Overview

The Organization, Policy, & Product Setup Administration (OPPSA) tool/application is used to set up, organize, and maintain core policies, disclosures and products that are used repeatedly throughout Deposit Account opening transactions. The tool collects and maps policy-level data not generally collected at the transaction level in account originating systems. This tool eases implementation and allows Expere Deposit/IRA content users to focus data mapping efforts on transactional data – the data that is readily available in most account origination systems and which, when merged with OPPSA data, can generate complete account-opening documentation.

The OPPSA tool allows you to perform the following:

Set up and manage financial organization hierarchies
Set up, define and manage lending policy requirements for each organization
Post organization and lending policy data to the Expere server
Define Packets to group and order documents
Create and modify Packages to define which documents are applicable to a phase. (Currently not supported for Mortgage content.)

Who Should Use This Document?

This document is intended only for users who have upgraded, or intend to upgrade, the Expere Engine and OPPSA to the 2013.4.0 release. The OPPSA User Guide is intended for content authors and analysts. Typical users include:

Compliance Analysts
Business Analysts