Email Templates

Email notifications can be manually sent to applicants during the application process using the Email Templates functionality. System administrators are able to configure these templates from the Email Templates page in System Management > Origination > Email Templates.

The grid that appears on this page displays a list of the email templates configured in Temenos Infinity.

The Email Templates grid only displays information for the templates configured by an institution. Any system-defined email templates do not populate within the Email Templates page.

This grid includes the following columns of information for each email template configured by the institution:

Column	Description
Name	Displays the name of the email template.
Description	If configured, displays a description of the email template.
Active	Displays a if the email template is active.
Last Modified	Displays the date and time that the last modification was made.
Modified By	Displays the name of the user who made the last modification.
Date Created	Displays the date and time that the email template was created.
Created By	Displays the name of the user who created the email template.

The Email Templates topic includes the following instructions to assist administrators with creating and managing email templates:

Template Attributes
- General
- Details
Template Actions
System-Defined Email Templates

Template Attributes

All email templates share the same attributes when creating, copying, or editing an email template.

General

The General attributes include the basic details for the email template as well as determine the type of template being created.

The following General attributes are defined for each email template on the General tab:

Field

Description

Name

Enter a name for the email template.

Description

Enter a description that identifies the purpose of the email template.

Active

Select the Active check box to enable the email template. Active templates populate as options to assign within the Template drop-down when manually sending an email from the Application Workspace as well as assign to a rule using the select template link included in any Send Email action template.

Template Type

Select one of the following options to identify the type of email template being created. The option selected within this drop-down determines the type of fields that are available in the Details to the email template in the Details tab.

Application

Counteroffer

Counteroffer template types are not available to select when manually creating an email and are also not available to add to a rule in any Send Email action templates.

Details

The Details tab provides the ability to customize the details that populate when the email is generated.

The “From” email address that is used when sending custom emails is not configurable by email template; however the "From" address can be set for all email templates within the Approved tab of the Origination page (System Management > Modules > Origination). System administrators are able to determine the “From” email address used by setting the Type of email address for sending custom emails parameter to either System or User. For more information on this configuration, please see the Approved section of the Origination topic in this guide.

The following Detail attributes are defined for each email template on the Details tab:

Field

Description

Subject

Enter the subject to be displayed when the email is generated.

Body

Enter the message to appear within the email template. This section consists of the email text as well as any desired fields from the Available Fields list.

If desired, fields can be added to the body of the email template as a hyperlink. Watch the following video for a quick overview of this functionality:

Available Fields

Displays a list of the fields available to add to the email template. Using this list, administrators are able to easily insert fields that automatically populate and/or calculate data from Temenos Infinity when the email is generated.

Both Subject and Body may contain any of the Available Fields accessible through the interface. A user can design a template to contain such fields as Application Number, Primary Applicant Name, and Created By User Name.

Reference the following list for an overview of the fields available to add to an email template:

Available Fields

When an Available Field is inserted in an Email Template, the information collected in the corresponding application field appears in the actual email sent to the applicant. The following fields are available to be included in an Email Template:

##Account Number##
##Additional Applicants##
##Address1##
##Address2##
##Adverse Action Date##
##Adverse Action Reason##
##Applicant Risk Tier##
##ApplicationId##
##Approved Amount##
##Balloon Amount##
##Balloon Term##
##Base Loan Amount##
##Birth Date##
##Cell Phone##
##Channel##
##City##
##Closing Date##
##Created By##
##Created Date##
##Credit Card Type##
##Current Date##
##Debt to Income Post-Loan##
##Debt to Income Pre-Loan##
##Decision Date##
##Decision##
##Decisioned By##
##Disbursed Amount##
##Disbursed By##
##Disbursed Tran Date##
##Disbursement Date##
##Expiration Date##
##Final Decision Date##
##Final Loan Amount##
##First Due Date##
##First Notification Date##
##Guarantors##
##Home Phone##
##Initial Loan Amount##
##Interest Rate Actual##
##Interest Rate Assigned##
##Joint Applicants##
##Joint First Name##
##Joint Full Name##
##Joint Last Name##
##Joint Signing URL##
##Loan Type##
##Maturity Date##
##Max Cross-sell Amount##
##Membership Start Date##
##Monthly Payment Amount##
##Needed By Date##
##Next Contact Date##
##Non-Signing Spouses##
##Outstanding Stipulation 1##
##Outstanding Stipulation 2##
##Outstanding Stipulation 3##
##Outstanding Stipulation 4##
##Outstanding Stipulation 5##
##Overall LTV##
##Payment Frequency##
##Preferred Contact Info##
##Preferred Contact Method##
##Primary First Name##
##Primary Full Name##
##Primary Last Name##
##Primary Signing URL##
##Queue##
##Recommended Amount##
##Rejection Reason 1##
##Rejection Reason 2##
##Rejection Reason 3##
##Rejection Reason 4##
##Rejection Reason 5##
##Requested Amount##
##Right Of Rescission Date##
##Second Notification Date##
##Secured Amount##
##Source##
##Stage##
##State##
##Status##
##Sub-Product##
##Term##
##TIN Masked##
##Total Fee Amount##
##Unsecured Amount##

