Abstract:
A system and method for defining a custom business process associated with a financial transaction. Defining a business process includes creating one or more forms for exchanging information among a customer, a financial institution, and, optionally, a vendor or other third-party who performs one or more sub-transactions related to the financial transaction. The system and method of the present invention provide for customizing each form to include one or more data elements associated with the financial transaction. The selected data elements are subsequently used to define logical relationships for automating order placement of sub-transactions. The logical relationships are triggered by one or more predetermined events. Once triggered, the logical relationships are applied, and the result or outcome is used to perform other tasks associated with the financial transaction automatically.

Description:
CLAIM OF PRIORITY 
       [0001]    This application is a continuation of U.S. application Ser. No. 12/723,358, filed Mar. 12, 2010, now U.S. Pat. No. 8,478,659, issued Jul. 2, 2013, which is a divisional application of U.S. application Ser. No. 10/937,879, filed Sep. 10, 2004, now U.S. Pat. No. 7,705,055, issued Apr. 27, 2010, which claims priority to U.S. Provisional Application No. 60/502,273, filed Sep. 12, 2003. Each of the above-mentioned patent applications is incorporated in its entirety by reference herein. 
     
    
     BACKGROUND OF THE INVENTION 
       [0002]    1. Field of the Invention 
         [0003]    The present invention relates to a method and system for managing business transactions that require goods or services from multiple vendors, and in particular to a method and system for providing a banking transaction to an individual while managing sub-transactions with one or more vendors. 
         [0004]    2. Background of the Technology 
         [0005]    There exist in the art paper-based methods and systems for completing financial transactions, such as providing mortgages, but these systems are typically slow and costly. Computer-implemented systems to manage financial transactions are also known, but these systems typically do not contain functionality to manage each step in the lifespan of a financial transaction. In particular, they do not provide functionality to initiate or track sub-transactions that are necessary for the completion of a financial transaction. 
         [0006]    There is an unmet need in the art for methods and systems for the management of financial transactions, that include functionality to manage sub-transactions. A sub-transaction, also interchangeably referred to herein as an order or a product, relates to goods or services being provided during the life of the transaction, and sub-transactions help to define parameters of the transaction or otherwise bring the transaction to completion. For example, a financial institution or other company (also interchangeably referred to herein as a customer), such as a mortgage company, wishes to make a transaction with an end user. For example, the transaction may be providing a mortgage, and the end user may be an individual or business. The transaction may require the completion of one or more sub-transactions. One example of such a sub-transaction is a home inspection. Sub-transactions include transactions between the end user and a vendor, such as an inspection company, which has a service agreement with the financial institution. Sub-transactions also include, for example, transactions between the end user and the financial institution, between the financial institution and a vendor, or between a vendor and another party, such as an independent service provider. 
         [0007]    There is an unmet need in the art for automated vendor distribution functionality that enables a financial institution or another requesting party to automate the distribution of sub-transactions to select vendors. There is a further need to provide order tracking and order management functionality. There is also a need to create a system that is tailored to the needs of a vendor management company. A vendor management company, also interchangeably referred to herein as a network vendor, is a vendor which itself outsources some or all sub-transactions to local independent contractors or service providers. 
       SUMMARY OF THE INVENTION 
       [0008]    The present invention provides a structure and platform that embodies an effective method and system for managing business transactions between an end user and a financial institution, where the business transactions include one or more sub-transactions between a vendor and the end user or financial institution. For example, when an end user obtains a loan from a financial institution or enters into another financial transaction, goods and services are ordered in conjunction with the loan or other financial transaction. These goods and services, or sub-transactions, include, for example, a flood order, an inspection, a business process outsourcing (BPO), an appraisal, an automated valuation model (AVM), a mortgage insurance (MI) policy, or other sub-transactions associated with the loan or other financial transaction. In one embodiment, the present invention includes systems and methods for ordering these sub-transactions from vendors. The sub-transactions may be ordered by the end user, by the financial institution, by a member of an outsourced labor force, by a real estate agent or other agent for the end user, or by another party. In one embodiment, the present invention includes systems and methods for selecting a vendor for a sub-transaction. 
         [0009]    In addition, in one embodiment, the present invention is branded and customized to a particular financial institution or other company. Furthermore, the present invention allows outsourcing of non-automated transaction management operations, such that, for example, the human labor force required for transaction management is outsourced to a third party or other entity that is, for example, unrelated to the financial institution. 
         [0010]    The present invention streamlines business processes, such as providing mortgages or performing other financial transactions, by, among other things, automating many traditionally manual steps. This eliminates manual errors and reduces cost, and also does not require a company to hire additional employees. The present invention is capable of being integrated into existing business infrastructure, and is capable of interfacing with other software applications. 
         [0011]    The present invention enables mortgage lenders and others to reengineer their mortgage origination and servicing processes. This reduces operating costs and allows for a process that is fully electronic. 
         [0012]    One embodiment of the present invention provides automated ordering functionality. In one embodiment, automated ordering apprises an end user that a particular sub-transaction is required or optional, and allows an end user to quickly and easily order a sub-transaction, without input from the financial institution or the vendor. In one embodiment, automated ordering functionality also automatically orders sub-transactions upon the ordering of a transaction or is otherwise automatically triggered. Automated ordering may thereby reduce cost and may reduce erroneous ordering. 
         [0013]    One embodiment of the invention includes vendor management processing and set-up functionality. This functionality allows a financial institution to manage the transactions of a vendor, including real-time calculation of vendor capacity, threshold, and late-order ratios. 
         [0014]    One embodiment of the invention includes qualitative performance analysis functionality. This functionality allows an end user or other requesting party to monitor and evaluate a vendor&#39;s price for a given sub-transaction, as specified in the service contract between the vendor and the financial institution. This functionality also allows an end user or other requesting party to monitor and evaluate such measures as a vendor&#39;s turn-around time and quality score. The qualitative performance analysis functionality further calculates an overall score for the vendor, such as by combining and weighting the turn-around and quality scores and providing a score via a scoring mechanism for evaluating a vendor&#39;s turn-around time performance. 
         [0015]    One embodiment of the invention includes vendor distribution functionality. This functionality distributes sub-transactions among vendors, taking into account criteria such as a vendor&#39;s price, turn-around time, quality score, capacity, threshold, late order ratios, outstanding late order volume, outstanding new order volume, and the like. Vendor distribution functionality also includes functionality to withhold order distribution to a specified vendor for a specified period of time. 
         [0016]    One embodiment of the invention includes vendor management company functionality. This functionality allows a vendor management company—e.g., a vendor that outsources some or all of its sub-transactions to independent service providers or the like—to effectively use the system. This functionality provides a vendor management company with many of the same tools available to the financial institution, such as automated distribution of orders to independent service providers and qualitative analysis of the independent service providers. 
         [0017]    One embodiment of the invention provides a customizable system that can be tailored for a particular financial institution or other company. Customizing the system includes branding the system, or altering the look, feel, and user interaction with the system. Customizing the system further includes tailoring the capabilities of the system in accordance with vendor rules and policies concerning the requirements for transactions and sub-transactions. In one embodiment, customizing the system also includes adding automated support for the day-to-day operations of a particular financial institution or other company. 
         [0018]    One embodiment of the invention provides a method and system that allow outsourcing of the human labor force that performs non-automated transaction management tasks. Outsourcing allows the system to be implemented in such a way that the financial institution or the vendors have little or no interaction with the system. 
         [0019]    In one implementation, each type of transaction has a unique profile. The profile specifies, for example, the relationship between an end user and the financial institution. For example, the profile may specify the terms of a home loan. To select a transaction for a particular end user, in one embodiment, parameters matching the end user&#39;s requirements are input, and a transaction with a profile matching the input parameters is selected. Furthermore, the profile for a given transaction specifies, for example, which sub-transactions are required or are optional for the transaction. This assists in triggering automatic ordering of sub-transactions. 
         [0020]    Additional advantages and novel features of the invention will be set forth in part in the description that follows, and in part will become more apparent to those skilled in the art upon examination of the following or upon learning by practice of the invention. 
     
    
     
       BRIEF DESCRIPTION OF THE FIGURES 
         [0021]    The features of the invention will be more readily understood with reference to the following description and the attached drawings, wherein: 
           [0022]      FIG. 1  shows various features of an example computer system for use in conjunction with an embodiment of the present invention; 
           [0023]      FIG. 2  presents an example flow diagram of functions performed in accordance with an embodiment of the present invention; 
           [0024]      FIG. 3  presents an exemplary system diagram of various hardware components and other features, in accordance with an embodiment of the present invention; 
           [0025]      FIG. 4  is a block diagram of various system components, in accordance with an embodiment of the present invention; 
           [0026]      FIG. 5  presents an example flow diagram of functions performed in accordance with an embodiment of the present invention; 
           [0027]      FIG. 6  presents an example flow diagram of functions performed in accordance with an embodiment of the present invention; 
           [0028]      FIGS. 7-57  show sample Graphical User Interface (GUI) screens presented to a user in conjunction with an embodiment of the present invention; 
           [0029]      FIG. 58  is a block diagram illustrating a sample corporate hierarchy in conjunction with an embodiment of the present invention; 
           [0030]      FIG. 59  is a block diagram illustrating various functionalities of a system in conjunction with an embodiment of the present invention; and 
           [0031]      FIGS. 60-61  illustrate a branded customer portal in conjunction with an embodiment of the present invention. 
       
    
    
