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The Screens page within System Management > Origination > Screens provides a complete list of all screens used within Temenos Infinity’s loan and account origination modules. From this page, administrators are provided with the functionality to define screens that optimize usability and reduce application processing time.

By default, the Screens page sorts all existing 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 screen.
Description	If provided, displays a description of the screen.
System	Displays a  if the screen is system-defined.
Modified	Denotes who made the last modification.
Modified Date	Denotes when the last modification was made.

Users are able to configure how screens are sorted and displayed within the Screens page. To update these options, click the drop-down arrow next to any column header, and select from the following sorting/display options:

Option	Description
Sort Ascending	Sorts the screens listed on the Screens page from A-Z. If screens are grouped by type, both the Types and screens within that Type are sorted from A-Z.
Sort Descending	Sorts the screens listed on the Screens page from Z-A. If screens are grouped by type, both the Types and screens within that Type are sorted from Z-A.
Columns	Allows users to select the columns to be displayed on the Screens page.
Group By This Field	Allows users to group the listings within the Screens page by the selected column header.
Show in Groups	Select the checkbox to enable screens to be grouped on the Screens page.

There are three categories of Origination screens: 

Custom

System-Defined

User-Defined

The Screen Designer topic includes the following attributes and instructions to assist administrators with creating, copying, and editing screens:

• Screen Attributes
  • General
  • Panels       
    • General
    • Fields
    • Edit Screens
    • Columns
    • Buttons
    • Properties
    • Report Parameters
  • Buttons
  • Rules
  • Workflow Models
  • Security
  • Interactions
• Creating a Screen        
  •  Add a panel
    • Add Fields
    • Delete Fields
    • Edit Style
    • Add Columns
    • Delete Columns
    • Add Buttons
    • Delete Buttons
  • Edit a Panel
  • Delete a Panel
  • Add Screen Buttons
  • Delete Screen Buttons                   
• Copying a Screen
• Editing a Screen
• Deleting a Screen 

Screen Attributes

All Origination screens share common attributes that are defined when creating, copying, or editing a screen.

General

General attributes include the basic information pertaining to the user-defined screen.

The following General attributes are defined within the General tab:

Attribute	Description
Name	Enter a unique name for the user-defined screen.
Columns	Enter the number of columns in which the panels display. This value may not exceed four. Hidden panels consume no space within a screen. If a screen is configured as one column, and contains a Hide Panel Interaction, panels shift up to consume the space of the hidden panel. If a screen is configured to include multiple columns, and contains a Hide Panel Interaction, panels shift to the left to occupy the space of the hidden panels; however, the panels that appear in subsequent rows do not wrap up to occupy the space thus causing blank spaces in a screen.
Description	Enter a description that identifies the purpose of the user-defined screen.
Instructions	Enter instructions that help the user complete the screen. When instructions are configured for the screen, an  appears within the screen header. Clicking this icon displays the instructions to the user.                  The instructions section may also include hyperlinks. By default, hyperlinks open within the application; however, hyperlinks may be configured to open in a new window. See Hyperlink Help below for more information. Hyperlink Help To configure hyperlinks to open in a new window: Navigate to the screen or panel that contains the desired hyperlink. Within the General tab, locate the Instructions. Click  within the Instructions toolbar. The text entered in the Instructions field displays in the HTML Code. Locate the code that launches the hyperlink and enter target=”_blank” immediately after the URL. Save the modifications made to the Instructions.

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Panels

Panels are added to user-defined screens to organize screen data into logical groupings. Panels can be used to not only display information pertinent to an application, but also provide users with the ability to gather important data during the application process all within the same screen.

Panels are categorized as either System-Defined or User-Defined. System-Defined panels provide pre-built functionality that cannot be modified or configured. A User-Defined panel has various configurable properties, such as the title, the number of columns that display, as well as the specific fields that appear within the panel.

The attributes for each panel are defined on the Panels tab. This tab displays an overview of each panel configured to appear on the screen, as well as provides administrators with the ability to Add, Edit, and/or Delete a panel.

The grid within this tab displays the panel type, as well as the Label, Group Name, Column Span, and Maximum Height values defined for the panel in the General panel attributes.

The following table provides an overview of each panel type, including a description of the panel, identification as a system-defined or grid panel, as well as the compatible screen type:

