The Custom Actions PowerTool™ enables automation of actions in Encompass® based on loan events such as opening, saving or closing. Administrators can create business rules that trigger specific changes or alerts tied to these events, improving efficiency and consistency. 

 

Benefits

There are times when a rule needs to adjust loans that were in process prior to a new requirement.  This tool offers the ability to impact those loans when they are opened and subsequently saved.  It can also be used to show a message when a loan is closed.

 

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 Custom Actions 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

Once activated, three new custom fields are added to the system:

  • CX.LOAN.OPEN – Triggers when a loan is opened
  • CX.LOAN.SAVE – Triggers before a loan is saved
  • CX.LOAN.CLOSE – Triggers after a loan is closed

Administrators can use these fields in Field Trigger Business Rules to automate actions.  The use of Custom Actions should be used sparingly to limit the impact on system performance.

 

Examples of Use

Before Save

Want to update a field every time a loan is saved?

Create a rule using CX.LOAN.SAVE = "X" as the activation trigger.


Example: Automatically change the borrower's first name to "Mark" before saving.


Because this happens before the loan save, the changes will be saved with the loan.

On Loan Open

Use CX.LOAN.OPEN = "X" to trigger actions when a loan is opened.

Example: Pre-fill fields or display a message when a user opens a loan.

On Loan Close

Use CX.LOAN.CLOSE = "X" to trigger actions when a loan is closed.

Note: Changes made here won’t be saved to the loan, since the loan save has already occurred. This action can still be used to show alerts or notifications to the user.

 

Installed Components

  • Custom Form: None
  • Codebase Assemblies: None
  • Custom Data Objects: None
  • Plugins: CustomActionsPlugin.dll


Custom Fields Created:

Fields:

Description

Format/Type

Max Length

CX.LOAN.SAVE

Loan Save Event

Check Box

N/A

CX.LOAN.OPEN

Loan Open Event

Check Box

N/A

CX.LOAN.CLOSE

Loan Closing Event

Check Box

N/A