If the repayment plan passes the validations, its status is set to Repayment Plan Completed, the IsActive flag is set to false, and the Repayment Plan Completion Date is set to today's date. |
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Recalculate Interest |
Provides the ability to recalculate interest in real time on recovery accounts and repayment plans. Clicking this button launches the interest recalculation process.
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Recovery Transaction | Provides the ability to apply a transaction to a recovery account. Clicking the Recovery Transaction button displays the Recovery Transaction screen to provide details about the transaction and apply the transaction to a recovery account and/or repayment plan. |
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This tab is only displayed for screens of the following screen types:
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Validation Rules can be assigned to a screen to present a message to the user. Upon adding or modifying data within the screen in the workspace and clicking , these rules automatically execute to perform the desired action.
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 > Collections > 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 ![]() |
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In order to assign rules to a screen, the ability to author Business Rules must be enabled for the institution. For more information about how to enable this functionality, please contact a Temenos Customer Care Representative. |
Validation Rules are configured in System Management > Collections > Rules Management. The following table provides an example of a validation rule that can be configured to execute within a screen:
Action Template | What it Does |
Display a Warning Message |
Displays a warning message to the user.
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For more information on Validation Rules and other Rule Categories, please see the Getting Started with Rules Management topic within this guide.
Account Types allow administrators to assign screens to specific account types. The screen is only available if the account in context is an account type that is assigned to the screen.
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For more information about accounts in context, please see the Overview Screen section in the Workspace topic in the user guide. |
The Account Type attribute is defined on the Account Type tab:
Attribute | Description |
Available | Displays a list of all the Account Types configured in System Management > Account Types. Assign access to the panel by selecting the desired account type(s) from the list and moving the account type(s) to the Assigned Account Type list using the arrows that are displayed. |
Assigned | Displays a list of all Account Types that have been assigned to the screen. |
The Areas attribute allows administrators to assign the areas in which a screen is available. If the screen is not assigned to an area, users will not be able to utilize the screen while working in that area.
The Area attribute is defined on the Areas tab:
Attribute | Description |
Available | Displays a list of all the Areas configured in System Management > Areas. Assign access to the screen by selecting the desired area(s) from the list and moving the area(s) to the Assigned Areas list using the arrows that are displayed. |
Assigned | Displays a list of all Areas that have been assigned to the screen. |
Security attributes allow administrators to assign the user-defined screen to specific Users and Security Groups.
Security attributes are located 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. |
The Create function enables administrators to define the 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 needs.
To design a user-defined screen, navigate to System Management > Screens and click .
A Select Screen Type window appears.
The Screen types available within the selection window are both Main Screens and Edit Screens.
Main Screens are screens used to collect account, repayment plan and person information within a variety of user-defined panels.
The following screen types are classified as main screens:
Screen | Description | Available Panels | ||
Account | Screen type used to view and capture Account, Collateral, and Credit Card Sub Record information. |
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Case | Screen type used to view and capture case information such as bankruptcies, collaterals, foreclosures, legal matters, and repossessions. |
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Garnishment | Screen type used to view and capture garnishment information during the recovery process. |
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Person |
Screen type used to view and capture person information such as addresses, employers, payrolls, phone numbers, and promises.
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Repayment Plan |
Screen type used to determine the information that is captured and displayed for each repayment plan during the recovery process.
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Custom Workflow fields can be added to any Person or Account screen. However, if the screen to which these fields are assigned is accessed outside of a workflow, the custom workflow fields are dimmed and unavailable. |
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If address, phone and email panels are included in an Overview screen or top area of the workspace, information in these panels cannot be edited as they are read-only. |
Edit Screens are used to collect information for grid panels. When adding or editing information in a grid panel, an edit screen is used. Unlike main screens, edit screens are tied to panels and can only be accessed via the associated panels.
For information about the panels associated with Edit Screens, refer to the Panels Type section within this topic.
