Release 6.0.1000 includes the following changes to the "Personal" page of the loan application:
- Users in both cPOS and oPOS can now add information about a spouse who will not be on the loan (non-borrowing spouse)
- Users can now convert a previously-added co-borrower to a non-borrowing spouse
- Users can now remove a borrower from the loan application directly on the "Personal" page. Previously, borrowers could only be removed on the "Credit" section of the loan application.
Acceptance Criteria
Use Case #1: Verify Questions on Personal Page
- Create a new loan in oPOS [Purchase/Refi Transaction]
- Navigate to the Personal tab
- Add details for Borrower 1
- Set Borrower 1's “Marital Status” to be a partner with property rights
- URLA 2009
-
Married
-
Separated
-
- URLA 2020
- Married
- Separated
- Civil Union AND Property Rights = YES
- Domestic Partner AND Property Rights = YES
- Registered Reciprocal Beneficiary Benefits AND Property Rights = YES
- Other AND Property Rights = YES
- URLA 2009
- VERIFY: the following question is visible - “Spouse or registered partner going to be on the loan?”
- Select Yes
- VERIFY: Co-Borrower section is visible
Use Case 1.1: Verify Questions on Personal Page
- Repeat Steps 1-4 from Use Case 1
- VERIFY: the following question is visible - "Spouse or registered partner going to be on the loan?"
- Select No
- VERIFY: Co-Borrower section is NOT visible
- Select No
- VERIFY: the following question is visible - "Spouse or registered partner going to be on title?"
- Select No
- VERIFY: no additional data points for co-borrower or non-borrowing spouse are requested
- Select No
Use Case 1.2: Verify Questions on Personal Page for Non-Borrowing Spouse
- Repeat Steps 1-4 from Use Case 1
- VERIFY: the following question is visible - "Spouse or registered partner going to be on the loan?"
- Select No
- VERIFY: Co-Borrower section is NOT visible
- Select No
- VERIFY: the following question is visible - "Spouse or registered partner going to be on title?"
- Select Yes
- VERIFY: Non-Borrowing Spouse section is visible
- Select Yes
- Non-Borrowing Spouse Section
- Add 'First Name' and 'Last Name'
- VERIFY: Title has the correct names for Borrower 1 and their non-borrowing spouse
- VERIFY: Required fields are marked as “*”
- Required field names: First name and Last Name
- Leave the First and Last Name fields empty
- VERIFY: Red Field Validation appears on the screen
- Click Save
- VERIFY: page validation modal window appears
Use Case 2: Verify new Privilege is created
- Log in to iMP System Admin
- Select the desired test user
- User Account > User Profiles Tab
- Navigate to user privileges
- Privileges > Roles/Privileges
- VERIFY: new privilege 'Reissue Credit Button - Enable Remove Borrower/Co-Borrower' is available
Use Case 3: Remove Borrower Button
- Create a new loan in oPOS [Purchase/Refi Transaction]
- Navigate to the Personal tab of the loan application
- Complete borrower information
- Set Borrower 1's “Marital Status” to be a partner with property rights
- URLA 2009
-
Married
-
Separated
-
- URLA 2020
- Married
- Separated
- Civil Union AND Property Rights = YES
- Domestic Partner AND Property Rights = YES
- Registered Reciprocal Beneficiary Benefits AND Property Rights = YES
- Other AND Property Rights = YES
- URLA 2009
- VERIFY: the following question is visible - "Spouse or registered partner going to be on the loan?"
- Select YES
- VERIFY: Remove Borrower buttons appear next to both the Borrower and Co-Borrower Information accordion headers
*(Corresponding Feature number(s) - 399461)
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