Overriding fee payee for attorney states using Encompass DDM
When receiving fee data for fees, all settlement fees will be set to a single payee per state. It is common to have to update this after receiving the fee data so the Attorney Fee shows the attorney that is to be paid, and this article explains how to configure this as an Encompass administrator.
- To begin, you will need to be logged into the Encompass Desktop application with administrator privileges.
- Click the Encompass / Settings... menu, and navigate to the Dynamic Data Management / Fee Rules section.
- Click the paper icon with the + symbol to add a new Fee Rule.
- For the Fee Rule Name field, enter a name like Demo Title Provider - 1102d Attorney Fee.
- For the Auto-populate fee in line # field, click the Select Fee Line button and select Fee Line 1102d.
- Click OK.
Next, select the Details tab and enter a descriptive Fee Scenario Name like Demo Title Provider - 1102d Attorney Fee. Under Conditions for the fee scenario, select Yes - Apply this rule only if, and set the advanced conditions using the query builder until result looks something like the following:
([NEWHUD2.X55] = "Demo Title Provider" and [NEWHUD.X809] = "Title - Attorney Fee") and ([14] = "CT" or [14] = "DE" or [14] = "GA" or [14] = "IL" or [14] = "MA" or [14] = "NC" or [14] = "NY" or [14] = "OH" or [14] = "SC" or [14] = "VT" or [14] = "WV")
Note that you must use the query builder for this to work. Unfortunately, copying and pasting what's shown above is not sufficient for Encompass Desktop to fully generate the settings it needs behind-the-scenes.
It is important that the parenthesis are in the correct places, putting the first two and conditions in parentheses and putting the remaining or conditions for the subject property state in parenthesis. A mistake with the parenthesis here will cause unintended behavior.
*** IMPORTANT ***
It is critical to verify the advanced rule is properly formatted and has valid and correct Field IDs. Any errors in advanced conditions has the potential to break all Dynamic Data Management (DDM) rules in your Encompass environment.
Select the Values tab, select the row with Field Description of Line 1102d Paid To Name, click the Set Field Value button and configure it to set it to a Specific Value set to something like Example Law Firm.
When done:
- Click OK on the Set Field Value window shown above.
- Click Save.
- Select the Fee Scenario and click Activate, then click Close on the Add/Edit Fee Scenario screen.
- Select the Fee Rule and click Activate, then click Close to exit the Encompass Settings screen.
Now you're ready to test and verify that things are working as expected! Once you have verified that things work as expected for line 1102d, you will need to repeat these steps for the remaining fields where the attorney fee may be stored. A table including the field IDs you'll need is given below for convenience.
| Line # (2015 Itemization) | Fee Name Field ID | Payee Field ID |
1102e | NEWHUD.X811 | NEWHUD2.X56 |
1102f | NEWHUD.X813 | NEWHUD2.X57 |
1102g | NEWHUD.X815 | NEWHUD2.X58 |
1102h | NEWHUD.X817 | NEWHUD2.X59 |
1109 | NEWHUD.X208 | NEWHUD.X1076 |
1110 | NEWHUD.X209 | NEWHUD.X1077 |
1111 | 1762 | NEWHUD.X1078 |
1112 | 1767 | NEWHUD.X1079 |
1113 | 1772 | NEWHUD.X1080 |
1114 | 1777 | NEWHUD.X1081 |
1115 | NEWHUD.X1602 | NEWHUD.X1603 |
1116 | NEWHUD.X1610 | NEWHUD.X1611 |
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