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Feature 421447: DocuTech Integration/Option 2 - Future State / Custom Docs - Payload updates for request

Ashley Bor
  • Updated

OVERVIEW

  • Provide the ability to include additional data for Client specific documents at DocuTech so that these documents populate as expected.

 

Description

  • Add new UI fields/options to collect additional data
  • Add new mappings to request payload to provide data to DocuTech

 

Detailed Functionality

  1. Add "Seller Info" (Section) for "Purchase" loans only 
    1. Image
  2. Add "Total number of members in household" field 
    1. https://azuredevops.cloudvirga.com/tfs/DefaultCollection/c8c11676-52d3-4841-95e9-f738d01cdfb1/_apis/wit/attachments?FileNameGuid=e8c92f52-aa20-417c-84de-9c458122a367&FileName=temp1614390882698.png
  3. Add validation to the control for user to add household members in the USDA Center
    1. A page notification will be added to screen USDA Center that will display when the count of members added to section "Household Members & Income" does not match to the field "Total number of members in household" (in screen "LOAN \ APPLICATION \ Personal").
  4. Update Property UI > New Loan Info> Purpose of Refinance data 
  5. Add new Other Type field 
    1. https://azuredevops.cloudvirga.com/tfs/DefaultCollection/c8c11676-52d3-4841-95e9-f738d01cdfb1/_apis/wit/attachments?FileNameGuid=4e2a9ca5-3cab-4c30-8473-c17bcaaf8aeb&FileName=temp1614629371400.png
    2. Displays only when Purpose of Refinance = Cash-Out Other
      1. Drop down Options
        1. Select One
        2. Medical Expense
        3. Balloon Payment
        4. Other
    3. Displays only when Purpose of Refinance = No Cash-Out Other
      1. Drop down Options
        1. Select One
        2. Balloon Payment
        3. Prevent Loss
        4. Other
  6. Add new Other Description field 
    1. Label = Description
    2. Displays only when Other Type = Other
    3. Text value entered must be saved to the loan
  7. Update MISMO Export with new field mappings
  8. Update Encompass Export for new fields and values
    1. Seller Name - May already be part of TPO implementation
      1. See image below for Encompass fields ("Seller 1" Id #638) located in Encompass form "Borrower Information - Vesting"
      2. https://azuredevops.cloudvirga.com/tfs/DefaultCollection/c8c11676-52d3-4841-95e9-f738d01cdfb1/_apis/wit/attachments?FileNameGuid=74010743-3421-426d-a7bb-5a805c6b1489&FileName=temp1614715935358.png
  9. Total number of members in household
    1. See image below for Encompass fields ("Family Size" Id #CASASRN.X145, "USDA Count of Household members" id #USDA.X179) located in Encompass Standard Form "ATR/QM Management"
      1. https://azuredevops.cloudvirga.com/tfs/DefaultCollection/c8c11676-52d3-4841-95e9-f738d01cdfb1/_apis/wit/attachments?FileNameGuid=48165309-1460-4f12-b28e-8fd966b87e4f&FileName=temp1614963252293.png
  10. Purpose of Refinance = Other: Description field
    1. The additional fields do not have 1 to 1 mappings to LOS Encompass, however there are changes to the existing field "Loan Info Refi Purpose" (id #299) and field "Government Refinance Type" (id #URLA.X165)
    2. See image below for Encompass fields (id #299, id #URLA.X165) located in Encompass form "1003 URLA Lender"
      1. Image
  11. DocuTech Mapping Changes: Add new mappings to Disclosure Request payload

 