Panel Type	Description	System-Defined	Grid	Screen Type(s)
Account Product	A panel used to capture account product information.			Account Product
Account Product Fees	A panel that provides a listing of the fees associated with the account products on an application, and allows users to manually add and/or edit account product fees.	X		Account Product
Account Product Fees Summary	A read-only panel that displays a summary of all account product fees on an application.	X		Application
Account Product Funding	A panel that enables users to create funding records for account products.	X		Account Product Application
Add On/Refinance	A panel that displays the Add On/Refinance grid and the liabilities eligible to have funds added onto or refinanced. The Add-On/Refinance panel and the Liabilities panel contain the same data. If a screen is configured to have both the Add-On/Refinance and the Liabilities panels, an error is received preventing the screen from being created.	X		Application
Additional Applicant	A panel used to capture the information specific to the Joint Applicants and Guarantors such as Name, Address, Phone, Employment, and Income information.			Application
Additional Applicant Declarations	A panel that contains the declarations questions and answers for an additional applicant. Declaration questions are custom to each institution and defined in the database by Temenos Professional Services during implementation. Institutions can add or remove declaration questions post-implementation by contacting their Temenos Customer Care Representative.	X		Application
Additional Applicant Income	A panel used to capture an additional applicant's income information.	X		Application
Adverse Actions	A panel used to capture an application’s adverse action information.	X		Application
Aggregates	A panel that displays the Aggregates used to render an application decision such as Disposable Income, Total Expenses, and Total Income.	X		Application
Applicant	A panel used to capture applicant fields.			Applicant
Applicant Address	A panel designed to capture an applicant’s address information.			Applicant Address
Applicant Addresses	A panel used to capture an applicant’s address information.		X	Applicant
Applicant Income	A panel used to capture applicant income information.			Applicant Income
Applicant Incomes	A panel used to capture applicant income information.		X	Applicant
Applicant Phone	A panel used to capture applicant phone information.			Applicant Phone
Applicant Phones	A panel used to capture applicant phone information.		X	Applicant
Applicant Summary	A panel used to capture a summary of applicant information such as name, account number and core message.	X		Application
Application	A panel used to capture all configurable application fields such as Applicant and Decision information. To be in compliance with the PCI regulations that require credit card numbers to be masked and not displayed in clear text on a screen, when the following fields are configured to appear in the Application panel, all but the last four digits of the number appear masked in the panel: Application > Account Number The Account Number field only displays a masked value when the following are true: Is Add On = True for the application Account Number is greater than 12 characters Application > Credit Card Number While this functionality cannot be disabled, the  icon that appears in the field does provide the ability to temporarily unmask the value of the number by hovering over the icon. Navigating away from the icon once again masks the number. Skip Payment Fields can be configured to appear within Application panels; however, Skip Payment functionality is not available for all Cores. If Skip Payment fields are completed within an application, but the functionality is not available for the institution, an error message is received at time of disbursement.			Application
Associated Application	A panel that displays all applications associated with the current application’s applicant(s).	X		Application
At Time of Decision Aggregates	A panel that displays an application's calculated Aggregates at time of decision.	X		Application
At Time of Decision Ratios	A panel that displays an application's calculated Ratios at time of decision.	X		Application
Authorized User	A panel used to capture authorized user fields.			Authorized User
Authorized Users	A panel used to capture authorized user information.		X	Application
Authorized User Address	A panel used to capture authorized user address information.			Authorized User Address
Authorized User Addresses	A panel used to capture authorized user address information.		X	Authorized User
Authorized User Phone	A panel used to capture authorized user phone information.			Authorized User Phone
Authorized User Phones	A panel used to capture authorized user phone information.		X	Authorized User
Collateral	A panel used to capture collateral information.			Collateral
Collateral - Life Insurance	A panel used to capture general collateral information for applications secured by a life insurance policy.			Application
Collateral - Marketable Securities	A panel used to capture general collateral information for applications secured by a marketable security.			Application
Collateral - Other	A panel used to capture general collateral information for applications secured by a collateral marked as Other.			Application
Collateral - Pledge	A panel used to capture general collateral information for applications secured by a pledge. As of March 14, 2013 the Pledge Amount field is not available in the Collateral - Pledge panel. When this panel is added to a screen, it is advised that a Rich Text panel is also added to the screen. The Rich Text panel should state: To add a pledge collateral, click add collateral, select pledge, and continue.			Application
Collateral - Real Estate	A panel used to capture general collateral information for applications secured by Real Estate.			Application
Collateral - Stock	A panel used to capture general collateral information for applications secured by stock.			Application
Collateral - Vehicle	A panel used to capture general collateral information for applications secured by a vehicle.			Application
Collateral Housing Expense	A panel used to capture collateral housing expenses.		X	Collateral, Collateral Housing Expense
Collateral Lien	User configurable panel used to capture collateral lien information.			Collateral Lien
Collateral Liens	A panel used to capture collateral's lien information.		X	Collateral
Collateral Other Owner	User configurable panel used to capture collateral additional owner(s) information.			Collateral Other Owner
Collateral Other Owners	A panel used to capture the information of the other owner of the subject collateral. In order to pass the validation check, the First Name and Last Name fields must be added to the panel as Read Only.		X	Collateral
Collateral Pledges	A panel used to capture pledge collateral information.	X		Collateral
Collateral Real Estate Orders	A panel used to add and manage the real estate orders on an application, as well as provide the ability to submit real estate orders to the applicable third party connector.		X	Collateral, Collateral Real Estate Orders
Collaterals	A configurable panel that enables users to collect information about any type of collateral. If placed on an application screen used by Auto loans, a special process may be required to save the vehicle collateral. For more information, see the Adding Collateral  >Types of Collateral > Vehicle Collateral section.		X	Application
Comment History	A panel that displays the comments associated with an application, and provides the ability to modify comments if necessary.	X	X	Application
Core Message	A panel that displays messages returned from the core processor.	X		Applicant, Application
Counteroffers	A panel that displays all the application's counteroffers.	X		Application
Cross-sells	A panel that displays all of the application's existing cross-sells and provides the ability to add new non-loan cross-sells.	X		Application
Debt Protection	A panel that allows a user to make debt protection selections for the current loan application.	X		Application
Decision History	A panel that displays a historical record and details of each decision added to an application. The information displayed within this panel is captured during Decision History Event/Action processing.	X	X	Application
Declarations	A panel that contains the declarations questions and answers for an applicant. Declaration questions are custom to each institution and defined in the database by Temenos Professional Services during implementation. Institutions can add or remove declaration questions post-implementation by contacting their Temenos Customer Care Representative.	X		Applicant
Disbursement Summary	A panel that provides a summary of an application's disbursement.	X		Application
Fees	A panel that displays an itemized list of all fees applied to the application.	X		Application
FIS ID Verification	A panel that enables users to view the results of FIS ID Verification reports. This panel is only available for use with the FIS Chexsystems connector.	X		Application
Funding	A panel that allows a user to fund the current loan application.	X		Application
HMDA	A panel used to capture the information specific to HMDA reportable loans such as applicant ethnicity and gender.			Application
Interest Rate Summary	A panel that enables users to view interest rate calculations after an interest rate is manually changed or a Pricing Model is run.	X	X	Application
Liabilities	A panel used to capture and display liabilities for the application. The Liabilities panel and the Add-On/Refinance panel contain the same data. If a screen is configured to have both the Add-On/Refinance and the Liabilities panels, an error is received preventing the screen from being created.	X		Application
Loan Covenants	A panel that displays a list of the loan covenants on an application, and provides the ability to add, edit, and delete loan covenants.	X	X	Application
Loan Terms Breakdown	A panel that displays the loan terms used to render a decision such as Requested Amount and Loan Term.	X		Application
OFAC	A panel that allows users to view and request OFAC information.	X		Application
Primary Applicant	A panel that captures the information specific to the Primary Applicant such as Name, Address, Phone, Employment, and Income Information.			Application
Primary Applicant Declarations	A panel that contains the declarations questions and answers for a primary applicant.	X		Application
Primary Applicant Income	A panel used to capture primary applicant income information.	X		Application
Product Offering	A panel that displays a sub-product’s rich text sales script.	X		Application
Ratios	A panel that displays the Ratios used to render an application decision.			Application
Real Estate Order Comment History	A panel that displays the comments associated with a real estate order.	X	X	Collateral Real Estate Order
Recurring Fees	A panel that displays a list of the recurring fees on an application, and provides the ability to add, edit, and delete recurring fees.	X	X	Application
Reference	Reference screen used to collect information about the applicant's credit references.			Reference
References	A panel used to capture and display an applicant's references.			Applicant
Reference 1	A panel used to capture and display an applicant's first reference.			Application
Reference 2	A panel used to capture and display an applicant's second reference.			Application
Reference Address	User configurable panel used to collect information about the applicant's credit references addresses.			Reference Address
Reference Addresses	Reference screen used to collect information about the applicant's credit references addresses.		X	Reference
Reference Phone	User configurable panel used to collect information about the applicant's credit references contact information.			Reference Phone
Reference Phones	Reference screen used to collect information about the applicant's credit references contact information.		X	Reference
Report	A panel used to display a report.	X		Application
Account Review Indicators	A panel that displays all of the review indicators related to an application's Account decision.	X		Application
Loan Review Indicators	A panel that displays all of the review indicators related to an application's Loan decision.	X		Application
Rich Text	A panel that is able to display an informational/instructional message configured by the institution. The instructions section may also include hyperlinks. By default, hyperlinks open within the application; however, hyperlinks may be configured to open in a new window. For more information on configuring hyperlinks to open in a new window, see Hyperlink Help.			Applicant, Applicant Address, Applicant Income, Applicant Phone, Application, Authorized User,  , Transfer Details
Scores	A panel that displays the Scores and Related Credit Models used to render an application decision.	X		Application
Stipulations	A panel used to capture the stipulations that must be met prior to funding or disbursement.	X		Application
To-Dos	A panel used to capture all Automatic and Manual To-Dos generated during the application. To-Dos are grouped by General, Decision, and Disbursement. Only Manual To-Dos may be cleared in the To-Dos panel. In addition to To-dos, Stipulations appear within the To-do panel.	X	X	Application
Trade-Ins (Read Only)	A panel that displays Trade In information.	X		Application
Trade Ins	A user-defined panel that captures the trade in information transmitted to Temenos Infinity by the auto dealer. Users may also add, edit, and delete trade in information.		X	Application
Transfers	A user-defined grid panel that provides the ability to add a scheduled transfer or overdraft protection for an account product.		X	Application
Transfer Details	A user-defined panel used to capture the details for a scheduled transfer or overdraft protection record added to the Transfer panel.			Transfer Details
Vendor Channel	A panel that displays information about the vendor through which the application was created.	X		Application
Vendor Contacts	A panel that lists all the contacts associated with the CUDL or Dealertrack vendor linked to the application. This panel populates details for the vendor contact from the Contacts tab in Vendor Management, such as contact name (Last Name, First Name), phone number, fax number, and email address. The contact who originated the application is highlighted in the panel grid.	X		Application
Vendor Comments	A panel allowing users to view and add vendor comments within the application workspace. The comments added via the Vendor Comments panel are retained in the vendor record. However, to edit or delete an existing comment, users must perform these actions within System Management > Origination > Vendor Management.	X		Application
Vendor Quality Score	A read-only panel that displays all the Quality Scores for the vendor associated with the application.	X		Application

