Once a Borrower/Loan data file has been inbounded to the CLM system, the data records it contains can be applied in either an automatic or manual mode. The Manual application mode is described in the chapter entitled Apply an Inbound Borrower Loan Data File - Manual.
When a borrower/loan data file is automatically processed, the user does not have the opportunity to review and edit the data records as they are being applied. After the file(s) are selected, the CLM system validates the record contents. Valid records are immediately applied to the database, while invalid records are discarded. A "results" screen is presented at the conclusion of the Auto application process to indicate which records were applied, and which records were discarded due to errors.
To process a file automatically, first select the "Yes" option 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. When the desired file has been selected, click the Save icon located in the Function Bar. These selections are shown in the following example:
More than one file can be selected for automatic processing. If no files are selected, the user will be notified via a pop-up error box. The following is an example of this error:
To apply the selected file(s), click on the Save icon.
The CLM 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, a Summary Results screen is displayed as shown in the following example:
The processing result for each record set (as indicated by the ID number) is shown. Errors are indicated by a record status that begins with "2" (see red arrow in the above example). Records that were in error are logged on the report, and the record is retained in the Inbound file, unapplied. These records can be reviewed and edited while in the manual processing mode.
Click on the indicated link to close the message window and return to the Apply Borrower & Loan Records File List screen. This screen is refreshed to reflect that the previously selected file or files have been processed. If all records in a file were successfully processed, the file name is removed from the screen. If one or more records had errors, the file is retained along with the erroneous records. The record count for such files is updated to reflect the records that were successfully processed.