In the Omni Assessment workflow, the Assessment Summary allows you to build a digital summary of the application (your Credit File). The Assessment Summary will be auto-populated with finalised application data; and you can also add notes/comments as you work on the application.
These Assessment Summary Notes/Comments are then made available in the Document Manager LADM Data Model for mapping onto Documents.
Assessment Summary Notes: Where are they created, and what do they capture?
When you are assessing an application, you have an Assessment Summary in your Application Module. The Assessment Summary will summarise/be auto-populated with all the relevant data from your Application.
It will also act as your Credit File - where you record all your notes, comments, observations etc as you assess an application.
These Notes/Comments are made available in LADM Data Model for mapping to Documents.
Mapping Assessment Summary Notes to a Document
To Map Assessment Summary Notes to a Document, you need to:
first establish an Assessment Process Merge Block
then establish a AssessmentSummary sub-Merge Block
then establish a Notes sub-sub-Merge Block
Ensure your document is in Draft, Edit Mode, and toggled to Full Source.
Put your cursor on the page where you want to insert the data, and go to Reporting Tab.
Click Insert Merge Block - Assessment Process:
This will present to you the Assessment Process Merge Block Fields. For the purposes of populating a document with the Conditions of Approval, you need to simply 'establish' this Merge Block in order to get to the Conditions Sub-Merge Block. Click any field (doesnt matter which), and click OK:
This will establish the Assessment Process Merge Block on your page:
You then need to 'work inside' this Merge Block to get to the sub-Merge Block for Conditions. To do this, put your cursor at the end of the red, highlighted Merge Block and click Enter a few times:
If you click on Insert Merge Block, you will now be presented with the available sub-Merge Blocks for Assessment Process:
If you click on AssessmentSummary, you can then add the Merge Field Final Assessment Note to establish the AssessmentSummary sub-Merge Block:
If you then click on the Merge Field Final Assessment Note, you will then be working 'inside' the AssessmentSummary sub-Merge Block:
Put your cursor in a space within the highlighted Merge Block, click Enter a few times to create some space. If you go back to Insert Merge Block, you are now able to see the Notes sub-sub-Merge Block:
Click on Notes, and select the Merge Fields you would like in your Merge Block:
Your Merge Fields will be added to your document. Create some space in this new sub-sub-Merge Block, and build your structure/move around the data:
After you have worked on your section, you are able to re-map (move around) your data, remembering to delete the original data elements:
As a last step, you can minimise the fields in the higher Merge Blocks that are not required:
Test your Mapping.
You are now able to test your mapping. Press Save, and Test Doc. This will bring up the Test Rig, where you can select an application record that you know has testable data, and generate your form:
You can then generate your test document. Here my comments are repeating as per the comments I have added throughout my Assessment Summary:
If you need to make changes to the mapping or formatting, get back into Edit mode and re-do/re-test.
Remember that Merge Blocks are repeatable. This means if you have x comments/notes in your Assessment Summary, this Merge Block will repeat x times when you generate your Document.