Read-Only Review Panel

System Administrators are able to configure a read-only panel that provides users the ability to review the information entered within an application, prior to submitting the application to decisioning. When rendered in Virtual Capture, applicants are unable to modify the information directly within the panel, but are able to click to access the associated edit screen that allows users to edit the application data.

Panel Configurations

In order to be available in a Virtual Capture application, a Review panel must be added to an Application screen in System Management > Origination > Virtual Capture Screens.

It is recommended that the Edit Screen which allows users to edit the read-only data displayed within the Review panel is configured prior to configuring a Review panel.

To begin configuring a Review panel:

Navigate to the Panels tab, and click within the Edit Screen window.
From the Select Panel window, select the desired panel, and click .
Within the General tab, click the Review/Read Only check box and select the Edit Screen which allows users to edit the read-only data displayed within the Review panel.

After all General attributes for the panel are defined, navigate to the Fields tab. Within the Fields tab, select the read-only fields to display within the Review panel.

If a field within the Review panel is marked as required by the administrator, the

does not appear next to the field within Virtual Capture.

When assigning fields to the panel, an administrator may add the Full Address and Full Phone Number fields to group address and phone number fields together.

After the fields have been added to the panel, click to continue defining the Application screen attributes.
When all screen attributes are defined, click to retain the screen settings.

Once saved, the screen including the Review panel must be assigned to a Virtual Capture Workflow Model. The workflow model must then be assigned to a loan application type within the General tab of the Virtual Capture Products page, and/or an account application type within the Account Application Types tab in Virtual Capture Settings.

The Edit Screen does not need to be added to the Virtual Capture Workflow Model.

For information on assigning Virtual Capture Workflow Models, please see the Virtual Capture Settings topic in this guide.

Panel Progress Order is not supported in the Edit Screen. If Progress Order is set, a panel workflow is not implemented in the edit screen; rather all the panels render in the screen simultaneously.

The Review Panel within Virtual Capture

When the Review panel renders in Virtual Capture, applicants are unable to change the data directly within the panel and must click to access the associated edit screen that allows users to edit the application data.

Upon clicking , the Edit Screen opens. Within this screen, users are able to update the appropriate fields.

Once the changes have been completed, click to close the edit screen, and commit the updates to the application.

If the Full Address field appear in the Review panel, the following fields concatenate together to populate the field:

Application > Addresses > City
Application > Addresses > State
Application > Addresses > Postal Code

These fields populate in the Full Address field in the following format: City, State Postal Code

If the Full Phone Number field appear in the Review panel, the following fields concatenate together to populate the field:

Application > Phones > Phone Type
Application > Phones > Phone Number
Application > Phones > Extension

These fields populate in the Full Phone Number field in the following format: Phone Type Phone Number X Extension