What's New 2018
Introduction
What's New includes the changes made during the year.
November 2018
The Complete Transaction and Reopen Transaction permissions were added early to support the upcoming release of the Complete Transaction feature. The new permissions apply to the Complete Transaction feature and will not be active until the feature is released. The new permissions are included by default for the Mortgage Loan Originator role for new accounts, but will be unselected for existing accounts.
To prepare for the Complete Transaction feature, access Roles and select the permission to add it to an mortgage role. Review your custom roles and add the Complete Transaction and Reopen Transaction permissions if applicable.
Please review What's New in the upcoming releases for information about the release of the new feature.
November 2018
The Complete Transaction and Reopen Transaction permissions were added early to support the upcoming release of the Complete Transaction feature. The new permissions apply to the Complete Transaction feature and will not be active until the feature is released. The new permissions are included by default for the Mortgage Loan Originator role for new accounts, but will be unselected for existing accounts.
To prepare for the Complete Transaction feature, access Roles and select the permission to add it to an mortgage role. Review your custom roles and add the Complete Transaction and Reopen Transaction permissions if applicable.
Please review What's New in the upcoming releases for information about the release of the new feature.
Permissions were added to support the launch of the Vanceo™ product. For more information about the permissions, select the Roles topic in Help.
The Manage Security Administration Account role has been added to all accounts that did not have it. This was done to allow more efficient provisioning on Accounts that have existed prior to November 2017.
The HMDA Reviewer permission has been added to assumption roles. This permission allows a user to select Reviewed on the HMDA page. The new permission will default unselected. Access Roles and select the permission to add it to an assumption role. Review your custom roles and add the HMDA Reviewer permission if applicable.
The HMDA Reviewer permission has been added to mortgage roles. This permission allows a user to select Reviewed on the HMDA page. The new permission will default unselected. Access Roles and select the permission to add it to a mortgage role. Review your custom roles and add the HMDA Reviewer permission if applicable.
The Batch Processing permission is now available for adding to your roles. The permission allows a user to access the Expere Document Portal and is included in the Expere Document Services permission group.
Permissions Changes
- Add User to Account
- Assign or Remove Permissions for Security Administration
- Basic Access for Security Administration
- Edit Account (Previously titled, 'Manage Account')
- Edit Account Roles
- Edit Account User (Previously titled, 'Manage Account Users')
- Remove User from Account
- Reset Account User Password
- Unlock Account User
- View Account Roles
- View Account User
- If a Role contained Manage Account Users, the role will now also have Add User to Account, Edit Account Roles, Remove User from Account, Reset Account User Password, Unlock Account User, View Account Roles and View Account User permissions.
- If a Role contained any of the three permissions (Manage Account, Manage Account Users, or Clone Account, the role will now also have the Basic Access for Security Administration permission.
- If a Role contained Manage Administration for Product XYZ, the Role will now have Assign or Remove Permissions for Product XYZ. The Manage Administration for Product XYZ will be specific to the product administration components, and the new Assign or Remove Permissions for Product XYZ permission will work in combination with other Security Administration permissions to control the maintenance of accounts with multiple products.
To assist organizations with the separation of duties among users, three new permissions were added to Security Administration for ComplianceOne® mortgage:
If a Role contained Create Transaction in Application Phase for ComplianceOne® mortgage and Create Transaction in Closing Phase for ComplianceOne® mortgage, the role will now also have Edit Loan Decision, Copy Transaction, and Delete Transaction permissions.
- Edit Loan Decision
- Copy Transaction
- Delete Transaction
If a Role contained Create Transaction in Application Phase for ComplianceOne® assumptions and Create Transaction in Closing Phase for ComplianceOne® assumptions, the role will now also have Edit Loan Decision, Copy Transaction, and Delete Transaction permissions.