Populating the Encompass Entity Metadata Autofill - Hyland Integration for Encompass - 22.1 - 22.1 - Ready - Other - external

Hyland Integration for Encompass

Platform
Other
Product
Hyland Integration for Encompass
Release
22.1
License

The Encompass Entity Metadata autofill is used to populate borrower level information on documents from Encompass. Since there could be slight metadata differences between Encompass and the core system, to the solution pulls just the SSN/TIN information about the borrowers from Encompass and leverages a core system autofill keyword set to populate the necessary entity level information (First and Last Name, etc).

For complete details on creating new autofill keyword sets, refer to the Autofill module reference guide.