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 Automatic application mode is described in the chapter entitled Apply an Inbound Borrower Loan Data File - Auto.
When a borrower/loan data file is manually processed, the user has the opportunity to review and edit the data records as they are being applied. After the file is opened, the data records are displayed on the review/edit screen, two at a time. The user can review the displayed data, make any changes, and then apply those records to the CLM database. The CLM system validates the record contents and displays any errors to the user for correction. Valid records are immediately applied to the database. This process continues until all data records have been processed, or the user exits the application function.
To process a file manually, first select the "No" option on the "Automatic Processing ?" selection line. Next select the desired file by clicking in the checkbox located to the left of the file name. When a file has been selected, click the Save icon located in the Function Bar. These selections are shown in the following example:
Only one file can be selected for manual processing at a time. If multiple files are selected, or no files are selected, the user will be notified via a pop-up error box. The following is an example of a multiple file selection error:
After selecting a file and clicking the Save icon clicked, the file is opened in "Review/Edit/Apply" mode. (Up to) two records (each record corresponding to 1 to 5 records from the original Inbound file) pertaining to a specific borrower/loan are retrieved from the file and displayed to the user via a new window. This is shown in the following example:
The user can edit the record contents by clicking on the appropriate data field and revising the field value. The user can also indicate that a data record should be "skipped" by clicking on the checkbox located in the upper left corner of the record form. Skipping may prove useful when the user is unable to resolve CLM edit errors, but wishes to continue with the review/edit/apply process. Note: Skipping a record results in the record being retained in the file, unapplied.
Click on this link: Data Entry and Edit Guidelines to review information pertaining to what values may be entered into the various fields on the Borrower and Loan Records review/update form.
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 any errors, they will be displayed in a pop-up dialog box. The error message will indicate which record is in error, if more than one record is being applied:
Click on the OK button to acknowledge the errors and return to the review/edit form. The user can either modify the field(s) in error, or indicate that the erroneous record should be skipped (see the Note above pertaining to skipping records). Once the desired action has been accomplished, again click the Save button.
If the record contents pass the initial edit, a second set of edits is performed as part of the application process. These edits verify the record contents against data currently held in the database. If there are any errors, they will be displayed in a window similar to the original Review/Edit window. The error message is displayed in red near the "check to skip" box, as shown in the following example:
Correct the error(s), and then click the Save icon.
If there are not any edit errors, the borrower/loan records will be applied to the database. The review/edit screen will be refreshed with the next 2 record sets in the inbound file (if any).
The Review/Edit/Apply process will continue in the manner described above until all records in the inbound file have been processed. When this occurs, the following message is displayed in a pop-up window:
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 file was completely processed (the file name is removed).
The user can also terminate the review/edit/apply process before all records in the inbound file have been processed. This is accomplished by performing either of the following actions:
Clicking on the "X" in the upper right-hand corner of the review/edit/apply browser window
Click on the Apply Borrower & Loan Records File List screen.
Performing either action will close the review/edit/apply screen. Any unprocessed records, or records processed with errors, will remain in the inbound file and the file will remain in the Apply Borrower & Loan Records File List. The file's Unprocessed Records count will be updated as needed to reflect any records that were successfully processed prior to termination.