Use the following questions to identify appropriate configuration changes that fall within the scope of the Integration for Encompass solution.
- Can you provide a mapping file of Encompass assigned attachment types to OnBase document types?
- Can you provide an autofill keyword set mapping a unique Encompass loan identifier (Encompass Loan Number, Encompass Loan GUID) to the core banking systems loan number?
- Can you provide a borrower/ entity level autofill keyword set with the Social Security Number as the primary value?
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How would you prefer to have Unassigned Attachments handled?
- Unassigned attachments should not be archived to OnBase.
- Unassigned attachments to be achieved as a miscellaneous document type that does not require additional manual indexing
- Unassigned attachments should be routed to a queue for manual indexing by an end user.
- Assigned attachments can be marked as Inactive within Encompass. (a newer version of the same document may have been uploaded). Should Inactive attachments be archived to OnBase?
- Documents from a (Trash) status in Encompass are always included in the polling criteria. Should documents associated with these loans be archived to OnBase?