The Expere Knowledge Base uses the concept of packages to link affiliated documents to each other. A package may contain all documents in a line of business or a grouping of documents. Wolters Kluwer Financial Services commonly delivers packages that are subsets of a line of business based on transaction lifecycle state (e.g., Application or Closing). For example, the following packages existed in recent releases of the Expere Knowledge Base
- Consumer Direct
- Consumer Direct—Application
- Consumer Direct—Adverse Action
- Consumer Direct—Processing
- Consumer Direct—Closing
- Consumer Direct—Post-Closing
- Deposit
- Deposit—Account Modification
- Deposit—Account Opening
- Deposit—Add Feature or Service
- Deposit—Authorize Credit Report
- Deposit—Create Direct Deposit
- Deposit—Create or Cancel Preauthorized Withdrawal
- Deposit—Initiate Wire Transfer
- Deposit—Provide Access to Safe Deposit
- Deposit—Provide Hold Notice
- Deposit—Provide Notice of Action Taken
- Deposit—Provide Notice of Negative Information
- Deposit—Report Lost Instrument
- Deposit—Stop or Reverse Payment on Check or ACH
- Home Equity
- Home Equity—Application
- Home Equity—Adverse Action
- Home Equity—Processing
- Home Equity—Closing
- Home Equity—Post-Closing
- Individual Retirement Account—Account Opening
- Individual Retirement Account—Account Servicing
- Individual Retirement Account—Beneficiary Election
- Individual Retirement Account—Contribution
- Individual Retirement Account—Distribution
- Individual Retirement Account—RMD Amount
- Individual Retirement Account—RMD Notice
- Individual Retirement Account—RMD Waiver
- Individual Retirement Account—Transfer Rollover
- Individual Retirement Account—Withholding Notice
- Mortgage
- Mortgage—Application
- Mortgage—Adverse Action
- Mortgage—Processing
- Mortgage—Closing
- Mortgage—Post-Closing