The following attributes can be defined when creating, copying, and/or editing panels:

• General
• Fields
• Edit Screens
• Columns
• Buttons
• Properties
• Report Parameters

General

The General panel attributes enable administrators to edit the appearance of the panel as well as provide instructions to end-users.

The following General panel attributes are defined within the General tab for each panel type:

Attribute	Description
Title	Enter the title assigned to the panel within the user-defined screen.
Reports	Select a value from the drop-down list to identify the report to populate within the Report panel. This drop-down includes a list of all system-defined and custom reports configured for the institution within the Reports page in the Ribbon Bar. This field is only available within the Edit panel window when configuring the Report panel to appear in a 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. Label width cannot exceed 1000 pixels.
Columns	Enter the number of columns in which fields are organized. At least one column must be added, but no more than four columns can be added to a panel. Hidden fields consume no space within the panel. If a one-column panel is configured on a screen containing a Hide Field Interaction, fields shift up to consume the space of the hidden field. If a multiple-column panel is configured on a screen containing a Hide Field Interaction, fields will shift to the left to occupy the space of the hidden fields; however, the fields that appear in subsequent rows do not wrap up to occupy the space, thus causing blank spaces in a panel.
Collapse By Default	Select the check box if this panel is to be collapsed by default. This functionality is only applied to the panel when the screen is loaded for the first time in the workspace, or when the screen is loaded from the Screens list in the Application Navigator.
Always Hide	Select the check box if this panel is never to be displayed on a screen. The Always Hide attribute facilitates Interactions functionality. If a panel is always hidden, the fields within the panel are available in the Interactions' condition and expression builder. For more information on the condition and expression builder, please refer to the Interactions section within this topic.
Group Name	If desired, enter the name of the 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. Group Name is case sensitive. When grouped, the order in which the tabs appear corresponds to the order in which the grouped panels are listed within the grid on the Panels tab. The panel name listed first in the Panels grid is the first tab to appear in the group.
Column Span	Enter the number of columns a panel spans within a screen. The value of this field cannot exceed four. If a screen is configured to contain two columns and a panel is configured to span two columns, then the panel spans the entire screen width. If a screen is configured to contain four columns and a panel is configured to span two columns, then the panel spans half the screen width.
Maximum Height	Enter the maximum number of pixels the panel height may not exceed. For grid panels, the default value is 200 pixels. If a grid contains a large number of records and the value of this field is blank or larger than 200, some records in the grid may be unreadable as no scroll bar is present. If this value is set to over 500 pixels, an error is returned upon saving the panel indicating a value of 500 or less must be entered in this field.  If a non-grid panel exceeds the maximum height set here, a vertical scroll bar displays to the end user.
Review/Read Only	Select the check box to designate the panel as a review or read-only panel. Upon selecting this check box, an Edit Screen must be assigned to the panel. When selected, the panel's contents are read-only. An  button appears in the panel to allow users to access the associated edit screen to modify the panel's contents. Clicking  does not save the screen, and data entered in the other panels may be lost.
Edit Screen	Use the drop-down list to select the Edit Screen that opens when  is clicked in a Review/Read Only panel. This attribute is required, if the Review/Read Only check box is selected.
Instructions	Enter a Rich Text set of instructions to assist users in completing the panel. When instructions are configured for the panel, an  appears within the screen header. Clicking this icon displays the instructions to the user. The instructions section may also include hyperlinks. By default, hyperlinks open within the application; however, hyperlinks may be configured to open in a new window. For more information on configuring hyperlinks to open in a new window, see Hyperlink Help.

