Test Business Rules and Custom Field Calculations

Encompass administrators can use the Loan Error Information setting to locate business rules or custom field calculations that are not firing correctly in loans submitted from Encompass Consumer Connect websites. The setting is enabled automatically for Encompass customers with Encompass Consumer Connect websites, but administrators need to use the Personas setting in Encompass to give users access to the setting.

To Enable Persona Access to the Setting:

On the menu bar, click Encompass, and then click Settings.
On the left panel, click Company/User Setup, and then click Personas.
Select a persona, and then click the Settings tab.
In the Company Settings panel, under System Administration, select the Loan Error Information check box.

To Search for Loan Error Information:

On the menu bar, click Encompass, and then click Settings.
On the left panel, click System Administration, and then click Loan Error Information.
In the Search section, use the First Name, Last Name, and Loan GUID fields to specify search criteria as needed.
Select an Error Created Date to set the time frame for the search:

Select Today to search only loans that were submitted on the current date.
Select Range to search for loans submitted over a particular time period, and then select or type the Start Date and End Dates for the time period.

The maximum allowable range is 90 days.

To run the search, click the Search button. Or click Clear to clear the search criteria.
The List of Loan File Errors section displays information about loans with business rules or custom field calculations that are not firing correctly in Encompass Consumer Connect loans.
To view details about the loan error, click the View link in the Error Details column.

The Loan Error Details pop-up window displays detailed error information.

When a company is running Encompass in multiple environments (for example test and production environments), data is drawn only from the environment in which the search is run.