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
- Escrow Item Period
- 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.
- /MESSAGE/DEAL_SETS/DEAL_SET/DEALS/DEAL/LOANS/LOAN/ESCROW/ESCROW_ITEMS/ESCROW_ITEM/ESCROW_ITEM_DETAIL/EscrowPaymentFrequencyType
- Mapping Snapshot
- 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 Mappings: For Loan Processor and LOA
- New "PARTY" node needs to be added for mapping the loan processor and LOA to Export to LOS Service MISMO 3.4 payload.
- Loan Processor
- /MESSAGE/DEAL_SETS/DEAL_SET/DEALS/DEAL/PARTIES/PARTY/INDIVIDUAL/CONTACT_POINTS/CONTACT_POINT/CONTACT_POINT_EMAIL/ContactPointEmailValue[LoanProcessor]
- /MESSAGE/DEAL_SETS/DEAL_SET/DEALS/DEAL/PARTIES/PARTY/INDIVIDUAL/CONTACT_POINTS/CONTACT_POINT/CONTACT_POINT_TELEPHONE/ContactPointTelephoneValue[LoanProcessor]
- /MESSAGE/DEAL_SETS/DEAL_SET/DEALS/DEAL/PARTIES/PARTY/INDIVIDUAL/NAME/FullName[LoanProcessor]
- /MESSAGE/DEAL_SETS/DEAL_SET/DEALS/DEAL/PARTIES/PARTY/INDIVIDUAL/NAME/FirstName[LoanProcessor]
- /MESSAGE/DEAL_SETS/DEAL_SET/DEALS/DEAL/PARTIES/PARTY/INDIVIDUAL/NAME/LastName[LoanProcessor]
- /MESSAGE/DEAL_SETS/DEAL_SET/DEALS/DEAL/PARTIES/PARTY/ROLES/ROLE/@SequenceNumber[LoanProcessor]
- /MESSAGE/DEAL_SETS/DEAL_SET/DEALS/DEAL/PARTIES/PARTY/ROLES/ROLE/XLINK [LoanProcessor]
- /MESSAGE/DEAL_SETS/DEAL_SET/DEALS/DEAL/PARTIES/PARTY/ROLES/ROLE/CV:Id [LoanProcessor]
- /MESSAGE/DEAL_SETS/DEAL_SET/DEALS/DEAL/PARTIES/PARTY/ROLES/ROLE/LICENSES/LICENSE/LICENSE_DETAIL/LicenseAuthorityLevelType[LoanProcessor_NMLS]
- /MESSAGE/DEAL_SETS/DEAL_SET/DEALS/DEAL/PARTIES/PARTY/ROLES/ROLE/LICENSES/LICENSE/LICENSE_DETAIL/LicenseIdentifier[LoanProcessor_NMLS]
- /MESSAGE/DEAL_SETS/DEAL_SET/DEALS/DEAL/PARTIES/PARTY/ROLES/ROLE/LICENSES/LICENSE/LICENSE_DETAIL/LicenseIssuingAuthorityName[LoanProcessor_NMLS]
- /MESSAGE/DEAL_SETS/DEAL_SET/DEALS/DEAL/PARTIES/PARTY/ROLES/ROLE/ROLE_DETAIL/PartyRoleType[LoanProcessor]
- /MESSAGE/DEAL_SETS/DEAL_SET/DEALS/DEAL/PARTIES/PARTY/ROLES/ROLE/PARTY_ROLE_IDENTIFIERS/PARTY_ROLE_IDENTIFIER/PartyRoleIdentifier[LoanProcessor_LOS]
- /MESSAGE/DEAL_SETS/DEAL_SET/DEALS/DEAL/PARTIES/PARTY/ROLES/ROLE/PARTY_ROLE_IDENTIFIERS/PARTY_ROLE_IDENTIFIER/PartyRoleIdentifierDescription[LoanProcessor_LOS]
- Loan Officer Assistant [LOA]
- /MESSAGE/DEAL_SETS/DEAL_SET/DEALS/DEAL/PARTIES/PARTY/INDIVIDUAL/CONTACT_POINTS/CONTACT_POINT/CONTACT_POINT_EMAIL/ContactPointEmailValue[LOA]
- /MESSAGE/DEAL_SETS/DEAL_SET/DEALS/DEAL/PARTIES/PARTY/INDIVIDUAL/CONTACT_POINTS/CONTACT_POINT/CONTACT_POINT_TELEPHONE/ContactPointTelephoneValue[LOA]
- /MESSAGE/DEAL_SETS/DEAL_SET/DEALS/DEAL/PARTIES/PARTY/INDIVIDUAL/NAME/FullName[LOA]