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Fields

Field attributes provide the administrator with the ability to configure style attributes and perform the following functions: 

Button	Description
	Enables users to select the fields to be added to the panel from the field list. A field may be added to a screen multiple times, within separate panels. When a field exists on a screen more than once, all instances of the field are synchronized. For example, if the Membership Start Date field exists three times on a screen, and a user updates the first instance of the field, the other two instances of the field also update to reflect the new value. If a field exists on a screen more than once, only once instance of the field may be saved/posted at once. If a field appears more than once on a screen, and both instances are updated, a server error occurs. For example, if the First Name field exists on a screen twice, and the user updates both instances of the field, an error is received during the save process.
	Enables users to add spacer fields to the panel. Spacer fields help organize and align fields into logical groupings.
	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.
	Enables users to add a blank line that spans the width of a panel. Line fields help organize fields into logical groupings.
	Enables users to add an empty field to a panel. Empty Fields do not represent actual system fields, and are not stored in the database. Upon clicking this button, a drop-down list appears, which prompts users to select the type of empty field to be added: Empty Field Type Description Character Empty field that accepts all data types. Date Empty field that allows users to select a date from the date picker. Decimal (0.0) Empty field that only allows numbers to be input in the 0.0 format. Decimal (0.00) Empty field that only allows numbers to be input in the 0.00 format. Decimal (0.000) Empty field that only allows numbers to be input in the 0.000 format. Flag Empty checkbox field. Money Empty field that only allows numbers to be input in the $0.00 format. Number Empty field that only allows numbers to be input, with no decimal places Empty fields are available for screen interactions.

The following Field attributes are defined within the Fields tab:

Attribute	Description
Label	Enter the title of the field to be displayed within the user-defined panel/screen. This attribute accepts up to 500 characters.
Required	Select this check box if the field must be completed in order to continue processing the application. Required fields display a  icon and must be completed in order to save the screen. Marking fields as Required enables institutions to ensure that validations occur and blank records are not added to an application. System fields required for disbursement vary by Core as well as the type of loan transaction. These fields are not automatically set as required within the screen and do not display a  icon unless configured as required within this attribute.
Recommended	Select this check box if the completion of a field is suggested. Recommended fields display a  icon to prompt users to input a value in that field before saving the screen. While the screen can be saved if recommended fields are left blank, this functionality can be beneficial in ensuring all necessary information is obtained. If system fields required for disbursement are configured as recommended within the screen, the user is able to save the screen, but receives an error preventing disbursement.
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. The value of this field cannot exceed four.
Text Line	Enter the number of lines the field and its corresponding entry encompass.
Edit Style	Click  to open the Edit Style window where the Label and Value text for each field can be edited. Reference the section below for an overview of the style parameters that are available to set for panel fields: 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.
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.
Format	Select the format to be applied to a date field in the panel. This field defaults to a format of m/d/y for all date fields, but can be changed to a format of m/y using the drop-down list. This column only applies to fields with a DATE data type in the database. A blank value populates within this column for all non-date fields, as well as all date fields with a data type of DATETIME, CLIENTDATE or CLIENTDATETIME. If set to m/d/y, users are able to select a month, day, and year for the field, and the date populates in the following format: 11/02/2017. When set to m/y, users are only able to select a month and year for the field, and the date populates as follows: 11/2017. Reference the following section for an overview of how these date formats appear in an application: Date Formats in an Application If a date field is set to a format of m/d/y, when the field is selected in an application, users are able to select a date from the following calendar: When set to a format of m/y, the following calendar appears to allow users to select only the month and year for the field value: To see these date formats in action, watch the following video: Date field values are saved in a m/d/y format in the database; therefore, if a date field is assigned a format of m/y in the panel, the value of the day is automatically set to the first day of the month in the database. For example, a date of 06/2015 is saved as 06/01/2015 in the database. When fields are imported, and the date format of the field is set to m/y, the date is displayed in m/y format in the panel, but the actual value of the day is saved in the database.  For example, if a field value is 07/16/2017, when the field is imported, the value is displayed as 07/2017 in the application, but is saved as 07/16/2017 in the database. If the field value is modified in the application, the value of the day is updated to the first day of the month in the database (ie. 07/01/2017).
Tooltip	An editable column that allows the administrator to enter a description or directions for each field added to a panel. Click  to open the Tooltip window where text can be entered to provide information about the field in the screen..   Reference the following section for an overview of the Tooltip window: Tooltip Upon clicking  the Tooltip window opens. In this window, define the text to appear for the field. Once the desired text has been entered, click . The following list provides an overview of information to consider when configuring a tooltip: A tooltip may consist of up to 300 characters. Double quotes (") should not be used in a tooltip. If desired, use single quotes (') to highlight text in the tooltip message. When a tooltip is configured for a field, a  displays next to the field label in the screen. Click  to reveal the tooltip.

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Edit Screens

Edit Screens provide the ability to tie a screen to a grid panel in order to display information captured in the screen within pre-selected columns. This feature allows institutions to capture the maximum amount of information, while taking up minimal screen real estate.

Edit screen attributes enable the administrator to select the screen that opens when an end-user adds or updates information within a grid panel.

The following Edit Screen attributes are defined within the grid that displays in the Edit Screens tab:

Attribute	Description
Screen Type	Displays the screen type available to be selected as the Edit Screen. This attribute is read-only.
Screen	Select the Edit Screen to open for an end-user to add or update information within the panel. This drop-down only displays screens matching the screen type associated with the panel. To add an Edit Screen to the panel, click within the Screen column and select the desired screen.

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Columns

Column attributes enable administrators to customize the columns that appear within the grid panel.

The following Column attributes are defined within the grid that displays in the Columns tab:

Attribute	Description
Field	Displays the name of the field selected to display as a grid column. This attribute is read-only.
Header	Enter the title of the column to be displayed within the user-defined panel/screen.
Width	Select the default pixel width of the column.
Hide	Select the check box if this column is never to be displayed within the panel. The Hide attribute facilitates Interactions functionality. If a column is always hidden, the column is available in the Interactions' condition and expression builder. For more information on the condition and expression builder, please refer to the Interactions section within this topic. At least one column must be visible in the panel.