The following screen types are classified as Edit screens:
Screen | Description | Available Panels |
Account Collateral | Screen type used to capture Account Collateral information, such as insurance, liens, taxes, and valuations. |
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Account Collateral Insurance | Screen type used to capture insurance information for account collateral. | Insurances |
Account Collateral Insurance Claim | Screen type used to capture collateral insurance claim information. | Claims |
Account Collateral Lien | Screen type used to capture lien information for account collateral. | Liens |
Account Collateral Listing | Screen type used to capture listing information for account collateral. | Listings |
Account Collateral Offer | Screen type used to capture offer information for account collateral. | Offers |
Account Collateral Sale | Screen type used to capture sale information for account collateral. | Sales |
Account Collateral Tax | Screen type used to capture tax information for account collateral. | Taxes |
Account Collateral Valuation | Screen type used to capture valuation information for account collateral. | Valuations |
Account Credit Card Sub Record | Screen typed used to capture Credit Card Sub Record information. | Credit Card Sub Record |
Case Bankruptcy Assets | Screen type used to capture asset information for bankruptcy cases. | Assets |
Case Bankruptcy Claims | Screen type used to capture claim information for bankruptcy cases. | Claims |
Case Bankruptcy Hearings | Screen type used to capture hearing information for bankruptcy cases. | Hearings |
Case Bankruptcy Liabilities | Screen type used to capture liability information for bankruptcy cases. | Liabilities |
Case Bankruptcy Parties | Screen type used to capture information regarding the parties for bankruptcy cases. | Parties |
Case Bankruptcy Payments | Screen type used to capture payments information for bankruptcy cases. | Payments |
Case Bankruptcy Reaffirmations | Screen type used to capture bankruptcy case reaffirmations. | Reaffirmations |
Case Collateral | Screen type used to capture Case Collateral information, such as insurance, liens, taxes, and valuations. |
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Case Collateral Insurance | Screen type used to capture insurance information for case collateral. | Insurances |
Case Collateral Insurance Claim | Screen type used to capture insurance claim information for case collateral. | Claims |
Case Collateral Lien | Screen type used to capture lien information for case collateral. | Liens |
Case Collateral Listing | Screen type used to capture listing information for case collateral. | Listings |
Case Collateral Offer | Screen type used to capture offer information for case collateral. | Offers |
Case Collateral Sale | Screen type used to capture sale information for case collateral. | Sales |
Case Collateral Tax | Screen type used to capture tax information for case collateral. | Taxes |
Case Collateral Valuation | Screen type used to capture valuation information for case collateral. | Valuations |
Case Foreclosure Notice | Screen type used to capture case foreclosure notices. | Notices |
Case Foreclosure Publication | Screen type used to capture foreclosure publication information for cases. | Publications |
Case Foreclosure Trustee Sale Guarantee | Screen type used to capture Trustee Sale Guarantee information for cases. | Trustee Sale Guarantees |
Case Legal Filing | Screen type used to capture legal filing information for cases. | Filings |
Case Legal Hearing | Screen type used to capture legal hearing information for cases. | Hearings |
Case Legal Party | Screen type used to capture information regarding the legal parties involved in cases. | Parties |
Case Legal Summon | Screen type used to capture legal summons information for cases. | Summons |
Case Party | Screen type used to capture information regarding the parties involved in cases. | Party |
Case REO Invoices | Screen type used to capture real estate owned invoice information for cases. | Invoices |
Case REO Rental Income | Screen type used to capture real estate owned rental income information for cases. | Rental Incomes |
Case REO Rental Terms | Screen type used to capture real estate owned rental term information for cases. | Rental Terms |
Case Repossession Assignments | Screen type used to capture repossession assignment information for cases. | Assignments |
Case Repossession Conditions | Screen type used to capture repossession condition information for cases. | Conditions |
Case Repossession Locations | Screen type used to capture repossession location information for cases. | Locations |
Case Repossession Notices | Screen type used to capture repossession notice information for cases. | Notices |
Case Repossession Repairs | Screen type used to capture repossession repair information for cases. | Repairs |
Case Service Request | Screen type used to capture service request information for cases. | Service Requests |
Garnishment Address | Screen type used to capture address information for a garnishment. | Garnishment Address |
Garnishment Email Address | Screen type used to capture email address information for a garnishment. | Garnishment Email Address |
Garnishment Phone | Screen type used to capture phone information for a garnishment. | Garnishment Phone |
Person Address | Screen type used to capture address information for persons within the Lifecycle Management Suite. |
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Person Email Address | Screen type used to email address information for persons within the Lifecycle Management Suite. | Person Email Address |
Person Employer | Screen type used to capture employer information for persons within the Lifecycle Management Suite. | Person Employer |
Person Financial Statement | Screen type used to capture financial statement information for persons within the Lifecycle Management Suite. | Person Financial Statement |
Person Payroll | Screen type used to capture payroll information for persons within the Lifecycle Management Suite. | Person Payroll |
Person Phone | Screen type used to capture phone information for persons within the Lifecycle Management Suite. |
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Person W2 | Screen type used to capture W2 information for persons within the Lifecycle Management Suite. | Person W2 |
Recovery Account Interest Rate Detail | Screen type used to capture interest rate information for a recovery account. | Recovery Account Interest Rate Detail |
Repayment Plan Interest Rate Detail | Screen type used to capture interest rate detail information for a repayment plan. | Repayment Plan Interest Rate Detail |
Once a screen type is selected, the Edit Screen window appears for administrators to define the attributes of the screen. To define attributes, the below actions may be taken:
To add panels to a screen, select the Panels tab and click .
