Relationships Template

On the Relationships Template tab, you add the templates which represent various types of processes that you are designing. These may be loan origination, repossession, or bankruptcy processes. Within a specific template, you add the Relationship Codes which form the building blocks that fit together to make the process defined by the template.

Click Add Add to add a new relationships template.

After adding the template, right-click on RELATIONSHIPS to add the relationship codes that are needed for this process. From the top level, relationship codes of the following types which were added in the Relationships Code tab are available: Contact - Primary, Contact - Related, Loan Details, Collateral, Repo Details, Contact - Dealer, and User Defined Fields.

Relationship codes of types: Contact - Address Book and Credit Profile are added as a second layer below any Relationship Code of Type: Contact - Primary or Contact - Related. This is done by right clicking the code on which you wish to add the second layer code.


You control the behavior of these codes by configuring the Properties and Rules of each Relationship Code in the template.

Properties Tab

The Properties tab of the Task Manager Relationship template contains the properties for the specific Relationship Code that is selected as it relates to that template.

These properties indicate the Mandatory Count, Maximum Count, and (for the borrower code) weather or not the origination task should appear on the task tab for the borrower’s contact record.

Example

A certain Loan Origination task relationship template may be configured to require one Mandatory Employment Verification, and to allow a maximum of two, while another Loan Origination task template could be configured in which Employment Verification was not mandatory.

Rules Tab

Any Task Relationship Code which has been added to a Task Relationship Template may have one or more Rules assigned to it. The rule acts as a condition, which if met, can trigger an action.

The list of available rule conditions is different for each type of Task Relationship Code and are listed below.

The list of available rule conditions for Task Relationship Codes of the type: Contact is shown below.

If one of these rules is assigned to the Task Relationship Code on a Task Relationship Template, and if the condition is met, then one of five actions may be triggered. For information on configuring the action that is to occur when the rule is invoked, see: Rules Actions.

Contact Type is assigned to specific values
Entity is assigned to specific values
where setup date is in this date range
with specific words in the company
with specific words in the salutation 1
with specific words in the firstname 1
with specific words in the middlename 1
with specific words in the lastname 1
with specific words in the suffix 1
with specific words in the title 1
with specific words in the salutation 2
with specific words in the firstname 2
with specific words in the middlename 2
with specific words in the lastname 2
with specific words in the suffix 2
with specific words in the title 2
with specific words in the street address 1
with specific words in the street address 2
where city is located in this location
where state is located in this location
where date of birth (1) is in this date range
where date of birth (2) is in this date range

The list of available rule conditions for Task Relationship Codes of the type: Collateral is shown below.

If one of these rules is assigned to the Task Relationship Code on a Task Relationship Template, and if the condition is met, then one of five actions may be triggered. For information on configuring the action that is to occur when the rule is invoked, see: Rules Actions.

Collateral code is assigned to specific values
where vehicle year is in this date range
where brand of vehicle is this
where model of vehicle is this
where style of vehicle is this
where color of vehicle is this
where title type is this value
where title status is this value
where title status is in this date range
where title perfected is in this date range
where title released is in this date range
with specific words in title number
with specific words in branded title
where vehicle is registered in this state
with specific words in license plate number
where purchase price is in this range
where original value is in this range
where current value is in this range
where valuation is in this date range
with specific words in valuation method
where original miles is in this range
where current miles is in this range
where miles as of is in this date range
where date valued is in this date range
where the number of units is in this range
where the value per unit is in this range
where the liquidation percentage is in this range
where the net value is in this range

The list of available rule conditions for Task Relationship Codes of the type: Credit Report is shown below.

If one of these rules is assigned to the Task Relationship Code on a Task Relationship Template, and if the condition is met, then one of five actions may be triggered. For information on configuring the action that is to occur when the rule is invoked, see: Rules Actions.

where FICO score is in this range
where credit bureau name is this
where report date is in this date range
where installment balance is in this range
where installment past due balance is in this range
where installment monthly payment is in this range
where installment available percentage is in this range
where real estate balance is in this range
where real estate monthly payment is in this range
where revolving balance is in this range
where revolving past due balance is in this range
where revolving monthly payment is in this range
where revolving available percentage is in this range
where oldest trade item date is in this date range
where total inquiries is in this range
where total inquiries during the last 6 months is in this range
where total trade item is in this range
where total paid trade item is in this range
where satisfactory count is in this range
where total delinquencies over 30 days is in this range
where total delinquencies over 60 days is in this range
where total delinquencies over 90 days is in this range

The list of available rule conditions for Task Relationship Codes of the type: Address is shown below.