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Buttons

Buttons provide the ability to perform an action directly within a panel. Button attributes for a panel are defined within the Buttons tab. This tab provides the ability to add and delete panel buttons, as well as lists the name of each button configured to appear on the panel.  

Depending on the Panel Type selected, the following buttons are configurable:

Button	Description	Panel Type
Add Applicant	Allows users to add the first joint applicant from the core or prior Temenos applications via screens and screen flow.	Additional Applicant
Copy Primary Address	Allows users to copy the primary applicant’s address information to an additional applicant. In order to use the Copy Primary Address button on the Additional Applicant panel, the Primary Applicant panel must be configured on the same screen with address fields.	Additional Applicant
Copy From Primary	Allows users to copy the primary applicant’s address information to an additional applicant.	Applicant Addresses
Valuate	Allows users to perform collateral valuations.	Collateral - Vehicle
Valuation History	Allows users to view valuations that have been processed on collateral.	Collateral - Vehicle
Copy Applicant Address	Allows users to copy the current address information from one applicant to another.	Collateral - Real Estate

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Properties

Property attributes for a panel are defined within the Properties tab. The appearance and behavior of this tab differs by panel type. Depending on the panel being configured, this tab may provide system administrators with the ability to determine the visibility of the panel within an application, or identify default settings for the panel.

The following table provides an overview of each panel that supports the properties attribute, including a description of the functionality configured within the Properties tab for each panel, and example of how the tab appears for the panel:

Panel	Properties Configuration	Example
Applicant Application	Allows system administrators to determine when the panel appears in an application, based on the applicant's account holder status. The same configuration is made within the Properties tab for both Applicant and Application panel types. Reference the table below for an overview of the options that can be selected within the Properties tab for both Applicant and Application panels: Account Holder Status Applicant Panel Behavior Application Panel Behavior Both Panel displays on the screen when the applicant in context is a current or new account holder. Panel displays on the screen when the primary applicant is a current or new account holder. Account Holder Panel only displays on the screen when the applicant in context is a current account holder. Panel only displays on the screen when the primary applicant is a current account holder. Non-Account Holder Panel only displays on the screen when the applicant in context is a new account holder. Panel only displays on the screen when the primary applicant is a new account holder.
Comment History	Allows system administrators to determine the default settings for the Object Type and Comment Classification filters in the panel. This attribute enables the ability to default the Comment History panel to display different comment types within the grid at different points of the application process. For example, the Comment History panel can be added to an Application screen assigned to the Underwriting stage, and configured to display all comments with a classification of Underwriting by default. Another Comment History panel can then be added to a screen assigned to the Origination stage, and configured to display all General comments by default.
Cross-sells	Allows system administrators to determine the how cross-sell offers display within the panel. Reference the table below for an overview of the options that can be selected within the Properties tab: Parameter Description Create Tabs for Offers This parameter provides the ability to display offers on separate tabs for non-loan and loan offers. When selected, two tabs are created to separate non-loan offers and loan offers into different tabs on the cross-sell panel in the application.   When this parameter is selected, the Non-Loan tab is always presented to the left of the Loan tab. If no offers exist for a cross-sell type, the tab displays; however, no cross-sell offers display within the tab. Display Offer Types This parameter provides the ability to control if the panel displayed in the application should display both individual replacement offers and consolidated offers, or only the consolidated offer card when a consolidated offer is created by the system.

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Report Parameters

Report Parameter attributes only display when configuring Report panels on Application screens. These attributes are defined within 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 administrators with the ability to determine the application fields from which report data is pulled and eliminates the need for users to manually select parameters at runtime. 

For example, the Application Type parameter can be defined for the Stipulations By Application report. Upon selection, the administrator is able to choose the field in which the Application Type is stored at the Application > Sub Product level on the application. When the panel and report renders in the workspace, the data displayed in the report defaults to include the value in the selected field for the application in context.

 

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Buttons

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 application.

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 table below lists the buttons available to be assigned to Origination screens, as well as a description of their functionality:

Button	Description
Applicant
Launch Account Servicing	Allows users to open a Workspace to check if the applicant has any records in the Account Servicing modules at the institution. This button is only available to institutions that have active Origination and Account Servicing modules.
Application Screens
Save and Calculate	Allows users to calculate the values entered within the screen. In addition to saving and calculating values entered on the screen, clicking Save and Calculate also refreshes the screen.
Calculation Preview	Allows users to view Calculations, Loan Terms/Draw Period, Details, Repayment Period, Debt Protection Summary and Coverage Summary.
Collateral Real Estate Orders Screen
Post Comment	Allows users to post a comment to a real estate service order.  This button is only available to add to a Collateral Real Estate Orders screen and only appears in the screen after the real estate order is added to the application.

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Rules

Validation Rules execute during the application process to validate and ensure that relevant and accurate data is entered within a screen. Upon execution, these rules automatically test the data entered within a screen and can be configured to issue an error, warning or information message to prevent or continue the application process.

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 > Origination > 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 Save and Next is selected during the application process.

For more information on Validation Rules and other Rule Categories, please see the Rules Management topic within this guide.

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Workflow Models

Workflow Models provide the ability to configure the order in which workflow steps and screens are presented and processed within an application. Workflow Model attributes enable the administrator to assign the user-defined screen to specific workflow models.

The following Workflow Model attributes are defined within the Workflow Models tab:

Attribute	Description
Available	Displays a list of all Workflow Models created in System Management >  Origination > Loan > Loan Workflow Models and Origination > Account > Account Workflow Models. Select the desired workflow model from the list and use the arrows that display to move it to the Assigned Workflow Models box.
Assigned	Displays a list of the Workflow Models assigned to the screen. Once the screen is saved, it is available for selection in the Application Navigator for the assigned Workflow Model(s).

For more information on Workflow Models, please see the Workflow Models topic within this guide.

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Security

Security attributes allow administrators to assign the user-defined screen to specific Users and Security Groups.

The following Security attributes are defined 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 when processing an application.

For more information on User/Security Group permissions, please see the Users or Security Group topics within this guide.

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Interactions

Interactions provide the ability to configure the conditions in which a screen's fields and panels are hidden from an application. This configuration allows institutions to ensure that only relevant fields and panels are displayed in an application.