Acceptance Criteria

Use Case # 1: Verify Purchase Transaction new fields

  1. Create new loan with Transaction Type = Purchase
  2. Complete the application
  3. Access the Personal tab
  4. Verify the new field: "Total number of members in household" 
    1. https://azuredevops.cloudvirga.com/tfs/DefaultCollection/c8c11676-52d3-4841-95e9-f738d01cdfb1/_apis/wit/attachments?FileNameGuid=e8c92f52-aa20-417c-84de-9c458122a367&FileName=temp1614390882698.png
    2. Click on the information icon to the right of the field label
    3. Verify the text displays:  Includes the total count of household members, including borrower(s), dependents and non-dependents to reside at subject property.
    4. Verify you cannot populate this field with letter
    5. Verify you can populate this field with integers
    6. Populate the field = 4 and save the loan.
    7. Access the 2nd 1003 on the loan and verify this field is prepopulated with the same value.
  5. Access the Property UI
  6. Verify the new Seller Info section displays appropriately
  7. Verify the fields around the new Seller Info display appropriately
    1. https://azuredevops.cloudvirga.com/tfs/DefaultCollection/c8c11676-52d3-4841-95e9-f738d01cdfb1/_apis/wit/attachments?FileNameGuid=42e2e9d9-5c11-467c-95a1-fddfe68801c4&FileName=propTab.png
      1. For URLA 2020, we are modifying the "New Loan Info" layout by:
        1. Moving "First Time Homebuyer" (checkbox) field below "Loan Amount" 
        2. Moving "Seller Credit" (input) field below "Downpayment Source"
      2. For URLA "New" 2009, we are modifying the "New Loan info" layout by:
        1. Moving "Other Credit" (field) and  "(+) Add Other Credits" (link) to under "Loan Amount"
        2. https://azuredevops.cloudvirga.com/tfs/DefaultCollection/c8c11676-52d3-4841-95e9-f738d01cdfb1/_apis/wit/attachments?FileNameGuid=655f4791-37b8-4524-b6a9-dae4fa09e825&FileName=otherCreditFields.png
  8. Add a value for the Seller Name
  9. Save the loan
  10. Access the Loan Participants flyout
  11. Verify the Seller Name has been added in the Seller Information section of the flyout.
  12. Access the 2nd 1003 Property UI
  13. Verify the Seller Info section is prepopulated with the correct value.
    1. https://azuredevops.cloudvirga.com/tfs/DefaultCollection/c8c11676-52d3-4841-95e9-f738d01cdfb1/_apis/wit/attachments?FileNameGuid=1797e937-1c4c-4933-afff-98230d4c67cc&FileName=lp.png

User Case # 2: Verify Refinance Transaction New Fields

  1. Create a new loan with Transaction Type: Refinance and two 1003s
  2. Complete both applications
  3. Access the Personal tab
  4. Verify the new field: "Total number of members in household" 
    1. https://azuredevops.cloudvirga.com/tfs/DefaultCollection/c8c11676-52d3-4841-95e9-f738d01cdfb1/_apis/wit/attachments?FileNameGuid=e8c92f52-aa20-417c-84de-9c458122a367&FileName=temp1614390882698.png
    2. Click on the information icon to the right of the field label
    3. Verify the text displays:  Includes the total count of household members, including borrower(s), dependents and non-dependents to reside at subject property.
    4. Verify you cannot populate this field with letter
    5. Verify you can populate this field with integers
    6. Populate the field = 4 and save the loan.
    7. Access the 2nd 1003 on the loan and verify this field is prepopulated with the same value.
  5. Access the Property UI
    1. In the Purpose of Refinance dropdown, select Cash-Out Other
    2. https://azuredevops.cloudvirga.com/tfs/DefaultCollection/c8c11676-52d3-4841-95e9-f738d01cdfb1/_apis/wit/attachments?FileNameGuid=4e2a9ca5-3cab-4c30-8473-c17bcaaf8aeb&FileName=temp1614629371400.png
    3. Verify the "Other Type" field appears
    4. Verify the values displayed = Select One
    5. Verify the values available in the Other Type field also include
      1. Medical Expense 
      2. Balloon Payment
      3. Other
    6. Select each of these values and save
    7. Verify each value saved is persisted in the field by refreshing the loan
    8. With Other Type = Other selected
      1. Verify the Description field displays
      2. Enter a value in the Description field and save
    9. Refresh the loan to ensure the value is persisted

User Case # 3: Encompass Export

  1. Update Encompass Export for new fields and values
    1. Seller Name
      1. See image below for Encompass fields ("Seller 1" Id #638) located in Encompass form "Borrower Information - Vesting"
        https://azuredevops.cloudvirga.com/tfs/DefaultCollection/c8c11676-52d3-4841-95e9-f738d01cdfb1/_apis/wit/attachments?FileNameGuid=74010743-3421-426d-a7bb-5a805c6b1489&FileName=temp1614715935358.png
  2. Total number of members in household
      1. See image below for Encompass fields ("Family Size" Id #CASASRN.X145, "USDA Count of Household members" id #USDA.X179) located in Encompass Standard Form "ATR/QM Management"
        https://azuredevops.cloudvirga.com/tfs/DefaultCollection/c8c11676-52d3-4841-95e9-f738d01cdfb1/_apis/wit/attachments?FileNameGuid=48165309-1460-4f12-b28e-8fd966b87e4f&FileName=temp1614963252293.png
      2. See image below for Encompass fields (USDA.X53 thru USDA.X95, and USDA.X188 thru USDA.X192) located in Encompass Standard form "USDA Management" under section "Rural Assistance URLA".
        Image
        Image
  3. Purpose of Refinance = Other: Description field
      1. See image below for Encompass fields (id #299, id #URLA.X165) located in Encompass form "1003 URLA Lender"
        Image