     DETAILED DESCRIPTION 
       [0032]    Among other advantages, the present invention maximizes process efficiencies and reduces customer costs by automating additional processes in the transaction management lifecycle. For example, when an end user obtains a loan from a financial institution or enters into another financial transaction, goods and services are ordered in conjunction with the loan or other financial transaction. These goods and services, or sub-transactions, include, for example, a flood order, an inspection, a business process outsourcing (BPO), an appraisal, an automated valuation model (AVM), a mortgage insurance (MI) policy, or other sub-transactions associated with the loan or other financial transaction. In one embodiment, the present invention includes systems and methods for ordering these sub-transactions from vendors. The sub-transactions may be ordered by the end user, by the financial institution, by a member of an outsourced labor force, by a real estate agent or other agent for the end user, or by another party. In one embodiment, the present invention includes systems and methods for selecting a vendor for a sub-transaction. 
         [0033]    Advantages of the present invention include the following: 1) providing customers with superior vendor management tools to automate the vendor management process; 2) creating a competitive advantage in the vendor management and transaction management market space; and 3) providing sufficient tools and features to eliminate the need to maintain another order tracking system. 
         [0034]    The present invention works in conjunction with features designed to provide foundational vendor management functionality, as well as automated vendor distribution tools. Automated vendor distribution functionality provides requesting parties with the ability to automate the distribution of orders to select service providers based upon various loan file criteria, as well as such factors as geographic location, vendor capacity, and threshold limits. The present invention provides additional vendor management functionality to a suite of management tools. 
         [0035]    The present invention also provides features to satisfy the order tracking and management needs of the system manager. These additional features reduce operational costs as well as expand the functionality to encompass the needs of the vendor management company, also herein interchangeably referred to as a Network Service Provider (service provider who outsources a majority of the products and services to local independent service providers). 
         [0036]    The present invention contains features that address the following areas, among others: 1) automated ordering; 2) vendor management processing/set-up; 3) enhanced qualitative analysis; 4) vendor distribution enhancements; 5) vendor management company accommodations; and 6) financial institution operational needs. 
       Automated Ordering 
       [0037]    The Automated Ordering functionality offers full end-to-end order placement automation, optionally without the need for user intervention. This feature reduces customer costs due to the reduction in manual processes, and also reduces erroneous product ordering (e.g., ordering the wrong set of products for a specified loan). 
         [0038]    The Automated Ordering feature allows users to utilize File and Order data to determine which products to order and when to order them. For example, a customer is able to automatically order a BPO for loans with a loan type of “refinance,” and to order a full appraisal for loans with a loan type of “purchase.” The functionality is designed to also combine comparison logic to automate the order placement process. For instance, a customer may want loans with a loan-to-value ratio (LTV) greater than 95%, and with a loan product of “home equity line of credit” (HELOC), handled differently than loans with a loan-to-value ratio (LTV) less than 95% and loan product of “conforming.” Essentially, the Automated Ordering features handle the typical decision making scenarios that customers face on a daily basis. 
         [0039]    To maximize the effectiveness of Automated Ordering functionality, one embodiment of the present invention offers automated product selection and order placement capabilities for various scenarios, such as file creation and order fulfillment. 
         [0040]    The file creation scenario enables customers to trigger the automated product selection and order placement at the time a file is created. Under this scenario, file level data is utilized to determine the appropriate products to order for the specified file. The file level data includes typical order placement data, such as Premium Type, Rate Type and Renewal Type for the Mortgage Insurance product. 
         [0041]    The order fulfillment scenario enables automatic product selection and order placement based upon order fulfillment data. Under this scenario, order fulfillment data is utilized to determine the appropriate products to order for the specified file. An example would be when a customer orders an AVM product and would like a BPO ordered if the AVM fulfillment Property Value is 10% less or greater than the Estimated Property Value. 
         [0042]    In one embodiment, automated product selection enables requestors to create custom decision rules to automatically place orders for required products. The decision rules are based, for example, on “If, Then” logic and can include any data element from the following: loan data (pre-fulfillment data), indicating the type of loan or other transaction; fulfillment data, indicating which orders have been completed; and file/order status data, indicating the status of outstanding orders. 
         [0043]    Loan data (pre-fulfillment data) indicates the type of loan or other transaction. In one embodiment, loan data also includes data indicating which products to order for the transaction. Loan data triggers, for example, the automatic ordering of necessary products based on file data or other transaction data. Automated ordering based on loan data eliminates the product ordering decision process and provides tool to ensure that Vendor Order Allocation requirements are satisfied. 
         [0044]    Fulfillment data indicates which orders have been completed. Fulfillment data triggers, for example, the ordering of subsequent products based on the result of fulfillment data. For example, when an AVM value is delivered and it is greater than 20% of the original appraised value, a BPO is automatically ordered. Automated ordering based on fulfillment data eliminates the manual processing that occurs when products are fulfilled. For example, if the product is rejected, the order is automatically placed with a different vendor. As another example, if the fulfillment data does not meet the acceptance rules, an alternative product is automatically ordered. 
         [0045]    File/order status data indicates the status of outstanding orders. File/order status data triggers, for example, automatic ordering of alternative or supplemental products based on the result of specified status changes. For example, when a mortgage loan is funded, an MI policy can automatically be activated and a flood zone determination can be automatically upgraded from a one-time to a life-of-loan. Automated ordering based on file/order status data eliminates the manual processing that occurs when the status of a file or order changes. 
       Vendor Management Processing 
       [0046]    The Vendor Management Processing features enable real-time calculation of vendor capacity, threshold and late order ratios; enhanced acknowledgement file capabilities; and enhancements to vendor management distribution processing trigger, including pre-order placement. 
         [0047]    The present invention also provides functionality to aid vendors and Vendor Management Companies (VMCs). One embodiment of the present invention includes functionality to automate the selection of an independent service provider for an order. Vendor Management Processing features also provide functionality to score independent service providers. 
         [0048]    One embodiment of the present invention uses a parent-child infrastructure to describe corporations, such as vendors. Thus, a corporation may be described as a hierarchy. For example, a corporation is described as a parent, subsidiaries are described as children of the corporation, and offices are described as children of subsidiaries. Users are described as children of offices. The present invention may include additional parent-child infrastructure describing some users as children of others. Additionally, work groups may be defined, which include users from one or more offices. This is simply one example of a parent-child hierarchy for a corporation. Many others are possible. 
         [0049]    The parent-child infrastructure (PCI) enables support of companies with multiple levels in their corporate hierarchy. PCI provides the ability to track orders and generate reports at any level in the hierarchy. 
         [0050]    PCI features enable vendors or others to: customize corporate level labels, add offices at each level, add users to each office, view the corporate hierarchy, add users to multiple workgroups, assign orders to workgroups, search files by corporate level and office, generate reports by corporate level and office, view the administrative history log, provide certain privileges (e.g., menu options, products to order, order assignment) for normal users, access enhanced setup for products to order, bulk assign orders to workgroups, assign files to users or workgroups, bulk assign files to a project, or display file assignment in the order manager. 
       Qualitative Analysis 
       [0051]    The Qualitative Analysis segment provides qualitative performance analysis tools for customers. Features enable the requesting party to monitor and evaluate a service provider&#39;s Service Level Agreement price, turn-around time, and quality score. Qualitative analysis functionality also generates a unique score for each customer&#39;s service provider by supporting the ability to combine and weight the qualitative and timeline performance scores. Embodiments of the invention also include a scoring mechanism for evaluating a service provider&#39;s turn-around-time performance. These Qualitative Analysis functionalities allow for greater support of multiple vendor selection methodologies. 
         [0052]    In one embodiment, a cumulative vendor score is based on a customized ratio. The cumulative vendor score is calculated, for example, by summing a weighted vendor quality score and a weighted vendor service score. The vendor quality score may incorporate factors such as customer satisfaction and price, and the vendor service score may take into account such factors as late orders and turnaround time. 
       Vendor Distribution 
       [0053]    The present invention provides functionality to automatically distribute work to vendors based on a set of criteria. These criteria include the features of the Qualitative Analysis segment, as well as additional distribution criteria and logic. The present invention provides the ability to manage the distribution levels based upon a service provider&#39;s outstanding late order volume and new order volume, as well as withholding order distribution to a specified vendor for a specified period of time. 
       Vendor Management Company Accommodations 
       [0054]    The present invention provides additional functionality for Vendor Management Companies (VMCs). VMCs maintain and manage large groups of independent service providers. An example would be a company that receives nationwide orders for appraisal services and in turn distributes those orders to smaller independent service providers across the nation. The independent service provider then submits the product fulfillments back to the VMC. The VMC then reviews the work product for quality and transfers the fulfillment to the original ordering party. The present invention provides the VMC with the same vendor management tools available to the Requestor. The present invention allows a VMC to automate the distribution of orders to their down-line service providers, or perform qualitative analysis of the down-line service provider&#39;s performance. 
       Financial Institution Operational Needs 
       [0055]    The present invention provides a set of operational tools to support the day-to-day operational and management needs of the financial institution. The tools are fully integrated with applications and may even reside with the present invention. By providing operational tools for the customer, the customer can eliminate the need to maintain and manage a separate order tracking system. 
         [0056]    In one embodiment of the present invention, an outsourced labor force assists in non-automated transaction management operations. In one embodiment, the labor force-assisted operations include, for example: mortgage origination transactions, such as processing, decisioning, and closing; accounting services, such as cashiering, accounts payable, corporate accounting functions, and investor reporting; call center services, such as early stage collection, inbound customer service calls, skip tracing, and late stage unsecured collections; title insurance services, such as assignments and lien releases; mortgage servicing, such as customer research/services, escrow, payoffs and loan satisfactions, and loan setup/imaging; default services, such as loan resolution/bankruptcy and foreclosure/REO/claims; real estate analytics, such as reality advisors, commercial servicing, and mortgage analytics/capital markets; and data entry services. 
         [0057]    Example embodiments will now be described in conjunction with the following figures. 
         [0058]      FIG. 1  shows various features of an example computer system  600  for use in conjunction with an embodiment of the present invention. As shown in  FIG. 1 , the computer system is used by a requestor  602  or a representative of the requestor  602  to order goods or services from a vendor  604 . The system includes a REALPayments and Softrax module  606  that includes functionality for billing, billing presentment, charges, pricing, and vendor setup. The system also includes a REALPayments module  608  that includes functionality for approval, dispute resolution, invoice, payments, and constructive receipts. The system  600  also includes functionality for invoice creation. The system  600  also includes or otherwise has access to one or more databases, such as, for example, a REALServicing database  610 , a REALTrans database  612 , an accounts receivable (AR) database  614 , an accounts payable (AP) database  616 , and a general ledger (GL) database  618 . Features of the REALPayments and Softrax module  606 , the REALPayments module  608 , and the REALServicing, REALTrans, AR, AP, and GL databases  610 ,  612 ,  614 ,  616 , and  618  are described in U.S. patent application Ser. No. 09/512,845 titled “Method for Workflow Processing Through Computer Network,” filed Feb. 25, 2000; U.S. patent application Ser. No. 10/102,104 titled “Management and Reporting System and Process for Use with Multiple Disparate Data Base,” filed Mar. 19, 2002, now abandoned; co-pending U.S. patent application Ser. No. 10/408,079 titled “Method and Apparatus for Providing Selective Access to Information,” filed Apr. 4, 2003; U.S. Provisional Application Ser. No. 60/495,103 titled “Electronic Ordering, Invoice Presentment, and Payment System and Method,” filed Aug. 15, 2003, now expired; and U.S. patent application Ser. No. 10/729,019 titled “Expense Tracking, Electronic Ordering, Invoice Presentment, and Payment System and Method,” filed Dec. 8, 2003, now U.S. Pat. No. 7,412,418, issued Aug. 12, 2008. The entirety of each of those patent applications is incorporated herein by reference. 
         [0059]      FIG. 2  presents an example flow diagram showing the pages a user might encounter, in accordance with an embodiment of the present invention. A user first places an order  500 . If Vendor Management (VM) is not enabled, an Xpress ordering Graphical User Interface (GUI) screen is displayed  502 . The user then, for example, selects one or more sub-transactions (also referred to as orders or products)  504 , and submits the order  506 . 
         [0060]    If VM is enabled, a VM Xpress ordering GUI page is displayed  508 . If Automated Product Selection (APS) is used, the APS profile is processed  510  and the sub-transaction or product(s) is selected  512 . If APS is not used, the user then selects products  504 . The order is then submitted  506 . 
         [0061]    If AVS is used, the AVS engine processes order and vendor parameters  514  and selects a vendor(s)  516 . 
         [0062]    If only one sub-transaction, product, or order has been triggered, a vendor criteria GUI screen is displayed  518  and vendor criteria are selected. The vendor criteria are then submitted  520 . The file data for the transaction are retrieved  522 . Some fields in the order or sub-transaction are populated with data from the transaction  524 , and a product order form GUI screen is displayed. A user edits the product order form, and the order form is then submitted  526 . Information about the order or sub-transaction is displayed  528 , for example, automatically or at a request from a user. 
         [0063]    If more than one product, order, or sub-transaction have been triggered, a vendor selection GUI screen is displayed  530 , and the user edits a pre-selected vendor list. The edited vendor list is then submitted  532 . The file data for the transaction are retrieved  534  and fields in the sub-transactions are populated with data from the transaction. A consolidated order form GUI screen is displayed  536 . The order form is submitted  538  and the information about the orders or sub-transactions is displayed  540 . 
         [0064]    In one embodiment, the invention includes machine-executable instructions stored in a computer-readable medium. These machine-executable instructions include software functions that perform specific actions. A list of the software functions of this embodiment is shown in Table 1. 
         [0065]    The present invention may be implemented using hardware, software or a combination thereof and may be implemented in one or more computer systems or other processing systems. In one embodiment, the invention is directed toward one or more computer systems capable of carrying out the functionality described herein. An example of such a computer system  200  is shown in  FIG. 3 . 
         [0066]    Computer system  200  includes one or more processors, such as processor  204 . The processor  204  is connected to a communication infrastructure  206  (e.g., a communications bus, cross-over bar, or network). Various software embodiments are described in terms of this exemplary computer system. After reading this description, it will become apparent to a person skilled in the relevant art(s) how to implement the invention using other computer systems and/or architectures. 
         [0067]    Computer system  200  can include a display interface  202  that forwards graphics, text, and other data from the communication infrastructure  206  (or from a frame buffer not shown) for display on the display unit  230 . Computer system  200  also includes a main memory  208 , preferably random access memory (RAM), and may also include a secondary memory  210 . The secondary memory  210  may include, for example, a hard disk drive  212  and/or a removable storage drive  214 , representing a floppy disk drive, a magnetic tape drive, an optical disk drive, etc. The removable storage drive  214  reads from and/or writes to a removable storage unit  218  in a well-known manner. Removable storage unit  218 , represents a floppy disk, magnetic tape, optical disk, etc., which is read by and written to removable storage drive  214 . As will be appreciated, the removable storage unit  218  includes a computer usable storage medium having stored therein computer software and/or data. 
         [0068]    In alternative embodiments, secondary memory  210  may include other similar devices for allowing computer programs or other instructions to be loaded into computer system  200 . Such devices may include, for example, a removable storage unit  222  and an interface  220 . Examples of such may include a program cartridge and cartridge interface (such as that found in video game devices), a removable memory chip (such as an erasable programmable read only memory (EPROM), or programmable read only memory (PROM)) and associated socket, and other removable storage units  222  and interfaces  220 , which allow software and data to be transferred from the removable storage unit  222  to computer system  200 . 
         [0069]    Computer system  200  may also include a communications interface  224 . Communications interface  224  allows software and data to be transferred between computer system  200  and external devices. Examples of communications interface  224  may include a modem, a network interface (such as an Ethernet card), a communications port, a Personal Computer Memory Card International Association (PCMCIA) slot and card, etc. Software and data transferred via communications interface  224  are in the form of signals  228 , which may be electronic, electromagnetic, optical or other signals capable of being received by communications interface  224 . These signals  228  are provided to communications interface  224  via a communications path (e.g., channel)  226 . This path  226  carries signals  228  and may be implemented using wire or cable, fiber optics, a telephone line, a cellular link, a radio frequency (RF) link and/or other communications channels. In this document, the terms “computer program medium” and “computer usable medium” are used to refer generally to media such as a removable storage drive  214 , a hard disk installed in hard disk drive  212 , and signals  228 . These computer program products provide software to the computer system  200 . The invention is directed to such computer program products. 
         [0070]    Computer programs (also referred to as computer control logic) are stored in main memory  208  and/or secondary memory  210 . Computer programs may also be received via communications interface  224 . Such computer programs, when executed, enable the computer system  200  to perform the features of the present invention, as discussed herein. In particular, the computer programs, when executed, enable the processor  204  to perform the features of the present invention. Accordingly, such computer programs represent controllers of the computer system  200 . 
         [0071]    In an embodiment where the invention is implemented using software, the software may be stored in a computer program product and loaded into computer system  200  using removable storage drive  214 , hard drive  212 , or communications interface  224 . The control logic (software), when executed by the processor  204 , causes the processor  204  to perform the functions of the invention as described herein. In another embodiment, the invention is implemented primarily in hardware using, for example, hardware components, such as application specific integrated circuits (ASICs). Implementation of the hardware state machine so as to perform the functions described herein will be apparent to persons skilled in the relevant art(s). 
         [0072]    In yet another embodiment, the invention is implemented using a combination of both hardware and software. 
         [0073]      FIG. 4  presents an exemplary system diagram of various hardware components and other features in accordance with an embodiment of the present invention. As shown in  FIG. 4 , in an embodiment of the present invention, data and other information and services for use in the system is, for example, input by an end user  30  via a terminal  31 . The terminal  31  is coupled to a server  33  via a network  34 , such as the Internet, via couplings  35 ,  36 . In one embodiment, a vendor  39  also inputs information/data via a terminal  37  coupled  38  to the network  34 . Furthermore in one embodiment, a member of an outsourced workforce  40  inputs information/data via a terminal  41  coupled  42  to the network  34 , and in another embodiment, a member of a financial institution workforce  43  inputs information/data via a terminal  44  coupled  45  to the network  34 . 
         [0074]    Each of the terminals  31 ,  37 ,  41 ,  44  is, for example, a personal computer (PC), minicomputer, mainframe computer, microcomputer, telephone device, personal digital assistant (PDA), or other device having a processor and input capability. The terminal  31  is coupled to a server  33 , such as a PC, minicomputer, mainframe computer, microcomputer, or other device having a processor and a repository for data or connection to a repository for maintained data. 
         [0075]    In operation, in an embodiment of the present invention, via the network  34 , vendor data, transactional data, sub-transactional data, order data and/or other information is communicated with the server  33 . The server  33  receives and resolves the transaction including triggering and resolving sub-transactions, stores data regarding the transaction, vendor, and sub-transaction, and documents the transaction (e.g., electronically). 
         [0076]    In one embodiment, the present invention uses active server page (ASP) technology to deliver information and services to a user. This may include one or more ASPs stored on the server  33 . This reduces the maintenance expense and hardware expense, results in limited implementation/integration costs, limited support expense, and low total cost of ownership. 
         [0077]    In one embodiment of the present invention, information relating to a transaction, such as a loan, is stored electronically. This information is referred to interchangeably as a virtual loan file. Among other things, the virtual loan file enables data mining, reduces post closing quality reviews, facilitates secondary market due diligence, streamlines loan servicing functions, reduces data archive costs, reduces processing costs, automates routine and decision based processes, and reduces data entry errors. 
         [0078]    In one embodiment, the present invention includes a branded customer portal, which enables a customer, such as a mortgage company, to tailor the look and feel of a software system, as well as the information and services provided by the software system, to the company&#39;s particular needs. 
         [0079]      FIG. 5  shows an example flow diagram of a process for providing automatic ordering for a sub-transaction associated with a particular transaction, in accordance with an embodiment of the present invention. This flow diagram demonstrates automatic ordering of a sub-transaction, triggered by the input of a transaction. As shown in  FIG. 5 , specific parameters for a particular transaction, such as a loan, are input into the system  300 . In one implementation, this action is performed, for example, by a member of an outsourced labor force. Alternatively, the parameters are input by an end user, such as an individual wishing to obtain a mortgage. The parameters input into the system are then processed  302 . A transaction matching the input parameters is then selected  304 . For example, a particular type of home loan may be selected that matches the parameters. If there is no transaction with a profile matching the parameters, the file or transaction is moved to an exception bin  306 . 
         [0080]    In one embodiment, if a transaction matching the input parameters is selected, one or more sub-transactions or orders, such as providing products or services, are automatically selected  308 . The sub-transactions automatically selected  308  are, for example, sub-transactions that are required for the selected transaction. If the auto-vendor selection function is not present or is not selected, the sub-transactions, also referred to as orders, move to the vendor selection page  310 , and vendor(s) for the sub-transaction(s) are manually selected  311 . The vendor(s) are manually selected  311 , for example, by an end user, by an employee of the financial institution, or by a member of a third-party outsourced labor force. 
         [0081]    If the auto-vendor selection function is present and is enabled, a vendor is automatically selected  312 . If no additional information for the sub-transaction or order is required, the order is placed  314 . If additional information for the sub-transaction or order is required, an order form corresponding to the order is edited  316 , for example, by an end user, by an employee of the financial institution, or by a member of a third-party outsourced labor force. In one embodiment, additional information is input  318 , by such users as, for example, the end user, the employee of the financial institution, or the member of a third-party outsourced labor force. The order is then placed  320 . 
         [0082]      FIG. 6  shows an example flow diagram of a process for providing automatic ordering for a sub-transaction associated with a particular transaction, in accordance with an embodiment of the present invention. This flow diagram demonstrates automatic ordering of a second sub-transaction, triggered by the completion of a first sub-transaction. This type of triggering may be useful, for example, in situations in which two or more sub-transactions must occur in a particular sequence. The sequence of the sub-transactions is be specified, for example, in the profile for a particular transaction. 
         [0083]    The automatic ordering process begins, for example, when a vendor sends a product fulfillment indication  400 , signifying that the vendor has completed a first sub-transaction. The sub-transaction is associated with a particular instance of a particular transaction, such as a particular type of home loan for a particular end user. The product fulfillment is then received  402 . In one embodiment, a particular identification code is examined or processed  404  to identify the instance of the transaction. The parameters of the instance of the transaction are processed or updated  406 . 
         [0084]    Fulfillment profile selection  408  is then performed. This includes, for example, examining the profile for the transaction to determine if the fulfillment of the first sub-transaction triggers a second sub-transaction. If the profile does not indicate that a second sub-transaction should be triggered, no action is taken  410 . If the profile indicates that one or more second sub-transactions should be triggered, the subsequent sub-transaction(s) are selected  412  (e.g., automatically). The following actions are then optionally performed for each of the subsequent sub-transaction(s). Automatic Vendor Selection (AVS) rules are examined and run  414 , and an AVS profile is selected  416 . If there is a problem with one of the AVS processing functions, the file or loan is moved to an exception bin  418 . Otherwise, a vendor is selected  420  (e.g., automatically) for the subsequent sub-transaction and an order is placed  422  for the subsequent sub-transaction. 
         [0085]      FIGS. 7-56  illustrate example GUI screens presented to a user ordering goods and services, in accordance with an embodiment of the present invention. After logging in or otherwise entering the system, a user is presented with the GUI screen of  FIG. 7 . The user selects “Vendor Admin” and is presented with the GUI screen of  FIG. 8 . The user selects “Score Cards” and is presented with the GUI screen of  FIG. 9 . The user selects “Cumulative Score” and is presented with the GUI screen of  FIG. 10 . The GUI screen presents the user with all the cumulative score cards the user has previously created, and presents the user with an option to create a new cumulative score card. 
         [0086]    The user selects “Create new score card” and is presented with the GUI screen of  FIG. 11 . The user enters information pertaining to the items and vendors to be scored in  FIGS. 11-12 , and selects “Save” to create a new score card. 
         [0087]    If the user selects “Service Score” from the GUI screen of  FIG. 9 , the GUI screen of  FIG. 13  is presented. This screen displays all the service score cards, each card including a timeliness score or service score. The user has the option to create a new service score card by entering information into the GUI screens of  FIGS. 14-15 . 
         [0088]    If the user selects “Automated Scoring” from the GUI screen of  FIG. 9 , the GUI screen of  FIG. 16  is presented. This screen displays all the automated score cards. The user has the option to create a new automated score card by entering information into the GUI screens of  FIGS. 17-18 . 
         [0089]    If the user selects “Quality score” from the GUI screen of  FIG. 9 , the GUI screen of  FIG. 19  is presented. This screen displays all the quality score cards, which score the quality of work. The user has the option to create a new quality score card by entering information into the GUI screen of  FIG. 20 . 
         [0090]      FIG. 21  is a GUI screen that allows a user to select a vendor for a particular order and to transmit the order to the vendor.  FIGS. 22-23  are GUI screens that allow a user to place a bulk order for an order package consisting of two or more goods or services. Bulk ordering provides, for example, a cost benefit to the user. The user may select a vendor for each product or may enable autoselect, in which case the vendors will be automatically selected. 
         [0091]      FIGS. 24-35  are sample GUI screens that may be presented to a user, such as a user wishing to enroll a vendor in a system.  FIG. 24  is a GUI screen that allows the user to input general company information for the vendor.  FIG. 25  is a GUI screen that is presented to a user enrolling a VMC. This screen allows the user to input criteria related to sub-distribution among independent service providers, such as the available independent service providers, and the criteria to use in distributing work orders among independent service providers. The GUI screen of  FIG. 26  allows the user to enter the workload capacity for the vendor. 
         [0092]    The GUI screen of  FIG. 27  allows the user to view the work queue for the vendor. The GUI screens of  FIGS. 28-35  allow the user to add an item to the work queue or change fields of an item in the work queue. 
         [0093]    The GUI screen of  FIG. 36  allows a user to view information on a property. The GUI screens of  FIGS. 37-38  allow the user to add and approve delegates to perform work orders. The GUI screen of  FIG. 39  allows a user to view a portfolio, or list of services ordered, for a particular property. 
         [0094]    The GUI screen of  FIG. 40  displays the options available to a user selecting “Admin” from the menu bar. The GUI screen of  FIG. 41  displays the options available to a user selecting “Workstation” from the menu bar. The GUI screen of  FIG. 42  displays the viewing options available to a user selecting from a drop-down box. The GUI screen of  FIG. 43  displays the options for viewing work queues available to a user selecting from a drop-down box. The GUI screen of  FIG. 44  displays work queues to a user. 
         [0095]    The GUI screen of  FIG. 45  allows a user to enter data for a new work order or product in a workflow. The GUI screen of  FIG. 46  allows a user to attach a file to a work order or other communication. The GUI screen of  FIG. 47  displays attached files to a recipient of the files. The GUI screens of  FIGS. 48-49  allow a user to input information for automatic product selection. 
         [0096]    The GUI screen of  FIG. 50  allows a user to enter data for process management setup. The GUI screens of  FIGS. 51-53  present a user with information regarding an automatic process management setup and allow the user to enter data for automatic process management setup. 
         [0097]    The GUI screen of  FIG. 54  allows a user to send an email to a recipient. If the email is regarding a particular product or order, the user specifies the product or order by inputting information into the GUI screen of  FIG. 55 . The user may input information into the GUI screen of  FIG. 56  to cancel the product or order. 
         [0098]      FIG. 57  is a GUI screen listing properties and information related to each property, such as property data, loan information, and work order information. 
         [0099]      FIG. 58  displays a sample corporate hierarchy. The corporate hierarchy exhibits, for example, parent-child infrastructure (PCI) and is displayed as a tree diagram.  FIG. 59  is a block diagram illustrating various functionalities of a system in accordance with an embodiment of the present invention.  FIGS. 60-61  illustrate a branded customer portal in accordance with an embodiment of the present invention. 
         [0100]    Example embodiments of the present invention have now been described in accordance with the above advantages. It will be appreciated that these examples are merely illustrative of the invention. Many variations and modifications will be apparent to those skilled in the art. 
         [0000]    
       
         
               
               
               
               
               
             
           
               
                 TABLE 1 
               
               
                   
               
               
                 UNIQUE 
                   
                 REQUIREMENT 
                   
                   
               
               
                 REQ ID 
                 FUNCTION 
                 NAME 
                 REQUIREMENT/FUNCTION DESCRIPTION 
                 FIGURE 
               
               
                   
               
             
             
               
                 2 
                 Vendor Management 
                 Vendor Management 
                   
                   
               
               
                   
                 Processing/Setup 
                 Processing/Setup 
               
               
                 2.0A 
                 Real-time calculation 
                   
                 Real-time updates of vendors&#39; orders. 
               
               
                   
                 updates: 
               
               
                 2.1A 
                   
                 Capacity 
                 Real-time updates of vendors&#39; open orders. 
               
               
                 2.2A 
                   
                 Threshold 
                 Real-time updates of total number of vendors&#39; 
               
               
                   
                   
                   
                 orders for a specified time period. 
               
               
                 2.3A 
                   
                 Outstanding Late Order 
                 Real-time updates of the specified outstanding 
               
               
                   
                   
                 Ratio 
                 late order ratio (ratio of late orders to open 
               
               
                   
                   
                   
                 orders). 
               
               
                 2.0C 
                 Modification of 
                   
                 With the addition of Workflow and AVS, the 
               
               
                   
                 Acknowledgement 
                   
                 Acknowledgement file would need to be 
               
               
                   
                 File (file-based 
                   
                 modified to handle notification of the 
               
               
                   
                 orders) 
                   
                 automated selection. 
               
               
                 2.1C 
                   
                 Workflow Specific 
                 The Acknowledgement file would contain the 
               
               
                   
                   
                 Information 
                 following APS Info: 
               
               
                   
                   
                   
                 Product Selected 
               
               
                   
                   
                   
                 Workflow Name Used 
               
               
                 2.2C 
                   
                 AVS Specific 
                 The Acknowledgement file contains the 
               
               
                   
                   
                 Information 
                 following AVS Info: 
               
               
                   
                   
                   
                 Vendor Selected 
               
               
                   
                   
                   
                 AVS Profile Selected 
               
               
                   
                   
                   
                 AVS Distribution Rule Selected 
               
               
                   
                   
                   
                 Current % of orders 
               
               
                   
                   
                   
                 Current capacity 
               
               
                   
                   
                   
                 Current threshold 
               
               
                   
                   
                   
                 Current late order ratio 
               
               
                 2.0D 
                 AVS Profile Viewer 
                   
                 This will provide a Vendor Manager to view 
                 Appendix A 
               
               
                   
                 AVS Rules 
                   
                 current AVS distribution rules that are in 
               
               
                   
                   
                   
                 Production. 
               
               
                 2.1D 
                   
                 AVS Profile Viewer 
                 Provide a section to view the AVS Rules that 
                 Appendix A 
               
               
                   
                   
                 Section 
                 are currently in Production. (See appendix for 
               
               
                   
                   
                   
                 layout) 
               
               
                 2.2D 
                   
                 AVS Profile Effective 
                 Display the date the AVS Rules migrated to 
                 Appendix A 
               
               
                   
                   
                 Date 
                 Production (See appendix for layout) 
               
               
                 2.3D 
                   
                 AVS Profile Viewer 
                 Provide a table that contains all Profiles that are 
                 Appendix A 
               
               
                   
                   
                 Table 
                 currently in Production. 
               
