SUPPORT Page

Displaying results

Users can display transaction results through one of the following methods:

• Enter a value in the Select or type in an account ID field; click View to display the results at the bottom of the page.
• Enter an account name or customer number in the Account name/Customer number field; click Search. The Account name/Customer number field will return an account list with all of the accounts that contain any portion of that search criteria.
• Single-click an account from your list of assigned accounts to display its transactions.

Searching for a transaction

You can search for a transactions through one of the following methods:

• Enter an EDS ID, DGS ID, Passthrough ID, Loan Number, or Package Type to return the specific transaction that matches one of the ID's for the identified account; click Search. Note that the ID must be an exact match.
  
  
  
  Note: It is recommended that users enter a value in one of the EDS ID, DGS ID, PassThrough ID or Loan Number fields, but not all three fields. The EDS ID field only allows numeric characters. The DGS ID field is restricted to GUID characters.
• Select either the Created Date or Delivery Date option button. The Delivery Date and time represents the Delivery Status as the package moves through delivery.
  
  
  
• Either directly enter a date in the Start Date field (mm/dd/yyyy) to return all transactions for the specified date or click the down arrow to select a date from the interactive calendar. For a broader search result, also enter a date in the End Date field. Click Search.
  
  
  
  Note: When searching by date, you must enter a date in the Start Date field at a minimum. Only entering a date in the End Date field will result in an error. To narrow your search, enter an exact time in the time (optional) field. Using only Start Date will list all requests processed that day.

Advanced Transaction Results

Additional search fields allow you to enhance your transaction results.

You can search by any of the Transaction list features below; click the arrows to the right of the desired field and select at least of the following options:

• State: select Successful, Failed, Incomplete, or Successful With Warnings .
• Generate Callback Status: select Successful, Failed, or NotRequested
• API Call: select SelectAndGenerate, Generate, or GenerateSynchronous.
• Reason Failed: select No_Docs, Content_Error, Uncategorized, Timed_Out, No_Bus_Relation, DeliveryFailed, Invalid_Character, and Field_Error.

Additionally, you can select multiple entries for each field, and can either Check All or Uncheck All by selecting either of the respective options at the top of the dropdown list.

Transaction list features

The list of transactions contains the following:

• EDS ID / Account ID: The EDS ID / Account ID is generated when creating the transaction using one of the API methods. With View All Accounts and/or Edit All Accounts permissions, users can view the last ten (10) submitted transactions.
  Note: Users can still limit their search to a specific customer account; simply select the desired account from the Account List above. To get back to searching all accounts, after choosing one account from the list, select the Clear button at the bottom of the search criteria fields.
• DGS ID: The DGS ID is created when the transaction is sent to DocGenServices for processing. Use this ID to perform any troubleshooting in DocGenServices when a transaction has failed.
• State: The State column displays either a Successful, Failed, Render_Callback_Successful, Render_Callback_Successful, or Incomplete status for the transaction.
  Note: If the State column is marked to Failed, it will list one of the following reasons why it failed:

  • No_Docs
  • Content_Error
  • TM_INVALID_CHARACTER_ERROR
  • Timed_Out
  • No_Bus_Relation
  • Field_Error
  • Uncategorized; used when the transaction failed due to something other than No_Docs or Uncategorized.
• Generate Callback Status: The Generate Callback Status column displays the following statuses:
  • Generate Callback status:
    • Successful: the Generate callback was successfully sent.
    • NotRequested: when Generate Callback is not requested.
    • Failed: the Generate callback has failed.
• API Call: The API Call column displays the corresponding API that was used when creating the transaction.
• Account: The Account is associated with a specific account; this account is created in the Wolters Kluwer Financial Services Administration tool.
• Package Type: The Package Type column displays the corresponding package name and type.
• Submitted By: signifies the user who submitted the transaction.
• Loan Number: The Loan Number is supplied by the end user through the transaction.
• Date/Time: The Date/Time column displays the following:
  • Date and Time the transaction was created.
  • Date and Time of the last update in Delivery for those transactions that include a delivery component.
  • Date and Time the transaction was last modified.
  Note: Transactions not received by fulfillment will not have a Delivery Date/Time

Opening a transaction

Click anywhere on the desired row on the main page to view the details of the transaction. The transaction details opens in a new internet browser tab.

The transaction results page consists of a summary of the request details (EDS Request Details) and the Delivery Audit Log.

Viewing JSON Data

If you are assigned the Toolsuite Access permission , the VIEW JSON DATA will not appear for you on the transaction details page.

Delivery Audit Log

Downloading transaction data

Uses can click the DOWNLOAD SCRUBBED TXN button to open the scrubbed transaction xml and review it or save the transaction to a desired location and use it for additional troubleshooting.