Use Case # 4: Data Mapping Validation

  1. You must first create a loan 
    1. Complete the Application
    2. Shop for Rates and Apply a product
  2. Add the specific data which is identified for each new mapping in the Data to be Verified section
    1. Check the Value = for source of data
    2. Verify your loan included the appropriate print triggers for the document population you are validating
  3. Create Initial Disclosures
  4. Access Integration Services
  5. Open the Vendor Request for the Document Generation - DocuTech product
  6. Verify new mappings in the request payload (xpath, attribute, value)
  7. Verify document population
    1. Access Doc Vault
    2. Open the Disclosure Package and locate the specific document
    3. Verify the data have populated appropriately
  8. Data to be validated and specific document Ids.
    1. Add mapping: //SMART_DOCUMENT/DATA/MAIN/LOAN/_CLOSING_DOCUMENTS/SELLER[@_SequenceIdentifier='1']/@_UnparsedName
      1. Value = Seller Name / Entity Name field added in this feature
      2. Documents for validation: 8330, 9114, 9725, 18918, 19929, 20610
    2. Add mapping: //SMART_DOCUMENT/DATA/CUSTOM/CONFORMX/CX_PROCESSING/BORROWER_SAVINGS_PLAN/@ChildCareExpense
      1. Value = Credit Screen > Miscellaneous Expenses > Child Care Expenses > Monthly Amount
      2. Documents for validation: 22582
      3. https://azuredevops.cloudvirga.com/tfs/DefaultCollection/c8c11676-52d3-4841-95e9-f738d01cdfb1/_apis/wit/attachments?FileNameGuid=3c01af53-352c-4a66-a1c6-41502ba70e5d&FileName=temp1614299865917.png
    3. Add mapping:  //SMART_DOCUMENT/DATA/CUSTOM/CONFORMX/CX_REFINANCE/@TangibleNetBenefitDesc
      1. (New Field) Value = <Description> field when Purpose of Refinance = Cash-Out Other or No Cash-Out Other, and Other Type = Other
      2. Document for validation: 10621
    4. Add mapping: //SMART_DOCUMENT/DATA/CUSTOM/CONFORMX/CX_REFINANCE/NET_TANGIBLE/@CashoutBenefitMedical
      1. (New Value)  Set Value = "True" when Purpose of Refiance = Cash-out Other, and Cash-Out Other Type = Medical Expense
      2. Document for validation: 10621
    5. Add mapping: //SMART_DOCUMENT/DATA/CUSTOM/CONFORMX/CX_REFINANCE/NET_TANGIBLE/@BalloonPymt
      1. (New Value)  Set Value = "True" when Purpose of Refiance = Cash-out Other or No Cash-Out Other, and Other Type = Balloon Payment
      2. Document for validation: 10621
    6. Add mapping: //SMART_DOCUMENT/DATA/CUSTOM/CONFORMX/CX_REFINANCE/NET_TANGIBLE/@PreventLoss
      1. (New Value) Set Value = "True" when Purpose of Refiance = No Cash-out Other, and Other Type = Prevent Loss
      2. Document for validation: 10621
    7. Add mapping: //SMART_DOCUMENT/DATA/CUSTOM/CONFORMX/CX_REFINANCE/NET_TANGIBLE/@OtherBenefit
      1. Set Value = "True" when Purpose of Refinance = Cash-Out Other or No Cash-Out Other
      2. Document for validation: 10621
    8. Add mapping: //SMART_DOCUMENT/DATA/CUSTOM/CONFORMX/CX_REFINANCE/NET_TANGIBLE/@CashoutBenefitEducation
      1. Set Value = "True" when Purpose of Refianancing = Cash-Out Tuition Expense 
      2. Document for validation: 10621
    9. Add mapping: //SMART_DOCUMENT/DATA/CUSTOM/CONFORMX/CX_REFINANCE/NET_TANGIBLE/@DebtConsolidation
      1. Set Value = "True" when Purpose of Refinance = Cash-out Debt Consolidation
      2. Document for validation: 10621
    10. Add mapping: //SMART_DOCUMENT/DATA/MAIN/LOAN/_APPLICATION/BORROWER[not(@BorrowerNonObligatedIndicator="Y")][1]/@DTC_EIN
      1. Set Value = "Employer Identification #" from Income screen when Employment Status = Current and Employment Type = Self-Employed for borrower.
      2. If more than one instance exists for the borrower, select values from first instance.
