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Enhancements to Tax Request Name Field

Lizabeth Yandel
  • Updated

Release 6.0.2000 includes the following changes to the IVES Participant Name Field in the Loan Center Tax Request forms:

  • Additional support has been added to the Name Field within the Tax Request forms in Loan Center; specific forms affected by the update include:
    • 4506-C: IVES Request for Transcript of Tax Return
      • The second IVES Participant Names field can be used for "Care of" in/for:
        • System Admin
        • DocuTech Disclosures
        • Exports to Encompass
        • MISMO 3.4/Export to LOS
    • SSA-89: Authorization for the Social Security Administration (SSA) To Release Social Security Number (SSN) Verification
      • The Agent Name information for the SSA-89 is now included in the Docutech Request.

NOTE: This feature requires configuration additions to the JSON Blob, which CV customers must work with a CV team member to configure. JSON Blob enhancements are not listed externally within any documentation. Please reach out to a CV team member if test cases do not pass for this feature as configurations are automatically set with release deployment. 

 

Acceptance Criteria

USE CASES
Use Case 1: Configuration
  1. Log in to System Admin
  2. Navigate to Configuration - Environment
  3. VERIFY: Disclosures.TaxTranscriptRequest.DefaultMappings has been updated with Sect5Name2 

Use Case 2: Individually Filed Returns
  1. Log in to Loan Center
  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. Request Initial Disclosures
  9. Wait for the Disclosure Package to be returned
  10. Open the Disclosure Package
  11. VERIFY: 
    1. The IVES information in Section 5 of the 4506-C document(s) is populated correctly, as indicated in the Requirements
    2. The Agent Name information on the SSA-89 document(s) is populated correctly, as indicated in the Requirements
  12. Navigate to Integration Services
  13. Open the Docutech Vendor Request
  14. VERIFY: The Request XML includes the applicable updates for both the 4506-C and SSA-89 forms, as indicated in the Requirements
  15. Export the loan to Encompass
  16. Wait for the Export to Complete
  17. Open the loan in Encompass
  18. VERIFY: The value for Sect5Name2 has been Exported to Encompass correctly, as indicated in the Requirements
  19. Generate a Get Loan MISMO 3.4 XML
    1. URL: https://{{baseUrl}}loancenter.cloudvirga.com/api/loans/{{loanId}}?namespaceVersion=2&documentRequestOption=none
  20. VERIFY: The third party information for the 4506-C is populated in the XML correctly, as indicated in the Requirements

Use Case 3: 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 7-20
Use Case 4: Self-Employed - Borrower
  1. Complete Use Case 1 steps 1-3
  2. On the Income tab, enter the following Employment Records
    1. Borrower:  Employment Type = Self-Employed
    2. Co-Borrower: Employment Type = Employed
  3. Complete Use Case 1 steps 5-20
Use Case 5: Self-Employed - Co-Borrower
  1. Complete Use Case 1 steps 1-3
  2. On the Income tab, enter the following Employment Records
    1. Borrower:  Employment Type = Employed
    2. Co-Borrower: Employment Type = Self-Employed
  3. Complete Use Case 1 steps 5-20
Use Case 6: Multi-1003
  1. Test a multi-1003 scenario with a combination of attributes from Use Cases 2-5
    1. Individually Filed Returns
    2. Jointly Filed Returns
    3. Self-Employed - Borrower
    4. Self-Employed - Co-Borrower

Use Cases 7+: 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) - 449847)

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