Origination Configuration

Company setup

• Company setup
• Setting up a location
• Setting up and viewing a company

Vendor Setup

• Vendor Program
• Vendor Points Setup

Conversion Setup

• Conversion Setup
• Setting up Application to Contract Mapping

Insurance Setup

• Insurance Setup

Financial Spreading Setup

• Financial Spreading Setup
• Financial Spread Configuration
• Financial Statement Template Configuration
• Financial Statement Summary Configuration
• Auto Spreading Mapping Configuration

Credit Setup

• Credit Setup
• Setting up a rule
• Setting up the credit rating matrix
• Setting up Yodlee transaction categorization
• Reason Codes Setup

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Scorecards

• Scorecards
• Rule-Based Scorecard Setup
• Scorecard Setup
• Define a Default Scorecard
• Defining and executing scorecard criteria

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Loan Pricing Setup

• Loan Pricing Setup
• Loan Fees Setup
• Floating Rate Index

Rate Card

• Rate Cards
• Rule based rate cards configuration

Lease Pricing Setup

• Lease Pricing Setup
• Create a Fee Definition
• Create a Fee Set
• Fee Set Assignment
• Assign Fee Set to a Lease Product

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Policy Condition Setup

• Policy Condition Setup
• Define Policy Condition
• Enhanced Policy Condition

Application Setup...

• Application Setup
• Legal Entity Setup
• Party Type Setup
• CL Product Setup
• CL Purpose Setup

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Dashboard Setup

• Dashboard Setup
• Configuring a stage
• Rule Based Queue Assignment
• Configuring a Task Template
• Configuring product department task association

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