The Audit Log API is the next-generation version of the Audit Field Export tool, now powered by the LTK cloud-based API infrastructure. It replaces the legacy SDK-based Audit Field Export plugin that runs within the Encompass desktop client.

Benefits

The Audit Log API provides visibility into field change history for any loan in your Encompass environment. Administrators and users can search by loan number, view detailed audit trail records including Field ID, Field Name, Timestamp, Changed By, Prior Value, New Value, and Current Value. Results can be exported to CSV for easy filtering and analysis.

·        Cloud-based processing — no desktop plugin dependency

·        Accessible from the Toolshed Portal web interface

·        Real-time audit trail retrieval via the Encompass API

·        CSV export capability for offline analysis


Prerequisites

Please note that before this tool can be activated, clients must be able to access the Toolshed Portal and have obtained API credentials.

Toolshed Portal

If the primary Encompass Administrator does not have access to the Toolshed Portal, please email support@lendertoolkit.com with the administrator's name, email address, phone number and the Encompass Client ID.  Our support team will be happy to assist with setting up access.

API User and Persona

Please note that the API versions of our PowerTools™s and automations require an API user to be created in each instance where the PowerTools™ are installed. Lender Toolkit can submit a request to ICE to generate the Client ID and secret key pair.

If credentials have not yet been obtained, use the link below to request credentials.

Request API Credentials for PowerTools and Automations


Activation

Audit Log - API is activated for your Encompass instance through the Toolshed Portal.

  1. Sign in to Toolshed Portal with an administrator account. Select the correct Encompass instance.
  2. Open Settings > Enabled Products.
  3. Locate Audit Log - API. Click Activate.
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Using the Audit Log

  1. Open "Audit Log” in Toolshed.
  2. Enter the loan number to search.
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  1. The Audit Log interface allows users to:
  • Sort and/or filter on any column
  • Export data to a CSV/Excel file for additional analysis
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Installed Components:

  • Custom Form: None
  • Codebase Assemblies: None
  • Custom Data Objects: None
  • Plugins: None

Custom Fields Created:

Fields:

Description

Format/Type

Max Length

N/A