Overview
The following changes have been made to disclosure tracking in release 6.0.1000:
- the disclosure tracking tool no longer appears on the "Loan Details" page, and has been moved to its own dedicated page
- the updated disclosure tracking tool now provides detailed status updates and key dates, which will help the user to determine which actions still need to be taken on individual disclosures packages
- the oPOS user will now receive email notifications when disclosures are created, as well as when they are viewed or signed by the borrower
"Disclosure Tracking" Page
Access the "Disclosure Tracking" page: Menu > Tools > Disclosure Tracking
Status Updates/Key Dates
For each disclosure package, the user will be able to view the following information:
- borrower name
- delivery method
- date sent to borrower
- date previewed by borrower
- date signed by borrower
- date of intent to proceed (ITP)
To learn more, check out the link(s) below:
Acceptance Criteria
Feature: Disclosure Tracking Link
Use Case #1:
- Log in to oPOS
- Create a new loan and complete 6 pieces
- Go to Loan Mega menu > Tools and click on the "Disclosure Tracking" tracking link
- VERIFY: The Disclosure Tracking Link in the Mega Menu is visible but disabled and the Disclosure Tracking page does NOT open
- Apply a Product
- Request Initial Disclosures by clicking the contextual button on the bottom right.
- VERIFY: the Disclosure Tracking Module is NOT visible on the Loan Details Screen
- Go to Loan Mega menu > Tools > Disclosure Tracking
- VERIFY: The Disclosure Tracking Page opens
- VERIFY: The Initial Disclosure Documents are displayed in an expanded view
Feature: Disclosure Tracking User Interface
AC#1: Confirm Disclosure Tracking (Component) is not visible yet.
- Sign in to oPOS
- Create new loan application; get 6 pieces
- VERIFY: Disclosure Tracking (component) is not displaying on the Loan Details (page) when Initial Disclosures hasn't been requested yet, requested date = null.
AC#2: Request for Initial Disclosures
A) Request Disclosures
- Create a new loan app with a primary borrower and a co-borrower (1st M1003)
- Add a 2nd M1003 with a primary borrower and a co-borrower
- Add a 3rd M1003 with a single borrower
- After completing 1003 by getting 6 pieces (Application tab); select a loan product (Pricing tab)
- Complete AUS (AUS tab)
- Go to Loan Details and "Create Initial Disclosures"
- Verify the "Disclosure Tracking (component) now appears in the Loan Details page below summary area and above the 3 sections: 'Pricing Information', 'Housing Expenses Breakdown', and 'Section L4 – Required Funds or Cash Back'.
- Verify in the body portion of the Loan Details page that the Disclosure Tracking (component) is showing
- Verify the package that is displaying is the "Initial Disclosures'
- Verify 'Requested' (has a date)
- Verify 'Created' is (null) and has _________ next to to the label
- Verify 'Delivered to All' is (null) and has _________ next to to the label
- Verify 'Signed by All' is (null) and has _________ next to to the label
- Click on the row to expand on the Initial Disclosure (accordion)
- Verify the detailed information of the 6 borrowers listed above appears (after expanding the parent accordion)
- Verify App 1 has: (Primary Borrower/Co-Borrower)
- Verify App 2 has: (Primary Borrower/Co-Borrower)
- Verify App 3 has: (Primary Borrower)
- Click on: [DisclosureGraphic] or [DisclosurePackageName] (text link hover = blue)
- Verify the disclosure package will display in a new browser tab.
AC3: eSign the Disclosures
Continuing from AC2 (above)
Continuing from AC2 (above)
A) Get some dates to show from different borrowers of the M1003s
- Follow Steps 1-5 from AC2
- Apply a Loan Product
- Go to Loan Details and "Create Initial Disclosures" once it is completed
- Click on the row to expand on the Initial Disclosure (accordion)
- Verify: In the Disclosure Tracking component's "Initial Disclosures" section, the 'Created' date has today's date populated and the '_______' (blank) has been removed
- Send the "Sign Initial Disclosures" SecureLink to the borrowers on APP 1, APP 2, and APP 3
- Verify: In the Disclosure Tracking component's expanded "Initial Disclosures" section, the 'Sent' date for borrowers on APP 1, APP 2, and APP 3 has today's date populated.