               
                 2.4D 
                   
                 AVS Profile Viewer 
                 This table layout and functionality will 
                 Appendix A 
               
               
                   
                   
                 Actions 
                 duplicate the current Profile table, except the 
               
               
                   
                   
                   
                 Action column will contain a View link. 
               
               
                 2.5D 
                   
                 AVS Profile Viewer 
                 The Action link will duplicate the edit link, 
                 Appendix A 
               
               
                   
                   
                 View Profiles 
                 except it will be view-only. 
               
               
                 2.6D 
                   
                 AVS Profile Viewer 
                 The AVS Profile Viewer will contain a View 
                 Appendix A 
               
               
                   
                   
                 Vendor Distribution List 
                 link on each distribution set to view the vendor 
               
               
                   
                   
                   
                 list (This View link will replace the Edit link). 
               
               
                 3.1 
                 Cumulative Score 
               
               
                 3.1.A 
                   
                 Create a Link for 
                 Create a link for Scorecards under Products 
                 Appendix B 
               
               
                   
                   
                 Scorecard Menu 
                 Ordered Menu. Link will go to the Scorecard 
               
               
                   
                   
                   
                 menu. 
               
               
                 3.1.B 
                   
                 Create Scorecard Menu 
                 Create a Scorecard Menu. This will be set up 
                 Appendix C 
               
               
                   
                   
                   
                 the same as the Automated Product Selection 
               
               
                   
                   
                   
                 Menu. 
               
               
                 3.1.B.1 
                   
                 Add links to Scorecard 
                 Add links to the Scorecard Menu for Quality 
                 Appendix C 
               
               
                   
                   
                 Menu 
                 Score, Service Score, Cumulative Score and 
               
               
                   
                   
                   
                 Auto Scoring. 
               
               
                 3.1.B.2 
                   
                 Create a link for 
                 Create a link for Cumulative Score under 
                 Appendix C 
               
               
                   
                   
                 Cumulative Score 
                 Scorecard Menu. Link will go to the 
               
               
                   
                   
                 Screen 
                 Cumulative Score Screen. 
               
               
                 3.1.C 
                   
                 Create Cumulative 
                 Create Cumulative Score Screen to allow users 
                 Appendix D 
               
               
                   
                   
                 Score Screen 
                 to view all saved cumulative scorecards. 
               
               
                 3.1.C.1 
                   
                 Create Cumulative 
                 Create a table to display Scorecard Name, 
                 Appendix D 
               
               
                   
                   
                 Scorecard table 
                 Description of Scorecard, Products, Quality 
               
               
                   
                   
                   
                 Ratio, and Service Ratio. 
               
               
                 3.1.C.2 
                   
                 Add Edit Buttons 
                 Add edit button to edit any saved scorecard. 
                 Appendix D 
               
               
                   
                   
                   
                 The edit button will be a link to Cumulative 
               
               
                   
                   
                   
                 Score Setup Screen #2. 
               
               
                 3.1.C.3 
                   
                 Add Delete Buttons 
                 Add Delete buttons to delete any saved 
                 Appendix D 
               
               
                   
                   
                   
                 scorecards. Display message box “Are you 
               
               
                   
                   
                   
                 sure you want to delete the saved scorecard” 
               
               
                   
                   
                   
                 when the Delete button is clicked. Remove 
               
               
                   
                   
                   
                 scorecard from table if yes is clicked. Refresh 
               
               
                   
                   
                   
                 Cumulative Score Screen. 
               
               
                 3.1.C.4 
                   
                 Add Create New 
                 Add Create New Scorecard Button to create 
                 Appendix D 
               
               
                   
                   
                 Scorecard Button 
                 new Cumulative Scorecard. Create New 
               
               
                   
                   
                   
                 Scorecard button will be a link to Cumulative 
               
               
                   
                   
                   
                 Score Setup Screen #1. 
               
               
                 3.1.D 
                   
                 Create Cumulative 
                 Create Cumulative Score Setup Screen to allow 
                 Appendix E 
               
               
                   
                   
                 Score Setup Screen #1 
                 users to create a new cumulative scorecard. 
               
               
                 3.1.D.1 
                   
                 Add Radio Buttons 
                 Add Radio Buttons to start with an existing 
                 Appendix E 
               
               
                   
                   
                   
                 scorecard. Radio button will default to No. If 
               
               
                   
                   
                   
                 yes button is selected, provide combo box for 
               
               
                   
                   
                   
                 all saved scorecards. 
               
               
                 3.1.D.2 
                   
                 Add Scorecard Name 
                 Add Scorecard Name text box. This is a 
                 Appendix E 
               
               
                   
                   
                 Text Box 
                 required field. Text box should be large 
               
               
                   
                   
                   
                 enough to display 30 characters. 
               
               
                 3.1.D.3 
                   
                 Add Scorecard 
                 Add Scorecard Description text box. This is a 
                 Appendix E 
               
               
                   
                   
                 Description Text Box 
                 required field. Text box should have a scroll 
               
               
                   
                   
                   
                 bar to allow user to scroll through entire 
               
               
                   
                   
                   
                 description. 
               
               
                 3.1.D.4 
                   
                 Add Next Button 
                 Add Next Button to link to Cumulative Score 
                 Appendix E 
               
               
                   
                   
                   
                 Setup Screen #2. If No Radio button is selected 
               
               
                   
                   
                   
                 and Scorecard Name or Scorecard Description 
               
               
                   
                   
                   
                 are null, display message “Scorecard Name and 
               
               
                   
                   
                   
                 Description are Required.” 
               
               
                 3.1.D.5 
                   
                 Add Cancel Button 
                 Add Cancel Button to link to Cumulative Score 
                 Appendix E 
               
               
                   
                   
                   
                 Screen. 
               
               
                 3.1.E 
                   
                 Create Cumulative 
                 Create Cumulative Score Setup Screen to allow 
                 Appendix F 
               
               
                   
                   
                 Score Setup Screen #2 
                 users to add products and quality and service 
               
               
                   
                   
                   
                 ratios for the Cumulative Scorecards. 
               
               
                 3.1.E.1 
                   
                 Display Scorecard Name 
                 Display Scorecard name text box that was 
                 Appendix F 
               
               
                   
                   
                   
                 entered on Cumulative Score Setup Screen #1. 
               
               
                 3.1.E.2 
                   
                 Display Scorecard 
                 Display Scorecard Description text box that 
                 Appendix F 
               
               
                   
                   
                 Description 
                 was entered on Cumulative Score Setup Screen 
               
               
                   
                   
                   
                 #1. 
               
               
                 3.1.E.3 
                   
                 Add Product Category 
                 Provide a combo box for the user to select the 
                 Appendix F 
               
               
                   
                   
                 Combo Box 
                 product category that the scorecard will apply 
               
               
                   
                   
                   
                 to. 
               
               
                 3.1.E.4 
                   
                 Add Product Combo 
                 Provide a combo box for the user to select the 
                 Appendix F 
               
               
                   
                   
                 Box 
                 product that the scorecard will apply to. The 
               
               
                   
                   
                   
                 list will only contain products that are in the 
               
               
                   
                   
                   
                 chosen Product Category. 
               
               
                 3.1.E.5 
                   
                 Create Product Table 
                 Create table to display products for the current 
                 Appendix F 
               
               
                   
                   
                   
                 scorecard. 
               
               
                 3.1.E.6 
                   
                 Add Product Button 
                 Add “Add Product” button to allow user to add 
                 Appendix F 
               
               
                   
                   
                   
                 the selected product to the current scorecard. 
               
               
                   
                   
                   
                 When Add Product button is clicked, check to 
               
               
                   
                   
                   
                 make sure that product does not exist in any 
               
               
                   
                   
                   
                 saved scorecards. If product is not in any saved 
               
               
                   
                   
                   
                 scorecards, add product selected to the Product 
               
               
                   
                   
                   
                 Table. Refresh screen after button is clicked. 
               
               
                 3.1.E.7 
                   
                 Add Delete Buttons 
                 Add Delete buttons to delete any products in 
                 Appendix F 
               
               
                   
                   
                   
                 the Product Table. Display message box “Are 
               
               
                   
                   
                   
                 you sure you want to delete the product from 
               
               
                   
                   
                   
                 the current scorecard” when the Delete button 
               
               
                   
                   
                   
                 is clicked. Remove product from table if yes is 
               
               
                   
                   
                   
                 clicked. Refresh screen after button is clicked. 
               
               
                 3.1.E.8 
                   
                 Add Quality Ratio Text 
                 Provide a text box to enter the ratio for the 
                 Appendix F 
               
               
                   
                   
                   
                 Quality Score. Values entered must be between 
               
               
                   
                   
                   
                 0 and 100. 
               
               
                 3.1.E.9 
                   
                 Add Service Ratio Text 
                 Provide a text box to enter the ratio for the 
                 Appendix F 
               
               
                   
                   
                   
                 Service Score. Values entered must be between 
               
               
                   
                   
                   
                 0 and 100. 
               
               
                 3.1.E.10 
                   
                 Display Cumulative 
                 Provide a field to display the total of the 
                 Appendix F 
               
               
                   
                   
                 Ratio 
                 Quality and Service ratios. Cumulative Ratio is 
               
               
                   
                   
                   
                 the sum of the Quality Ratio and Service Ratio. 
               
               
                 3.1.E.11 
                   
                 Add Submit Button 
                 Add Submit button to save current scorecard. 
                 Appendix F 
               
               
                   
                   
                   
                 Cumulative Ratio must be equal to 100. 
               
               
                   
                   
                   
                 Display message box “Cumulative Ratio must 
               
               
                   
                   
                   
                 equal 100% before proceeding” if Cumulative 
               
               
                   
                   
                   
                 Ratio does not equal 100. Message box “Are 
               
               
                   
                   
                   
                 you sure you want to save this scorecard” 
               
               
                   
                   
                   
                 should appear when submit button is clicked, if 
               
               
                   
                   
                   
                 Cumulative Ratio is equal to 100. If the user 
               
               
                   
                   
                   
                 clicks OK, add current scorecard to Cumulative 
               
               
                   
                   
                   
                 Scorecard table and the user is returned to the 
               
               
                   
                   
                   
                 Cumulative Score Screen. If the user clicks 
               
               
                   
                   
                   
                 “Cancel,” the action is cancelled. 
               
               
                 3.2 
                 Turnaround Time 
               
               
                   
                 Score Matrix 
               
               
                 3.2.A 
                   
                 Create a Link for 
                 Create a link for the Service Score under 
                 Appendix C 
               
               
                   
                   
                 Service Score Screen 
                 Scorecard Menu. Link will go to the Service 
               
               
                   
                   
                   
                 Score Screen. 
               
               
                 3.2.B 
                   
                 Create Service Score 
                 Create Service Score Screen to allow users to 
                 Appendix G 
               
               
                   
                   
                 Screen 
                 view all saved service scorecards. 
               
               
                 3.2.B.1 
                   
                 Create Service 
                 Create a table to display Products and 
                 Appendix G 
               
               
                   
                   
                 Scorecard Table 
                 Description of scorecard. 
               
               
                 3.2.B.2 
                   
                 Add Edit Buttons 
                 Add edit button to edit any saved scorecard. 
                 Appendix G 
               
               
                   
                   
                   
                 The edit button will be a link to Service Score 
               
               
                   
                   
                   
                 Setup Screen #2. 
               
               
                 3.2.B.3 
                   
                 Add Delete Buttons 
                 Add Delete buttons to delete any saved 
                 Appendix G 
               
               
                   
                   
                   
                 scorecards. Display message box “Are you 
               
               
                   
                   
                   
                 sure you want to delete the saved scorecard” 
               
               
                   
                   
                   
                 when the Delete button is clicked. Remove 
               
               
                   
                   
                   
                 scorecard from table if yes is clicked. Refresh 
               
               
                   
                   
                   
                 Service Score Screen. 
               
               
                 3.2.B.4 
                   
                 Add Create Scorecard 
                 Add Create Scorecard Button to create new 
                 Appendix G 
               
               
                   
                   
                 Button 
                 Service Scorecard. Create Scorecard button 
               
               
                   
                   
                   
                 will be a link to Service Score Setup Screen #1. 
               
               
                 3.2.C 
                   
                 Create Service Score 
                 Create Service Score Setup Screen to allow 
                 Appendix H 
               
               
                   
                   
                 Setup Screen #1 
                 users to create a new service scorecard. 
               
               
                 3.2.C.1 
                   
                 Add Radio Buttons 
                 Add Radio Buttons to start with an existing 
                 Appendix H 
               
               
                   
                   
                   
                 scorecard. Radio button will default to No. If 
               
               
                   
                   
                   
                 yes button is selected, provide combo box for 
               
               
                   
                   
                   
                 all saved scorecards. 
               
               
                 3.2.C.2 
                   
                 Add Scorecard Name 
                 Add Scorecard Name text box. This is a 
                 Appendix H 
               
               
                   
                   
                 Text Box 
                 required field. Text box should be large 
               
               
                   
                   
                   
                 enough to display 30 characters. 
               
               
                 3.2.C.3 
                   
                 Add Scorecard 
                 Add Scorecard Description text box. This is a 
                 Appendix H 
               
               
                   
                   
                 Description Text Box 
                 required field. Text box should have a scroll 
               
               
                   
                   
                   
                 bar to allow user to scroll through entire 
               
               
                   
                   
                   
                 description. 
               
               
                 3.2.C.5 
                   
                 Add Next Button 
                 Add Next Button to link to Service Score Setup 
                 Appendix H 
               
               
                   
                   
                   
                 Screen #2. If No Radio Button is selected and 
               
               
                   
                   
                   
                 Scorecard Name is null, display message 
               
               
                   
                   
                   
                 “Scorecard is Required.” 
               
               
                 3.2.C.6 
                   
                 Add Cancel Button 
                 Add Cancel Button to link to Service Score 
                 Appendix H 
               
               
                   
                   
                   
                 Screen. 
               
               
                 3.2.D 
                   
                 Create Service Score 
                 Create Service Score Setup Screen to allow 
                 Appendix I 
               
               
                   
                   
                 Setup Screen #2 
                 user to add products and set up Turn Time 
               
               
                   
                   
                   
                 Matrix. 
               
               
                 3.2.D.1 
                   
                 Display Scorecard Name 
                 Display Scorecard Name that was entered on 
                 Appendix I 
               
               
                   
                   
                   
                 Service Score Setup Screen #1. 
               
               
                 3.2.D.2 
                   
                 Display Scorecard 
                 Display Scorecard Description that was entered 
                 Appendix I 
               
               
                   
                   
                 Description 
                 on Service Score Setup Screen #1. 
               
               
                 3.2.D.3 
                   
                 Add Product Category 
                 Provide a combo box for the user to select the 
                 Appendix I 
               
               
                   
                   
                 Combo Box 
                 product category that the scorecard will apply 
               
               
                   
                   
                   
                 to. (The category will only be those categories 
               
               
                   
                   
                   
                 the Requestor has setup in Products to Order) 
               
               
                 3.2.D.4 
                   
                 Add Product Combo 
                 Provide a combo box for the user to select the 
                 Appendix I 
               
               
                   
                   
                 Box 
                 product that the scorecard will apply to. The 
               
               
                   
                   
                   
                 list will only contain products that are in the 
               
               
                   
                   
                   
                 chosen Product Category. (The products will 
               
               
                   
                   
                   
                 only be those products the Requestor has setup 
               
               
                   
                   
                   
                 in Products to Order). 
               
               
                 3.2.D.5 
                   
                 Create Product Table 
                 Create table to display products for the current 
                 Appendix I 
               
               
                   
                   
                   
                 scorecard. 
               
               
                 3.2.D.6 
                   
                 Add Product Button 
                 Add “Add Product” Button to allow user to add 
                 Appendix I 
               
               
                   
                   
                   
                 the selected product to the current scorecards. 
               
               
                   
                   
                   
                 When Add Product button is clicked, check to 
               
               
                   
                   
                   
                 make sure that product does not exist in any 
               
               
                   
                   
                   
                 saved scorecards. If product is not in any saved 
               
               
                   
                   
                   
                 scorecards, add product selected to the Product 
               
               
                   
                   
                   
                 Table. Refresh screen after button is clicked. 
               
               
                 3.2.D.7 
                   
                 Add Delete Buttons 
                 Add Delete buttons to delete any products in 
                 Appendix I 
               
               
                   
                   
                   
                 the Product Table. Display message box “Are 
               
               
                   
                   
                   
                 you sure you want to delete the product from 
               
               
                   
                   
                   
                 the current scorecard” when the delete button is 
               
               
                   
                   
                   
                 clicked. Remove product from table if yes is 
               
               
                   
                   
                   
                 clicked. Refresh screen after button is clicked. 
               
               
                 3.2.D.8 
                   
                 Create Turn Time 
                 Create Turn Time Matrix to allow user to 
                 Appendix I 
               
               
                   
                   
                 Matrix 
                 assign a percentage score to range of days. 
               
               
                 3.2.D.9 
                   
                 Add a text box for (&lt;=) 
                 This box will contain the number of days, from 
               
               
                   
                   
                   
                 the ordered date, it takes a vendor to complete 
               
               
                   
                   
                   
                 an order. If the vendor completes the order 
               
               
                   
                   
                   
                 within the set period (&lt;=), the vendor will 
               
               
                   
                   
                   
                 receive the score specified. 
               
               
                 3.2.D.10 
                   
                 Add Nine Range Text 
                 Provide nine range text boxes to allow the user 
                 Appendix I 
               
               
                   
                   
                 Boxes 
                 to enter the number of days from the due date 
               
               
                   
                   
                   
                 for each score. 
               
               
                 3.2.D.11 
                   
                 Range - Rule 1 
                 When a value is entered in the first text box, the 
               
               
                   
                   
                   
                 min value on the following text box will 
               
               
                   
                   
                   
                 contain the previous value + 1. (i.e. 2 is entered 
               
               
                   
                   
                   
                 for the first text box, 3 will be displayed for the 
               
               
                   
                   
                   
                 min for the following range) 
               
               
                 3.2.D.12 
                   
                 Range - Rule 2 
                 When a value is entered for the max value, the 
               
               
                   
                   
                   
                 following min value will contain the previous 
               
               
                   
                   
                   
                 max value + 1 (i.e. 3 to 5 is entered for the 
               
               
                   
                   
                   
                 range, 6 will be displayed for the min for the 
               
               
                   
                   
                   
                 following range) 
               
               
                 3.2.D.13 
                   
                 Range - Rule 3 
                 All min values will be grayed-out and disabled. 
               
               
                 3.2.D.14 
                   
                 Range - Rule 4 
                 An infinity sign will be displayed in the max 
               
               
                   
                   
                   
                 value for a range following a completed range. 
               
               
                 3.2.D.15 
                   
                 Range - Rule 5 
                 The infinity sign will be removed when the max 
               
               
                   
                   
                   
                 value field is accessed. 
               
               
                 3.2.D.16 
                   
                 Range - Rule 6 
                 If no value is entered in the ending range&#39;s max 
               
               
                   
                   
                   
                 value field, and the user tabs out of the box, the 
               
               
                   
                   
                   
                 infinity sign is repopulated. 
               
               
                 3.2.D.17 
                   
                 Range - Rule 7 
                 The max value of an ending range must contain 
               
               
                   
                   
                   
                 an infinity symbol. 
               
               
                 3.2.D.18 
                   
                 Range - Rule 8 
                 If a max value is lower than the min value and 
               
               
                   
                   
                   
                 the user tabs out of the max value field, display 
               
               
                   
                   
                   
                 the following message “A max value can&#39;t be 
               
               
                   
                   
                   
                 lower than the min value.” 
               
               
                 3.2.D.19 
                   
                 Add Service Score % 
                 Provide a text box for the user to enter the score 
                 Appendix I 
               
               
                   
                   
                 Text Box 
                 that is attributed to each day range. There 
               
               
                   
                   
                   
                 should be ten text boxes. 
               