Screen interactions are maintained using the following action buttons:

Button	Description
	Allows the administrator to create a new Interaction. Clicking  displays a drop-down list, which allows the administrator choose from the following Interaction Types:   Interaction Type Description Calculate Field Allows the administrator to determine the factors used to calculate the values that populate in a field. Condition Logic Each Calculate Field interaction must contain the following components: A field to be calculated Calculation logic Conditions are optional. Calculated fields are read-only, and only the interaction is able to update their values. Hide Field Allows the administrator to determine the conditions in which a field is hidden on a panel. Condition Logic Each Hide Field interaction must contain the following components: A field to be hidden At least one group of conditions At least one condition in each group Hide Panel Allows the administrator to determine the conditions in which a panel is hidden on a screen. Condition Logic Each Hide Panel interaction must contain the following components: A panel to be hidden At least one group of conditions At least one condition in each group Hide Row Allows the administrator to determine the conditions in which a row is hidden within a user-defined grid panel. Condition Logic Each Hide Row interaction must contain the following components: A panel to be evaluated for hide conditions. At least one group of conditions At least one condition in each group Every row within the selected panel is evaluated by the Hide Row conditions. When the condition is True, the row is hidden. When a grid row is edited using an edit screen, the grid is refreshed when the user saves the screen. If an end user changes a value that causes the row to be hidden, the grid refreshes and the row is not visible. Additionally, a user may create a new item that does not display within the grid, because a value that causes the row to be hidden may have been set by the user during its creation.  If a panel, such as Liabilities, allows in-line editing, the grid does not refresh after the edits have been completed. If an end user changes a value that causes the row to be hidden, the grid does not refresh and the row remains visible. Field Validation Allows administrators to determine the conditions in which the value entered in a field is invalid. Condition Logic Each Field Validation interaction must contain the following components: A field to be validated At least one group of conditions At least one condition in each group A validation message is not required; however, it is recommended as the message provides end users useful information when the field's value is invalid. Validation occurs in real-time and does not require  or  to be clicked.
	Allows the administrator to copy an existing Interaction.
	Allows the administrator to edit an existing Interaction.
	Allows the administrator to delete an existing Interaction.

The following attributes are defined within the grid that displays in the Interactions tab:

Attribute	Description
Type	Identifies whether the interaction Type is Calculate Field, Hide Field, Hide Panel, Hide Row, or Field Validation.
Panel	The value within the Panel attribute is determined by the Interaction Type: For Calculate Field interactions, the Panel attribute indicates the name of the panel that contains the field being calculated. For Hide Field interactions, the Panel attribute indicates the name of the panel that contains the field to be hidden. For Hide Panel interactions, the Panel attribute indicates the panel to be hidden. For Hide Row interactions, the Panel attribute indicates the name of the panel to be evaluated for hide conditions. For Validate Field interactions, the Panel attribute indicates the panel where the field being validated is located.
Field	The value within the Field attribute is determined by the Interaction Type:  For Calculate Field interactions, the Field attribute indicates the field being calculated. For Hide Field interactions, the Field attribute indicates the field to be hidden. For Hide Panel interactions, the Field attribute is blank. For Hide Row interactions, the Field attribute is blank. For Validate Field interactions, the Field attribute indicates the field being validated.
Description	For Calculate Field Interactions, this column indicates the formula used to calculate the value of the field. For all other Interaction Types, this column, indicates the interaction condition(s).

To access the condition and expression builder, click , , or . Within the condition and expression builder, administrators are able to identify the field or panel to be hidden as well as the condition(s) that must be met for the interaction to occur. 

Upon clicking , administrators are prompted to:

• Choose the field to be calculated.
• Choose the field or panel to be hidden, if the interaction's conditions are met.
• Choose the panel that should have rows hidden, if the interaction's conditions are met.

  If there are no user-defined grid panels assigned to the screen, the Choose a Panel window appears blank.

• Choose the field to be validated, by the interaction's conditions.

Click on the desired field/panel/row to advance to the condition and expression builder.

The criteria defined within the condition and expression builder is comprised of the Calculations, Groups, Conditions, and a Validation Message.

Calculations

A calculation is an expression that calculates the value which populates within any field assigned to the screen. The calculation executes, when the screen loads in the workspace. If any data included in the calculation changes, the calculation executes. For example, if Application > Requested Amount is included in the expression, and the applicant increases the Requested Amount,the calculated field updates accordingly.

Click to remove any calculation logic that currently exists for the interaction.

Groups

A group is a group of conditions, and at least one group must be defined for an interaction. Each group contains one or more condition, and administrators can define one or more groups that may contain multiple conditions. If an interaction contains multiple groups, each group may be linked with an AND/OR relationship.

 

Click  to begin authoring the hide condition(s). Once clicked, a new group is added to the Interactions pop-up window.

Within each group, administrators are able to perform the following actions:

 

Action	Description
	Allows administrators to add an interaction condition to the group. Upon clicking this button, a new condition is added to the group. When a new condition is added, the first field available in the screen populates in the left expression. Click on the left expression to open field and function menu.   If a group contains multiple conditions, each condition may be linked with an AND/OR relationship. By default, the relationship is set to an AND relationship. Click on the AND to change it to OR.
	Allows administrators to delete a condition from the group. Upon clicking this button, the condition is removed from the group.

Conditions

A condition is comprised of two expressions (a left and a right) that are linked by a relationship operator.

Expressions

An expression is a calculation that returns a single value. Each expression can be comprised of one or more tokens, which may include a mixture of manually entered data, operators, fields, and functions. The following example contains seven tokens:

•     
• Two manually entered values (1, 5)
• Three operators (plus signs)
• One field (sub product)
• One function (the left 4 characters of Account Number)

When building an expression, the following navigation capabilities are available:

• Click the mouse within an expression to select a token.

  The keyboard arrow keys cannot be used to navigate through the field/function menu.

• Click on a field or function with the mouse to bring up the menu.       
  • Clicking on a field opens the field and function menu.
  • Clicking on a function opens the function configuration window.
• Clicking the tab or right-arrow key to focus the next token.
• Clicking the shift-tab or left-arrow key to focus the previous token.
• Clicking the home key to highlight the first token.
• Clicking the end key to highlight the last token.
• Clicking an operator key to automatically enter the value and advance to the next token.
• Clicking the equal sign to bring up the field or function menu.
• Clicking the backspace/delete key to clear the field, function, or operator from the current token or remove the last character that was manually entered.
• Clicking the backspace/delete key on an empty token to remove the token and highlight the previous token.

