Standard View

The Standard view shows a list of transactions determined by a set of default filters applied to the Tasks grid and Transactions grid.

• The default view of the Transactions grid is filtered to show only open transactions that were either created by the user or assigned to the user through the processes applied to the transactions.

• The default Tasks Grid view is filtered to show all open tasks that match user’s workflow roles. For example, a user with both Loan Processor and Loan Underwriter roles will see all tasks for both roles.