The following definitions are for the predetermined Setup roles that must be assigned
to groups to designate the amount of access a group has to the system.
- Setup
- Enables the System Setup and Product Setup nodes under the Setup tab.
This option enables all items within the Setup tab.
- SetupProductSetup
- Enables the Product Setup node under the Setup tab.
This option enables all items within the Product Setup node.
- SetupProductSetupCharacteristics
- Enables the Characteristics node under the Product Setup node within the
Setup tab. The Characteristics node provides
for creating the characteristics for a loan product.
- SetupProductSetupDocuments
- Enables the Documents node under the Product Setup node within the
Setup tab. The Documents node provides for
establishing the documents required for a loan product.
- SetupProductSetupFees
- Enables the Fees node under the Product Setup node within the
Setup tab. The Fees node provides for
establishing the fees for a loan product.
- SetupProductSetupFields
- Establishes the Fields node under the Product Setup node within the
Setup tab. The Fields node provides for the
establishment of the fields associated with a loan product.
- SetupProductSetupInsurance
- Enables the Insurance node under the Product Setup node within the
Setup tab. The Insurance node provides for
establishing the insurance parameters for a loan product.
- SetupSystemSetup
- Enables the System Setup node under the Setup tab.
This option enables all items within the System Setup node.
- SetupSystemSetupAdditionalPolicy
- Enables the Additional Policy node under the System Setup node within the
Setup tab. The Additional Policy node
provides for establishing the loan acts which are selected for the policies established in
the OPSA after OPSA
is posted.
- SetupSystemSetupARMHEDefaults
- Enables the ARM/HE Defaults node under the
System Setup node within the Setup tab. The ARM/HE Defaults node provides default
parameters for establishing ARM or HELOC loans.
- SetupSystemSetupCrossReference
- Enables the Cross
Reference node under System Setup within the
Setup tab. The Cross Reference node provides
for establishing relationship codes, collateral codes, master rates, class codes, and late
charge codes. All the codes are cross referenced to the applicable Wolters Kluwer
Financial Services (WKFS) codes. Branches officer codes that are applicable in OnBoard can
be selected.
- SetupSystemSetupDocuments
- Enables the Documents node under System Setup within the
Setup tab. The Documents node provides for
establishing the settings for the WKFS documents and for
establishing logos and internal documents.
- SetupSystemSetupFees
- Enables the Fees node under System Setup within the Setup tab. The Fees node provides for
establishing the system-level fee parameter.
- SetupSystemSetupFields
- Enables the Fields node under System Setup within the Setup tab. The Fields node provides for
establishing the system-level core, up-loadable fields.
- SetupSystemSetupHOEPA
- Enables the HOEPA node under System Setup within the Setup tab. The HOEPA node provides for
establishing the HOEPA rates which are imported into OnBoard.
- SetupSystemSetupInsurance
- Enables the Insurance node under System Setup within the
Setup tab. The Insurance node provides for
establishing system-level credit life insurance parameters.
- SetupSystemSetupInterfaces
- Enables the Interfaces node under System Setup within the
Setup tab. The Interfaces node provides for
establishing the system-level interface parameters, which are provided by Jack Henry.
- SetupSystemSetupQuickLaunch
- Enables the Quick
Launch node under System Setup within the Setup tab. The
Quick Launch node
provides for establishing website quick launches. The URLs must be unsecured to set the
quick launch. Once established, the user accesses the websites from the Quick Launch toolbar
access.
- SetupSystemSetupQuickNotes
- Enables the Quick
Notes node under System Setup within the Setup tab. The
Quick Notes node
provides for establishing the quick notes that can be accessed when creating a loan. For
example, the Quick
Notes node might be used when adding additional terms to a promissory note.
Once established, the user accesses the notes from the Quick Notes toolbar
access.
CAUTION
Do not use
special characters when entering a quick note in Word. If special characters are used,
the note does not copy correctly into Quick Notes. However,
special characters can be entered when creating a note through Notepad.
- SetupSystemSetupVendors
- Enables the Vendors node under System Setup within the
Setup tab. The Vendors node provides for
adding common vendors. The vendors can be accessed through the Fees
tab in Terms,
insurance companies within Collateral, and through Print Checks all under
Loans In
Process.
- SetupSystemSetupWorkQueues
- Enables the Work
Queues node under System Setup within the Setup tab. The Work Queues node provides for
establishing the work queues to use during transaction entry. It provides for notifying
users, through email, when the loan status has changed.