Power Tools: Simple eDisclosures

Overview

This plugin automates several steps in the process of sending Disclosures thus minimizing time it takes to send each disclosure by few minutes.  This plugin also sets selected Plan Code to custom fields to help auditing if someone sends wrong disclosures.

What this plugin is actually automating:

This plugin, simply put,  automates three 'Send eDisclosures' dialogue boxes. It does this by:

1. Automatically selecting the Plan Code for subsequent disclosures, based on a custom field.
   
2. Re-Enabling of the ‘Order’ button in Audit dialog.
   
3. Automatically changes the Sender.
   
4. Automatically adds users with proper dates.
   
5. Automatically sets the Auth Code.
   
6. Automatically sets Notification checkbox & date.
   

AUTOMATION EXAMPLE:

The three dialogues are automated:

1. Selecting Plan Code
   
2. Audit Dialogue
   
3. Sending a Message
   

Disclosure Message Dialogues are handled for both 18.2 (old style) and 18.3 (new style):

How does this help the customer:

Time Saving per each disclosure is ~ 2 minutes.  Considering it takes ~ 10 minutes to send each disclosure with all custom selections, plugin will allow sending disclosures ~ 20% faster.  Besides time saving, plugin will also significantly increase consistency due to less manual data entry:

1. Automatic Plan Code selection ~ 10 seconds
   
2. Re-Enabling of ‘Order’ button in Audit dialog – only helps some loans ~ 5 seconds
   
3. Automatically changing Sender ~ 5 seconds
   
4. Automatically adding users with proper dates ~ 60 seconds
   
5. Automatically setting SSN4 Auth Code ~ 20 seconds
   
6. Automatically setting Notification checkbox & date ~ 10 seconds
   
7. Total saving: 110 seconds.
   

Configuration Settings and User Guide:

In this section, we will go into detail on each setting and the steps in configuring each for the customer.

NOTE: There are only two steps to complete when setting this automation up for customers.

•  Define users
  
•  Configure Automation Settings
  

That's it! 

1. Manage Settings Button: Launches Settings.
   
2. Settings Display: Gives users a text readout of settings.
   
3. Custom Field Section: Shows custom fields the that plugin uses, that can be used in conjunction with configurations. 
   
4. Log and License button: LTK Admin functions.
   

Section 1: Manage Settings

The 'Manage Settings' button will allow you to configure which users or personas will have automation, which parts of the dialogue are automated, as well as profiles for how sender and additional recipients can be set for the customers branches or lines of business:

Allowed Users Settings:

NOTE: If "Automate Only For Users is selected.." is selected, one of sections below will have to have at least 1 option selected. 

• 1.) Click on the person icon, then select the user from the list, then click add. 
  

• 1.) click on either the persona to be included in the automation, or excluded. Then press "ok"
  

Note: The check users button will display at a glance current user settings consolidated into one text element.

Automation Settings: 

Plan Code Dialog Settings: 

When creating profiles Leave CX.DISCAUTO.PROFILE Value BLANK for a DEFAULT template

Section 2: Settings Display

Section 3: Custom Field Section

BEST PRACTICE: DO NOT ADD CUSTOM FIELD CALCULATIONS TO THESE FIELDS!!! If a customer would like to add something, like plancode NAME and CODE, to auto populate, use a field trigger. This is because, if an admin needs to clear out a field on this form, field calculations could reset erroneously. 

Section 4: LTK Admin Buttons