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Feature 423846: MISMO - New Fields to be added - Taxes and Insurance Period and Map LOA and Processor

Ashley Bor
  • Updated

OVERVIEW

  • Export to LOS [MISMO 3.4] will be updated with the following:
    • For Escrow items the Period field in Export to LOS Service MISMO 3.4 payload will be set as per UI drop down in HOA Calculator under housing expenses.
    • New PARTY Mapping for Loan Processor are added to the Export to LOS Service [MISMO 3.4]
    • New PARTY Mapping for Loan Officer Assistant [LOA] are added to the Export to LOS Service [MISMO 3.4]

 

Description

  1. Escrow Item Period
    1. For Escrow items the Period field in Export to LOS Service MISMO 3.4 payload will be set as per UI drop down in HOA Calculator under housing expenses.
      1. /MESSAGE/DEAL_SETS/DEAL_SET/DEALS/DEAL/LOANS/LOAN/ESCROW/ESCROW_ITEMS/ESCROW_ITEM/ESCROW_ITEM_DETAIL/EscrowPaymentFrequencyType
    2. Mapping Snapshot
      1. mceclip0.png
  2. New Mappings: For Loan Processor and LOA
    1. New "PARTY" node needs to be added for mapping the loan processor and LOA to Export to LOS Service MISMO 3.4 payload.
      1. Loan Processor
        1. /MESSAGE/DEAL_SETS/DEAL_SET/DEALS/DEAL/PARTIES/PARTY/INDIVIDUAL/CONTACT_POINTS/CONTACT_POINT/CONTACT_POINT_EMAIL/ContactPointEmailValue[LoanProcessor]
        2. /MESSAGE/DEAL_SETS/DEAL_SET/DEALS/DEAL/PARTIES/PARTY/INDIVIDUAL/CONTACT_POINTS/CONTACT_POINT/CONTACT_POINT_TELEPHONE/ContactPointTelephoneValue[LoanProcessor]
        3. /MESSAGE/DEAL_SETS/DEAL_SET/DEALS/DEAL/PARTIES/PARTY/INDIVIDUAL/NAME/FullName[LoanProcessor]
        4. /MESSAGE/DEAL_SETS/DEAL_SET/DEALS/DEAL/PARTIES/PARTY/INDIVIDUAL/NAME/FirstName[LoanProcessor]
        5. /MESSAGE/DEAL_SETS/DEAL_SET/DEALS/DEAL/PARTIES/PARTY/INDIVIDUAL/NAME/LastName[LoanProcessor]
        6. /MESSAGE/DEAL_SETS/DEAL_SET/DEALS/DEAL/PARTIES/PARTY/ROLES/ROLE/@SequenceNumber[LoanProcessor]
        7. /MESSAGE/DEAL_SETS/DEAL_SET/DEALS/DEAL/PARTIES/PARTY/ROLES/ROLE/XLINK [LoanProcessor]
        8. /MESSAGE/DEAL_SETS/DEAL_SET/DEALS/DEAL/PARTIES/PARTY/ROLES/ROLE/CV:Id [LoanProcessor]
        9. /MESSAGE/DEAL_SETS/DEAL_SET/DEALS/DEAL/PARTIES/PARTY/ROLES/ROLE/LICENSES/LICENSE/LICENSE_DETAIL/LicenseAuthorityLevelType[LoanProcessor_NMLS]
        10. /MESSAGE/DEAL_SETS/DEAL_SET/DEALS/DEAL/PARTIES/PARTY/ROLES/ROLE/LICENSES/LICENSE/LICENSE_DETAIL/LicenseIdentifier[LoanProcessor_NMLS]
        11. /MESSAGE/DEAL_SETS/DEAL_SET/DEALS/DEAL/PARTIES/PARTY/ROLES/ROLE/LICENSES/LICENSE/LICENSE_DETAIL/LicenseIssuingAuthorityName[LoanProcessor_NMLS]
        12. /MESSAGE/DEAL_SETS/DEAL_SET/DEALS/DEAL/PARTIES/PARTY/ROLES/ROLE/ROLE_DETAIL/PartyRoleType[LoanProcessor]
        13. /MESSAGE/DEAL_SETS/DEAL_SET/DEALS/DEAL/PARTIES/PARTY/ROLES/ROLE/PARTY_ROLE_IDENTIFIERS/PARTY_ROLE_IDENTIFIER/PartyRoleIdentifier[LoanProcessor_LOS]
        14. /MESSAGE/DEAL_SETS/DEAL_SET/DEALS/DEAL/PARTIES/PARTY/ROLES/ROLE/PARTY_ROLE_IDENTIFIERS/PARTY_ROLE_IDENTIFIER/PartyRoleIdentifierDescription[LoanProcessor_LOS]
      2. Loan Officer Assistant [LOA]
        1. /MESSAGE/DEAL_SETS/DEAL_SET/DEALS/DEAL/PARTIES/PARTY/INDIVIDUAL/CONTACT_POINTS/CONTACT_POINT/CONTACT_POINT_EMAIL/ContactPointEmailValue[LOA]
        2. /MESSAGE/DEAL_SETS/DEAL_SET/DEALS/DEAL/PARTIES/PARTY/INDIVIDUAL/CONTACT_POINTS/CONTACT_POINT/CONTACT_POINT_TELEPHONE/ContactPointTelephoneValue[LOA]
        3. /MESSAGE/DEAL_SETS/DEAL_SET/DEALS/DEAL/PARTIES/PARTY/INDIVIDUAL/NAME/FullName[LOA]
        4. /MESSAGE/DEAL_SETS/DEAL_SET/DEALS/DEAL/PARTIES/PARTY/INDIVIDUAL/NAME/FirstName[LOA]
        5. /MESSAGE/DEAL_SETS/DEAL_SET/DEALS/DEAL/PARTIES/PARTY/INDIVIDUAL/NAME/LastName[LOA]
        6. /MESSAGE/DEAL_SETS/DEAL_SET/DEALS/DEAL/PARTIES/PARTY/ROLES/ROLE/@SequenceNumber[LOA]
        7. /MESSAGE/DEAL_SETS/DEAL_SET/DEALS/DEAL/PARTIES/PARTY/ROLES/ROLE/XLINK [LOA]
        8. /MESSAGE/DEAL_SETS/DEAL_SET/DEALS/DEAL/PARTIES/PARTY/ROLES/ROLE/CV:Id [LOA]
        9. /MESSAGE/DEAL_SETS/DEAL_SET/DEALS/DEAL/PARTIES/PARTY/ROLES/ROLE/LICENSES/LICENSE/LICENSE_DETAIL/LicenseAuthorityLevelType[LOA_NMLS]
        10. /MESSAGE/DEAL_SETS/DEAL_SET/DEALS/DEAL/PARTIES/PARTY/ROLES/ROLE/LICENSES/LICENSE/LICENSE_DETAIL/LicenseIdentifier[LOA_NMLS]
        11. /MESSAGE/DEAL_SETS/DEAL_SET/DEALS/DEAL/PARTIES/PARTY/ROLES/ROLE/LICENSES/LICENSE/LICENSE_DETAIL/LicenseIssuingAuthorityName[LOA_NMLS]
        12. /MESSAGE/DEAL_SETS/DEAL_SET/DEALS/DEAL/PARTIES/PARTY/ROLES/ROLE/ROLE_DETAIL/PartyRoleType[LOA]
        13. /MESSAGE/DEAL_SETS/DEAL_SET/DEALS/DEAL/PARTIES/PARTY/ROLES/ROLE/ROLE_DETAIL/PartyRoleTypeOtherDescription[LOA]
        14. /MESSAGE/DEAL_SETS/DEAL_SET/DEALS/DEAL/PARTIES/PARTY/ROLES/ROLE/PARTY_ROLE_IDENTIFIERS/PARTY_ROLE_IDENTIFIER/PartyRoleIdentifier[LOA_LOS]
        15. /MESSAGE/DEAL_SETS/DEAL_SET/DEALS/DEAL/PARTIES/PARTY/ROLES/ROLE/PARTY_ROLE_IDENTIFIERS/PARTY_ROLE_IDENTIFIER/PartyRoleIdentifierDescription[LOA_LOS]
    2. Mapping Snapshot
      1. Table Description automatically generated
      2. Table Description automatically generated
      3. Text Description automatically generated
      4. Table Description automatically generated

