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Enhancements to Document Export - Transcript Request Forms

Lizabeth Yandel
  • Updated

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:
    1. Request for Copy of Tax Return
    2. Request for Transcript of Tax

Acceptance Criteria

USE CASES

Use Case 1: Individually Filed Returns

  1. Log in to oPOS
  2. Start a new Joint loan application
  3. Complete the Six Pieces of Information
  4. On the Income tab, enter Employment Records for both borrowers where Employment Type = Employed
  5. Click on the Edit Transcript Request Forms link
  6. Finish completing the Transcript Request Forms for both borrowers
  7. Shop for Rates and apply a loan product
  8. Export the loan to Encompass
  9. Wait for the Export to Complete
  10. Open the loan in Encompass
  11. VERIFY: Data in the Transcript Request Forms was Exported to Encompass correctly (as indicated in the Requirements)
  12. REGRESSION:
    • In oPOS, Request Initial Disclosures
    • VERIFY: The 4506 forms in the Disclosure Package are populated correctly

Use Case 2: Jointly Filed Returns

  1. Complete Use Case 1 steps 1-5
  2. Set Joint Return with Co-Borrower = Yes for the borrower's Transcript Request Form
  3. Finish completing the (Joint) Transcript Request Form for both borrowers
  4. Complete Use Case 1 steps 7-12
Use Case 3: Self-Employed - Borrower

  1. Complete Use Case 1 steps 1-3
  2. On the Income tab, enter the following Employment Records
    • Borrower:  Employment Type = Self-Employed
    • Co-Borrower: Employment Type = Employed
  3. Complete Use Case 1 steps 5-12
Use Case 4: Self-Employed - Co-Borrower

  1. Complete Use Case 1 steps 1-3
  2. On the Income tab, enter the following Employment Records
    • Borrower:  Employment Type = Employed
    • Co-Borrower: Employment Type = Self-Employed
  3. Complete Use Case 1 steps 5-12
Use Case 5: Multi-1003

  1. 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

Use Cases 6+: Additional Use Cases

  1. Complete any additional use cases deemed necessary to ensure that the Requirements in this feature have been satisfied.

*(Corresponding Feature number(s) - 325370)

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