               
                 3.2.D.20 
                   
                 Service Score % - Rule 1 
                 When a value is entered in a Service Score % 
               
               
                   
                   
                   
                 text field, a % is added to the value. (i.e. 95 is 
               
               
                   
                   
                   
                 entered, value displayed is 95%) 
               
               
                 3.2.D.21 
                   
                 Service Score % - Rule 2 
                 The value entered in a Service Score % text 
               
               
                   
                   
                   
                 field must be numeric. 
               
               
                 3.2.D.22 
                   
                 Service Score % - Rule 3 
                 Special characters can&#39;t be entered in the 
               
               
                   
                   
                   
                 Service Score % text field. 
               
               
                 3.2.D.23 
                   
                 Service Score % - Rule 4 
                 The Service Score % can&#39;t be higher than 
               
               
                   
                   
                   
                 100%. 
               
               
                 3.2.D.24 
                   
                 Add Submit Button 
                 When the Submit button is depressed, add 
                 Appendix I 
               
               
                   
                   
                   
                 current service score to Service Score table and 
               
               
                   
                   
                   
                 display the Service Score Screen. 
               
               
                 3.2.D.25 
                   
                 Add Cancel Button 
                 When the Cancel button is depressed, the 
               
               
                   
                   
                   
                 message “All information will be lost, are you 
               
               
                   
                   
                   
                 sure you wish to continue?” will appear. The 
               
               
                   
                   
                   
                 two options will be “Yes” or “No.: 
               
               
                 3.3.0 
                 Automated Vendor 
                   
                 Rules for the setup process for the Automated 
               
               
                   
                 Scoring 
                   
                 Vendor Scoring Setup 
               
               
                 3.3.1B 
                   
                 Automated Vendor 
                 When Automated Scoring link is activated from 
                 Appendix C 
               
               
                   
                   
                 Scoring Setup 
                 the Score Card page, populate the workstation 
               
               
                   
                   
                   
                 frame with the Automated Scoring page. 
               
               
                 3.3.2B 
                   
                 Automated Vendor 
                 Provide a table that will contain all of the 
                 Appendix J 
               
               
                   
                   
                 Scoring Setup - Profile 
                 Profiles created. 
               
               
                   
                   
                 Tab 
               
               
                 3.3.3B 
                   
                 Profile Table - Columns 
                 The Profile Table&#39;s columns will be as follows: 
                 Appendix J 
               
               
                   
                   
                   
                 APS Profile Name 
               
               
                   
                   
                   
                 Description 
               
               
                   
                   
                   
                 Options 
               
               
                 3.3.4B 
                   
                 Profile Table - Options 
                 The following hyperlinks will appear under the 
                 Appendix J 
               
               
                   
                   
                   
                 Options column: 
               
               
                   
                   
                   
                 Edit 
               
               
                   
                   
                   
                 Delete 
               
               
                 3.3.5B 
                   
                 Options - Edit 
                 When the Edit link is activated, the workstation 
                 Appendix K 
               
               
                   
                   
                   
                 section will display the Profile for editing. 
               
               
                 3.3.6B 
                   
                 Options - Delete 
                 When the Delete link is activated, the message 
                 Appendix J 
               
               
                   
                   
                   
                 “Are you sure you wish to delete this item?” 
               
               
                   
                   
                   
                 will appear. The two options will be “Yes” or 
               
               
                   
                   
                   
                 “No.” 
               
               
                 3.3.7B 
                   
                 Profile Table - Create 
                 When the “Create New Auto-Scoring Profile” 
                 Appendix J 
               
               
                   
                   
                 New Auto-Scoring 
                 button is depressed, the New Profile page will 
               
               
                   
                   
                 Profile 
                 appear in the workstation. 
               
               
                 3.3.8B 
                   
                 New Auto-Scoring 
                 The New APS Profile page will contain the 
                 Appendix K 
               
               
                   
                   
                 Profile 
                 following sections: 
               
               
                   
                   
                   
                 Description 
               
               
                   
                   
                   
                 Products Fulfilled 
               
               
                   
                   
                   
                 (See Appendix Q for layout) 
               
               
                 3.3.9B 
                   
                 Auto-Scoring Profile - 
                 Description will contain a scrolling text box. 
                 Appendix K 
               
               
                   
                   
                 Description 
                 (See Appendix Q for layout) 
               
               
                 3.3.10B 
                   
                 Auto-Scoring Profile - 
                 Products to Order will contain the standard 
                 Appendix K 
               
               
                   
                   
                 Products Fulfilled 
                 product selection process: Select Category, 
               
               
                   
                   
                   
                 Select Product. The products available will be 
               
               
                   
                   
                   
                 those that the Requestor has setup. 
               
               
                 3.3.11B 
                   
                 Auto-Scoring Profile - 
                 The list of products will not contain products 
               
               
                   
                   
                 Product Sub-List 1 
                 that are contained within other Profiles within 
               
               
                   
                   
                   
                 Staging. (This prevents overlaps) 
               
               
                 3.3.12B 
                   
                 Auto-Scoring Profile - 
                 The list of products will only contain those 
               
               
                   
                   
                 Product Sub-List 2 
                 products that are setup for a Quality Score 
               
               
                   
                   
                   
                 Card. (All products must have a Quality Score 
               
               
                   
                   
                   
                 Card association to be a product defined in 
               
               
                   
                   
                   
                 Auto-Scoring) 
               
               
                 3.3.13B 
                   
                 Auto-Scoring Profile - 
                 When the ‘Next’ button is depressed, the 
                 Appendix K 
               
               
                   
                   
                 Next Button 
                 second screen of New APS Profile will appear 
               
               
                   
                   
                   
                 in the workstation frame. 
               
               
                 3.3.14B 
                   
                 Auto-Scoring Profile - 
                 When the ‘Cancel’ button is depressed, the 
                 Appendix K 
               
               
                   
                   
                 Cancel Button 
                 message “All information will be lost, are you 
               
               
                   
                   
                   
                 sure you wish to continue?” will appear. The 
               
               
                   
                   
                   
                 two options will be “Yes” or “No.” 
               
               
                 3.3.15B 
                   
                 Auto-Scoring Profile - 
                 The 2 nd  screen will contain the following 
                 Appendix L 
               
               
                   
                   
                 2 nd  Screen 
                 sections: 
               
               
                   
                   
                   
                 Product Fulfilled 
               
               
                   
                   
                   
                 Options 
               
               
                   
                   
                   
                 Score 
               
               
                 3.3.16B 
                   
                 APS Profile - Product 
                 The Products Fulfilled section will contain the 
                 Appendix L 
               
               
                   
                   
                 Fulfilled 
                 product identified in the first screen. (See 
               
               
                   
                   
                   
                 Appendix R for layout) 
               
               
                 3.3.17B 
                   
                 APS Profile - Add 
                 When the Add Product Rule button is 
                 Appendix L 
               
               
                   
                   
                 Product Rule 
                 depressed, add a row for a new Product APS 
               
               
                   
                   
                   
                 rule. 
               
               
                 3.3.18B 
                   
                 APS Profile - Product 
                 The Product section will contain the following 
                 Appendix L 
               
               
                   
                   
                   
                 columns: 
               
               
                   
                   
                   
                 Data Element 
               
               
                   
                   
                   
                 Operator 
               
               
                   
                   
                   
                 Data Element 
               
               
                   
                   
                   
                 Operator 
               
               
                   
                   
                   
                 Value 
               
               
                   
                   
                   
                 Options 
               
               
                 3.3.19B 
                   
                 APS Profile - Data 
                 When Data Element has ‘Product’ selected, 
                 Appendix L 
               
               
                   
                   
                 Element (1) [Product] 
                 provide all “product fulfillment” fields for the 
               
               
                   
                   
                   
                 specified product in the combo-box for Data 
               
               
                   
                   
                   
                 Element. (i.e. for Flood Zone Determination 
               
               
                   
                   
                   
                 LOL, the complete dataset for Element 79) 
               
               
                 3.3.20B 
                   
                 APS Profile - Data 
                 When Data Element has ‘Product’ selected, 
                 Appendix L 
               
               
                   
                   
                 Element (1) [File] 
                 provide all “file data” fields in RT in the 
               
               
                   
                   
                   
                 combo-box for Data Element. This includes the 
               
               
                   
                   
                   
                 Property BO and Loan BO data elements. 
               
               
                 3.3.21B 
                 File Data Element (1) - 
                   
                 When the data type = enumerated value, the 
                 Appendix L 
               
               
                   
                 w/Enumerated 
                   
                 following requirement will apply: 
               
               
                   
                 Values 
               
               
                 3.3.22B 
                   
                 Operator (1) - 
                 When the data type of Data Element (1) = 
                 Appendix L 
               
               
                   
                   
                 Enumerated Values 
                 ‘enumerated value,’ then provide the following 
               
               
                   
                   
                   
                 value in the combo-box: 
               
               
                   
                   
                   
                 = 
               
               
                   
                   
                   
                 &lt;=&gt; 
               
               
                 3.3.23B 
                   
                 Data Element (2) - 
                 This field should be disabled and grayed-out. 
                 Appendix L 
               
               
                   
                   
                 Enumerated Values 
               
               
                 3.3.24B 
                   
                 Operator (2) - 
                 This field should be disabled and grayed-out. 
                 Appendix L 
               
               
                   
                   
                 Enumerated Values 
               
               
                 3.3.25B 
                   
                 Value - Enumerated 
                 Provide the data element (1) enumerated value 
                 Appendix L 
               
               
                   
                   
                 Values 
                 list in a combo-box. 
               
               
                 3.3.26B 
                 File Data Element (1) - 
                   
                 When the data type = numeric, the following 
                 Appendix L 
               
               
                   
                 w//Numeric Values 
                   
                 requirements will apply: 
               
               
                 3.3.27B 
                   
                 Operator (1) - Non- 
                 When the data type of Data Element (1) = 
                 Appendix L 
               
               
                   
                   
                 Enumerated Values 
                 ‘numeric,’ then provide the following values in 
               
               
                   
                   
                   
                 the combo-box: 
               
               
                   
                   
                   
                 + 
               
               
                   
                   
                   
                 − 
               
               
                   
                   
                   
                 / 
               
               
                   
                   
                   
                 * 
               
               
                   
                   
                   
                 = 
               
               
                   
                   
                   
                 &lt; 
               
               
                   
                   
                   
                 &lt;= 
               
               
                   
                   
                   
                 &gt; 
               
               
                   
                   
                   
                 &gt;= 
               
               
                   
                   
                   
                 &lt;=&gt; 
               
               
                 3.3.28B 
                   
                 File Data Element (2) - 
                 Provide all “file data” fields in RT that does not 
                 Appendix L 
               
               
                   
                   
                 Non-Enumerated Values I 
                 have a data type = ‘Enumerated Value’ in a 
               
               
                   
                   
                   
                 combo-box. 
               
               
                 3.3.29B 
                   
                 File Data Element (2) - 
                 Remove the value that was selected in Data 
                 Appendix L 
               
               
                   
                   
                 Non-Enumerated Values 
                 Element (1) from the list in Data Element (2). 
               
               
                   
                   
                 II 
               
               
                 3.3.30B 
                   
                 Operator (2) - 
                 When the data type of Data Element (1) = 
                 Appendix L 
               
               
                   
                   
                 Enumerated Values 
                 ‘numeric,’ then provide the following values in 
               
               
                   
                   
                   
                 the combo-box: 
               
               
                   
                   
                   
                 N/A 
               
               
                   
                   
                   
                 + 
               
               
                   
                   
                   
                 − 
               
               
                   
                   
                   
                 / 
               
               
                   
                   
                   
                 * 
               
               
                   
                   
                   
                 = 
               
               
                   
                   
                   
                 &lt; 
               
               
                   
                   
                   
                 &lt;= 
               
               
                   
                   
                   
                 &gt; 
               
               
                   
                   
                   
                 &gt;= 
               
               
                   
                   
                   
                 &lt;=&gt; 
               
               
                   
                   
                   
                 In Range 
               
               
                   
                   
                   
                 Outside Range 
               
               
                 3.3.31B 
                   
                 Value - Non- 
                 Provide an open text box. 
                 Appendix L 
               
               
                   
                   
                 Enumerated Values 
               
               
                 3.3.32B 
                   
                 Value - Data Type 
                 The data entered must be numeric 
                 Appendix L 
               
               
                 3.3.33B 
                   
                 Value - Character limit 
                 10 character limit 
                 Appendix L 
               
               
                 3.3.34B 
                   
                 Value - Decimal 
                 Allow up to two decimal places 
                 Appendix L 
               
               
                 3.3.35B 
                 Data Element (2) 
                   
                 Rules for Data Element (2) 
                 Appendix L 
               
               
                 3.3.36B 
                   
                 Data Element (2) - 
                 Defaults value = N/A 
                 Appendix L 
               
               
                   
                   
                 Default 
               
               
                 3.3.37B 
                   
                 Operator (2) - N/A 
                 When Data Element (2) value is = N/A, then 
                 Appendix L 
               
               
                   
                   
                   
                 Operator (2) is disabled and grayed-out. 
               
               
                 3.3.38B 
                 Operator (2) 
                   
                 Rules for Operator (2) 
                 Appendix L 
               
               
                 3.3.39B 
                   
                   
                 Provide the following values in the combo-box: 
                 Appendix L 
               
               
                   
                   
                   
                 N/A 
               
               
                   
                   
                   
                 + 
               
               
                   
                   
                   
                 − 
               
               
                   
                   
                   
                 / 
               
               
                   
                   
                   
                 * 
               
               
                   
                   
                   
                 = 
               
               
                   
                   
                   
                 &lt; 
               
               
                   
                   
                   
                 &lt;= 
               
               
                   
                   
                   
                 &gt; 
               
               
                   
                   
                   
                 &gt;= 
               
               
                   
                   
                   
                 &lt;=&gt; 
               
               
                   
                   
                   
                 In Range 
               
               
                   
                   
                   
                 Outside Range 
               
               
                 3.3.40B 
                   
                 Operator (2) - Range 
                 If Operator (2) value = Range, then provide two 
                 Appendix L 
               
               
                   
                   
                   
                 text boxes. 
               
               
                   
                   
                   
                 (See Appendix R for layout) 
               
               
                 3.3.41B 
                 Delete Link 
                   
                 Rules for Delete link 
                 Appendix L 
               
               
                 3.3.42B 
                   
                 Delete Link 
                 When the Delete link is activated, the message 
                 Appendix L 
               
               
                   
                   
                   
                 “Are you sure you wish to delete this item?” 
               
               
                   
                   
                   
                 will appear. The two options will be “Yes” or 
               
               
                   
                   
                   
                 “No.” 
               
               
                 3.3.43B 
                 Add Rule Button 
                   
                 Rule for Add Rule button 
                 Appendix L 
               
               
                 3.3.44B 
                   
                 Add Rule Button 
                 When the Add Rule Button is depressed, add a 
                 Appendix L 
               
               
                   
                   
                   
                 row for a new APS rule. 
               
               
                 3.3.45B 
                 Save Button 
                   
                 Rules for Save Button 
                 Appendix L 
               
               
                 3.3.46B 
                   
                 Save Button 
                 When the Save Button is depressed, it submits 
                 Appendix L 
               
               
                   
                   
                   
                 Profile and brings you to the Auto-Scoring 
               
               
                   
                   
                   
                 Profile page. 
               
               
                 3.3.47B 
                 Cancel Button 
                   
                 Rule for Cancel Button 
                 Appendix L 
               
               
                 3.3.48B 
                   
                 Cancel Button 
                 When the Cancel Button is depressed, display 
                 Appendix L 
               
               
                   
                   
                   
                 “Are you sure you want to cancel this action?” 
               
               
                   
                   
                   
                 The two options will be “Yes” or “No.” 
               
               
                 3.3.49B 
                   
                 Cancel Button - Yes 
                 If Yes is selected, action cancelled, takes you to 
                 Appendix L 
               
               
                   
                   
                   
                 Auto-Scoring Profile page. 
               
               
                 3.3.50B 
                 Product Fulfillment 
                   
                 Rules for Product Fulfillment APS - Options 
                 Appendix L 
               
               
                   
                 APS - Options 
               
               
                 3.3.51B 
                   
                 Product Fulfillment 
                 There will be two option boxes for Product 
                 Appendix L 
               
               
                   
                   
                 APS - Options 
                 Fulfillment APS: 
               
               
                   
                   
                   
                 Both of the rules fit the criteria 
               
               
                   
                   
                   
                 Either of the rules fit the criteria 
               
               
                 3.3.52B 
                   
                 Options - Both Rules 
                 If the option box ‘Both of the rules fit the 
                 Appendix L 
               
               
                   
                   
                   
                 criteria’ is selected, then both of the rules must 
               
               
                   
                   
                   
                 take place for the APS to take place. 
               
               
                 3.3.53B 
                   
                 Options - Either of the 
                 If the option box ‘Either of the rules fit the 
                 Appendix L 
               
               
                   
                   
                 Rules 
                 criteria’ is selected, then if either of the rules 
               
               
                   
                   
                   
                 can happen for the APS to take place. 
               
               
                 3.3.54B 
                 Score 
                   
                 This is the score the vendor will receive if the 
                 Appendix L 
               
               
                   
                   
                   
                 rules are met. 
               
               
                 3.3.55B 
                   
                 Auto-Scoring - Score 
                 A combo-box with the list of the possible 
                 Appendix L 
               
               
                   
                   
                   
                 scores for that product&#39;s Score Card will be 
               
               
                   
                   
                   
                 contained within the combo-box. 
               
               
                 3.3.54B 
                   
                 APS Profile - Submit 
                 When the ‘Submit’ button is depressed, the 
                 Appendix L 
               
               
                   
                   
                 Button 
                 Product Fulfillment APD page will appear in 
               
               
                   
                   
                   
                 the workstation frame. 
               
               
                 3.3.55B 
                   
                 APS Profile - Cancel 
                 When the ‘Cancel’ button is depressed, the 
                 Appendix L 
               
               
                   
                   
                 Button 
                 message “All information will be lost, are you 
               
               
                   
                   
                   
                 sure you wish to continue?” will appear. The 
               
               
                   
                   
                   
                 two options will be “Yes” or “No.” 
               
               
                 3.4 
                 Quality Scoring 
                 Ability to apply 
               
               
                   
                   
                 scorecard to multiple 
               
               
                   
                   
                 products 
               
               
                 3.4.A 
                   
                 Update Quality 
                 Add new column to quality scorecard table to 
                 Appendix C 
               
               
                   
                   
                 Scorecard Table 
                 display products that saved scorecards apply to. 
               
               
                 3.4.B 
                   
                 Update Quality Score 
                 Provide the ability to assign products to a 
                 Appendix M 
               
               
                   
                   
                   
                 quality scorecard. 
               
               
                 3.4.B.1 
                   
                 Add Product Category 
                 Provide a combo box for the user to select the 
                 Appendix N 
               
               
                   
                   
                 Combo Box 
                 product category that the scorecard will apply 
               
               
                   
                   
                   
                 to. 
               
               
                 3.4.B.2 
                   
                 Add Product Combo 
                 Provide a combo box for the user to select the 
                 Appendix N 
               
               
                   
                   
                 Box 
                 product that the scorecard will apply to. The 
               
               
                   
                   
                   
                 list will only contain products that are in the 
               
               
                   
                   
                   
                 chosen Product Category. 
               
               
                 3.4.B.3 
                   
                 Create Product Table 
                 Create table to display products for the current 
                 Appendix N 
               
               
                   
                   
                   
                 scorecard. 
               
               
                 3.4.B.4 
                   
                 Add Product Button 
                 Add “Add Product” button to allow user to add 
                 Appendix N 
               
               
                   
                   
                   
                 the selected product to the current scorecard. 
               
               
                   
                   
                   
                 When Add Product button is clicked, check to 
               
               
                   
                   
                   
                 make sure that product does not exist in any 
               
               
                   
                   
                   
                 saved scorecards. If product is not in any saved 
               
               
                   
                   
                   
                 scorecards, add product selected to the Product 
               
               
                   
                   
                   
                 Table. Refresh screen after button is clicked. 
               
