Configuring data extensions for Order Management in Encompass
Data extensions are a feature of Encompass that allows custom data to be leveraged for specialized workflows. To leverage these fields with GridBase® begin by signing into the Encompass web portal, click Services / Services Management and click the Field Mapping link in the GridBase® tile. Here you will arrive at a screen which resembles the screen shot at the bottom.
Important: The field names are case-sensitive. The values entered into Encompass match the values below exactly.Data Extension Fields
Field Name | Description | Supported Mapping Type(s) |
milestone | Description of the most recent milestone reached. | Maps From |
milestoneDate | Date and time the most recent milestone was reached. | Maps From |
note | Subject of the most recent note sent to the Lender. | Maps From |
noteDate | Date and time the most recent note was sent to the Lender. | Maps From |
document | Name or description of the most recent document sent to the Lender. | Maps From |
documentDate | Date and time the most recent document was sent to the lender. | Maps From |
fileNumber | When optionally mapped, this is sent to GridBase as the "Client File Numbr" which is passed to the Title Provider. When not set, the Client File Number will default to the Loan Number. | Maps To |
Example Screen Shot
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