Knowledge Base

Code Wizard is a powerful plugin for Encompass® that helps administrators write, test, and troubleshoot business rule code more efficiently. It includes features like:

• Syntax Highlighting
  
• Error checking
  
• Autocomplete (IntelliSense)
  
• Auto-formatting
  
• Loan simulation
  
• Built-in function library
  

Whether building simple rules or complex logic, Code Wizard makes the process faster, clearer, and easier to manage.

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 Code Wizard 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®.

Using Code Wizard

Once installed, a Code Wizard button appears next to any business rule containing custom field code, rule filters, or advanced logic.

Tip: Open a loan before launching Code Wizard to unlock the full testing features.

Inside the Editor

• Left Pane: Displays editable code.
  
• Right Pane: Shows current loan field values and allows simulation without affecting loan data.
  

Administrators can:

• Test code
  
• Look up syntax
  
• Browse other rules
  
• Simulate different loan scenario
  

The name of the business rule being edited is displayed at the top of the form.

1. Auto Format Code – Apply proper indentation for easier reading. See examples below.
   
2. Check for Errors – Detect typos, missing parentheses, or invalid logic. See examples below.
   
3. Strong Check – Keep this checked. Alerts when functions doesn’t match the field type (e.g., using .AddDays() on a non-date field).
   
4. Strict Check – Use only for SDK/Plugin Code.
   
5. Test – Simulate code execution using current loan data.
   
6. Help – Displays the various sections of the Tool.
   
7. Field Values – View live field values from the open loan.
   
8. Functions – Search through ~200 built-in functions like InStr(), DateDiff(), IsEmpty(), and more.
   
9. Other Code – Browse and copy code from other rules in the same category (e.g. Calculations, Field Triggers, etc).
   
10. Simulator – Change field values to test different scenarios without affecting the actual loan.
    
11. Reset – Revert simulator values back to the loan’s current data.
    

Why the Simulator Saves Time

Instead of creating a custom form for testing, the Simulator allows administrators to:

• Try different values without affecting the actual loan data
  
• Validate logic
  
• Make quick edits and retest instantly
  

This is especially helpful when working with complex calculations or multiple variables.

Examples:

Scenario 1 – No previously disclosed MI. 

The Simulator shows that the field would evaluate to “NA”.  This is expected because [CX.MI.DISCLOSED] is zero.

 Scenario 2 – Current MI matches the previously disclosed amount.

The field should evaluate to “Unchanged”.

1.      Admin changes [232]

2.      Admin changes [CX.MI.DISCLOSED]

3.      Admin clicks the Run Calculation Code button

4.      “Calculated Value” displays the result, “Unchanged”, as expected.

Scenario 3 – MI amount changed

1.      Admin changes [232]

2.      Admin clicks the Run Calculation Code button

3.      “Calculated Value” displays the result, “CHANGED”, as expected.

Helpful Extras

IntelliSense

Start typing the hard bracket ( [ ) to bring up a list of fields already in the code. Admins can also search for fields by keyword. If a field has options (like dropdowns), IntelliSense will show those too after entering the quotation (“) key.

It also works with global functions like Trim(), CStr(), InStr(), and more.

Auto Formatting

This feature makes code easier to read and debug especially when working with nested logic or long calculations.

Error Checking

Click Check for Errors to compile code and get a list of any issues. Click on any error to jump directly to the problem line.

Installed Components

• Custom Form: None
  
• Codebase Assemblies: None
  
• Custom Data Objects: CodeWizardPluginLicenseKey.txt
  
• Plugins:
  

o   CodeWizard_Helper1.dll

o   CodeWizard_Helper2.dll

o   CodeWizard_Helper3.dll

o   CodeWizardPlugin.dll

Custom Fields Created: