How to create Encompass 360 Business Rules – Part 2

In this article, we will be going through other Encompass 360 Business Rules that were not included in the “How to create Encompass 360 Business Rules – Part 1”. There are a few steps which are common to all the Encompass 360 Business Rules. We have elaborated the steps which are not common for all Rules in this article.

Input Form List

To create Input Form List, follow the below steps:

1. On the menu bar, click Encompass, and then click Settings.
2. On the left panel, click Business Rules, and then click Input Form List.
3. On the Input Form List tool, click the New icon.
4. Type the name of the Input Form List
5. Select all Channels this rule applies to
6. Select Yes/NO to create a condition for when the rule is applied.
7. Define Input Forms to Add. Click Add to open the Add Input Forms window.

Select All Input Forms, select one or more forms, and then click Add.

Or select Input Form Set Templates, selecta template, select one or more forms, and then click Add.

• In the Notes/Comments field, type details and helpful notes about the rule as needed.
• When finished, and then click Save.

Milestone Completion

To create Milestone Completion, follow the below steps:

1. On the menu bar, click Encompass, and then click Settings.
2. On the left panel, click Business Rules, and then click Milestone Completion.
3. On the Milestone Completion tool, click the New icon.
4. Select all Channels this rule applies to
5. Select Yes/NO to create a condition for when the rule is applied.
6. Select required documents for each milestone

• Click the Required Docs tab and click Add.
• Select Add from All Documents and click one or more documents.
• Or click Add from Document Set Templates and click a template of documents.
• elect a milestone from the For Milestone drop-down list to indicate the milestone at which the documents are required.
• Select the check box to indicate that the attachment of an electric file is required.
• Click Add.
• Back on the Required Docs tab, if necessary, you can select a document and change the milestone or attachment requirement.

• Select required fields for each milestone
• Click the Required Fields tab.
• Click Add, and then type the field IDs of the required fields.
• Or, click Find on the Required Fields tab, select forms from the left, right-click on the form to select required fields, select a milestone from the For Milestone list to indicate the milestone at which the fields are required, and then click OK to select all the fields on a form, click Select All. If needed, you can then right-click a field to cancel the selection.
• Select a milestone from the for-Milestone list to indicate the milestone at which the fields are required.

Note: To change this milestone later, return to the Required Fields tab, select a field, and then double-click the milestone in the for-Milestone column. Select the new milestone from the list.

• When finished, click Add.
• Click Save

• Select required tasks for each milestone
• Click the Required Tasks tab, and then click Add.
• Select one or more predefined tasks.
• Select a milestone from the For Milestone drop-down list to indicate the milestone at which tasks are required.
• Select the check box if the task must be completed before the loan file can move to the next milestone.
• When finished, click OK.
• Back on the Required Tasks tab, if necessary, you can change the Milestone at which the task is required.

1. Select filters for the Advanced Conditions tab.
2. Use the Advanced Conditions tab to specify additional conditions that must be met to complete the milestone.
3. Click the Advanced Conditions tab, and then click Add.
4. Type the code in the Advanced Coding window, and then click OK.
5. Click Save.

Note: For detailed instructions on how to create your own code, refer to the “Advanced Coding for Encompass Business Rules” document. 

1. In the Notes/Comments field, type details and helpful notes about the rule as needed.
2. When finished, and then click Save.

Persona Access to Fields Rule

To create Persona Access to Fields Rule, follow the below steps:

1. On the menu bar, click Encompass, and then click Settings.
2. On the left panel, click Business Rules, and then click Persona Access to Fields Rule.
3. On the Persona Access to Fields tool, click the New icon.
4. Select all Channels this rule applies to.
5. Select Yes/NO to create a condition for when the rule is applied.
6. Define persona’s field access for the condition.
7. Click Add.
8. Or click Find.
9. Select forms from the left, right-click to select fields, and then click OK.
10. Back on the Field Access Rule window, select a field from the Add a Field list.
11. In the Assign Right list, select an access option for each persona.
12. View Only/Disabled – The value in the field can be viewed, but not edited. The field appears dimmed.
13. Edit/Enabled – The value in the field can be edited.
14. Hide – The value in the field is hidden. An asterisk displays in the field, and the field appears dimmed.
15. Does Not Apply – The rule is ignored and has no impact on the persona’s access rights.
16. Click Save.

Note: To select all the fields on a form, click Select All. If needed, you can then right-click fields that you want to deselect.

• In the Notes/Comments field, type details and helpful notes about the rule as needed.
• When finished, and then click Save.

Persona Access to Loans

To create Persona Access to Loans Rule, follow the below steps:

1. On the menu bar, click Encompass, and then click Settings.
2. On the left panel, click Business Rules, and then click Persona Access to Loans Rule.
3. On the Persona Access to Loans tool, click the New icon.
4. Select all Channels this rule applies to.
5. Select Yes/NO to create a condition for when the rule is applied.
6. Define loan file access for the condition.

Define loan file access for the condition

1. In the Loan File Access list, select an access option for each persona.

• View Only -All areas of the loan file can be viewed, but not edited.
• Edit – All areas of the loan file can be viewed and edited.
• Custom – Specific areas of the loan that can be viewed and edited.
• Does Not Apply – The Rule does not apply. The default persona access rules apply.

2.If you select Custom for a persona, and then click Select, an Edit Custom Access window opens to allow you to select the specific areas of the loan that can be viewed and edited. Select the appropriate option from a drop-down list to enable editing for a feature:

• Hide – The feature will not be visible to the persona.
• View Only – The feature can be viewed, but not edited.
• Edit or Full Edit – The feature can be viewed and edited.
• Partial Edit – This option is available for the eFolder Documents Tab option only.

When Partial Edit selected, additional options that control access to features on the eFolder Documents tab display on the Edit Custom Access window:

• In the Notes/Comments field, type details and helpful notes about the rule as needed.
• When finished, and then click Save.

To know how to create other Encompass 360 business rules, please refer “How to create Encompass Business Rules – Part 3”.

Take Five Consulting is a technology company, based in Virginia U.S., that specializes in the Mortgage Banking vertical especially LOS implementation and application development. Take Five Consulting creates and implement mortgage technology and software specifically for Mortgage Industry.