- Verify: In the Disclosure Tracking component's expanded "Initial Disclosures" section, the 'Delivered to All' date for the loan has today's date populated
- Exit the loan
- As the Borrower 1 on App 1, click on the link
- Activate account and log in
- eConsent to Signing
- Verify In the Disclosure Tracking component's expanded "Initial Disclosures" section, the 'eConsent' date for APP 1- Borrower 1 has today's date populated
- Begin eSign task / open eSigning room
- Complete eSigning
- Verify: In the Disclosure Tracking component's expanded "Initial Disclosures" section, the 'Preview' date for APP 1 - Borrower 1 has today's date populated
- Verify In the Disclosure Tracking component's expanded "Initial Disclosures" section, the 'ITP' date for APP 1 - Borrower 1 has today's date populated
- Verify: In the Disclosure Tracking component's expanded "Initial Disclosures" section, the 'Signed' date for APP 1 - Borrower 1 has today's date populated
- As the Borrower 2 on App 1, click on the link
- Activate account and log in
- eConsent to Signing
- Verify In the Disclosure Tracking component's expanded "Initial Disclosures" section, the 'eConsent' date for APP 1- Borrower 2 has today's date populated
- Begin eSign task / open eSigning room
- Complete eSigning
- Verify In the Disclosure Tracking component's expanded "Initial Disclosures" section, the 'Preview' date for APP 1 - Borrower 2 has today's date populated
- Verify In the Disclosure Tracking component's expanded "Initial Disclosures" section, the 'ITP' date for APP 1 - Borrower 2 has today's date populated
- Verify In the Disclosure Tracking component's expanded "Initial Disclosures" section, the 'Signed' date for APP 1 - Borrower 2 has today's date populated
- As the Borrower 1 on App 2, click on the link
- Activate account and log in
- eConsent to Signing
- Verify In the Disclosure Tracking component's expanded "Initial Disclosures" section, the 'eConsent' date for APP 2- Borrower 1 has today's date populated
- Begin eSign task / open eSigning room
- Complete eSigning
- Verify In the Disclosure Tracking component's expanded "Initial Disclosures" section, the 'Preview' date for APP 2 - Borrower 1 has today's date populated
- Verify In the Disclosure Tracking component's expanded "Initial Disclosures" section, the 'ITP' date for APP 2 - Borrower 1 has today's date populated
- Verify In the Disclosure Tracking component's expanded "Initial Disclosures" section, the 'Signed' date for APP 2 - Borrower 1 has today's date populated
- As the Borrower 2 on App 2, click on the link
- Activate account and log in
- eConsent to Signing
- Verify In the Disclosure Tracking component's expanded "Initial Disclosures" section, the 'eConsent' date for APP 2- Borrower 2 has today's date populated
- Begin eSign task / open eSigning room
- Complete eSigning
- Verify In the Disclosure Tracking component's expanded "Initial Disclosures" section, the 'Preview' date for APP 2 - Borrower 2 has today's date populated
- Verify In the Disclosure Tracking component's expanded "Initial Disclosures" section, the 'ITP' date for APP 2 - Borrower 2 has today's date populated
- Verify In the Disclosure Tracking component's expanded "Initial Disclosures" section, the 'Signed' date for APP 2 - Borrower 2 has today's date populated
- As the Borrower 1 on App 3 click on the link
- Activate account and log in
- eConsent to Signing
- Verify In the Disclosure Tracking component's expanded "Initial Disclosures" section, the 'eConsent' date for APP 3- Borrower 1 has today's date populated
- Begin eSign task / open eSigning room
- Complete eSigning
- Verify In the Disclosure Tracking component's expanded "Initial Disclosures" section, the 'Preview' date for APP 3 - Borrower 1 has today's date populated
- Verify In the Disclosure Tracking component's expanded "Initial Disclosures" section, the 'ITP' date for APP 3 - Borrower 1 has today's date populated
- Verify In the Disclosure Tracking component's expanded "Initial Disclosures" section, the 'Signed' date for APP 3 - Borrower 1 has today's date populated
- Verify In the Disclosure Tracking component's "Initial Disclosures" section, the 'Signed by All' date has today's date populated and the '_______' (blank) has been removed
*(Corresponding Feature number(s) - 440685, 414532, 419268, 439724)
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