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KMU - Settings Certification - Self Paced

Admin Business Rules (Settings301-SP)


Description
Admin Business Rules is a deep-dive into Business Rules; what they control, how they are leveraged, what the options and limitations are, and best practices surrounding their use in the real world. Business Rules are the key to driving workflow, automation, data integrity, and ensuring your system both protects the business and runs efficiently for users. Settings reviewed in this course include;
- Loan Folder
-Milestone Completion
-Field Data Entry
-Field Triggers
-Automated Conditions
-Persona Access to Fields
-Persona Access to Loans
-Role Access to Documents
-Input Form List
-Loan Form Printing
-Print Auto Selection
-Appraisal Order Management
-LO Compensation
-Collateral Tracking

Content
  • Overview of Business Rules Section of Encompass
  • Business Rules Overview
  • Loan Folder Business Rules
  • Milestone Completion Business Rules
  • Field Data Entry Business Rules
  • Field Trigger Business Rules
  • Automated Conditions Business Rules
  • Persona Access to Loans Business Rules
  • Persona Access to Fields Business Rules
  • Role Access to Documents Business Rules
  • Input Form List Business Rules sample
  • Loan Form Printing Business Rules
  • Print Auto Selection Business Rules
  • Appraisal Order Management Business Rules
  • LO Compensation Rule Business Rules
  • Collateral Tracking Business Rules
  • Visual Basic for Business Rules
  • Coding in Business Rules
  • Coding in Business Rules - Part 1
  • Coding in Business Rules - Part 2
  • Final Exam
  • Admin Business Rules - Final Exam
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: 2 years
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