               
                 3.4.B.5 
                   
                 Add Delete Buttons 
                 Add Delete buttons to delete any products in 
                 Appendix N 
               
               
                   
                   
                   
                 the Product Table. Display message box “Are 
               
               
                   
                   
                   
                 you sure you want to delete the product from 
               
               
                   
                   
                   
                 the current scorecard” when the Delete button 
               
               
                   
                   
                   
                 is clicked. Remove product from table is yes is 
               
               
                   
                   
                   
                 clicked. Refresh screen after button is clicked. 
               
               
                   
                   
                 Delete Current 
                 Delete the current Scorecard/Product Setup 
               
               
                   
                   
                 Scorecard/Product Setup 
                 features located within the Product Page. 
               
               
                 4.0A 
                 Enhanced Qualitative 
                 Enhanced Qualitative 
                 This function will provide the users of AVS the 
               
               
                   
                 Distribution 
                 Distribution 
                 capability of distributing orders to vendors 
               
               
                   
                   
                   
                 based on the history of their turn-time 
               
               
                   
                   
                   
                 performance. The cumulative score function 
               
               
                   
                   
                   
                 will allow a requestor to uniquely weight a 
               
               
                   
                   
                   
                 vendor&#39;s quality score w/the vendor&#39;s service 
               
               
                   
                   
                   
                 score on a per product basis. 
               
               
                 4.1A 
                   
                 Turn-time score criteria 
                 This function will provide the users of AVS the 
               
               
                   
                   
                   
                 capability of distributing orders to vendors 
               
               
                   
                   
                   
                 based on the history of their turn-time 
               
               
                   
                   
                   
                 performance. 
               
               
                 4.2A 
                   
                 Cumulative score 
                 The cumulative score function will allow a 
               
               
                   
                   
                 criteria 
                 requestor to uniquely weight a vendor&#39;s quality 
               
               
                   
                   
                   
                 score w/the vendor&#39;s service score on a per 
               
               
                   
                   
                   
                 product basis. 
               
               
                   
                 Automated Vendor 
               
               
                   
                 Selection 
               
               
                 4.0C 
                 Add&#39;l Distribution 
                 Add&#39;l Distribution 
                 This function will provide the user&#39;s of AVS 
               
               
                   
                 Limits 
                 Limits 
                 the capability of preventing distribution of 
               
               
                   
                   
                   
                 orders to vendors that do not fall into the 
               
               
                   
                   
                   
                 automated distribution model. 
               
               
                 4.2C 
                   
                 Outstanding Late Order 
                 This function will provide the user of AVS the 
                 Appendix Y 
               
               
                   
                   
                 Ration 
                 capability of preventing distribution of orders to 
               
               
                   
                   
                   
                 vendors that do not have more than “x” percent 
               
               
                   
                   
                   
                 of late orders/“x” percent orders 
               
               
                 4.3C 
                   
                 Daily Capacity 
                 This will provide the users or AVS the 
                 Appendix Y 
               
               
                   
                   
                   
                 capability of limiting the number of orders 
               
               
                   
                   
                   
                 given to a vendor on a given day. 
               
               
                 4.3C1 
                   
                 Daily Capacity 
                 Daily capacity is the maximum number of new 
               
               
                   
                   
                 Definition/Calculation 
                 orders a vendor can receive in a given day. 
               
               
                 4.3C2 
                   
                 Add Daily Capacity to 
                 Add Daily Capacity to Products Ordered 
               
               
                   
                   
                 Products Ordered 
                 Vendor Selection Screen. 
               
               
                   
                   
                 Vendor Selection Screen 
               
               
                 4.3C3 
                   
                 Daily Capacity Rule 1 
                 The auto vendor selection feature should 
               
               
                   
                   
                   
                 eliminate vendors who have reached their daily 
               
               
                   
                   
                   
                 capacity. 
               
               
                   
                   
                   
                 automated distribution model. 
               
               
                 4.1D 
                   
                 Auto-Reprocess 
                 This function will provide the users of AVS the 
               
               
                   
                   
                 Declined Orders 
                 capability of reprocessing a declined order. 
               
               
                   
                   
                   
                 This reprocessing will create a new order, 
               
               
                   
                   
                   
                 deselect the original vendor from the available 
               
               
                   
                   
                   
                 distribution list, run the AVS engine, select the 
               
               
                   
                   
                   
                 vendor, and place the order. 
               
               
                 4.2D 
                   
                 Distribution Option 
                 Add a distribution option section to the 
               
               
                   
                   
                 Section 
                 Distribution Option Page. 
               
               
                 4.3D 
                   
                 Auto-Reprocess 
                 Add a Yes/No option box for Auto-Reprocess 
               
               
                   
                   
                 Declined Orders Option 
                 Declined Orders. 
               
               
                   
                   
                 Box 
               
               
                 4.4D 
                   
                 Auto-Reprocess 
                 When an order is declined, and the product is 
               
               
                   
                   
                   
                 selected for AVS, and Yes is selected for Auto- 
               
               
                   
                   
                   
                 Reprocess Declined Orders, the order 
               
               
                   
                   
                   
                 automatically gets reprocessed. 
               
               
                   
                   
                   
                 Data needed for reprocessing: 
               
               
                   
                   
                   
                 Declined Status 
               
               
                   
                   
                   
                 Order ID 
               
               
                   
                   
                   
                 RESP ID 
               
               
                 4.5D 
                   
                 Reprocess Functionality 1 
                 The original declined order&#39;s order form will be 
               
               
                   
                   
                   
                 used to create a duplicate order. 
               
               
                 4.6D 
                   
                 Reprocess Functionality 2 
                 The duplicate order will be processed via the 
               
               
                   
                   
                   
                 AVS engine, with the original vendor (that 
               
               
                   
                   
                   
                 declined the order) de-selected from the eligible 
               
               
                   
                   
                   
                 vendor list 
               
               
                 4.7D 
                   
                 Reprocess Functionality 3 
                 If successfully placed via the AVS engine, he 
               
               
                   
                   
                   
                 order will be placed to the selected vendor. 
               
               
                 4.8D 
                   
                 Reprocess Functionality 4 
                 If there is a problem with the AVS processing, 
               
               
                   
                   
                   
                 the file will be sent to the exception bin with 
               
               
                   
                   
                   
                 the reason for the exception. 
               
               
                 4.9D 
                   
                 Reprocess - Sub-status 
                 The Placed status should contain a sub-status of 
               
               
                   
                   
                   
                 Reprocessed. 
               
               
                 4.10D 
                   
                 Reprocess - Event Log 
                 The reprocessing events should be logged 
               
               
                   
                   
                   
                 within the Event Log. 
               
               
                 4.0E 
                 AVS - Pre Order 
                 AVS - Pre Order Form 
                 This function will use the AVS functionality 
               
               
                   
                 Form Submission 
                 Submission 
                 prior to order form submission. 
               
               
                 4.1E 
                   
                 Expanding File Level 
                 This modification will expand the file level 
               
               
                   
                   
                 Data 
                 information to capture key data that will be 
               
               
                   
                   
                   
                 used for AVS. 
               
               
                 4.2E 
                   
                 Pre-Selection of Best 
                 This functionality will pre-select “the best” 
               
               
                   
                   
                 Vendor 
                 vendor that the RT engine has selected. 
               
               
                 4.3E 
                   
                 Displaying Available 
                 This functionality will display vendors that are 
               
               
                   
                   
                 Vendors for Distribution 
                 available for distribution. 
               
               
                 4.4E 
                   
                 AVS Selection Override 
                 This functionality will allow for the user to 
               
               
                   
                   
                   
                 override the AVS decision. 
               
               
                 4.5E 
                   
                 AVS Selection - Order 
                 The vendor&#39;s order count will be incremented 
               
               
                   
                   
                 Counting 
                 when the order is placed (Not when the AVS 
               
               
                   
                   
                   
                 rules engine selects the vendor) 
               
               
                 5.1A 
                 Order Forwarding - 
                 Order Forwarding - 
                 Provide the ability for auto vendor selection to 
               
               
                   
                 AVS 
                 AVS 
                 work with Order Forwarding 
               
               
                 5.2A 
                   
                 Order Forwarding - 
                 When the forward link is activated, if the 
                 Appendix O 
               
               
                   
                   
                 AVS 
                 requestor is VM enabled the AVS engine will 
               
               
                   
                   
                   
                 run the rules, and highlight the AVS selected 
               
               
                   
                   
                   
                 vendor. 
               
               
                 5.3A 
                   
                 Order Forwarding Page 
                 Expand the Order Forwarding page to include 
                 Appendix O 
               
               
                   
                   
                   
                 the additions made to the new ordering page 
               
               
                   
                   
                   
                 detailed in Xpress Ordering. 
               
               
                 5.4A 
                 Order Forwarding 
                   
                 Detailed below are the Order Forwarding 
                 Appendix O 
               
               
                   
                 Changes: 
                   
                 changes 
               
               
                 5.5A 
                   
                 Filter Options 
                 The filter options detailed in Appendix C 
                 Appendix O 
               
               
                   
                   
                   
                 should duplicate the current vendor filters in 
               
               
                   
                   
                   
                 REALTrans. (The screen layout is detailed in 
               
               
                   
                   
                   
                 Appendix L). 
               
               
                 5.6A 
                 Vendor List Table 
                 ---→ 
                 The available vendor list should be displayed in 
                 Appendix L 
               
               
                   
                   
                   
                 a table depicted in Appendix C. The table 
               
               
                   
                   
                   
                 should contain the following sections/columns. 
               
               
                   
                   
                   
                 AVS Profile Name 
               
               
                   
                   
                   
                 AVS Distribution Rule ID 
               
               
                   
                   
                   
                 Company Name 
               
               
                   
                   
                   
                 Branch Name 
               
               
                   
                   
                   
                 City 
               
               
                   
                   
                   
                 State 
               
               
                   
                   
                   
                 Vendor Type 
               
               
                   
                   
                   
                 National Coverage Flag 
               
               
                   
                   
                   
                 SLA Price 
               
               
                   
                   
                   
                 % Current profile orders 
               
               
                   
                   
                   
                 Current Vendor Grade 
               
               
                   
                   
                   
                 Current capacity 
               
               
                   
                   
                   
                 Auto-Select Flag 
               
               
                   
                   
                   
                 Exceeded Capacity Flag 
               
               
                   
                   
                   
                 Current late order ration 
               
               
                   
                   
                   
                 (See Appendix C for details on layout of the 
               
               
                   
                   
                   
                 table). 
               
               
                 5.7A 
                   
                 AVS Profile Name 
                 Display the AVS Profile Name 
                 Appendix O 
               
               
                 5.8A 
                   
                 AVS Distribution Rule 
                 Display the AVS Distribution Rule ID 
                 Appendix O 
               
               
                   
                   
                 ID 
               
               
                 5.9A 
                   
                 Company Name 
                 Display the vendor&#39;s Company Name 
                 Appendix O 
               
               
                 5.10A 
                   
                 Branch Name 
                 Display the vendor&#39;s Branch Name 
                 Appendix O 
               
               
                 5.11A 
                   
                 City 
                 Display the vendor&#39;s City 
                 Appendix O 
               
               
                 5.12A 
                   
                 State 
                 Display the vendor&#39;s State 
                 Appendix O 
               
               
                 5.13A 
                   
                 Vendor Type 
                 Display the vendor&#39;s Vendor Type 
                 Appendix O 
               
               
                 5.14A 
                   
                 National Coverage Flag 
                 Display a check mark if the vendor has 
                 Appendix O 
               
               
                   
                   
                   
                 nationwide coverage 
               
               
                 5.15A 
                   
                 SLA Price 
                 Display the vendor&#39;s SLA price 
                 Appendix O 
               
               
                 5.16A 
                   
                 % Current profile orders 
                 If the Distribution Rule is set or % distribution, 
                 Appendix O 
               
               
                   
                   
                   
                 then display the vendor&#39;s percentage of current 
               
               
                   
                   
                   
                 profile orders 
               
               
                 5.17A 
                   
                 Current Vendor Grade 
                 Display the vendor&#39;s current vendor grade 
                 Appendix O 
               
               
                 5.18A 
                   
                 Current capacity 
                 Display the vendor&#39;s current capacity 
                 Appendix O 
               
               
                 5.19A 
                   
                 Auto-Select Flag 
                 Display a check mark if the vendor is marked 
                 Appendix O 
               
               
                   
                   
                   
                 for AVS 
               
               
                 5.20A 
                   
                 Exceeded Capacity Flag 
                 Display a check mark if the vendor has 
                 Appendix O 
               
               
                   
                   
                   
                 Exceeded Capacity 
               
               
                 5.21A 
                   
                 Current late order ration 
                 Display the vendor&#39;s current late order ratio 
                 Appendix O 
               
               
                   
                   
                   
                 (Late Open Orders/Total Open orders) 
               
               
                 5.22A 
                   
                 Selected Vendor 
                 The entire row for the Vendor selected by the 
                 Appendix O 
               
               
                   
                   
                   
                 AVS engine should be highlighted. (See 
               
               
                   
                   
                   
                 Appendix C in Xpress Ordering Req for details 
               
               
                   
                   
                   
                 on layout of the table). 
               
               
                 5.23A 
                   
                 Screen Layout 
                 The screen layout is detailed in Appendix C in 
                 Appendix O 
               
               
                   
                   
                   
                 Xpress Ordering Req. 
               
               
                 5.24A 
                   
                 Command Button - 
                 When the Next command is depressed, the user 
                 Appendix O 
               
               
                   
                   
                 Next (Single Product 
                 should be brought to the selected product&#39;s 
               
               
                   
                   
                 Selected) 
                 order form (Appendix D in Xpress Ordering 
               
               
                   
                   
                   
                 Req). 
               
               
                 5.25A 
                   
                 Command Button - 
                 When the Next command is depressed, the user 
                 Appendix O 
               
               
                   
                   
                 Next (Multiple Products 
                 should be brought to the consolidated order 
               
               
                   
                   
                 Selected) 
                 form (Appendix E in Xpress Ordering Req). 
               
               
                 5.26A 
                   
                 Command Button - 
                 When the Cancel command is depressed, the 
                 Appendix O 
               
               
                   
                   
                 Cancel 
                 order placement should be halted and the user 
               
               
                   
                   
                   
                 should be brought to the Ordering Page 
               
               
                   
                   
                   
                 (Appendix A in Xpress Ordering Req). 
               
               
                 5.0B 
                 Bulk Order 
                   
                 Provide the ability for a vendor to bulk forward 
                 Appendix S 
               
               
                   
                 Forwarding 
                   
                 orders by either Portfolio by the Requestor. 
               
               
                   
                   
                   
                 The Bulk Order Forwarding will be used in 
               
               
                   
                   
                   
                 conjunction with AVS. 
               
               
                 5.1B 
                   
                 Bulk Order Forwarding 
                 If the client&#39;s account is VM enabled, provide a 
                 Appendix S 
               
               
                   
                   
                   
                 Bulk Order Forwarding section in the Bulk 
               
               
                   
                   
                   
                 Management Screen. 
               
               
                 5.2B 
                   
                 Bulk Order Forwarding - 
                 The orders will be able to be filtered by: 
                 Appendix S 
               
               
                   
                   
                 Filters 
                 Portfolio Number 
               
               
                   
                   
                   
                 In the vendor&#39;s entire system 
               
               
                 5.3B 
                   
                 Bulk Order Forwarding - 
                 This filter will display the specified product for 
                 Appendix S 
               
               
                   
                   
                 Specified Category 
                 each file that has a status of New (10) or 
               
               
                   
                   
                 Type 
                 Confirmed (20) in their system. (This can also 
               
               
                   
                   
                   
                 be sub-filtered by Portfolio). 
               
               
                 5.4B 
                   
                 Bulk Order Forwarding - 
                 If only the product type is specified, this will 
                 Appendix S 
               
               
                   
                   
                 System 
                 display the specified product for each filed in 
               
               
                   
                   
                   
                 the vendor&#39;s system. 
               
               
                 5.5B 
                   
                 Bulk Order Forwarding - 
                 This sub-filter will display the specified product 
                 Appendix S 
               
               
                   
                   
                 Portfolio Number 
                 (Req # 5.3B) for each file that has a status of 
               
               
                   
                   
                   
                 New (10) or Confirmed (20), in the specified 
               
               
                   
                   
                   
                 Portfolio. 
               
               
                 5.7B 
                   
                 Bulk Order Forwarding - 
                 When the ‘Go’ button is depressed, the 
                 Appendix S 
               
               
                   
                   
                 ‘Go’ Button 
                 specified filters will be ran, and the 2 nd  page 
               
               
                   
                   
                   
                 will appear (Appendix T). 
               
               
                 5.8B 
                   
                 Order Forwarding 
                 The order forwarding options detailed in 
                 Appendix T 
               
               
                   
                   
                 Options 
                 Appendix C should duplicate the current order 
               
               
                   
                   
                   
                 forwarding options in REALTrans. (The screen 
               
               
                   
                   
                   
                 layout is detailed in Appendix T). 
               
               
                 5.9B 
                   
                 Bulk Order Forwarding - 
                 This page will display the orders that have been 
                 Appendix T 
               
               
                   
                   
                 Order Page 
                 specified by the filters on the previous page. 
               
               
                 5.10B 
                   
                 Bulk Order Forwarding - 
                 The table of orders will consist of the following 
                 Appendix T 
               
               
                   
                   
                 Order Page Table 
                 columns: 
               
               
                   
                   
                   
                 Select 
               
               
                   
                   
                   
                 Product 
               
               
                   
                   
                   
                 File # 
               
               
                   
                   
                   
                 Vendor Order # 
               
               
                   
                   
                   
                 Property 
               
               
                   
                   
                   
                 Borrower 
               
               
                   
                   
                   
                 Requestor 
               
               
                   
                   
                   
                 Ordered Date 
               
               
                   
                   
                   
                 Due Date 
               
               
                   
                   
                   
                 Status 
               
               
                   
                   
                   
                 Order Form 
               
               
                 5.11B 
                   
                 Bulk Order Forwarding - 
                 This column will contain a check box that 
                 Appendix T 
               
               
                   
                   
                 Select 
                 selects (if checked) or deselects (if unchecked) 
               
               
                   
                   
                   
                 the order to be forwarded 
               
               
                 5.12B 
                   
                 Bulk Order Forwarding - 
                 This column will contain the Product Name 
                 Appendix T 
               
               
                   
                   
                 Product 
               
               
                 5.13B 
                   
                 Bulk Order Forwarding - 
                 This column will contain the File Number 
                 Appendix T 
               
               
                   
                   
                 File # 
               
               
                 5.14B 
                   
                 Bulk Order Forwarding - 
                 This column will contain the Vendor Order 
                 Appendix T 
               
               
                   
                   
                 Vendor Order # 
                 Number 
               
               
                 5.15B 
                   
                 Bulk Order Forwarding - 
                 This column will contain the Property Address 
                 Appendix T 
               
               
                   
                   
                 Property 
               
               
                 5.16B 
                   
                 Bulk Order Forwarding - 
                 This column will contain the Borrower&#39;s First 
                 Appendix T 
               
               
                   
                   
                 Borrower 
                 and Last Name 
               
               
                 5.17B 
                   
                 Bulk Order Forwarding - 
                 This column will contain the Requestor&#39;s name 
                 Appendix T 
               
               
                   
                   
                 Requestor 
                 that is ordering the product 
               
               
                 5.18B 
                   
                 Bulk Order Forwarding - 
                 This column will contain the date the product 
                 Appendix T 
               
               
                   
                   
                 Ordered Date 
                 was ordered 
               
               
                 5.19B 
                   
                 Bulk Order Forwarding - 
                 This column will contain the date the product is 
                 Appendix T 
               
               
                   
                   
                 Due Date 
                 due 
               
               
                 5.20B 
                   
                 Bulk Order Forwarding - 
                 This column will contain the Status of the order 
                 Appendix T 
               
               
                   
                   
                 Status 
                 (New or Confirmed) 
               
               
                 5.21B 
                   
                 Bulk Order Forwarding - 
                 This column will contain an icon that links to 
                 Appendix T 
               
               
                   
                   
                 Order Placement Form 
                 the Order Placement Form. 
               
               
                 5.22B 
                   
                 Activation of the Order 
                 When the Order Placement Form icon is 
                 Appendix T 
               
               
                   
                   
                 Placement Form Icon 
                 activated, the Order Placement Form will 
               
               
                   
                   
                   
                 appear in a separate window. 
               