Clicking opens the Select Panel window. Select the desired Panel Type to be assigned to the screen and click OK.
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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 a Person Screen. For more information on panel types and screen types that support them, please see the list of available Panel Types. |
To begin adding fields to the panel, click . The Field Selector window appears.
Navigate through the folders to locate the desired field, or enter the name of the field in the search box at the top of the Field Selector window. Assign a field to the panel by double-clicking a field or by selecting a field and clicking .
Note Box | ![]() |
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Custom fields can only be added to user-defined screens. |
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Workflow fields added to a panel only display when the screen is used as a workflow step. |
The fields populate in the grid on the fields tab.
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Specific fields may only be added to a screen or panel once. The exception to this rule is the Add Spacer/Text/Line fields. |
The order in which the fields are displayed on the Fields tab (from top to bottom) is the order in which the fields appear in the panel. The order can be changed by clicking a field and dragging it to the position in the list that is desired to display on the panel.
Within the grid columns, define the Field Label, Required, Recommended, Read-Only, Col. Span, Label Style, Value Style, and Text Line.
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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 will be overwritten when data entered within the other panel is updated and the screen is saved. |
Once fields have been added to a panel, administrators are able to remove them by selecting the field in the Fields tab and clicking .
If the panel is a grid, an edit screen is required. Navigate to the Edit Screens tab and define the Edit Screen attributes. To add an Edit Screen to the panel, click within the Screen column and select the desired screen. The screen name populates within the Screen column.
Report Parameters
- To assign a default value for a parameter, select the parameter in the grid and click
. The Lifecycle Management Suite's standard Field Selector is displayed.
- Search for a specific field by entering text into the search box or navigate through the field tree to locate the field to use as the parameter default.
- Double-click the field or select the field and click
to add it to the Report Parameters tab.
To add columns to the panel, click within the Columns tab.
A Select Columns screen appears. Select the fields that are to be added to the column by selecting the field and clicking , or double-clicking on the field.
Once all fields and columns have been selected, click . After closing, administrators are taken back to the Columns tab. This tab populates the selected columns and fields.
The order in which the columns appear in the grid determines their order of appearance in the panel. Click a column and drag it to the desired location in the sequence.
Once columns have been added to a panel, administrators can remove them by highlighting a column and clicking .
After a panel has been created, administrators are able to revisit the screen and edit the panels of previously created user-defined screen.
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Panel modifications are not saved until the screen in which the panel exists is saved. |
Administrators are able to delete panels from existing or in-progress user-defined screens.
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When deleting panels, the Lifecycle Management Suite does not display a confirmation message. When delete is selected, the panel is deleted. |
When the Buttons tab is enabled, use this tab to manage screen buttons and their attributes.
Once a button has been added to a screen, administrators are able to remove them by selecting the button and clicking .
Finalizing a User-Defined Screen
Once finished configuring the screen, click Save then click the Preview button to see how the screen will appear in the workspace.
A preview window appears displaying a rendition of the screen. All buttons configured for the screen are disabled and data is not populated in the fields.
When finished viewing the preview, click the X at the top right corner to close the preview window. Any necessary changes can be made on the Screen window.
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Previewing a screen can be done at any point during creation of the screen, but is important to perform just prior to clicking Save. Doing so allows mistakes to be found before the screen is opened in the workspace. |
Once all updates have been made to the user-defined screen, click Save and Close to finalize the creation of the screen.
The newly created screen now populates within the Screens page.
The Copy function enables administrators to duplicate the 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 attributes and then save it with a different name in order to create a new user-defined screen.
The Edit function enables administrators to revisit an existing user-defined screen and modify the existing logic/structure to enhance usability.
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With the exception of Name and Instructions, users are unable to modify the content of System-Defined screens. |
The Delete function enables administrators to remove an existing user-defined screen and all of its existing logic to enhance usability.
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System-Defined screens cannot be deleted. |