Overview
Release 6.0.4000 provides retail clients the ability to view "Conditions" within the Menu options of oPOS:
- Prior to this release, the "Conditions" UI was only available to TPO clients and there was not a UI configuration present within iMP System Admin.
- There is no longer a dependency on the environment type to view the "Conditions" UI (TPO), rather retail clientele can configure access to the "Conditions" section within iMP System Admin through the following configuration:
- iMP System Admin > Configuration > Configuration - Environment > Conditions.ConditionUI
NOTE: This feature is not ready, but is available for lenders utilizing a non-Encompass LOS / middleware to begin development preparations.
Configuration
There are a few key notes to consider regarding this configuration:
- Location:
- iMP System Admin > Configuration > Configuration - Environment > Conditions.ConditionUI
- Tooltip:
- "When true, Conditions UI will be accessible via link the Main Menu"
- Default Value:
- False
- Behavior:
- When "Conditions.ConditionUI" is set to "True" the "Conditions" UI Menu option will be present within OPOS for both retail and TPO clients alike. If the configuration is set to "False" for a retail client the "Conditions" UI option will not display within the oPOS Menu.
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Acceptance Criteria
Use Case #1: RetailEnvironment with Conditions.ConditionUI = false
- Open new loan (Online)
- Verify the Conditions option is not available in the Main Menu
- Complete the Application
- Run Credit
- Shop for Rates and Apply a product
- Create Disclosures
- Send SecureLink for eSign to the borrower
- As Borrower, login and sign disclosures
- Verify the Conditions option is not available in Main Menu
Use Case #2: RetailEnvironment with Conditions.ConditionUI = true
- Open new loan (Online)
- Verify the Conditions option is available in the Main Menu
- Click on the link to access Conditions UI
- Complete the Application
- Run Credit
- Shop for Rates and Apply a product
- Create Disclosures
- Send SecureLink for eSign to the borrower
- As Borrower, login and sign disclosures
- Verify the Conditions link is still available in Main Menu
- Click on the link to access Conditions UI
- Verify you can still access the page.
Corresponding Features: 440468
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