Additionally, the following keys are supported for data entry:

Keys	Description
Letters	All upper and lowercase letters from A to Z
Numbers	All numbers 0-9
Space	The space bar
(	Begin grouping
)	End grouping
+	Add
-	Subtract
*	Multiply
/	Divide
\	Forward slash
.	Period or decimal
=	Equal sign
!	Exclamation
@	At symbol
#	Number sign, pound sign, hashtag
$	Dollar sign
%	Percent
^	caret
&	And symbol, ampersand
,	Comma
<	Less than
>	Greater than
?	Question mark

Fields

Functions

Relationship Operators

 

The relationship operators available in a condition are based on the left expression's data type. For example, in the following image, the left expression is a date field and operators available are limited accordingly.

Refer to the following matrix for an overview of the relationship operators available with each data type:

Operator	Data Type
	Booleans	Dates	Strings	Lookups	Numerics
Is equal to
Is not equal to
Is greater than
Is greater than or equal to
Is after
Is on or after
Is less than
Is less than or equal to
Is before
Is on or before
Is blank
Is not blank
Is between

Validation Message 

A Validation Message is a message that displays to the end user, if the value entered in the field does not meet the conditions identified in the Validate Field interaction.

 

Click within the message text box or press the Tab button to select the Message text box.

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Creating a Screen

The Create function enables administrators to define the logic and 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 business needs.

To design a user-defined screen, navigate to System Management > Origination > Screens and click .

Select one of the following screen types from the Select Screen Type window:

Screen Type	Description
Account Product	A screen type designed to capture information specific to an account product.
Applicant	A screen type designed to capture information specific to the applicant (Name, Address, Phone, Employment, Identification).
Applicant Address	A screen type designed to capture an applicant’s address information.
Applicant Income	A screen type designed to capture an applicant’s income and employment information.
Applicant Phone	A screen type designed to capture an applicant’s phone number information.
Application	A screen type designed to capture information specific to the application (Applicant, Loan Terms, Collateral, Pull Credit, Stipulations).
Authorized User	A screen type designed to capture information specific to the Authorized User.
Authorized User Address	A screen type designed to capture an Authorized User’s address information.
Authorized User Phone	A screen type designed to capture an Authorized User’s phone number information.
Collateral	A screen type designed to capture an application’s collateral information (Pledge, Vehicle, Real Estate, Stock).
Collateral Housing Expense	A screen type designed to capture the expense information for the real estate being used as collateral.
Collateral Lien	A screen type designed to capture the lien-holder information for the real estate being used as collateral.
Collateral Other Owner	A screen type designed to capture the information of any other owners for the real estate being used as collateral.
Collateral Real Estate Order	A screen type designed to capture and display information for the real estate service order(s) on an application.
Reference	A screen type designed to capture an applicant’s credit Reference information.
Reference Address	A screen type designed to capture the address information of an applicant’s credit Reference.
Reference Phone	A screen type designed to capture the phone number information of an applicant’s credit Reference.
Trade-In	A screen type designed to capture information specific to vehicle trade-ins.
Transfer Details	A screen type designed to capture information for a scheduled transfer or overdraft protection record added to the Transfer panel for an account product.

Within the Edit Screen window, define the General screen attributes.   

Once all General attributes are defined, navigate to the Panels tab to define panel attributes and perform one of the following actions:

Add a Panel

• To add a panel to the screen, click .
• Clicking Add opens the Select Panel window. From this window, select a Panel Type to be assigned to the screen. Click .

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 an Applicant screen. For more information on panel types and the screen types that support them, please see the list of available Panel Types.

• After selecting the panel type and clicking , the selected panel opens as a new window to configure panel attributes.
• Within the Edit Panel window, define the General panel attributes.
• If fields can be configured to appear in the panel, navigate to the Fields tab to define field attributes and perform one of the following actions:
  • Add Fields
  • Delete Fields
  • Edit Style

Add Fields

• To begin adding fields to the panel, click  within the Fields tab.
• The Field Selector window appears displaying the available fields organized within a field tree format. Navigate through the folders and sub-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. Double-click on the field or select  to individually assign it to the panel.

Custom fields can only be added to user-defined screens.

• After all fields have been added, click  to exit the Field Selector window and return to the Fields tab.
• Once added, the field populates within the grid that appears on the Fields tab.

When adding fields to a panel or screen, specific fields may only be added to a screen once. The exception to this rule is the Add Spacer/Text fields.

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 may be overwritten by the data entered within the other panel when the screen is saved.

• The order in which the fields appear in the grid determines their order of appearance in the panel. Within the grid on the Fields tab, drag and drop the fields into the proper sequence. If desired, click ,  and/or  to add Spacer, Text and/or Line fields to the panel.

• Within the grid columns, define Field Label, Required, Recommended, Read Only, Col. Span, and Text Line attributes. If desired, click  to define label and value style attributes.

Please see the Edit Style section below for more information.

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Delete Fields

• To remove a field from a panel, highlight the undesired field within the grid in the Fields tab and click .

When deleting a field, the system checks whether the field is included in a Validate Field interaction condition. If the field is included in a Validate Field interaction condition, a warning message displays that asks whether the field as well as all interactions using it should be deleted. Click Yes to delete the field as well as the interactions related to the field. Click No to keep the field as well as the interactions.

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Edit Style

• To edit attributes for field label and/or field value style, click  within the Edit Style column for desired field.
• The Edit Style window appears. Within this window, define Label and Value Style attributes.

• When finished defining style attributes, click . Select  to disregard the changes. The Edit Style window closes. The Label Style and Value Style samples are displayed within the grid in the Fields tab. 

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• If the panel requires properties to be configured, navigate to the Properties tab to define the properties for the panel type.
• If configuring a Report panel, navigate to the Report Parameters tab to assign parameter field attributes.       
  • To assign a default value for a parameter, select the parameter in the grid and click . The 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.

When a field is double-clicked, the Field Selector closes automatically. When selecting a field and clicking , the Field Selector must be closed manually by clicking .

