The following table lists the updates added to the Q2 Origination User Guide for the Spring 2023 release:
|
Serial Number |
Feature |
Link to the Section |
Remarks |
|---|---|---|---|
|
1 |
Life Insurance Collateral Type Insurance Company renamed to Insurance Company Name |
In the Field Reference table, the Insurance Company field name for Insurance type of Collateral is changed to Insurance Company Name. |
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|
2 |
Description added to Pricing Recommended Offers |
Image has been updated with the new Description field in the Pricing Recommended Offers and the steps have been updated as per the new UI. |
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|
3 |
Account Name displays with the Legal Entity Type in brackets for all Commercial Applications. |
The field description for the Account field in the Borrower Information section has been updated. |
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4 |
Ability to hide the tabs on the Financial Spread page |
Financial Statement Spreading > Ability to hide the types of Financial Statements |
Added the section, Ability to hide the types of Financial Statements. You can hide the tabs of the types of Financial Statements on the Financial Statements page. |
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5 |
Clone Applications |
Added a new section named Clone Applications. You can clone a Loan or a Lease application. |
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6 |
Application Tasks |
You can filter the list of tasks and view the due date for tasks. For the queue configured tasks, a queue member can claim multiple tasks, release tasks back to queue, and a queue admin can complete a task if any of the queue member is unable to do so. |
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7 |
Dashboard |
For Individuals, the customer information section shows the First Name, Middle Name, and Last Name. |
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8 |
Balloon payment |
A new section named Balloon Payment has been added. |
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9 |
Bulk upload and delete equipment |
> Bulk upload of equipment and Bulk delete equipment |
New sections for Bulk upload and Mass delete of equipment have been added and the rest of the content has been updated to include the changes related to these sections. |
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10 |
Loan Team Members must display only internal roles |
This section has been updated with the label name change of Loan Team to Team Members and to specify that only internal roles can be added for users. |
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11 |
Configuration to decide when policy condition status is Rejected. |
Enhanced Policy Conditions > Policy Condition Status |
Updated the Policy Condition Status section to include the configuration for the status of policy condition when a document is rejected. |
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12 |
One email to one party when multiple documents required to be sent |
Updated the section to include the feature. |
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13 |
System must display documents that do not have rule criteria when documents added manually |
Updated this section to include the feature. |
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14 |
Drawdown conditions on packages or deals: Allowing to select only those applicable for default conditions on drawdowns |
Updated this section to include the feature. |
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15 |
Email Template Updated |
Added this section to include the Email Template changes. |