The 6.0.2000 release includes the following changes to transcript request forms:
- In oPOS, when the user makes the following document requests of the borrower, the requested information is automatically exported to Encompass:
-
- Request for Copy of Tax Return
- Request for Transcript of Tax
Acceptance Criteria
USE CASES
Use Case 1: Individually Filed Returns
- Log in to oPOS
- Start a new Joint loan application
- Complete the Six Pieces of Information
- On the Income tab, enter Employment Records for both borrowers where Employment Type = Employed
- Click on the Edit Transcript Request Forms link
- Finish completing the Transcript Request Forms for both borrowers
- Shop for Rates and apply a loan product
- Export the loan to Encompass
- Wait for the Export to Complete
- Open the loan in Encompass
- VERIFY: Data in the Transcript Request Forms was Exported to Encompass correctly (as indicated in the Requirements)
- REGRESSION:
- In oPOS, Request Initial Disclosures
- VERIFY: The 4506 forms in the Disclosure Package are populated correctly
Use Case 2: Jointly Filed Returns
- Complete Use Case 1 steps 1-5
- Set Joint Return with Co-Borrower = Yes for the borrower's Transcript Request Form
- Finish completing the (Joint) Transcript Request Form for both borrowers
- Complete Use Case 1 steps 7-12
Use Case 3: Self-Employed - Borrower
- Complete Use Case 1 steps 1-3
- On the Income tab, enter the following Employment Records
- Borrower: Employment Type = Self-Employed
- Co-Borrower: Employment Type = Employed
- Complete Use Case 1 steps 5-12
Use Case 4: Self-Employed - Co-Borrower
- Complete Use Case 1 steps 1-3
- On the Income tab, enter the following Employment Records
- Borrower: Employment Type = Employed
- Co-Borrower: Employment Type = Self-Employed
- Complete Use Case 1 steps 5-12
Use Case 5: Multi-1003
- Test a multi-1003 scenario with a combination of attributes from Use Cases 1-4
- Individually Filed Returns
- Jointly Filed Returns
- Self-Employed - Borrower
- Self-Employed - Co-Borrower
- Complete any additional use cases deemed necessary to ensure that the Requirements in this feature have been satisfied.
*(Corresponding Feature number(s) - 325370)
Comments
0 comments
Please sign in to leave a comment.