Apply Exit Records

You can find the Apply Exit Records function under the Inbound tab. Use this function to apply borrower exits to CLM from a data file or batch that has already been uploaded to the system. In addition to adding records through this function, you can also view and delete existing data files.

Prior to applying the data to the system, you need to upload the data through the Inbound Exit Records function. Once you inbound (upload) the data, the system creates an entry on the Apply Exit Records screen. From there, you can select the data and apply it to CLM. If there are no uploaded borrower exit data files in CLM, you will see a message that there are no files awaiting processing.

You also have the option to create and enter your own batches. Find out how to do this in the Create an Inbound Exit batch help topic.

To View a File

On this screen, you will find a list of uploaded, but unapplied, borrower exit data files. To view the contents of any of these files, click on the Magnifying Glass icon.

To Add Records

Use the Add Records link on the right side of the display to add additional exit records to the selected file. See the Create an Inbound Exit batch help topic for information pertaining to the values that may be entered into the various fields.

To Apply a File to the System

Once a borrower exit data file has been inbounded to CLM, the data records it contains can be applied in either an Automatic or Manual Mode. Choose Manual Processing when you want to review and edit the data records as they are being applied to the system.

To Apply an Inbound Exit File-Automatic Mode

To process a file automatically, first select the Yes radio button on the Automatic Processing? selection line. Next select the desired file(s) by clicking in the checkbox located to the left of the file name. Once you have made your selections, click the Save icon located in the Function Bar.

 

The system will edit the contents of the selected file(s), and apply valid records to the database. When all files and records have been processed, the Results screen is displayed, as shown below.

 

 

This screen will list any edit errors that were found when processing the exit records. The records that were found to be in error (if any) remain in the Inbound file as unapplied records. You will need to use the Manual Processing mode to edit these files and apply them to the system.

When you return to the Apply Exit Records screen, it is refreshed to reflect that your selected file or files have been processed. If all records in a file were successfully processed, the number of Unprocessed records is updated to 0. If one or more records had errors, the count indicates the number of records that were not processed.

To Apply an Inbound Exit File-Manual Mode

To process a file manually, first select the No radio button on the Automatic Processing? selection line. Next select the desired file by clicking in the checkbox located to the left of the file name. Only one file at a time can be selected for manual processing. When a file has been selected, click the Save icon located in the Function Bar. The file you selected is opened in "Review/Edit/Apply" mode. Borrower Exit records are displayed one borrower at a time via a new window.

 

 

You can edit the record by clicking on the appropriate data field and revising the field value. See the Create an Inbound Exit Batch chapter for information pertaining to the values that may be entered into the various fields.

 

You can also skip a data record by clicking on the checkbox located in the upper left corner of the record form. Skipping is useful when you are unable to resolve CLM edit errors, but want to continue with the review/edit/apply process.

 

To apply the displayed record(s), click on the Save icon. Clicking the Save icon will trigger an initial edit process that validates the displayed record data. If there are not any errors, the data will be applied to the system and the review/edit screen will be refreshed with the next borrower exit record from the inbound file (if any). If there are errors, they will be displayed in a pop-up dialog box. You can either edit the record to fix the errors, or you can skip the record and continue reviewing the rest of the records in the file.

 

After you have reviewed all of the records, you will notice that the Apply Exit Records Screen is updated to reflect that all of the records in the file were processed.

If you wish to end the review process before you have reviewed all of the records in the file, you can simply close the review/edit window. Any unprocessed records will remain in the inbound file. The file's Unprocessed records count will be updated to reflect the number of records remaining in the file.

To Delete a File

To delete one or more Inbound Exit data files, select the desired file(s) by clicking in the checkbox next to the file name. After selecting the file(s), click on the Delete icon located in the Function Bar. You will be given the option to continue with the delete or cancel it.