               
                 5.23B 
                   
                 Editing of the Order 
                 When the Order Placement Form is edited, the 
                 Appendix T 
               
               
                   
                   
                   
                 Bulk Order Forwarding page will update the 
               
               
                   
                   
                   
                 changes. 
               
               
                 5.24B 
                   
                 Bulk Order Forwarding - 
                 The standard page scrolling function will be 
                 Appendix T 
               
               
                   
                   
                 Page Scrolling 
                 located on the bottom of the page. (See 
               
               
                   
                   
                   
                 Appendix T) 
               
               
                 5.25B 
                   
                 Bulk Order Forwarding - 
                 When the ‘Auto Select Vendors’ button is 
                 Appendix T 
               
               
                   
                   
                 Auto Select Vendors 
                 depressed, each order will run the AVS rules, 
               
               
                   
                   
                   
                 and then place the selected orders to the 
               
               
                   
                   
                   
                 vendors specified in the AVS engine. 
               
               
                 5.26B 
                   
                 Bulk Order Forwarding - 
                 If the AVS engine can&#39;t place an order for 
                 Appendix T 
               
               
                   
                   
                 Exception Bin 
                 whatever reason (i.e. no vendor coverage, error, 
               
               
                   
                   
                   
                 etc...), the files will be sent to the Exception 
               
               
                   
                   
                   
                 Bin. 
               
               
                 7.0 
                 Work Queues 
                   
                 Provide the capability of creating flexible work 
               
               
                   
                   
                   
                 queues that will contain orders that meet the 
               
               
                   
                   
                   
                 specified criteria. The criteria for each work 
               
               
                   
                   
                   
                 queue must be rules driven and set up or 
               
               
                   
                   
                   
                 modified by the account administrator. 
               
               
                 7.0A 
                 Create Work Queue 
                   
                 Create a screen to allow the user to view all 
               
               
                   
                 Display Screen 
                   
                 Work Queues that have been created. 
               
               
                 7.1A 
                   
                 Add Work Queues 
                 Add a menu option for Work Queues under the 
               
               
                   
                   
                 Menu Option 
                 ‘Admin’ button. 
               
               
                 7.2A 
                   
                 Create Work Queue 
                 Create a screen to display all active and inactive 
               
               
                   
                   
                 Administration screen 
                 work queues. 
               
               
                 7.3A 
                   
                 Create Work Queue 
                 Create work queue table to store all work 
                 Apendix BB 
               
               
                   
                   
                 table 
                 queues and information related to the work 
               
               
                   
                   
                   
                 queues. 
               
               
                 7.4A 
                   
                 Work Queue table 
                 The Work Queue table&#39;s columns will be: 
               
               
                   
                   
                 columns 
                 Work Queue Description 
               
               
                   
                   
                   
                 Work Queue Type 
               
               
                   
                   
                   
                 Work Queue Status 
               
               
                   
                   
                   
                 Work Queue Created Date 
               
               
                   
                   
                   
                 Work Queue Inactive Date 
               
               
                   
                   
                   
                 Options 
               
               
                 7.4A1 
                   
                 Work Queue table - 
                 The Work Queue Description will display the 
               
               
                   
                   
                 Work Queue 
                 description of the work queue. 
               
               
                 7.4A2 
                   
                 Work Queue table - 
                 The Work Queue Type will display the type of 
               
               
                   
                   
                 Work Queue Type 
                 work queue. The type of work queue will be 
               
               
                   
                   
                   
                 Work Flow or Work Queue. 
               
               
                 7.4A3 
                   
                 Work Queue Status 
                 The Work Queue Status will display the current 
               
               
                   
                   
                   
                 status of the work queue. 
               
               
                 7.4A4 
                   
                 Work Queue Created 
                 The Work Queue Created Date will display the 
               
               
                   
                   
                 Date 
                 date that the work queue was created. 
               
               
                 7.4A5 
                   
                 Work Queue Inactive 
                 The Work Queue Created Date will display the 
               
               
                   
                   
                 Date 
                 date that the work queue was inactivated. 
               
               
                 7.5A 
                   
                 Work Queue table - 
                 The following buttons will appear under the 
               
               
                   
                   
                 Options 
                 Options column: 
               
               
                   
                   
                   
                 Edit 
               
               
                   
                   
                   
                 Delete 
               
               
                 7.6A 
                   
                 Options - Edit Button 
                 When the ‘Edit’ button is clicked, the Work 
               
               
                   
                   
                 Action 
                 Queue setup screen will appear for the 
               
               
                   
                   
                   
                 corresponding Work Queue. 
               
               
                 7.7A 
                   
                 Options - Delete Button 
                 When the ‘Delete’ button is clicked, the 
               
               
                   
                   
                   
                 message “Are you sure you want to delete this 
               
               
                   
                   
                   
                 item?” 
               
               
                 7.8A.1 
                   
                 Delete Message Box 
                 The Delete Message Box will contain two 
               
               
                   
                   
                   
                 buttons - “OK” and “Cancel” 
               
               
                 7.8A.2 
                   
                 Delete Message Box - 
                 When the ‘OK’ button is clicked, the work 
               
               
                   
                   
                 OK Button 
                 queue will be deleted and the Work Queue 
               
               
                   
                   
                   
                 Display screen will refresh. 
               
               
                 7.8A.3 
                   
                 Delete Message Box - 
                 When the ‘Cancel’ button is clicked, the 
               
               
                   
                   
                 Cancel Button 
                 Message box will close and no changes will be 
               
               
                   
                   
                   
                 made. 
               
               
                 7.8A 
                   
                 Add Create New Button 
                 When the ‘Create New’ button is clicked the 
               
               
                   
                   
                   
                 Work Queue setup screen will appear. 
               
               
                 7.0B 
                 Create Workflow/ 
                   
                 Create a screen to allow the user to setup work 
                 Appendix CC 
               
               
                   
                 Queue Setup Screen 
                   
                 queues and workflows. 
               
               
                 7.1B 
                   
                 Add Description Text 
                 Add a text box to the Work Queue Setup screen 
               
               
                   
                   
                 box to Work Queue 
                 to allow the user to enter a description of the 
               
               
                   
                   
                 Setup Screen 
                 Work Queue. The text box should allow up to 
               
               
                   
                   
                   
                 250 characters. 
               
               
                 7.2B 
                   
                 Add Work Queue Type 
                 Add a combo box to the Work Queue Setup 
               
               
                   
                   
                 Combo box to Work 
                 screen to allow the user to specify the type of 
               
               
                   
                   
                 Queue Setup screen 
                 work queue being created. 
               
               
                 7.2B1 
                   
                 Work Queue Type - 
                 The Work Queue Type combo box should 
               
               
                   
                   
                 Values 
                 contain the following values: 
               
               
                   
                   
                   
                 Work Queue 
               
               
                   
                   
                   
                 Work Flow 
               
               
                 7.3B 
                   
                 Add Active Radio 
                 Add a radio button to the Work Queue Setup 
               
               
                   
                   
                 Button to Work Queue 
                 screen to allow the user to make the current 
               
               
                   
                   
                 Setup screen 
                 work queue as active. 
               
               
                 7.4B1 
                   
                 Add Active Date filed to 
                 Add a field to the Work Queue Setup screen to 
               
               
                   
                   
                 Work Queue Setup 
                 display the date that the work queue was 
               
               
                   
                   
                 screen 
                 marked as active. 
               
               
                 7.4B2 
                   
                 Active Date field - Rule 
                 The Active Date field should automatically 
               
               
                   
                   
                   
                 populate based on the date that the Active 
               
               
                   
                   
                   
                 Radio Button is clicked. 
               
               
                 7.5B 
                   
                 Add Inactive Radio 
                 Add a radio button to the Work Queue Setup 
               
               
                   
                   
                 Button to Work Queue 
                 screen to allow the user to mark the current 
               
               
                   
                   
                 Setup screen 
                 work queue as inactive. 
               
               
                 7.6B1 
                   
                 Add Inactive Date field 
                 Add a field to the Work Queue Setup screen to 
               
               
                   
                   
                 to Work Queue 
                 display the date that the work queue was 
               
               
                   
                   
                   
                 marked as inactive. 
               
               
                 7.6B2 
                   
                 Inactive Date Field - 
                 The Active Date field should automatically 
               
               
                   
                   
                 Rule 
                 populate based on the date that the Inactive 
               
               
                   
                   
                   
                 Radio Button is clicked. 
               
               
                 7.7B1 
                   
                 Setup Screen - Next 
                 Add a ‘Next’ button to the Work Queue setup 
               
               
                   
                   
                 button 
                 screen. 
               
               
                 7.7B2 
                   
                 Next Button - Rule 1 
                 When the ‘Next’ button is clicked, if value in 
               
               
                   
                   
                   
                 the Work Queue Type Combo Box equals 
               
               
                   
                   
                   
                 “Work Queue” the Work Queue setup2 screen 
               
               
                   
                   
                   
                 will appear. 
               
               
                 7.7B3 
                   
                 Next Button - Rule 2 
                 When the ‘Next’ button is clicked, if value in 
               
               
                   
                   
                   
                 the Work Queue Type Combo Box equals 
               
               
                   
                   
                   
                 “Work Flow” the WorkFlow setup2 screen will 
               
               
                   
                   
                   
                 appear. 
               
               
                 7.8B 
                   
                 Setup Screen - Cancel 
                 Add a ‘Cancel’ button to the Work Queue setup 
               
               
                   
                   
                 button 
                 screen. When the ‘Cancel’ button is clicked, 
               
               
                   
                   
                   
                 the Work Queue Display screen will appear. 
               
               
                 7.9B1 
                   
                 Setup2 Screen - Cancel 
                 Provide a warning message that appears if the 
               
               
                   
                   
                 Warning Message 
                 ‘Cancel’ button is clicked. The warning should 
               
               
                   
                   
                   
                 read “Are you sure you want to Cancel the 
               
               
                   
                   
                   
                 setup?” 
               
               
                 7.9B2 
                   
                 Warning Message 
                 Provide an ‘OK’ button on the warning 
               
               
                   
                   
                 button - OK 
                 message. If the ‘OK’ button is clicked all 
               
               
                   
                   
                   
                 changes will be lost and the Work Queue 
               
               
                   
                   
                   
                 Display screen will appear. 
               
               
                 7.9B3 
                   
                 Warning Message 
                 Provide a ‘Cancel’ button on the warning 
               
               
                   
                   
                 button - Cancel 
                 message. If the ‘Cancel’ button is clicked the 
               
               
                   
                   
                   
                 warning message will close and the Setup 
               
               
                   
                   
                   
                 screen will appear. 
               
               
                 7.0C 
                 Create Work Queue 
                   
                 Create a screen to allow the user to setup work 
               
               
                   
                 Setup 2 Screen 
                   
                 queues and select the fields that will be used in 
               
               
                   
                   
                   
                 the work queue. 
               
               
                 7.1C 
                   
                 Setup Screen 2 - Fields 
                 Add a table to display all available fields for the 
                 Appendix DD 
               
               
                   
                   
                 Available 
                 Work Queue. 
               
               
                 7.2C 
                   
                 Setup Screen 2 - Fields 
                 Add a table to display all fields selected for the 
               
               
                   
                   
                 Selected 
                 Work Queue. 
               
               
                 7.3C.1 
                   
                 Setup Screen 2 - Select 
                 Provide a button for the user to select the 
               
               
                   
                   
                 Field Button 
                 highlighted field in the ‘Fields Available’ table. 
               
               
                 7.3C.2 
                   
                 Select Field Button - 
                 When the button is clicked, the highlighted 
               
               
                   
                   
                 Action 
                 field is moved to the ‘Fields Selected’ table and 
               
               
                   
                   
                   
                 removed from the ‘Fields Available’ table. 
               
               
                 7.4C 
                   
                 Setup Screen 2 - Select 
                 Provide a warning message that appears if the 
               
               
                   
                   
                 Warning Message 
                 ‘Select Field’ button is clicked without 
               
               
                   
                   
                   
                 highlighting a field in the ‘Fields Available’ list 
               
               
                   
                   
                   
                 box. The warning should read “Please select a 
               
               
                   
                   
                   
                 field from the list of Fields Available.” 
               
               
                 7.5C 
                   
                 Setup Screen 2 - 
                 Provide a button for the user to deselect the 
               
               
                   
                   
                 Deselect Field button 
                 highlighted field. When the button is clicked, 
               
               
                   
                   
                   
                 the highlighted field should be moved to the 
               
               
                   
                   
                   
                 ‘Fields Available’ table and removed from the 
               
               
                   
                   
                   
                 ‘Fields Selected’ table. 
               
               
                 7.6C 
                   
                 Setup Screen 2 - 
                 Provide a warning message that appears if the 
               
               
                   
                   
                 Deselect Warning 
                 ‘Deselect Field’ button is clicked without 
               
               
                   
                   
                 Message 
                 highlighting a field in the ‘Fields Selected’ list 
               
               
                   
                   
                   
                 box. The warning should read “Please select a 
               
               
                   
                   
                   
                 field from the list of Fields Selected.” 
               
               
                 7.7C 
                   
                 Setup Screen 2 - 
                 Provide a button for the user to deselect all of 
               
               
                   
                   
                 Deselect All Fields 
                 the fields from the ‘Fields Selected’ list. When 
               
               
                   
                   
                 button 
                 the button is clicked, all fields in the ‘Fields 
               
               
                   
                   
                   
                 Selected’ table should be moved to the ‘Fields 
               
               
                   
                   
                   
                 Available’ table and removed from the ‘Fields 
               
               
                   
                   
                   
                 Selected’ table. 
               
               
                 7.8C 
                   
                 Setup Screen 2 - Next 
                 Add a ‘Next’ button to the Work Queue Setup 2 
               
               
                   
                   
                 button 
                 screen. When the ‘Next’ button is clicked, the 
               
               
                   
                   
                   
                 Work Queue setup2 screen will appear. 
               
               
                 7.9C 
                   
                 Setup Screen 2 - Cancel 
                 Add a ‘Cancel’ button to the Work Queue 
               
               
                   
                   
                 button 
                 Setup 2 screen. When the ‘Cancel’ button is 
               
               
                   
                   
                   
                 clicked, the Work Queue Display screen will 
               
               
                   
                   
                   
                 appear. 
               
               
                 7.10C 
                   
                 Setup Screen 2 - Cancel 
                 Provide a warning message that appears if the 
               
               
                   
                   
                 Warning Message 
                 ‘Cancel’ button is clicked. The warning should 
               
               
                   
                   
                   
                 read “Are you sure you want to Cancel the 
               
               
                   
                   
                   
                 setup?” 
               
               
                 7.11C 
                   
                 Warning Message 
                 Provide an ‘OK’ button on the warning 
               
               
                   
                   
                 button - OK 
                 message. If the ‘OK’ button is clicked all 
               
               
                   
                   
                   
                 changes will be lost and the Work Queue 
               
               
                   
                   
                   
                 Display screen will appear. 
               
               
                 7.12C 
                   
                 Warning Message 
                 Provide a ‘Cancel’ button on the warning 
               
               
                   
                   
                 button - Cancel 
                 message. If the ‘Cancel’ button is clicked the 
               
               
                   
                   
                   
                 warning message will close and the Setup 
               
               
                   
                   
                   
                 screen will appear. 
               
               
                 7.13C 
                   
                 Vendor Fields Available 
                 The Vendor fields that should be available are: 
               
               
                   
                   
                   
                 Contact Name 
               
               
                   
                   
                   
                 Company Name 
               
               
                   
                   
                   
                 Company Address 
               
               
                   
                   
                   
                 Company City 
               
               
                   
                   
                   
                 Company State 
               
               
                   
                   
                   
                 Company Zip 
               
               
                   
                   
                   
                 Business Phone 
               
               
                   
                   
                   
                 Email Address 
               
               
                   
                   
                   
                 Cell Phone 
               
               
                 7.14C 
                   
                 Add Calculated Field 
                 Add a button to allow the user to create a 
               
               
                   
                   
                 Button 
                 calculated field. 
               
               
                 7.15C 
                   
                 Calculated Field Button - 
                 When the Calculated Field Button is clicked, 
               
               
                   
                   
                 Action 
                 the Calculated Field screen will open. 
               
               
                 7.0D 
                 Create Work Queue 
                   
                 Create a screen to allow the user to sort the 
                 Appendix EE 
               
               
                   
                 Setup Screen 3 
                   
                 fields that will be displayed in the Work Queue. 
               
               
                 7.1D1 
                   
                 Add Selected Fields 
                 Add a table to contain all selected fields to the 
               
               
                   
                   
                 table to Setup Screen 3 
                 Work Queue Setup Screen 3. 
               
               
                 7.1D2 
                   
                 Selected Fields Table - 
                 The Selected Fields table should contain all 
               
               
                   
                   
                 Values 
                 fields in the Selected Fields table from the Work 
               
               
                   
                   
                   
                 Queue Setup Screen 2. 
               
               
                 7.2D1 
                   
                 Add Move to Top button 
                 Add Move to Top button to the Work Queue 
               
               
                   
                   
                 to the Setup Screen 3 
                 Setup Screen 3. 
               
               
                 7.2D2 
                   
                 Move to Top button - 
                 When the Move to Top button is clicked, the 
               
               
                   
                   
                 Action 
                 highlighted field should be moved to the top of 
               
               
                   
                   
                   
                 the list. 
               
               
                 7.2D3 
                   
                 Move to Top button - 
                 When the Move to Top button is clicked, if the 
               
               
                   
                   
                 Rule 1 
                 field is already located at the top of the list, the 
               
               
                   
                   
                   
                 Move Up Warning message box should appear. 
               
               
                 7.3D1 
                   
                 Add Move to Bottom 
                 Add Move to Bottom button to the Work Queue 
               
               
                   
                   
                 button to the Setup 
                 Setup Screen 3. 
               
               
                   
                   
                 Screen 3 
               
               
                 7.3D2 
                   
                 Move to Bottom button - 
                 When the Move to Bottom button is clicked, the 
               
               
                   
                   
                 Action 
                 highlighted field should be moved to the bottom 
               
               
                   
                   
                   
                 of the list. 
               
               
                 7.3D3 
                   
                 Move to Bottom button - 
                 When the Move to Bottom button is clicked, if 
               
               
                   
                   
                 Rule 1 
                 the field is already located at the bottom of the 
               
               
                   
                   
                   
                 list, the Move Down Warning message box 
               
               
                   
                   
                   
                 should appear. 
               
               
                 7.4D1 
                   
                 Add Move Up button to 
                 Add Move Up button to the Work Queue Setup 
               
               
                   
                   
                 the Setup Screen 3 
                 Screen 3. 
               
               
                 7.4D2 
                   
                 Move Up button - 
                 When the Move Up button is clicked, the 
               
               
                   
                   
                 Action 
                 highlighted field should be moved up one 
               
               
                   
                   
                   
                 position in the list. 
               
               
                 7.4D3 
                   
                 Move Up button - Rule 1 
                 When the Move Up button is clicked, if the field 
               
               
                   
                   
                   
                 is already located at the top of the list, the 
               
               
                   
                   
                   
                 Move Up Warning message box should appear. 
               
               
                 7.5D1 
                   
                 Add Move Down button 
                 Add Move Down button to the Work Queue 
               
               
                   
                   
                 to the Setup Screen 3 
                 Setup Screen 3. 
               
               
                 7.5D2 
                   
                 Move Down button - 
                 When the Move Down button is clicked, the 
               
               
                   
                   
                 Action 
                 highlighted field should be moved down one 
               
               
                   
                   
                   
                 position in the list. 
               
               
                 7.5D3 
                   
                 Move Down button - 
                 When the Move to Bottom button is clicked, if 
               
               
                   
                   
                 Rule 1 
                 the field is already located at the bottom of the 
               
               
                   
                   
                   
                 list, the Move Down Warning message box 
               
               
                   
                   
                   
                 should appear. 
               
               
                 7.6D 
                   
                 Move Up Warning 
                 The Move Up Warning message should read 
               
               
                   
                   
                 Message - Details 
                 “The selected field is at the top of the list.” 
               
               
                 7.7D 
                   
                 Move Down Warning 
                 The Move Down Warning message should read 
               
               
                   
                   
                 Message - Details 
                 “The selected field is at the bottom of the list.” 
               
