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Merchant Lending (Vendor Portal) provides vendors with the ability to access vendor instances of Virtual Capture to create, submit, and view applications on behalf of their customers. Institutions have the ability to create multiple vendor instances of Virtual Capture, or configure one vendor instance, and determine which application types and instances each vendor is able to access.

In order to use this functionality, the following configurations must be made in System Management: 

• Configure one or more vendor instances in Virtual Capture Settings.
• Configure Vendor Portal settings for each vendor in Vendor Management.
  • Define authentication credentials for vendor contacts.
  • Assign application types and Virtual Capture instances to the vendor.

Configure Vendor Instances in Virtual Capture Settings

System administrators have the ability to create one or more vendor instances from the Virtual Capture Settings page in System Management (System Management > Origination > Virtual Capture > Virtual Capture Settings).

To create a Vendor instance:

• Click  within the top of the Virtual Capture Settings page. The instance configuration window appears.
• In the General tab, select Vendor for the Instance Type. This identifies that the instance should be used for Merchant Lending, and updates the Login tab to include the necessary fields for the vendor login process.

  

• Navigate through the tabs to define Messaging and Branding attributes for the vendor, assign products and cross-sells to the instance, and configure Account Application Types and Device Parameters.
• As previously mentioned, when the Instance Type is set to Vendor, the Login tab updates to display settings for the vendor login process.

  

• If not using the default settings of another instance, perform the following configurations within the Login tab:
  • If desired, define instructions to assist vendor users with logging in to the instance of Virtual Capture, as well as the text to be used for error messages presented in the instance for deactivated users, incorrect username/password entries, and deactivated vendors.
  • Select Vendor or Vendor Contact from the List Applications parameter to determine whether the Application Listing page displays applications created by the vendor or vendor contact.
  • Enter the name of the vendor login panel as it should appear in the instance of Virtual Capture.
  • Assign vendors to the instance. 
• When all configurations are complete, click  to create the vendor instance. 

Configure Vendor Portal Settings in Vendor Management

In Vendor Management (System Management > Origination > Loan > Vendor Management), administrators are able to create and manage the settings for each vendor that their financial institution does business with, including the ability to grant a vendor, and their contacts, access to the vendor instances configured in Virtual Capture Settings. In order for the contacts at a vendor to create and submit applications through a vendor instance of Virtual Capture, the following configurations must be made in Vendor Management:

• Define authentication credentials for vendor contacts.
• Assign application types and Virtual Capture instances to the vendor.

Define Authentication Credentials

Vendor Portal Authentication credentials must be defined for each contact at a vendor who is to have access to the vendor instances of Virtual Capture. These credentials are set within the Contacts tab in Vendor Management.

To define the credentials for a vendor contact:

• Double-click the desired vendor within the grid in Vendor Management, or highlight the vendor and click <Edit>.
• Navigate to the Contacts tab in the Vendor Configuration window.
• Within the Contacts tab, locate the Vendor Portal Authentication section, and select the Active check box.
• Enter the username and password for the contact. These are the credentials used by the contact to access a vendor instance of Virtual Capture.

  The username for each contact must be unique across all vendors; therefore, if the value entered for the username matches that of another vendor contact, an error is received when trying to save the contact. Additionally, when the Active check box is selected within the Vendor Portal Authentication section, the username must contain a value, or an error is received upon saving the contact details.

• Re-enter the password within the Confirm Password field and, if desired, select the Force Password Change On Next Login check box to require that the contact changes his or her password upon logging into a vendor instance for the first time.
• Click .

Assign Application Types and Vendor Instances

In addition to defining credentials for vendor contacts, system administrators must also determine which vendor instances and products a vendor can access in Virtual Capture. These configurations are made within the Vendor Portal tab in Vendor Management.

This tab includes the following two-box controls, which allow administrators to assign a vendor access to specific instances and products in Virtual Capture.

Attribute	Description
Virtual Capture Instances
Available Virtual Capture Instances	Displays a list of the Virtual Capture instances to which the vendor can be assigned. This list includes all active instances configured in System Management > Origination > Virtual Capture > Virtual Capture Settings that have an Instance Type of Vendor, and do not use the Login settings of another instance.    To assign an instance to the vendor, select the desired instance from the list, and move it to the Assigned Virtual Capture Instances box using the arrows, or by dragging and dropping the value. When the Use Default Settings check box is selected within the Login tab for a Vendor instance, the instance does not populate as an option to assign to a vendor within this box. For more information on creating vendor instances, please see the Virtual Capture Settings topic in this guide.
Assigned Virtual Capture Instances	Displays a list of the Virtual Capture instances that a vendor is permitted to access. A vendor can also be assigned to an instance within the Login tab in Virtual Capture Settings.
Application Types
Available Application Types	Displays a list of the loan application types and account products used to create a product for Virtual Capture in System Management > Origination > Virtual Capture > Virtual Capture Products.   To assign an application type to the vendor, select the desired product from the list, and move it to the Assigned Application Types box using the arrows, or by dragging and dropping the value. For more information on creating a product for Virtual Capture, please see the Virtual Capture Products topic in this guide.
Assigned Application Types	Displays a list of the products that can be accessed by the vendor in Virtual Capture. Once the vendor is saved, the products in this list are available for selection by the vendor when a new application is created in an assigned instance of Virtual Capture. A vendor is only able to access a product in a specific instance of Virtual Capture if the product is assigned within this box.

 

 

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