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 ( ) appears in the Status column when the corresponding condition is currently being worked on by an underwriter in the LOS.
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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
- these conditions are currently being worked on by the underwriter
- Submitted
- 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
- Environment = TPO
Testing Process:
- Log in to iMP System Admin
- Navigate: Configurations > Environment - Configuration
- VERIFY: the following configuration appears in the list: "Conditions.ConditionStatusDisablesConditionActions"
- 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."
- 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:
- Open the existing loan in TPO
- Navigate to the Conditions tab
- VERIFY: the condition with a status of "Pending Review" has circle with an envelope icon and is the color yellow
- VERIFY: the Conditions appear in the following status order:
- Needed
- Error
- Insufficient
- Submitted
- Pending Review
- Cleared
- 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"
- Open the test loan in TPO
- Navigate to the Conditions tab
- 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
- VERIFY: the following checkboxes and icons are disabled:
- 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
- VERIFY: the following are disabled:
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:
- Open test loan
- 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
- VERIFY: the following are enabled for all conditions that do not have a status of "Cleared":
- 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
- VERIFY: the following are enabled
- 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
- VERIFY: the following are disabled
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:
- Open test loan
- Navigate to the Conditions tab
- 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
- VERIFY: the following checkboxes and icons are disabled:
- 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
- VERIFY: the following are disabled:
Corresponding Feature(s): 445435
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