               
                 7.8D1 
                   
                 Add Remove Button to 
                 Add Remove button to the Work Queue Setup 
               
               
                   
                   
                 the Setup Screen 3 
                 Screen 3. 
               
               
                 7.8D2 
                   
                 Remove Button - 
                 When the Remove button is clicked, the 
               
               
                   
                   
                 Action 
                 highlighted field should be removed from the 
               
               
                   
                   
                   
                 list. 
               
               
                 7.0E 
                 Create Work Queue 
                   
                 Create a screen to determine how each of the 
                 Appendix FF 
               
               
                   
                 Criteria screen 
                   
                 fields selected in Work Queue Setup 3 screen 
               
               
                   
                   
                   
                 will be used. 
               
               
                 7.1E 
                   
                 Criteria screen - 
                 Display all fields in the “Fields Selected” table 
               
               
                   
                   
                 Display Fields 
                 on the Work Queue Criteria screen. The fields 
               
               
                   
                   
                   
                 should be displayed in one column vertically 
               
               
                   
                   
                   
                 down the left side of the screen. 
               
               
                 7.2E 
                   
                 Criteria screen - Show 
                 Add a check box to the right of each field that is 
               
               
                   
                   
                 Check Box 
                 in the ‘Fields Selected’ table. If the box is 
               
               
                   
                   
                   
                 check the field will be displayed in the Work 
               
               
                   
                   
                   
                 Queue. If the box is not checked the field will 
               
               
                   
                   
                   
                 not be displayed, but it can be used as criteria. 
               
               
                 7.3E 
                   
                 Criteria screen - 
                 Add a combo box to the right of each check box 
               
               
                   
                   
                 Operator combo box 
                 containing the following values: 
               
               
                   
                   
                   
                 = 
               
               
                   
                   
                   
                 &lt; 
               
               
                   
                   
                   
                 &gt;= 
               
               
                   
                   
                   
                 &lt; 
               
               
                   
                   
                   
                 &lt;= 
               
               
                   
                   
                   
                 &lt;&gt; 
               
               
                 7.4E 
                   
                 Criteria screen - Filter 
                 Add a text box to the right of each operator 
               
               
                   
                   
                 Text Box 
                 combo box. This text box will contain the 
               
               
                   
                   
                   
                 criteria for the Work Queue. 
               
               
                 7.5E 
                   
                 Criteria screen - Back 
                 Add a ‘Back’ button to the Work Queue 
               
               
                   
                   
                 button 
                 Criteria screen. When the ‘Back’ button is 
               
               
                   
                   
                   
                 clicked, the Work Queue setup screen will 
               
               
                   
                   
                   
                 appear. All of the fields that were in the ‘Fields 
               
               
                   
                   
                   
                 Selected’ table should remain in the ‘Fields 
               
               
                   
                   
                   
                 Selected’ table. All changes to the Work Queue 
               
               
                   
                   
                   
                 Criteria screen should save. 
               
               
                 7.6E 
                   
                 Criteria screen - Next 
                 Add a ‘Next’ button to the Work Queue Criteria 
               
               
                   
                   
                 button 
                 screen. When the ‘Next’ button is clicked, the 
               
               
                   
                   
                   
                 Work Queue setup3 screen will appear. All of 
               
               
                   
                   
                   
                 the changes to the Work Queue Criteria screen 
               
               
                   
                   
                   
                 should save. 
               
               
                 7.7E 
                   
                 Criteria screen - Cancel 
                 Add a ‘Cancel’ button to the Work Queue 
               
               
                   
                   
                 button 
                 Criteria screen. 
               
               
                 7.8E 
                   
                 Criteria screen - Cancel 
                 Provide a warning message that appears if the 
               
               
                   
                   
                 Warning Message 
                 ‘Cancel’ button is clicked. The warning should 
               
               
                   
                   
                   
                 read “Are you sure you want to Cancel the 
               
               
                   
                   
                   
                 setup?” 
               
               
                 7.9E 
                   
                 Warning Message 
                 Provide an ‘OK’ button on the warning 
               
               
                   
                   
                 button - OK 
                 message. If the ‘OK’ button is clicked all 
               
               
                   
                   
                   
                 changes will be lost and the Work Queue 
               
               
                   
                   
                   
                 Display screen will appear. 
               
               
                 7.10E 
                   
                 Warning Message 
                 Provide a ‘Cancel’ button on the warning 
               
               
                   
                   
                 button - Cancel 
                 message. If the ‘Cancel’ button is clicked the 
               
               
                   
                   
                   
                 warning message will close and the Criteria 
               
               
                   
                   
                   
                 screen will appear. 
               
               
                 7.0F 
                 Create Work Queue 
                   
                   
                 Appendix GG 
               
               
                   
                 Admin Screen 
               
               
                 7.1F.1 
                   
                 Add User Combo box 
                 Add a combo box to allow the user to select the 
               
               
                   
                   
                   
                 user or users that will be associated to the work 
               
               
                   
                   
                   
                 queue. 
               
               
                 7.1F.2 
                   
                 User Combo box - 
                 The combo box should contain all users set up 
               
               
                   
                   
                 Details 
                 for the account. 
               
               
                 7.1F.3 
                   
                 User Combo box - 
                 The user should be able to select multiple users 
               
               
                   
                   
                 Multiple Selections 
                 by holding down the control button. 
               
               
                 7.2F.1 
                   
                 Add Group Combo box 
                 Add a combo box to allow the admin to select 
               
               
                   
                   
                   
                 the group or groups that will be associated to 
               
               
                   
                   
                   
                 the work queue. 
               
               
                 7.2F.2 
                   
                 Group Combo box - 
                 The combo box should list all user set up for the 
               
               
                   
                   
                 Details 
                 account. 
               
               
                 7.2F.3 
                   
                 Group Combo box - 
                 The user should be able to select multiple 
               
               
                   
                   
                 Multiple Selections 
                 groups by holding down the control button. 
               
               
                 7.3F1 
                   
                 Add Work Screen 
                 Add a combo box to allow the admin to select 
               
               
                   
                   
                 Combo box 
                 the screen that should appear when the Work 
               
               
                   
                   
                   
                 Queue user selects an order in the queue. 
               
               
                 7.3F2 
                   
                 Work Screen Combo 
                 The Work Screen combo box should list all 
               
               
                   
                   
                 box - Details 
                 screens available to the user. Examples of 
               
               
                   
                   
                   
                 screens that should be available are: 
               
               
                   
                   
                   
                 Order Manager 
               
               
                   
                   
                   
                 Valuation Product Review element 
               
               
                   
                   
                   
                 View Only Fulfillment Form for all 
               
               
                   
                   
                   
                 products 
               
               
                   
                   
                   
                 Vendor Maintenance Screen 
               
               
                   
                   
                   
                 Message Center 
               
               
                 7.3F3 
                   
                 Work Screen Combo 
                 The user should be able to select multiple 
               
               
                   
                   
                 box - Multiple 
                 groups by holding down the control button. 
               
               
                   
                   
                 Selections 
               
               
                 7.4F1 
                   
                 Add Work Queue 
                 Add a combo box to allow the admin to select 
               
               
                   
                   
                 Selection combo box 
                 the selection type for the current Work Queue. 
               
               
                 7.4F2 
                   
                 Selection Combo box - 
                 Add the following values to the Work Queue 
               
               
                   
                   
                 Values 
                 Selection combo box: 
               
               
                   
                   
                   
                 Round Robin 
               
               
                   
                   
                   
                 Auto Feed 
               
               
                   
                   
                   
                 Manual Select 
               
               
                 7.4F3 
                   
                 Round Robin Selection 
                 When Round Robin is selected, the items in the 
               
               
                   
                   
                 Description 
                 work queue will be distributed to each user 
               
               
                   
                   
                   
                 equally until all items in the work queue have 
               
               
                   
                   
                   
                 been distributed or all users assigned to the 
               
               
                   
                   
                   
                 queue have reached their maximum capacity. 
               
               
                 7.4F4 
                   
                 Auto Feed Selection 
                 When Auto Feed is selected, the items in the 
               
               
                   
                   
                 Description 
                 work queue will be distributed to each user 
               
               
                   
                   
                   
                 equally automatically as each workflow item is 
               
               
                   
                   
                   
                 closed. The user will not see the Work Queue, 
               
               
                   
                   
                   
                 only the Work Queue Work Screen will appear. 
               
               
                 7.5F5 
                   
                 Manual Select 
                 When Manual Select is selected, the items in the 
               
               
                   
                   
                   
                 work queue will be available to all users until a 
               
               
                   
                   
                   
                 user selects the item to work on. Once a user 
               
               
                   
                   
                   
                 has selected an item in the work queue, that 
               
               
                   
                   
                   
                 item is unavailable for all other user and is 
               
               
                   
                   
                   
                 removed from the work queue. 
               
               
                 7.5F1 
                   
                 Add Inactive Date Field 
                 Add a text box to enter the date that the Work 
               
               
                   
                   
                   
                 Queue will become inactive. 
               
               
                 7.5F2 
                   
                 Inactive Date Field - 
                 The format of the Inactive Date field should be 
               
               
                   
                   
                 Format 
                 a date (mm/dd/yyyy). 
               
               
                 7.5F3 
                   
                 Inactive Date Field - 
                 The Inactive Date field is not a required field. 
               
               
                   
                   
                 Rule 1 
               
               
                 7.5F4 
                   
                 Inactive Date Field - 
                 When the Inactive Date is less than today&#39;s date 
               
               
                   
                   
                 Rule 2 
                 the Work Queue status should change from 
               
               
                   
                   
                   
                 active to inactive. 
               
               
                 7.6F1 
                   
                 Add Work Queue Type 
                 Add a combo box to allow the admin to select 
               
               
                   
                   
                 combo box 
                 the Work Queue Type. 
               
               
                 7.6F2 
                   
                 Work Queue Type 
                 Add the following values to the Work Queue 
               
               
                   
                   
                 combo box - Values 
                 Type Combo box: 
               
               
                   
                   
                   
                 File 
               
               
                   
                   
                   
                 Order 
               
               
                 7.7F 
                   
                 Work Queue 
                 The Work Queue Distribution must refresh each 
               
               
                   
                   
                 Distribution 
                 day. All items in a user&#39;s Work Queue will be 
               
               
                   
                   
                   
                 removed and redistributed at the beginning of 
               
               
                   
                   
                   
                 the day. 
               
               
                 7.0G 
                 Create Work Flow 
                   
                 Create a screen to allow the user to setup work 
                 Appendix HH 
               
               
                   
                 Setup2 
                   
                 flows and select the business process that will 
               
               
                   
                   
                   
                 occur when the work flow criteria is met. 
               
               
                 7.1G1 
                   
                 Add Business Process 
                 Add a combo box to the Work Flow Setup 2 
               
               
                   
                   
                 Combo Box 
                 screen to allow the user to select the business 
               
               
                   
                   
                   
                 process that will kick off when all of the 
               
               
                   
                   
                   
                 workflow criteria are met. 
               
               
                 7.1G2 
                   
                 Business Process 
                 The Business Process Combo box will contain 
               
               
                   
                   
                 Combo Box - Values 
                 all business processes that have been created. 
               
               
                 7.2G1 
                   
                 Add Work Flow Trigger 
                 Add a combo box to the Work Flow Setup 2 
               
               
                   
                   
                 Combo Box 
                 screen to allow the user to select the trigger 
               
               
                   
                   
                   
                 type for the current workflow. 
               
               
                 7.2G2 
                   
                 Work Flow Trigger 
                 The Work Flow Trigger Combo box should 
               
               
                   
                   
                 Combo box - Values 
                 contain the following values: 
               
               
                   
                   
                   
                 Passive 
               
               
                   
                   
                   
                 Active 
               
               
                 7.3G 
                   
                 Add Next button to 
                 Add a ‘Next’ button to the Work Flow Setup 2 
               
               
                   
                   
                 Work Flow Setup 2 
                 screen. When the ‘Next’ button is clicked, the 
               
               
                   
                   
                 screen 
                 WorkFlow setup3 screen will appear. All of the 
               
               
                   
                   
                   
                 changes to the Work Flow Setup 2 screen 
               
               
                   
                   
                   
                 should save. 
               
               
                 7.4G 
                   
                 Add Cancel button to 
                 Add a ‘Cancel’ button to the Work Flow Setup 
               
               
                   
                   
                 Work Flow Setup 2 
                 2 screen. 
               
               
                   
                   
                 screen 
               
               
                 7.5G1 
                   
                 Cancel Warning 
                 Provide a warning message that appears if the 
               
               
                   
                   
                 Message 
                 ‘Cancel’ button is clicked. The warning should 
               
               
                   
                   
                   
                 read “Are you sure you want to Cancel the 
               
               
                   
                   
                   
                 setup?” 
               
               
                 7.5G2 
                   
                 Warning Message 
                 Provide an ‘OK’ button on the warning 
               
               
                   
                   
                 button - OK 
                 message. If the ‘OK’ button is clicked all 
               
               
                   
                   
                   
                 changes will be lost and the Work Queue 
               
               
                   
                   
                   
                 Display screen will appear. 
               
               
                 7.5G3 
                   
                 Warning Message 
                 Provide a ‘Cancel’ button on the warning 
               
               
                   
                   
                 button - Cancel 
                 message. If the ‘Cancel’ button is clicked the 
               
               
                   
                   
                   
                 warning message will close and the Criteria 
               
               
                   
                   
                   
                 screen will appear. 
               
               
                 7.0H 
                 Create Work Flow 
                   
                 Create a screen to allow the user to setup work 
                 Appendix II 
               
               
                   
                 Setup 3 Screen 
                   
                 queues and select the fields that will be used in 
               
               
                   
                   
                   
                 the work queue. 
               
               
                 7.1H1 
                   
                 Setup Screen 3 - Fields 
                 Add a table to display all available fields for 
               
               
                   
                   
                 Available 
                 the WorkFlow. 
               
               
                 7.2H 
                   
                 Setup Screen 3 - Fields 
                 Add a table to display all fields selected for the 
               
               
                   
                   
                 Selected 
                 WorkFlow. 
               
               
                 7.3H.1 
                   
                 Setup Screen 3 - Select 
                 Provide a button for the user to select the 
               
               
                   
                   
                 Field button 
                 highlighted field in the ‘Fields Available’ table. 
               
               
                 7.3H.2 
                   
                 Select Field Button - 
                 When the button is clicked, the highlighted field 
               
               
                   
                   
                 Action 
                 is moved to the ‘Fields Selected’ table and 
               
               
                   
                   
                   
                 removed from the ‘Fields Available’ table. 
               
               
                 7.4H 
                   
                 Setup Screen 3 - Select 
                 Provide a warning message that appears if the 
               
               
                   
                   
                 Warning Message 
                 ‘Select Field’ button is clicked without 
               
               
                   
                   
                   
                 highlighting a field in the ‘Fields Available’ list 
               
               
                   
                   
                   
                 box. The warning should read “Please select a 
               
               
                   
                   
                   
                 field from the list of Fields Available.” 
               
               
                 7.5H 
                   
                 Setup Screen 3 - 
                 Provide a button for the user to deselect the 
               
               
                   
                   
                 Deselect Field button 
                 highlighted field. When the button is clicked 
               
               
                   
                   
                   
                 the highlighted field should be moved to the 
               
               
                   
                   
                   
                 ‘Fields Available’ table and removed from the 
               
               
                   
                   
                   
                 ‘Fields Selected’ table. 
               
               
                 7.6H 
                   
                 Setup Screen 3 - 
                 Provide a warning message that appears if the 
               
               
                   
                   
                 Deselect Warning 
                 ‘Deselect Field’ button is clicked without 
               
               
                   
                   
                 Message 
                 highlighting a field in the ‘Fields Selected’ list 
               
               
                   
                   
                   
                 box. The warning should read “Please select a 
               
               
                   
                   
                   
                 field from the list of Fields Selected.” 
               
               
                 7.7H 
                   
                 Setup Screen 3 - 
                 Provide a button for the user to deselect all of 
               
               
                   
                   
                 Deselect All Fields 
                 the fields from the ‘Fields Selected’ list. When 
               
               
                   
                   
                 button 
                 the button is clicked, all fields in the ‘Fields 
               
               
                   
                   
                   
                 Selected’ table should be moved to the ‘Fields 
               
               
                   
                   
                   
                 Available’ table and removed from the ‘Fields 
               
               
                   
                   
                   
                 Selected’ table. 
               
               
                 7.8H 
                   
                 Setup Screen 3 - Next 
                 Add a ‘Next’ button to the Work Queue Setup 2 
               
               
                   
                   
                 button 
                 screen. When the ‘Next’ button is clicked, the 
               
               
                   
                   
                   
                 Work Queue setup2 screen will appear. 
               
               
                 7.9H 
                   
                 Setup Screen 3 - Cancel 
                 Add a ‘Cancel’ button to the Work Flow Setup 
               
               
                   
                   
                 button 
                 2 screen. When the ‘Cancel’ button is clicked, 
               
               
                   
                   
                   
                 the Work Queue Display screen will appear. 
               
               
                 7.10H 
                   
                 Setup Screen 3 - Cancel 
                 Provide a warning message that appears if the 
               
               
                   
                   
                 Warning Message 
                 ‘Cancel’ button is clicked. The warning should 
               
               
                   
                   
                   
                 read “Are you sure you want to Cancel the 
               
               
                   
                   
                   
                 setup?” 
               
               
                 7.11H 
                   
                 Warning Message 
                 Provide an ‘OK’ button on the warning 
               
               
                   
                   
                 button - OK 
                 message. If the ‘OK’ button is clicked all 
               
               
                   
                   
                   
                 changes will be lost and the Work Queue 
               
               
                   
                   
                   
                 Display screen will appear. 
               
               
                 7.12H 
                   
                 Warning Message 
                 Provide a ‘Cancel’ button on the warning 
               
               
                   
                   
                 button - Cancel 
                 message. If the ‘Cancel’ button is clicked the 
               
               
                   
                   
                   
                 warning message will close and the Setup 
               
               
                   
                   
                   
                 screen will appear. 
               
               
                 7.13H 
                   
                 Vendor Fields Available 
                 The Vendor fields that should be available are: 
               
               
                   
                   
                   
                 Contact Name 
               
               
                   
                   
                   
                 Company Name 
               
               
                   
                   
                   
                 Company Address 
               
               
                   
                   
                   
                 Company City 
               
               
                   
                   
                   
                 Company State 
               
               
                   
                   
                   
                 Company Zip 
               
               
                   
                   
                   
                 Business Phone 
               
               
                   
                   
                   
                 Email Address 
               
               
                   
                   
                   
                 Cell Phone 
               
               
                 7.14H1 
                   
                 Add Calculated Field 
                 Add a button to allow the user to create a 
               
               
                   
                   
                 Button 
                 calculated field. 
               
               
                 7.14H2 
                   
                 Calculated Field Button - 
                 When the Calculated Field Button is clicked, 
               
               
                   
                   
                 Action 
                 the Calculated Field screen will open. 
               
               
                 7.0I 
                 Create Work Flow 
                   
                 Create a screen to determine how each of the 
                 Appendix JJ 
               
               
                   
                 Criteria screen 
                   
                 fields selected in Work Flow Setup 3 screen will 
               
               
                   
                   
                   
                 be used. 
               
               
                 7.1I 
                   
                 Criteria screen - Display 
                 Display all fields in the ‘Fields Selected’ table 
               
               
                   
                   
                 Fields 
                 on the WorkFlow Criteria screen. The fields 
               
               
                   
                   
                   
                 should be displayed in one column vertically 
               
               
                   
                   
                   
                 down the left side of the screen. 
               
               
                 7.2I 
                   
                 Criteria screen - 
                 Add a combo box to the right of each check box 
               
               
                   
                   
                 Operator combo box 
                 containing the following values: 
               
               
                   
                   
                   
                 = 
               
               
                   
                   
                   
                 &gt; 
               
               
                   
                   
                   
                 &gt;= 
               
               
                   
                   
                   
                 &lt; 
               
               
                   
                   
                   
                 &lt;= 
               
               
                   
                   
                   
                 &lt;&gt; 
               
               
                 7.3I 
                   
                 Criteria screen - Filter 
                 Add a text box to the right of each operator 
               
               
                   
                   
                 Text Box 
                 combo box. This text box will contain the 
               
               
                   
                   
                   
                 criteria for the WorkFlow. 
               
