Added Support for Partial Export to LOS* – Cloudvirga

Overview

Release 6.1.1000 provides additional support to export pricing and fee data via MISMO 3.4 to the lender's LOS when certain pricing and fee events occur in TPO after the line-of-demarcation (LOD) has been passed. This ensures that the information stored in the LOS remains up to date with the pricing and fee engines. To enable the export functionality, the following changes have been made:

a new product called "Partial Export to LOS" has been added to Vendor Manager. This product is used to enable the export functionality and to provide the endpoint URL for the exported data
a new configuration tool called "Auto Export to LOS (Partial)" has been added to Admin Settings in TPO. This tool can be used to configure the export triggers.

This update only affects MISMO 3.4 exports, and does not apply to Encompass users.

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Partial Export to LOS - Vendor Manager

This new Vendor Manager product is located in the 'LOS' section under the vendor 'Cloudvirga Services'

To enable this product

make sure that the product and vendor are both turned on
expand the product and select Add Environment to set up the product environment. You will need the endpoint URL to which the data will be exported.

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Auto Export to LOS (Partial) - Configuration Menu

By default, the partial export event is triggered by a number of pricing and fee events when they occur post-LOD. However, Admin users can configure which events will trigger a partial export. This section provides an overview of the default triggers and instructions for modifying the trigger configuration.

Default Partial Export Triggers

Initial Lock Request
Lock Update
- No Lock > Locked
- Lock Requested > Locked
- Lock Requested > Lock Cancelled
- Lock Requested > Lock Denied
- Locked > Lock Cancelled
- Locked > Lock Denied
- Locked > Lock Closed
Extend Lock
Update Pricing & Fees
Update Fees

Configure Export Triggers

Users with Admin credentials can change the export triggers using the Auto Export Configuration Menu. This menu is located under General Settings in the Admin menu.

To enable or disable any of the export triggers, use the following steps:

Select Export to CSV, which will download an excel file containing each of the system's export triggers and their respective export configurations
In this spreadsheet, locate the triggers you would like to edit in column D ('ActionTypeDescription'). The partial export triggers are located in rows 64-83
To enable an inactive export trigger, change the corresponding value in column M ('Value') to 'True.' To disable an active trigger, change the corresponding value in this column to 'False.'
When you are done changing trigger statuses, save the Excel file
In the Export Configuration menu, select Import to JSON and upload the updated Excel file. The export triggers will now be updated and a green checkmark should appear in the Auto Export Action column for the corresponding triggers

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Acceptance Criteria

Use Case #1: Verify Vendor Manager and Configuration Menu

Log in to TPO as a user with Admin privileges
Open the Admin menu
Open Vendor Manager > LOS
VERIFY: The following product appears under vendor 'Cloudvirga Services'
- 'Partial Export to LOS'
Turn this product on and set up the environment/endpoint URL
Navigate: Admin > Auto Export to LOS
Select Export to CSV
In the downloaded file, set the value for column M (Value) to 'False' for every row between 64-83 (those with a description beginning with 'Partial')
Save the Excel file
Return to the Export Configuration menu and select Import to JSON
Select the file updated and saved in steps #7-8
VERIFY: file is uploaded successfully
VERIFY: In the configuration table, make sure that the rows for the following Action Type IDs have a red X in the Auto Export Action column:
- 52
- 53
- 54
- 56
- 58
- 59
- 60
- 61
- 62
- 63

Corresponding Feature(s): 394104