      3. Documents for validation: 22524, 24416, 801
    11. Add mapping: //SMART_DOCUMENT/DATA/CUSTOM/CONFORMX/CX_LOAN/FHA_VA_LOAN/@VAReasonableValueAmt
      1. Value = "Appraised Value" from Subject Property Details
      2. Document for validation: 3261, 
    12. Add mapping: //SMART_DOCUMENT/DATA/CUSTOM/CONFORMX/CX_LOAN/USDA_LOAN/@AnnualHouseholdIncome
      1. Value = use same calculations currently used for mapping: //SMART_DOCUMENT/DATA/MAIN/LOAN/CUSTOM/CONFORMX/CX_LOAN/CX_USDA/RD3555_21/@TotalAnnualHouseholdIncome
      2. Document for validation: 12329
    13. Add mapping: //SMART_DOCUMENT/DATA/CUSTOM/CONFORMX/CX_PROPERTY/@NewConstruction
      1. Value = "False" when Subject Property "Structure" = Existing; = "True" when Subject Property "Structure" = New
      2. Document for validation: 13956, 14084, 18683, 16317, 19105, 19438, 20610, 21411
    14. Add mapping: //SMART_DOCUMENT/DATA/CUSTOM/CONFORMX/CX_LOAN/REASONSFORCBSV/@ToApplyForALoan="True"
      1. Document for verification: 14043
    15. Add mapping: //SMART_DOCUMENT/DATA/CUSTOM/CONFORMX/CX_AGENT[@_Type="SSNVerification"]/@NameAndAddress
      1. Value = System Admin > Configurations > Environment > Disclosures.TaxTranscriptRequest.DefaultMappings - "<Sect5Name><Sect5Address> <Sect5City>, <Sect5State> <Sect5Zip>"
        1. This is an existing configuration that must be populated
      2. Document for verification: 14043
    16. Add mapping: //SMART_DOCUMENT/DATA/CUSTOM/CONFORMX/CX_LOAN/REASONSFORCBSV/@SSA89CompanyName
      1. Value= Branch (Division)(Channel)(Company): Concatenate with space between <Disclosure Lender Name>
        1. This is an existing configuration that must be populated
      2. Documents for verification: 14043
    17. Add mapping: //SMART_DOCUMENT/DATA/CUSTOM/CONFORMX/CX_LOAN/REASONSFORCBSV/@SSA89CompanyAddress
      1. Value= Branch (Division)(Channel)(Company): Concatenate with space between <Street Address> <City>, <State> <Zip>
        1. This is an existing configuration that must be populated
      2. Documents for verification: 14043
    18. Add mapping: //SMART_DOCUMENT/DATA/CUSTOM/CONFORMX/CX_AGENT[@_Type="Selling"][1]/@_FirstName
      1. Value = Contact Name from Participants Type = Realtor, with Agent Type = Sellers Agent (or Dual Agent if Sellers Agent is not present)
      2. Documents for validation: 15626
    19. Add mapping: //SMART_DOCUMENT/DATA/CUSTOM/CONFORMX/CX_AGENT[@_Type="Selling"][1]/@_CompanyName 
      1. Value = Company Name from Participants Type = Realtor, with Agent Type = Sellers Agent (or Dual Agent if Sellers Agent is not present)
      2. Documents for validation: 15626
    20. Add mapping: //SMART_DOCUMENT/DATA/CUSTOM/CONFORMX/CX_LOAN/FHA_VA_LOAN/@NumberOfPeopleInHousehold.   
      1. (New Field) Value = Personal Page <Total number of members in household>
      2. Documents for validation: 18683, 19050, 19105, 19438, 19439, 19927, 19929, 21411
    21. Add mapping for each borrower: //SMART_DOCUMENT/DATA/MAIN/LOAN/_APPLICATION/BORROWER[@_SequenceIdentifier='1']/@_AgeAtApplicationYears 
      1. Value = <Calculate Age using DateToday - DateOfBirth.  Map results (in years) as Integer.
      2. Documents for validation: 18683, 18708, 19927, 
  9. Verify existing mappings
    1. Verify the following mapping exists for Non-Borrowing Spouse.  If not, it must be added.
    2. //SMART_DOCUMENT/DATA/MAIN/LOAN/_APPLICATION/BORROWER/@BorrowerNonObligatedIndicator="Y"
      1. @_FirstName
      2. @_LastName
    3. Documents for validation: 8330, 13956, 16733, 19050, 19105, 19927, 21411, 21412, 21418, 21422
    4. Source of data: First/Last name of spouse when spouse is not on loan, but is on title.
      1. Image    

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