Knowledge Base

The Simple eDisclosures Plugin streamlines the disclosure process by removing repetitive manual steps. Instead of navigating multiple dialogs or re-entering the same information for every disclosure, the plugin automates key tasks to speed up work, maintain consistency, and reduce the chance of manual errors.

Benefits

Implementing the Simple eDisclosures Plugin provides several operational advantages:

• Increased Efficiency - Automates repetitive tasks, reducing overall disclosure preparation time.
  
• Improved Accuracy - Reduces manual data entry, lowering the risk of user errors.
  
• Operational Consistency - Standardizes disclosure processes across users and teams.
  
• Enhanced User Experience - Simplifies complex steps in the workflow.
  

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 Optimized or Enterprise Tier.
   
3. Click Settings > PowerTools™ Optimized tab.
   
4. Turn on the Simple eDisclosures 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®.
   

Automated Tasks

The plugin manages three major disclosure windows automatically:

 2.  Audit Dialog– Automatically re-enables the Order button if it gets disabled by Encompass when: there are no errors in the list and less than 10 fields change in the loan since last save. The reason for this is that Encompass will disable the button if it detects any minor changes to the loan.  Any loan or fee value change usually changes more than 10 fields, and the Refresh Audit process resaves the loan and recalculates errors taking more than 20 seconds.

 3.  Send Message Dialog

• Sets the correct sender
  
• Adds all required users with proper dates
  
• Applies the SSN4 authentication code
  
• Checks the notification box
  
• Fills in the notification date
  

Time Savings Per Disclosure Package

Using the Admin – Simple eDisclosures Plugin Form

1. Manage Settings– Assign users, personas, and automation profiles.
   
2. View Current Settings– Allows administrators to review automation settings without having to drill down into each setting.
   
3. Review Custom Fields– View fields utilized by the plugin. These fields can be used in field triggers.  Best practice: Do not add custom field calculations to these fields.
   
4. Logs & Licensing– Administrative functions for administrators.
   

Managing Settings – Step-by-Step

Administrators can configure each piece of the automation process.

1. Click Admin – Simple eDisclosures Plugin form.
   
2. Click Manage Settings to open the configuration area.
   

3. Choose whether automation applies to all users or only selected users/personas. If Automate for All Users is selected, the 3 sections below will be disabled.
   

     5. In Automate Disclosure Dialog for Users, click the Add icon , select a user, and click Add

         In Automate Disclosure Dialog for Personas. After User Rules Above: click the Add New Persona                Access  icon, select a persona and click Add.

Automation Settings

Plan Code Dialog

This setting controls when the Send eDisclosures Plan Code dialog box is bypassed.

Save Plan Code Selection…- After the first set of disclosures are sent, the plan code and name are saved to custom fields.  Any subsequent eDisclosure requests will load the plan code based on those field values, bypassing the “Select a Plan Code” window.

Automatically Select Plan Code….– For loans with a single borrower pair, this selection adds the plan code for the automation only if the user is allowed based on allowed user settings.

Audit Dialog

This setting controls the Disclosure Audit and Send eDisclosures dialog windows.

Auto-Enable ‘Order eDisclosures’ button when there are no Audit Failures– this setting navigates around when the eDisclosure button id disabled through other Encompass® means.

Hide Field ID ComboBox for all not Super Admins….– Select this box to disable the dropdown box, field ID option.

Send Dialog Automation Profiles

This section populates the final dialog window before disclosures are sent.

When creating profiles, leave CX.DISCAUTO.PROFILE blank for a default template

For an alternate profile, set CX.DISCAUTO.PROFILE to something that describes the scenario.

Installed Components

• Custom Form: Admin – eDisclosure Automation Plugin
  
• Codebase Assemblies: EDisclosuresAutomationForm.dll
  
• Custom Data Objects: None
  
• Plugins: EDisclosuresAutomationPlugin.dll
  

Custom Fields Created: