Enhancements to the following Workspace functionality
- Enhancements to the Change Account/Loan Number functionality that provide users with the ability to generate account numbers for each prior to disbursement.
- New look and feel within the Add Applicant window that provides a more organized method of assigning an applicant a role on the application.
Change Account/Loan Number
Generate account numbers before disbursement with the enhanced Change Account/Loan Number functionality!
From the Event Processing page in System Management, the following event/action pair can be configured to execute during the document generation process:
- Document Pre-Generation Event
- Create Member Account Number
Upon clicking 
in the Application Toolbar, this pairing automatically creates a record for the account holder in the Core system and generates a member account number for the application’s primary applicant. This allows for the addition of account numbers to application documents before disbursement occurs.
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During disbursement, an account number is only generated when the account number for the account product is left blank. A Validation error has been added to the Framework to prevent an application from being disbursed if an account number for a account product is required and not present. |
Add Applicant Window
Quickly and eaily assign an applicant a role on an application.
The Add Applicant window now includes an Applicant Role(s) section rather than individual radio buttons for each applicant type. With the new ability to assign applicant types to a sub-product and the introduction of account products, the new look and feel of the Add Applicant window enables users to select a role from a list of the applicant types available for the sub-product .