- /MESSAGE/DEAL_SETS/DEAL_SET/DEALS/DEAL/PARTIES/PARTY/INDIVIDUAL/NAME/FirstName[LOA]
- /MESSAGE/DEAL_SETS/DEAL_SET/DEALS/DEAL/PARTIES/PARTY/INDIVIDUAL/NAME/LastName[LOA]
- /MESSAGE/DEAL_SETS/DEAL_SET/DEALS/DEAL/PARTIES/PARTY/ROLES/ROLE/@SequenceNumber[LOA]
- /MESSAGE/DEAL_SETS/DEAL_SET/DEALS/DEAL/PARTIES/PARTY/ROLES/ROLE/XLINK [LOA]
- /MESSAGE/DEAL_SETS/DEAL_SET/DEALS/DEAL/PARTIES/PARTY/ROLES/ROLE/CV:Id [LOA]
- /MESSAGE/DEAL_SETS/DEAL_SET/DEALS/DEAL/PARTIES/PARTY/ROLES/ROLE/LICENSES/LICENSE/LICENSE_DETAIL/LicenseAuthorityLevelType[LOA_NMLS]
- /MESSAGE/DEAL_SETS/DEAL_SET/DEALS/DEAL/PARTIES/PARTY/ROLES/ROLE/LICENSES/LICENSE/LICENSE_DETAIL/LicenseIdentifier[LOA_NMLS]
- /MESSAGE/DEAL_SETS/DEAL_SET/DEALS/DEAL/PARTIES/PARTY/ROLES/ROLE/LICENSES/LICENSE/LICENSE_DETAIL/LicenseIssuingAuthorityName[LOA_NMLS]
- /MESSAGE/DEAL_SETS/DEAL_SET/DEALS/DEAL/PARTIES/PARTY/ROLES/ROLE/ROLE_DETAIL/PartyRoleType[LOA]
- /MESSAGE/DEAL_SETS/DEAL_SET/DEALS/DEAL/PARTIES/PARTY/ROLES/ROLE/ROLE_DETAIL/PartyRoleTypeOtherDescription[LOA]
- /MESSAGE/DEAL_SETS/DEAL_SET/DEALS/DEAL/PARTIES/PARTY/ROLES/ROLE/PARTY_ROLE_IDENTIFIERS/PARTY_ROLE_IDENTIFIER/PartyRoleIdentifier[LOA_LOS]
- /MESSAGE/DEAL_SETS/DEAL_SET/DEALS/DEAL/PARTIES/PARTY/ROLES/ROLE/PARTY_ROLE_IDENTIFIERS/PARTY_ROLE_IDENTIFIER/PartyRoleIdentifierDescription[LOA_LOS]
- Loan Processor
- Mapping Snapshot
- New "PARTY" node needs to be added for mapping the loan processor and LOA to Export to LOS Service MISMO 3.4 payload.
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
- Complete loan application from Personal page to Income page
- Verify: All Green Check Marks are available
- Navigate to Loan Details Page
- Access loan Mega Menu --> Shop for Rates
- Click Shop for Rates
- Apply Product to the loan
- Navigate to Housing Expenses on Loan Details page
- Click HOA Calculator
- Fill the HOA Calculator as per following screenshot
- Verify the Payload for Export to LOS Service from integration service.
- Note: API: https://{Environment}/api/loans/{LOANGUID}?documentRequestOption=metadata&nameSpaceVersion=2
- Verify Each escrow Item under "ESCROW_ITEM"
- Verify: Each ESCROW_ITEM has the correct "EscrowPaymentFrequencyType" as per the mapping defined
- Navigate to Loan Assignments Screen under Loan Mega menu
- Assign a Loan Processor
- Assign a LOA
- Save the Loan
- Verify the Payload for Export to LOS Service from integration service
- Note: API: https://{Environment}/api/loans/{LOANGUID}?documentRequestOption=metadata&nameSpaceVersion=2
- Verify: the Mapping for Loan Processor and LOA as per mapping defined.
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