If one of these rules is assigned to the Task Relationship Code on a Task Relationship Template, and if the condition is met, then one of five actions may be triggered. For information on configuring the action that is to occur when the rule is invoked, see: Rules Actions.

with specific words in the description
Entity is assigned to specific values
with specific words in the company
with specific words in the salutation 1
with specific words in the firstname 1
with specific words in the middlename 1
with specific words in the lastname 1
with specific words in the suffix 1
with specific words in the title 1
with specific words in the salutation 2
with specific words in the firstname 2
with specific words in the middlename 2
with specific words in the lastname 2
with specific words in the suffix 2
with specific words in the title 2
with specific words in the street address 1
with specific words in the street address 2
where city is located in this location
where state is located in this location
where zipcode is in this range

The list of available rule conditions for Task Relationship Codes of the type: Loan Detail is shown below.

If one of these rules is assigned to the Task Relationship Code on a Task Relationship Template, and if the condition is met, then one of five actions may be triggered. For information on configuring the action that is to occur when the rule is invoked, see: Rules Actions.

where application date is in this date range
where Sales Price is in this range
where Doc Prep Fee is in this range
where Sales Tax is in this range
where DMV Fee is in this range
where License Fee is in this range
where Registration Fee is in this range
where Sub Total (Fee) is in this range
where Insurance is in the range
where GAP is in this range
where Service Contract is in this range
where Sub Total (Contract) is in this range
where Cash is in this range
where Trade is in this range
where Rebate is in this range
where Down Payment Total is in this range
where Total Financed is in this range
where Loan Term is in this range
with specific words in Loan Term Type
where Interest Rate is in this range
where Origination Date is in this date range
where First Payment Date is in this date range
where First Payment Date is in this date range
where Amount Financed is in this range
where Finance Charge is in this range
where Payment Amount is in this range
where Payment Amount Override is in this range
where difference between Payment Amount Override and Calculated Payment is greater than this dollar range
where difference between Payment Amount Override and Calculated Payment is greater than this percentage range
where Pre-Paid Finance Charge is in this range
where Collateral Value is in this range
where LTV is in this range
where Total income is in this range
where PTI is in this range

The list of available rule conditions for Task Relationship Codes of the type: Repo Detail is shown below.

If one of these rules is assigned to the Task Relationship Code on a Task Relationship Template, and if the condition is met, then one of five actions may be triggered. For information on configuring the action that is to occur when the rule is invoked, see: Rules Actions.

where Repo Type is this
where Order Date is in this date range
where Reinstatable Flag is in this range
where Repo Fee is in this range
where Closing Fee is in this range
where Repo Fee Invoice is in this range
where Repo Fee Invoice booked flag is this value
where Delivery Fee is in this range
where Daily Storage Fee is in this range
where Days of Free Storage is in this range
where Repo Date is in this date range
where NOI Sent Date is in this date range
where NOI Expiration Date is in this date range
where NOI Extension Expiration Date is in this date range
where Reinstated Date is in this date range
where Borrower Repo Fee is in this range
where Borrower Repo Fee booked flag is this value
where Storage Fee is in this range
where Storage Fee booked flag is this value
where Repo Fee (#1 - #10) is in this range
where Repo Fee (#1 - #10) booked flag is this value
where Total Storage Days is in this range
where Charged Storage Days is in this range
where Vehicle Mileage is in this range
where Vehicle Condition is in this range
where Transport Fee is in this range
where Transport Requested Date is in this date range
where Transport Expected Delivery Date is in this date range
where Delivery Confirmation Date is in this date range
where Recondition Fee is in this range
where Recondition Fee Reimbursable is this value
where Sale Proceeds Fee is in this range
where Sale Fees #1 is in this range
where Sale Fees #2 is in this range

NLS 5.9 and later

The list of available rule conditions for Task Relationship Codes of the type: Branch Loan Detail is shown below.

If one of these rules is assigned to the Task Relationship Code on a Task Relationship Template, and if the condition is met, then one of five actions may be triggered. For information on configuring the action that is to occur when the rule is invoked, see: Rules Actions.

where Loan Term is in this range
where specific words in Loan Term Type
where Interest Rate is in this range
where Origination Date is in this date range
where First Payment Date is in this date range
where Amount Financed is in this range
where Finance Charge is in this range
where Payment Amount is in this range
where Payment Amount Override is in this range
where difference between payment Amount Override and Calculated Payment is greater than this dollar range
where difference between Payment Amount Override and Calculated Payment is greater than this percentage range
where Fee1 (to Fee 35) is in this range