Fields

The Fields node contains the main fields which are accessed through tabs established at the top of the screen.

The Field node tabs include:

• Export - Fields that are used only to export to the core system.
• Optional Records - Ancillary loan type fields that export to the core system. The only Optional Record, which also initiates a document, is the AFT.
• CIF - Fields that export to the CIF record on the core system.
• Partially Restricted - Fields that are defaulted into OnBoard only. Partially restricted fields do not export to the core system.

Users can set or change the Default, Display, Required, Valid Values, and/or Calculation options.

A best practice is to set the Defaults, Display, Required, Valid Values, and/or Calculation options for the Export fields in System Setup for most loan types. This practice is referred to as a master setting. It is a field not tied to a specific branch or product type. When a field requires a different setting for a product type, open the Product Setup node to make the change. Fields can also be copied to a specific product type. We recommend that you do not copy fields in System Setup. Instead, use Product Setup.

The system does not allow you to copy Optional Records fields to a product type. If your institution does not want to use the industry standard defaults supplied with the system, you can create system level fields by copying the master field. If a system level field is created, it applies to all product types, and a delete icon appears. If a system level field is deleted, the master field appears and displays the industry standards defaults supplied with the system.

Selection of an individual tab displays the categories where the fields are used. To search by an OnBoard field name across all tabs, select the Search All button. The Search All button is found at the bottom of the selected screen.