##VC Guest Verification Link##

If the ##VC Guest Verification Link## field is not added to the template as a hyperlink, the full URL is displayed within the email when the template is generated.

##Withdrawn Date##
##Work Phone##
##Zip##

In addition to the aforementioned fields, Application custom fields, and fields associated with certain third party connectors, may also be available to add to Email Templates.

Template Actions

The Email Templates page provides administrators with the ability to perform the following actions:

Create an Email Template
Copy an Email Template
Edit an Email Template
Delete an Email Template

Creating Email Templates

To create a template from the Email Templates page:

Click .
In the New Email Template window, complete the General template attributes.
Once all General attributes are defined, select the Details tab to customize the subject and body of the email. If desired, add fields from the Available Fields list to the Subject and/or Body using standard drag and drop functionality, copying and pasting the field(s), or manually typing the shortcut name for the desired field(s) into the Body or Subject.
Upon completion of all details for the email template, click to retain the template settings. The newly created template appears in the Email Templates grid and populates as an option to assign to an email.

Copying Email Templates

The Copy function enables administrators to use an existing email template as the base for creating a new email template.

To copy an existing email template:

Select the desired template within the Email Template grid and click .
In the Copy Email Template window, update the Name to a unique value, enter a new description, and make any additional updates required for the email template.
Once all desired changes have been made, click to finalize the creation of the new email template.

Editing Email Templates

The Edit function enables administrators to revisit an existing email template and modify the logic to enhance usability.

To edit an existing applicant type:

Double-click the desired template within the Email Template grid or select the template and click .
Make the necessary modifications and click to retain the updated email template.

Deleting Email Templates

The Delete function enables administrators to permanently remove an email template from the Origination module.

To delete an email template:

Highlight the desired template within the Email Templates grid and click .
A message appears to confirm that the email template should be deleted. Click Yes to delete the email template or No to retain the email template and return to the Email Templates page.
Once Yes is clicked, a success message appears to confirm that the email template was deleted. Click OK to return to the Email Templates page.

System-Defined Email Templates

A variety of standard email templates are available in the Email Templates page. These templates do not populate within the Email Templates page; however, when configuring emails within Rules Management, they are available to assign to a rule using the select template link included in any the Send Email action templates.

The system-defined email templates are as follows:

Email Template Name	Email Template Text
Application Status Change	The application ##Application ID## status changed to ##Status## while assigned to ##Queue##.
Application Assigned to Queue	The application ##Application ID## has been assigned to queue ##Queue##.
Application Count Threshold Exceeded	The queue ##Queue Name## has reached the threshold for total number of applications. It currently has ##Application Count## applications assigned to it.
Application Total Time in Queue Exceeded	The application ##Application ID## has exceeded the maximum duration in queue ##Queue##.
Application Total Time Since Origination Exceeded	The application ##Application ID## has exceeded the maximum duration since origination while assigned to queue ##Queue##.
Application Auto Approved	The application ##Application ID## has been auto approved for ##Primary Full Name##.
Application Manually Approved	The application ##Application ID## has been manually approved for ##Primary Full Name##.
Application Auto Declined	The application ##Application ID## has been auto declined for ##Primary Full Name##.
Application Manually Declined	The application ##Application ID## has been manually declined for ##Primary Full Name##.
Cross-sell Opportunity	The application ##Application ID## has a cross-sell for a ##Cross Sell Name## which has been forwarded to you for processing. Please contact ##Username## who sold the product for more information.
Application ##Application ID## Unlocked	You no longer have a lock on application ##Application ID##. Any unsaved information may have been lost. To resume editing, please exit and reopen the application.
External Comment Received	A comment was received for Application Number ##Application ID## on ##Current Date## from ##Comment Source##. Please review and take any actions necessary to complete the loan application.