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Enhancements to Conditions - Disable Condition Actions* (TPO)

Charlie Gunn
  • Updated

Overview

Release 6.1.1000 includes the following changes to the "Conditions" page in TPO:

  • a new condition status called "Pending Review" has been added. This condition status is used to indicate that an underwriter is currently working on the corresponding condition in the LOS.
  • a new configuration called "Conditions.ConditionStatusDisablesConditionActions" has been added. This configuration is used to prevent TPO users from modifying conditions when the condition status is Pending Review and/or Submitted. 

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New Condition Status - Pending Review

The new "Pending Review" status ( mceclip1.png ) appears in the Status column when the corresponding condition is currently being worked on by an underwriter in the LOS.

mceclip2.png

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New Configuration - Disable Condition Actions

This new configuration allows Admin users to prevent users from modifying any conditions with one or both of the following statuses:

  • Pending Review mceclip1.png - these conditions are currently being worked on by the underwriter
  • Submitted mceclip0.png - these conditions have been submitted to the lender and are awaiting review
This configuration requires access to iMP System Admin

 

Location: iMP System Admin > Configurations > Configuration - Environment

Name: Conditions.ConditionStatusDisablesConditionActions

Values: this configuration uses the following values:

  • "5" - when set to 5, TPO users will be unable to take actions on any condition with the "Submitted" status
  • "10" - when set to 10, TPO users will be unable to take actions on any condition with the "Pending Review" status
  • "5,10" - when set to 5 & 10 simultaneously, TPO users will be unable to take actions on any condition with either the "Submitted" or "Pending Review" status.
  • [empty] - when this configuration is left blank, TPO users will be able to modify conditions regardless of the condition status (note: this may result in users modifying a condition that has already been approved/rejected by the underwriter)

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Acceptance Criteria

Use Case #1: New Configuration - "Conditions.ConditionStatusDisablesConditionActions"
 
Prerequisites:
  • Environment = TPO

Testing Process:

  1. Log in to iMP System Admin
  2. Navigate: Configurations > Environment - Configuration
    • VERIFY: the following configuration appears in the list: "Conditions.ConditionStatusDisablesConditionActions"
  3. Hover over the configuration name
    • VERIFY: the following tooltip appears: "Specify the enumeration ID for the Condition Status where Conditions Actions will be disabled. Input 5 for Submitted, 10 for Pending Review. To specify more than one Action, then insert a comma, e.g., "5,10". To specify no Actions, then leave blank."
  1.  
Use Case #2: New Condition Status of "Pending Review" - UI Order
 
Prerequisites:
  • test loan is created and submitted to lender
  • at least six conditions are created for test loan in LOS
  • at least one condition has a Status = Needed
  • at least one condition has a Status = Error
  • at least one condition has a Status = Insufficient
  • at least one condition has a Status = Submitted
  • at least one condition has a Status = Pending Review
  • at least one condition has a Status = Cleared

Testing Process:

  1. Open the existing loan in TPO
  2. Navigate to the Conditions tab
    1. VERIFY: the condition with a status of "Pending Review" has circle with an envelope icon and is the color yellow
    2. VERIFY: the Conditions appear in the following status order:
      • Needed
      • Error
      • Insufficient
      • Submitted
      • Pending Review
      • Cleared

 

Use Case #3: Configuration = "5,10" (Submitted & Pending Review)
 
Prerequisites: 
  • test loan is created and submitted to lender
  • at least four conditions are created for test loan in LOS
  • At least one condition has a Status = Needed
  • At least one condition has a Status = Submitted
  • At least one condition has a Status = Pending Review
  • At least one condition has a Status = Cleared
  • Configuration "Conditions.ConditionStatusDisablesConditionActions" is set to "5,10"
Testing Process:
  1. Open the test loan in TPO
  2. Navigate to the Conditions tab
  3. For each condition with a status of "Submitted" or "Pending Review": 
    • VERIFY: the following checkboxes and icons are disabled:
      • Bulk Upload Checkbox
      • Upload icon
      • Needs List icon
      • DocVault icon
    • VERIFY: the History icon remains enabled
  4. Expand each condition with a status of "Submitted" or "Pending Review":
    • VERIFY: the following are disabled:
      • "Remove" link 
      • "Comments" text box
    • VERIFY: the "Save & Submit button is hidden 

 

Use Case #4: Configuration = [Empty] 

Prerequisites:

  • test loan is created and submitted to lender
  • at least six conditions are created for test loan in LOS
  • At least one condition has a Status = Needed
  • At least one condition has a Status = Error
  • At least one condition has a Status = Insufficient
  • At least one condition has a Status = Submitted
  • At least one condition has a Status = Pending Review
  • At least one condition has a Status = Cleared
  • No value is entered for configuration "Conditions.ConditionStatusDisablesConditionActions"

Testing Process:

  1. Open test loan
  2. Navigate to the Conditions tab
    • VERIFY: the following are enabled for all conditions that do not have a status of "Cleared":
      • Bulk Upload checkbox
      • "Upload" icon
      • "Needs List" icon
      • "DocVault" icon
      • "History" icon
    • VERIFY: for any condition with the "Cleared" status, the following are disabled:
      • Bulk Upload checkbox
      • Upload icon Needs List icon
      • DocVault icon
  3. Expand [each] condition that does not have a status of "Cleared": 
    • VERIFY: the following are enabled
      • "Remove" link 
      • "Comments" text box
    • VERIFY: the "Save & Submit" button is shown
  4. Expand each condition with a status of "Cleared"
    • VERIFY: the following are disabled
      • "Remove" link 
      • "Comments" text box
    • VERIFY: the "Save & Submit" button is hidden

 

Use Case #5: Configuration = "10" (Pending Review)

Prerequisites:

  • test loan is created and submitted to lender
  • at least three conditions are created for test loan in LOS
  • At least one condition has a Status = Submitted
  • At least one condition has a Status = Pending Review
  • At least one condition has a Status = Cleared
  • No value is entered for configuration "Conditions.ConditionStatusDisablesConditionActions"

 Testing Process:

  1. Open test loan
  2. Navigate to the Conditions tab
  3. For each condition with a status of "Pending Review": 
    • VERIFY: the following checkboxes and icons are disabled:
      • Bulk Upload Checkbox
      • Upload icon
      • Needs List icon
      • DocVault icon
    • VERIFY: the History icon remains enabled
  4. Expand each condition with a status of "Pending Review":  
    • VERIFY: the following are disabled:
      • "Remove" link 
      • "Comments" text box
    • VERIFY: the "Save & Submit button is hidden 
    •  

Corresponding Feature(s): 445435

 

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