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Enhancements to DocuTech Support - Enable Per-Loan Consent

Lizabeth Yandel
  • Updated

The 6.0.2000 release includes the following to eConsent communications with Docutech:

  • oPOS users can now enable Per Loan Consent behavior. Any changes made by the borrower to their consent status can now be communicated directly to Docutech. The oPOS user must request eConsent with their original document request.

Acceptance Criteria

Testing notes:
Best tested using the following method:
 
  1. Set configuration: 
    • System Admin > Integrations and Vendors > Disclosures > Disclosure Settings/Send eConsent data in Disclosure Request = yes
    • System Admin > Configurations > Environment Configurations > WorkflowFlag.NoConsumerSite = True
    • LOD set at Disclosures Signed
  2. Configuration at Docutech - Set Per Loan Consent = true
  3. Parties to test
    • Single
    • Joint
    • Multi 1003
Use Case: No eConsent provided - Docutech asks for it.
  1. Create loan (Online)
  2. Send Disclosure Request (no eConsent)
  3. Wait for the link from Docutech
  4. Login using the link and verify Docutech requests eConsent (do not provide - abort)
Use Case: Borrower withdraws consent after Disclosures are requested - Consent still in effect
Use Case: Borrower provides consent after Disclosures are created
Use Case: Borrower provides consent after withrawal
  1. Create new loan
  2. Borrower logs into CV consumer site and provides eConsent
  3. Request Disclosures (DT now has eConsent data)
  4. Borrower withdraws eConsent (API Call is made to DT to update eConsent - Note that this will NOT affect the current disclosures already requested).
  5. Use the link received from Docutech to view the documents.  Ensure you are NOT asked for eConsent.
  6. Submit Disclosure Request for same loan/borrowers using postman.  Ensure there is no consent information in the payload you send to Docutech.
  7. Wait for the link for the 2nd package to be sent to you from DocuTech.
  8. Use the link to login, verify Docutech requires eConsent - do not provide.
  9. Login to CV consumer site as borrower and provide eConsent
  10. Verify API call is made to Docutech for consent update.
  11. Submit Disclosure Request for same loan/borrowers using postman.  Ensure there is no consent information in the payload you send to Docutech.
  12. Wait for the link for the 3rd package to be sent to you from DocuTech.
  13. Use the link to login, verify Docutech does not require eConsent.

*(Corresponding Feature number(s) - 414642)

 

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