Knowledge Base

BizRuleAnalyzer Web is a modern, web-based solution that enables Encompass® administrators and developers to efficiently search, review, and manage business rules, custom field calculations, and form logic. Designed for collaboration and visibility, it simplifies troubleshooting, accelerates audits, and streamlines change management.

Whether cleaning up legacy rules, auditing field usage, or managing change control, BizRuleAnalyzer Web makes the process faster and easier.

Key Advantages

• Intuitive Interface: Clean, web-style design for quick navigation.
  
• Powerful Search: Find field IDs, keywords, and rule logic across the entire system.
  
• Real-Time Collaboration: All admins access the same settings data—no more working in silos.
  
• Automated Updates: Settings files are created daily with no manual effort required.
  
• Change Tracking: Compare settings files to see what’s been added, changed, or removed.
  

Prerequisite

BizRuleAnalyzer Web is accessed via the Lender Toolkit ToolShed™ Portal.  To gain access to the Portal, a company admin will need to submit a request:  Request ToolShed Portal Access

Access can also be requested on our website:  Responsible Mortgage AI™ | Trusted Mortgage AI Built for Compliance - Lender Toolkit

Activation

To turn this tool on:

1. Log in to Encompass® as a Super Admin.

2. Open LTK PowerTools™ from the Encompass® menu. Confirm the license includes the Expert, Optimized or Enterprise Tier.

3. Click Settings > PowerTools™ Expert tab.

4. Turn on the BizRuleAnalyzer Web by clicking On.

Important: After activation of the Tool, be sure to wait for the prompt stating that the download is complete prior to continuing.

5. Ensure a license number populated and restart Encompass®.

How It Works

Web Interface Highlights

Users can run BizRuleAnalyzer Web from the Lender Toolkit Toolshed Portal, even while working in Encompass®. The interface includes:

1. Search Box – Enter a field ID (e.g., [CX.FIELDID]) or keyword to find where it’s used.
   
2. Search History – Revisit previous searches with one click.
   
3. Field List – See how often a field appears in rules, forms, and calculations.
   
4. Settings File List – Access current and past settings files or generate new ones.
   
5. Data Stats – View counts of alerts, milestones, audit fields, and more.
   
6. Display Options – Customize how results are shown (sort, filter, hide empty tabs).
   
7. Category Tabs – Results are grouped by type (e.g., Calculated Fields, Field Triggers, Form Code).
   

Search Categories

• Calculated Fields – See where a field is used in calculations.
  

• Field Data Entry – View rule details tied to data entry.
  

• Field Triggers – Find trigger logic linked to specific fields.
  

• Milestone Completion – Review rules tied to milestone actions.
  

• Persona Access to Fields – Check field access by persona.
  

• Persona Access to Loans – Check field access by persona.
  

• Print Form Rules – See rules that control form printing.
  

• Form Input Fields – Identify where a field is mapped on a form.
  

• Form Event Code – View full code blocks for form events.
  

Click any code line to expand and view the full logic.

·         DDM Field Rules – View field rule details.

·         DDM Fee Rules – View fee rule details.

·         Alerts – View full alert details.

Settings File Features

• Automatic Creation – A new settings file is generated in the background daily when a Super Admin logs in. Administrators can manually generate a new file if needed. When the Tool is opened, the newest settings file is auto selected. 
  
• Shared Access – API generated settings files will be stored online in the AWS S3 service.  Online settings files are available to all system administrators. Previous files can be selected if the admin needs to review settings from an earlier date.
  
• File Format – Saved in .json for easy comparison between files.
  
• Change Comparison – Administrators can compare any two settings files, highlighting adds, changes, and deletions between the two. 
  

What Gets Installed

• Custom Input Form: None
  
• Custom Data Object: BizRuleAnalyzerHostedKey.txt
  
• Plugins: None
  
• Assemblies: None
  

Custom Fields Created: