Validating Fields to the Core System

The export fields must be successfully validated to the core system before the Export node is available. The validation process checks for conflicts and/or errors with the core loan type. An account cannot validate when the origination date value is a future date.

1. Select the Loans in Process node from the Loans menu.
   The Loans in Process screen appears.
   

   

   
   
2. Select the Edit icon for the customer.
   The Parties to the Loan menu appears.
3. Select the Core Information node.
4. Complete the fields necessary on each tab and select Save.
5. Select the Validate icon to run error checking with the core system.
   Note If the Validate icon is unavailable, hover over the button to display the reason. For example, a borrower who is missing a CIF record could cause the Validate icon to appear unavailable.
   Fields not completed after validation are highlighted with an asterisk and warning icons.