New and Enhanced Screens Functionality

Applicant Roles Field

View and edit an applicant's role on an application directly within an Applicant or Application screen.

The Applicant Roles field not only provides a clear view of an applicant's role on an application, but also enables users to quickly and easily modify the role(s) for an applicant without leaving the screen.

Clicking opens the Edit Applicant Roles pop-up window. Using the drop-down list, an applicant's role on the application can be quickly and easily updated directly within the screen.

Disbursement Summary Panel

The Disbursement Summary panel provides a table that lists each account product as well as their corresponding funding record(s).

The grid within this panel indicates the following information for the loan product application:

Column	Description
Status	For loan products, the Status column indicates the application status. The values that populate in this column are derived from the APPLICATION_STATUS field look up and include values such as: In Progress, Decisioned, Disbursed and Partially Disbursed.
Date	For loan products, the date column indicates the disbursement date and time.

Properties Tab

Configure panel visibility based on account holder status.

A Properties tab has been added to the panel configuration window for both Applicant and Application panels which enables system administrators to configure the visibility of a panel within an application. Using the Panel Visible For drop-down list, administrators can define whether or not a panel appears on a screen based on an applicant’s account holder status.

For example, Eligibility does not need to be determined within an application for a current account holder, therefore, the Eligibility panel can be configured to only display for a New Account Holder using the Panel Visible For drop-down.

Stipulations Panel

Upload documents directly to a Stipulation!

The Stipulations panel now includes a Documents column to identify the stipulations that require documents and provide the ability to upload a document directly to the stipulation. A Requires Document column has been added to the STIPULATION_CODE field lookup where system administrators can identify which stipulations require documents. If a 'Y' is entered for Requires Document, a displays in the Documents column of the Stipulations panel to allow documents to be attached to the stipulation. The numerical value displayed next to the button signifies the number of documents currently attached to the stipulation. For example, identifies that zero documents are currently attached to the stipulation.

Clicking opens the Stipulation Documents window to attach, view and/or delete the documents related to a stipulation.

Additionally, an Applies To column has also been added to the Stipulations panel to provide users with the ability to identify that the stipulation applies to approval, document generation or disbursement of a loan application.