Configuration & Prerequisite Information

  • Vendor Manager: Export to LOS [MISMO 3.4] must be active.
  • OLD System Admin: User Profile for Processor and LOA must be configured

 

Acceptance Criteria

Use Case # 1: Verify Period for Escrow Item and PARTY: LoanProcessor and LOA

  1. Complete loan application from Personal page to Income page
  2. Verify: All Green Check Marks are available
  3. Navigate to Loan Details Page
  4. Access loan Mega Menu --> Shop for Rates
  5. Click Shop for Rates
  6. Apply Product to the loan
  7. Navigate to Housing Expenses on Loan Details page
  8. Click HOA Calculator
  9. Fill the HOA Calculator as per following screenshot
    1. Graphical user interface, application, email Description automatically generated
  10. Verify the Payload for Export to LOS Service from integration service.
    1. Note: API: https://{Environment}/api/loans/{LOANGUID}?documentRequestOption=metadata&nameSpaceVersion=2
  11. Verify Each escrow Item under "ESCROW_ITEM"
  12. Verify: Each ESCROW_ITEM has the correct "EscrowPaymentFrequencyType" as per the mapping defined
  13. Navigate to Loan Assignments Screen under Loan Mega menu
    1. Assign a Loan Processor
    2. Assign a LOA
  14. Save the Loan
  15. Verify the Payload for Export to LOS Service from integration service
    1.  Note: API: https://{Environment}/api/loans/{LOANGUID}?documentRequestOption=metadata&nameSpaceVersion=2
  16. Verify: the Mapping for Loan Processor and LOA as per mapping defined.

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