• If the panel requires an edit screen, navigate to the Edit Screens tab to define 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.
• If columns can be configured to appear in the panel, navigate to the Columns tab to define column attributes and perform one of the following actions:
  
  • Add Columns
  • Delete Columns 

Add Columns

• To add columns to the panel, select  within the Columns tab.
• The Field Selector window appears displaying the fields available to be added to the panel as columns. Double-click on the field or select  to individually assign it to the panel.
• The field populates within the grid that appears on the Columns tab.

A column may only be added to a panel once.

• Once all columns have been added, click  to exit the Field Selector window and return to the Columns tab.
• The order in which the columns appear in the grid determines their order of appearance in the panel. Within the grid on the Columns tab, drag and drop the columns into the proper sequence.
• Define Column Header, Width and Value Style attributes within the grid columns.

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Delete Columns

• To remove a column from a panel, highlight the undesired column within the grid in the Columns tab and click . 

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• If Buttons can be configured to appear in the panel, navigate to the Buttons tab to define Button attributes for the panel and perform one of the following actions:
  • Add Buttons
  • Delete Buttons

Add Buttons

• To assign buttons to the panel, click  within the Buttons tab.
• The Select Button window appears. Select the desired button and click .

A button may only be added to a panel once.

• Once all buttons have been added, click  to return to the Buttons tab. The button populates within the grid.
• If multiple buttons have been added, drag and drop the buttons into the proper sequence.

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Delete Buttons

• To remove a button from a panel, highlight the undesired button within the grid in the Buttons tab and click .

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• If the visibility of the panel can be configured according to account holder status, navigate to the Properties tab to define when the panel displays in an application.
• Upon completion of all panel attributes within the Edit Panel window, click  in the screen configuration window to return to the Panels tab.
• After returning to the Panels tab, users are able to define additional panels to be added to the screen or move on to the subsequent screen tabs.

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Edit a Panel

• Administrators are able to edit the panels of previously created user-defined screens. To begin editing a panel, select the desired panel within the grid on the Panels tab and click .
• Make the desired modifications and click  within the Edit Panel window.
• Click  within the screen configuration window to finalize the panel modifications.

Panel modifications are not saved until a final save is performed within the screen configuration window.

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 Delete a Panel

• Administrators are able to delete undesired panels from existing or in-progress user-defined screens. To delete a panel, select the desired panel within the grid on the Panels tab and click .
• When finished, click  within the screen configuration window to finalize the panel modifications.

When deleting panels, the system does not display a confirmation message. When delete is selected, the panel is deleted.

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When the Buttons tab is enabled, select Buttons to define Button attributes for the screen and perform one of the following actions:

• Add a Button
• Delete a Button

Add a Button

• To assign buttons to the screen, click  within the Buttons tab.
• The Select Button window appears. Select the desired button and click .
• Once all buttons have been added, click  to return to the Buttons tab. The button populates within the grid that appears on the Buttons tab.
• To customize the button label that appears within the application, click within the Label column for the corresponding button and add custom text.

 

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Delete a Button

• Once buttons have been added to a screen, administrators are able to remove them by highlighting the undesired button and clicking .

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Navigate to the Rules tab to assign Validation Rules to the screen.

After configuring Rule attributes, select the Workflow Models tab to assign the screen to specific workflow models. 

Once all Workflow Model attributes have been defined, assign Users and Security Groups access to the screen from the Security tab.

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Navigate to the Interactions tab to Add, Copy, Edit, or Delete the following interaction types:

• Hide Panel
• Hide Fields
• Hide Row
• Validate Fields

Adding Interactions

Hide Panel

• Click  and click Hide Panel
• Select the panel to be hidden.
• Click and identify the conditions in which the panel is to be hidden on the screen.
• Once all hide conditions have been identified, click OK.

Hide Field

• Click  and click Hide Field.
• Select the field to be hidden.
• Click and identify the conditions in which the field is to be hidden on screen.
• Once all hide conditions have been identified, click OK.

Hide Row

• Click  and click Hide Row.
• Select the grid panel to be evaluated for hide conditions.
• Click and identify the conditions in which rows within the panel are to be hidden.
• Once all hide conditions have been identified, click OK.

Validate Field

• Click  and click Validate Field.
• Select the field to be validated.
• Click and identify the conditions in which the value entered in the field is invalid.
• Once all validation conditions have been identified, click OK.

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Copying Interactions

The Copy function enables users to duplicate the logic and structure of an existing Interaction. The existing interaction can be used as a base for creating a new interaction. After copying an interaction, users are able to add, modify or delete conditions.

• To copy an existing interaction, select the desired interaction within the Interactions grid and click .
• Once the interaction has been copied, it appears as a new line item in the Interactions grid.

Editing Interactions

The Edit function enables users to revisit an existing interaction and modify the existing conditions to enhance usability.

• To edit an existing interaction, select the desired interaction from within the grid, and click .

Deleting Interactions

The Delete function enables users to remove an existing interactions and all of its conditions from a screen.

• To delete an existing interaction, select the desired interaction and click .
• A Confirmation Message appears. Click Yes to delete the interaction. Click No to retain the interaction.

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Finalizing a Screen 

Upon completion of all screen attributes, click  for a view of the completed screen.  A preview window appears displaying a rendition of the screen.

When finished previewing the screen, click the  at the top right corner to close the preview window. If necessary, make any changes to the Screen.

Once all configurations have been made to the user defined screen, click  within the screen configuration window to finalize the creation of the screen.

The newly created screen populates within the grid on the Screens page and is available to display and capture data within the application process.

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Copying a Screen

The Copy function enables users to duplicate the logic and 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 logic and then save it with a different name in order to create a new user-defined screen.

• To copy an existing user-defined screen, select the desired screen within the grid on the Screens page and click .
• Once the screen name has been changed and the logic updated, click  to retain the changes and finalize the creation of the new screen.

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Editing a Screen

The Edit function enables users to revisit an existing user-defined screen and modify the existing logic/structure to enhance usability.

• To edit an existing user-defined screen, select the desired screen and click .
• Once the logic has been updated, select  to finalize the screen modifications.

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Deleting a Screen

The Delete function enables users to remove an existing user-defined screen and all of its logic from Temenos Infinity.

• To delete an existing screen, select the desired screen and click .
• A Confirmation Message appears. Click Yes to delete the user-defined screen. Click No to retain the user-defined screen.

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