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Enhancements to Credential Cross Checking - iMP System Admin to oPOS Admin Hierarchy Mismatch Notifications

Michael Ferri
  • Updated

 

Overview

Release 6.0.4000 includes the following changes to iMP System Admin and oPOS:

  • Logic has been added to the system to highlight mismatch detections between iMP System Admin and oPOS hierarchy mismatches
    • System Administrators will now receive a popup notification when making changes to existing user profile (typically Loan Officers) hierarchies (Channel/Division/Branch) set up that have credentials in both iMP System Admin and oPOS
    • If the changes are confirmed after the user receives a popup the credentials in oPOS Admin will be disabled, meaning the Administrator will need to make the necessary updates in oPOS Admin for the user to utilize the functionality again
  • The popup is automatically enabled - no configuration changes are needed to experience this enhanced logic

What does this functionality look like?

  • Existing Functionality 
    • When a System Administrator makes changes to an existing user profile in iMP System Admin and there are no hierarchy mismatches detected between iMP System Admin and oPOS Admin the admin will be able to save changes
    • The admin will see the following popup notification that they are accustomed to seeing after attempting to save the changes: 
      • mceclip0.png
  • New Functionality 
    • When a System Administrator makes changes to an existing user profile in iMP System Admin and there are hierarchy mismatches detected between iMP System Admin and oPOS Admin the admin will receive a popup notification
    • The admin will see the following popup notification indicating that if the hierarchy changes are made it will result in the removal of the oPOS credential in the Credential Manager
    • The area(s) affected in the Credential Manager will be indicated within the popup and the admin will have the opportunity to save the changes - "Yes" or not save the changes - "No"
      • mceclip1.png

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Acceptance Criteria

Use Case #1: LO Credential - Division
  1. Log into Loan Center as an Administrator
  2. Navigate to Credential Manager
  3. Select a Service Type > Vendor > Product
  4. Add an entry for a specific Loan Officer (Not "All") and Save
  5. Log into Old SysAdmin as an Administrator
  6. Navigate to User Accounts > User Profiles
  7. Locate the Loan Officer you created the entry for in Credential Manager and click 'Edit'
  8. Remove the Branch association and Save
  9. VERIFY you receive the new Credential will be Removed modal.
  10. Click to continue with save
  11. Log into Loan Center as an Administrator
  12. Navigate to Credential Manager
  13. Select the Service Type > Vendor > Product previously selected
  14. VERIFY: Previously created entry is no longer present 
 
Use Case #2: LO Credential - No change
  1. Log into Loan Center as an Administrator
  2. Navigate to Credential Manager
  3. Select a Service Type > Vendor > Product
  4. Add an entry for a specific Loan Officer (Not "All") and Save
  5. Log into Old SysAdmin as an Administrator
  6. Navigate to User Accounts > User Profiles
  7. Locate the Loan Officer you created the entry for in Credential Manager and click 'Edit'
  8. Update data outside of the hierarchy and Save
  9. VERIFY you do NOT receive the standard confirmation modal.
  10. Log into Loan Center as an Administrator
  11. Navigate to Credential Manager
  12. Select the Service Type > Vendor > Product previously selected
  13. VERIFY: Previously created entry is still present.
 
Use Case #3: LO Credential - Branch - Cancel Save
  1. Log into Loan Center as an Administrator
  2. Navigate to Credential Manager
  3. Select a Service Type > Vendor > Product
  4. Add an entry for a specific Loan Officer (Not "All") and Save
  5. Log into Old SysAdmin as an Administrator
  6. Navigate to User Accounts > User Profiles
  7. Locate the Loan Officer you created the entry for in Credential Manager and click 'Edit'
  8. Update their Branch to something different and Save
  9. VERIFY you receive the new Credential will be Removed modal.
  10. Click "No to stop save.
  11. Exit the profile
  12. Re-Access the profile
  13. VERIFY the change made to the hierarchy was not saved.
  14. Log into Loan Center as an Administrator
  15. Navigate to Credential Manager
  16. Select the Service Type > Vendor > Product previously selected
  17. VERIFY: Previously created entry is still present

Corresponding Features: 468631

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