With version 15.01 comes a new solution and new functionality, which has resulted in the relocation of certain items in the Framework as well as name changes to various Framework functionality.
This section provides the following information as a cross reference the old navigation in version 14/15 with the new navigation to quickly locate new and existing functionality in version 15.01:
Navigation Changes
System Management
The System Management menu has been enhanced to support the Account Origination solution. The Lending folder that appeared in prior versions has been renamed to Origination and now includes an Loan sub-folder to organize solution specific functionality. Items common to both origination solutions, such as Hyperlinks and Queues, appear within the Origination folder along with a Loan sub-folder.
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Each sub-folder that appears under the Origination folder is determined by the active solution(s) for an institution. For example, if the Account Origination solution is not active for an institution, the Account sub-folder does not appear under Origination in System Management. |
Reference the table below to locate existing System Management items in version 15.01.:
The following table provides an overview of the new items added to the System Management menu in 15.01:
| System Management Item | Framework Location |
| Validation Models | System Management > Origination > Validation Models |
Permissions
To support the enhancements made to the System Management menu, new Permission categories have been added to the Permissions tab in System Management > Users and System Management > Groups > Security Groups. In prior versions, the Lending System Management category contained all permissions that controlled access to various System Management items. Now, the following three categories appear to organize permissions according to their applicable solution:
- System Management - Loan Contains the permissions that provide access to the items included under the Loan sub-folder in System Management,
- System Management - Origination Contains the permissions that provide access to the items that fall under the Origination folder and are common across both Account and Loan Origination.
Reference the table below to locate existing permissions from the Lending System Management category in version 15.01:
| Permission in 15.01 | Version 15.01 Permission Category |
| Base Rate Tables Management | System Management - Loan |
| Batch Disbursement Management | System Management - Origination |
| Batch Queue Processing | System Management - Origination |
| Cross-sell Product Management | System Management - Loan |
| Debt Protection Plan Management | System Management - Loan |
| Decision Model Management | System Management - Origination |
| Document Template Management | System Management - Origination |
| Editability | System Management - Origination |
| Email Template Management | System Management - Origination |
| Event Processing | System Management - Origination |
| Field List Configurations | System Management - Origination |
| HMDA Reporting Management | System Management - Loan |
| Loan Application Type Management | System Management - Loan |
| Notification Groups | System Management - Origination |
|
Origination Queue Management |
System Management - Origination |
| Pricing Model Management | System Management - Loan |
| Promotions Management | System Management - Loan |
| Risk Model Management | System Management - Loan |
| Rules Management | System Management - Origination |
| Screens | System Management - Origination |
| Summary Screens Management | System Management - Origination |
| Vendor Management | System Management - Loan |
| WebLoan | System Management - Origination |
| Workflow Model Management | System Management - Loan |
Validation Models
In versions prior to 15.01, validation models were assigned as part of the workflow model configuration. Now, validation models are assigned to sub-products independent of workflow models and the Decision, Document, Disbursement, Post Disbursement and Post Decline Validation tabs have been removed from the Workflow Model Configuration window.
To support this, a new Validation Models page has been added to System Management > Origination > Validation Models.
For more information, please see the Application Configuration Enhancements topic within this guide.
Name Changes
Various items throughout the Framework have undergone a name change to support the new Account Origination solution. The table below provides an overview of the existing Framework functionality that has undergone a name change, including the name of the item in prior versions, the Framework location and the name of the item as it now appears in 15.01:
| Name of Framework Item in Version 14/15 | Framework Location in 15.01 | Name of Framework Item in Version 15.01 | ||
| Application | ||||
| Approve Application screen | Screen that appears when manually approving a loan application | Approve Loan | ||
| Decline Application screen | Screen that appears when manually declining a loan application | Decline Loan | ||
| Permissions | ||||
| Approve Application Permission |
System Management > Users > Permissions |
Approve Loan | ||
| Decline Application Permission |
System Management > Users > Permissions |
Decline Loan | ||
| Disburse Loan Application Permission |
System Management > Users > Permissions |
Disburse Loan | ||
| Lending Queue Management |
System Management > Users > Permissions |
Origination Queue Management | ||
| Lending System Management Permission Category |
System Management > Users > Permissions |
System Management - Origination
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| Lending Tools Permission Category |
System Management > Users > Permissions System Management > Groups > Security Groups > Permissions |
Origination Tools | ||
| Loan Application Processing Permission Category |
System Management > Users > Permissions |
Application Processing | ||
| Manually Disburse Loan Application Permission |
System Management > Users > Permissions |
Manually Disburse Application | ||
| Ribbon Bar | ||||
| Lending Queues | Queues drop-down in Ribbon Bar | Application Queues | ||
| New Loan Application screen | Screen that appears when creating an application from the Ribbon Bar | New Application | ||
| Product: Sub-Product drop-down | Drop-down that appears in the New Application screen | Applying For | ||
| Rules Management | ||||
| Assign Application Decision to <Decision> Template | Available when building a Decisioning rule from System Management > Origination > Rules Management |
Assign Application Loan Decision of <select a decision>
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| System Management | ||||
| Loan Application Export Item | Create drop-down in System Management > Exports | Application Export | ||
| Loan Product Definition | System Management > Origination > Loan > Loan Application Types |
Loan Application Types
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| Solution.Lending page | System Management > Solutions > Origination |
Solution.Origination
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| Workflow Models | System Management > Origination > Loan > Loan Workflow Models | Loan Workflow Models | ||
Configuration Manager
Export items in Configuration Manager have been renamed to support the account origination solution in the Framework and reflect the new "Origination" naming convention. Prior to this enhancement, export items specific to Lending were listed as "Lending > Item" within the Item Type drop-down in the Add Export Items window. Now, when an export item specific to Origination is added in System Management > Configurations > Export Configurations, the export item displays as “Origination > Item Name." For example, in versions prior to 15.01, Framework functionality such as Decision Models and Email Templates appeared as Lending > Decision Models and Lending > Email Templates. Now, these export items appear in the Add Export Item window as Origination > Decision Models and Origination > Email Templates.