               
                 7.4I 
                   
                 Criteria Screen - Back 
                 Add a ‘Back’ button to the WorkFlow Criteria 
               
               
                   
                   
                 button 
                 screen. When the ‘Back’ button is clicked, the 
               
               
                   
                   
                   
                 WorkFlow setup screen 3 will appear. All of 
               
               
                   
                   
                   
                 the fields that were in the ‘Fields Selected’ 
               
               
                   
                   
                   
                 table should remain in the ‘Fields Selected’ 
               
               
                   
                   
                   
                 table. All changes to the WorkFlow Criteria 
               
               
                   
                   
                   
                 screen should save. 
               
               
                 7.5I 
                   
                 Criteria screen - Next 
                 Add a ‘Next’ button to the WorkFlow Criteria 
               
               
                   
                   
                 button 
                 screen. When the ‘Next’ button is clicked, the 
               
               
                   
                   
                   
                 WorkFlow setup3 screen will appear. All of the 
               
               
                   
                   
                   
                 changes to the WorkFlow Criteria screen 
               
               
                   
                   
                   
                 should save. 
               
               
                 7.6I 
                   
                 Criteria screen - Cancel 
                 Add a ‘Cancel’ button to the WorkFlow 
               
               
                   
                   
                 button 
                 Criteria screen. 
               
               
                 7.7I 
                   
                 Criteria screen - Cancel 
                 Provide a warning message that appears if the 
               
               
                   
                   
                 Warning Message 
                 ‘Cancel’ button is clicked. He warning should 
               
               
                   
                   
                   
                 read “Are you sure you want to Cancel the 
               
               
                   
                   
                   
                 setup?” 
               
               
                 7.8I 
                   
                 Warning Message 
                 Provide an ‘OK’ button on the warning 
               
               
                   
                   
                 button - OK 
                 message. If the ‘OK’ button is clicked all 
               
               
                   
                   
                   
                 changes will be lost and the WorkFlow Display 
               
               
                   
                   
                   
                 screen will appear. 
               
               
                 7.9I 
                   
                 Warning Message 
                 Provide a ‘Cancel’ button on the warning 
               
               
                   
                   
                 button - Cancel 
                 message. If the ‘Cancel’ button is clicked the 
               
               
                   
                   
                   
                 warning message will close and the Criteria 
               
               
                   
                   
                   
                 screen will appear. 
               
               
                 7.0J 
                 Add Work Queue 
                   
                 Add a link to the Work Queue display screen to 
                 Appendix OO 
               
               
                   
                 Link to Menu Bar 
                   
                 the menu bar. 
               
               
                 7.1J 
                   
                 Add Link to Work 
                 Add a link to the Menu Bar to direct users to 
               
               
                   
                   
                 Queue to Menu Bar 
                 the Work Queue Display screen. 
               
               
                 7.0K 
                 Add Work Queue to 
                   
                 Add Work Queue to the View Selection Combo 
                 Appendix QQ 
               
               
                   
                 the View Selection 
                   
                 box. 
               
               
                   
                 Combo Box 
               
               
                 7.1K 
                   
                 Add Work Queue to 
                 Add a link to the View Selection Combo box to 
               
               
                   
                   
                 View Selection Combo 
                 direct the user to the Assigned Work Queue 
               
               
                   
                   
                 box 
                 screen. 
               
               
                 7.0L 
                 Create Assigned 
                   
                 Create a screen to allow users to select from all 
                 Appendix RR 
               
               
                   
                 Work Queue Screen 
                   
                 Work Queues that they have been assigned to. 
               
               
                 7.1L 
                   
                 Add Assigned Work 
                 Add a combo box to display all work queues 
               
               
                   
                   
                 Queues combo box to 
                 that the current user is assigned to. 
               
               
                   
                   
                 Assigned Work Queue 
               
               
                   
                   
                 Screen 
               
               
                 7.2L1 
                   
                 Add ‘Go’ button to the 
                 Add ‘Go’ button to the Assigned Work Queue 
               
               
                   
                   
                 Assigned Work Queue 
                 screen. 
               
               
                   
                   
                 Screen 
               
               
                 7.2L2 
                   
                 Go Button - Action 
                 When the ‘Go’ button is clicked, the Work 
               
               
                   
                   
                   
                 Queue screen for the selected work queue will 
               
               
                   
                   
                   
                 appear. 
               
               
                 7.0M 
                 Create Work Queue 
                   
                 Create Work Queue screen to display all items 
                 Appendix SS 
               
               
                   
                 screen 
                   
                 that have not been completed in a work queue. 
               
               
                 7.1M1 
                   
                 Create Work Queue 
                 Create a table to display details about the items 
               
               
                   
                   
                 Detail Table 
                 in the current work queue. 
               
               
                 7.1M2 
                   
                 Add Work Queue Item 
                 Add the link to the Work Queue item to the 
               
               
                   
                   
                 link to Work Queue 
                 work queue table. 
               
               
                   
                   
                 Detail Table 
               
               
                 7.1M3 
                   
                 Work Queue Item Link - 
                 When the Work Queue Item Link is clicked, a 
               
               
                   
                   
                 Action 
                 separate window will open with the work 
               
               
                   
                   
                   
                 screen selected for the current work queue. 
               
               
                   
                   
                   
                 The screen will open inside of the Work Queue 
               
               
                   
                   
                   
                 Frame. 
               
               
                 7.1M4 
                   
                 Add Work Queue Item 
                 Add the date that the item appeared in the work 
               
               
                   
                   
                 Date to Work Queue 
                 queue to the work queue table. 
               
               
                   
                   
                 Detail Table 
               
               
                 7.1M5 
                   
                 Add Work Queue Item 
                 Add the status of the item to the work queue 
               
               
                   
                   
                 link to Work Queue 
                 table. 
               
               
                   
                   
                 Detail Table 
               
               
                 7.1M6 
                   
                 Work Queue Item 
                 The Statuses that will be displayed in the Work 
               
               
                   
                   
                 Statuses 
                 Queue table will be: 
               
               
                   
                   
                   
                 Viewed 
               
               
                   
                   
                   
                 New 
               
               
                   
                   
                   
                 Completed 
               
               
                 7.1M7 
                   
                 Work Queue Item Status - 
                 The Work Queue Item Status for an order that 
               
               
                   
                   
                 New 
                 appears in a work queue and has not been 
               
               
                   
                   
                   
                 viewed by any user and has not been completed 
               
               
                   
                   
                   
                 will have a status of ‘New.’ 
               
               
                 7.1M9 
                   
                 Work Queue Item Status - 
                 The Work Queue Item Status for an order that 
               
               
                   
                   
                 Viewed 
                 appears in a work queue and has been viewed 
               
               
                   
                   
                   
                 by a user and has not been completed will have 
               
               
                   
                   
                   
                 a status of ‘Viewed.’ The item is not removed 
               
               
                   
                   
                   
                 from the work queue, but it is moved to the 
               
               
                   
                   
                   
                 bottom of the work queue. 
               
               
                 7.1M10 
                   
                 Work Queue Item Status - 
                 The Work Queue Item Status for an order that 
               
               
                   
                   
                 Completed 
                 appears in a work queue and has been viewed 
               
               
                   
                   
                   
                 by a user and has been completed will have a 
               
               
                   
                   
                   
                 status of ‘Completed.’ 
               
               
                 7.1M11 
                   
                 Add Work Queue Item 
                 Add the user name that the Work Queue Item 
               
               
                   
                   
                 Viewed By to Work 
                 was last viewed by. 
               
               
                   
                   
                 Queue Detail Table 
               
               
                 7.1M12 
                   
                 Work Queue Item 
                 Will only be available for items with a status of 
               
               
                   
                   
                 Viewed By - Rule 
                 ‘Viewed.’ 
               
               
                 7.1M13 
                   
                 Add Work Queue Item 
                 Add the date that the Work Queue Item was last 
               
               
                   
                   
                 Viewed On to Work 
                 viewed on. 
               
               
                   
                   
                 Queue Detail Table 
               
               
                 7.1M14 
                   
                 Work Queue Item 
                 Will only be available for items with a status of 
               
               
                   
                   
                 Viewed On - Rule 
                 ‘Viewed.” 
               
               
                 7.2M1 
                 Create Work Queue 
                   
                 Create a Frame that will open when the Work 
                 Appendix TT 
               
               
                   
                 Frame 
                   
                 Queue Item Link is clicked. 
               
               
                 7.2M2 
                   
                 Add Work Queue Item 
                 Add the Item Status to the Work Queue Frame. 
               
               
                   
                   
                 Status to Work Queue 
               
               
                   
                   
                 Frame 
               
               
                 7.2M3 
                   
                 Add Work Queue Item 
                 Add the user name of the last person that 
               
               
                   
                   
                 Viewed By to Work 
                 viewed the work queue item. 
               
               
                   
                   
                 Queue Frame 
               
               
                 7.2M4 
                   
                 Add Work Queue Item 
                 Add the last date that the work queue item was 
               
               
                   
                   
                 Viewed On to Work 
                 viewed. 
               
               
                   
                   
                 Queue Frame 
               
               
                 7.2M5 
                   
                 Add ‘Complete’ button 
                 Add the ‘Complete’ button to the Work Queue 
               
               
                   
                   
                 to the Work Queue 
                 Frame. 
               
               
                   
                   
                 Frame 
               
               
                 7.2M6 
                   
                 Complete Button - 
                 When the ‘Complete’ button is clicked, the work 
               
               
                   
                   
                 Action 1 
                 queue item status will change to complete. 
               
               
                 7.2M7 
                   
                 Complete Button - 
                 When the ‘Complete’ button is clicked, the 
               
               
                   
                   
                 Action 2 
                 Work Queue screen will appear if the Work 
               
               
                   
                   
                   
                 Queue Selection type is not ‘Auto Feed’. 
               
               
                 7.2M8 
                   
                 Complete Button - 
                 When the ‘Complete’ button is clicked, if the 
               
               
                   
                   
                 Action 3 
                 Work Queue Selection type is ‘Auto Feed,’ the 
               
               
                   
                   
                   
                 current item will close and the next work queue 
               
               
                   
                   
                   
                 item will appear in the Work Queue Frame. 
               
               
                 7.0N 
                 Create Calculated 
                   
                 Create a screen to allow the user to create a 
                 Appendix YY 
               
               
                   
                 Field Screen 
                   
                 calculated field. 
               
               
                 7.1N 
                   
                 Add Field Name to 
                 Add a text box to allow the user to name the 
               
               
                   
                   
                 Calculated Field Screen 
                 field that is being created. 
               
               
                 7.2N 
                   
                 Add Input Button to 
                 Add a button to the Calculated Field screen 
               
               
                   
                   
                 Calculated Screen 
                 that will change the Field Variable to a text 
               
               
                   
                   
                   
                 box. This will allow the user to enter free form 
               
               
                   
                   
                   
                 values. 
               
               
                 7.3N 
                   
                 Add Select Button to 
                 Add a button to the Calculated Field screen 
               
               
                   
                   
                 Calculated Field Screen 
                 that will change the Field Variable to a Combo 
               
               
                   
                   
                   
                 box. This will allow the user to select a field. 
               
               
                 7.4N1 
                   
                 Add Field Select Combo 
                 Add a combo box to the Calculated Field 
               
               
                   
                   
                 Box to Calculated Field 
                 screen that will allow the user to choose a field 
               
               
                   
                   
                 Screen 
                 to perform a calculation. 
               
               
                 7.4N2 
                   
                 Select Combo box - 
                 The Select Combo box will contain the same 
               
               
                   
                   
                 Values 
                 values that are available in the Criteria 
               
               
                   
                   
                   
                 Selection screen. 
               
               
                 7.5N 
                   
                 Add Field Text Box to 
                 Add a text box to allow the user to enter a value 
               
               
                   
                   
                 Calculated Field Screen 
                 to perform a calculation. 
               
               
                 7.6N 
                   
                 Field Variable Default 
                 Field Variable should default to the Combo 
               
               
                   
                   
                   
                 box. 
               
               
                 7.7N1 
                   
                 Add ‘Add’ button to the 
                 Add a button to the Calculated Field screen to 
               
               
                   
                   
                 Calculated Field 
                 allow a user to add another text box or select 
               
               
                   
                   
                   
                 combo box. 
               
               
                 7.7N2 
                   
                 ‘Add’ Button - Action 1 
                 When the ‘Add’ button is clicked, the operator 
                 Appendix ZZ 
               
               
                   
                   
                   
                 combo box will appear. 
               
               
                 7.7N3 
                   
                 ‘Add’ Button - Action 2 
                 When the ‘Add’ button is clicked, the ‘Input’ 
               
               
                   
                   
                   
                 Button will appear. 
               
               
                 7.7N4 
                   
                 ‘Add’ Button - Action 3 
                 When the ‘Add’ button is clicked, the ‘Select’ 
               
               
                   
                   
                   
                 Button will appear. 
               
               
                 7.7N5 
                   
                 ‘Add’ Button - Action 3 
                 When the ‘Add’ button is clicked, the Field 
               
               
                   
                   
                   
                 Variable will appear. 
               
               
                 7.7N6 
                   
                 ‘Add’ Button - Action 4 
                 When the ‘Add’ button is clicked, the ‘Add’ 
               
               
                   
                   
                   
                 button will appear. 
               
               
                 7.7N7 
                   
                 Add Button - Rule 
                 Each time the ‘Add’ button is clicked a new row 
               
               
                   
                   
                   
                 should be added and all of the above items 
               
               
                   
                   
                   
                 should be provided. 
               
               
                 7.8N1 
                   
                 Add Operator Combo 
                 Add a combo box to include all operators that 
               
               
                   
                   
                 Box to Calculated Field 
                 will be needed to create a calculated field. 
               
               
                   
                   
                 Screen 
               
               
                 7.8N2 
                   
                 Operator Combo Box - 
                 The Operator Combo box should contain the 
               
               
                   
                   
                 Values 
                 following values: 
               
               
                   
                   
                   
                 + 
               
               
                   
                   
                   
                 − 
               
               
                   
                   
                   
                 / 
               
               
                   
                   
                   
                 * 
               
               
                 7.0 
                 Add Unavailable Date 
                   
                 Provide the ability for a vendor to remove itself 
                 Appendix UU 
               
               
                   
                 to Vendor Information 
                   
                 from a list of available vendors for a specified 
               
               
                   
                 Screen 
                   
                 period of time. This will be necessary if a 
               
               
                   
                   
                   
                 vendor is going on vacation or unavailable for a 
               
               
                   
                   
                   
                 period of time. 
               
               
                 7.1AA 
                   
                 Add Unavailable Flag to 
                 Add a check box to the vendor information 
                 Appendix UU 
               
               
                   
                   
                 Vendor Information 
                 screen. 
               
               
                   
                   
                 screen 
               
               
                 7.1BB 
                   
                 Unavailable Flag - 
                 When the Unavailable Flag is checked, the 
                 Appendix UU 
               
               
                   
                   
                 Action 
                 vendor will not appear as an available vendor 
               
               
                   
                   
                   
                 for all requestors. 
               
               
                 7.2AA 
                   
                 Add Unavailable Start 
                 Add a field to the vendor information screen to 
                 Appendix UU 
               
               
                   
                   
                 Date to Vendor 
                 allow a vendor to enter the date at which the 
               
               
                   
                   
                 Information Screen 
                 vendor will become unavailable. 
               
               
                 7.2BB 
                   
                 Add Unavailable End 
                 Add a field to the vendor information screen to 
                 Appendix UU 
               
               
                   
                   
                 Date to Vendor 
                 allow a vendor to enter the date at which the 
               
               
                   
                   
                 Information Screen 
                 vendor will become available. 
               
               
                 7.2CC 
                   
                 Unavailable Date End - 
                 The Unavailable End Date must be after the 
                 Appendix UU 
               
               
                   
                   
                 Rule 
                 Unavailable Start Date. 
               
               
                 8.0 
                 Update Qualitative 
                   
                 Update the Qualitative Distribution Setup 
                 Appendix VV 
               
               
                   
                 Distribution Setup 
                   
                 Screen to allow user to use different criteria for 
               
               
                   
                 Screen 
                   
                 vendor selection that in the current production 
               
               
                   
                   
                   
                 environment. 
               
               
                 8.1 
                   
                 Add Lowest Price 
                 Add an option for the Lowest Price as a 
                 Appendix VV 
               
               
                   
                   
                 parameter to Qualitative 
                 distribution parameter. 
               
               
                   
                   
                 Distribution screen 
               
               
                 8.2 
                   
                 Add Highest Service 
                 Add an option for the Highest Service Score as 
                 Appendix VV 
               
               
                   
                   
                 Score parameter to 
                 a distribution parameter. 
               
               
                   
                   
                 Qualitative Distribution 
               
               
                   
                   
                 screen 
               
               
                 8.3. 
                   
                 Add Highest Quality 
                 Add an option for the Highest Quality Score as 
                 Appendix VV 
               
               
                   
                   
                 Score parameter to 
                 a distribution parameter. 
               
               
                   
                   
                 Qualitative Distribution 
               
               
                   
                   
                 screen 
               
               
                 8.4 
                   
                 Add Highest Cumulative 
                 Add an option for the Highest Cumulative 
                 Appendix VV 
               
               
                   
                   
                 Score parameter to 
                 Score as a distribution parameter. 
               
               
                   
                   
                 Qualitative Distribution 
               
               
                   
                   
                 screen 
               
               
                 8.0 
                 Add Valuation 
               
               
                   
                 Product Review 
               
               
                   
                 element to all ORA 
               
               
                   
                 valuation products. 
               
               
                 8.0A 
                   
                 Add Valuation Product 
                 Add option to select a Valuation Product 
               
               
                   
                   
                 Review element to 
                 Review to Ocwen BPO product 
               
               
                   
                   
                 Ocwen BPO product 
               
               
                 8.0B 
                   
                 Add Valuation Product 
                 Add option to select a Valuation Product 
               
               
                   
                   
                 Review element to 
                 Review to Ocwen Comparative Markey 
               
               
                   
                   
                 Ocwen Comparative 
                 Analysis product 
               
               
                   
                   
                 Market Analysis 
               
               
                 8.0C 
                   
                 Add Valuation Product 
                 Add option to select a Valuation Product 
               
               
                   
                   
                 Review element to 
                 Review to ORA 2055 product 
               
               
                   
                   
                 Ocwen Comparative 
               
               
                   
                   
                 Market Analysis 
               
               
                 8.0D 
                   
                 Add Valuation Product 
                 Add option to select a Valuation Product 
               
               
                   
                   
                 Review element to ORA 
                 Review to ORA 1004 product. (This product 
               
               
                   
                   
                 1004 
                 does not exist yet. An RDD is forthcoming). 
               
               
                 8.1 
                 Create Valuation 
               
               
                   
                 Product Review 
               
               
                   
                 Element Fulfillment 
               
               
                 8.1A 
                   
                 Create Valuation 
                 Create the Data Entry Valuation Product 
               
               
                   
                   
                 Product Review element 
                 Review element fulfillment form to enter the 
               
               
                   
                   
                 fulfillment 
                 data needed for a Valuation Product Review. 
               
               
                 8.1B 
                   
                 Valuation Product 
                 Valuation Product Review will not be 
               
               
                   
                   
                 Review - Rule 1 
                 forwarded to vendor it will only be available to 
               
               
                   
                   
                   
                 requestor/forwarder. 
               
               
                 8.1C 
                   
                 Valuation Product 
                 Completed order is not available to 
               
               
                   
                   
                 Review - Rule 2 
                 requestor/forwarder until Valuation Product 
               
               
                   
                   
                   
                 Review status changes to Confirmed Complete. 
               
               
                 8.1D 
                   
                 Add Market Value Low 
                 Add the Market Value Low field to the 
               
               
                   
                   
                 field to Valuation 
                 Valuation Product Review Element Fulfillment. 
               
               
                   
                   
                 Product Review Element 
                 This field should be formatted as currency. 
               
               
                   
                   
                 Fulfillment 
               
               
                 8.1E 
                   
                 Add Market Value High 
                 Add the Market Value High field to the 
               
               
                   
                   
                 field to Valuation 
                 Valuation Product Review Element Fulfillment. 
               
               
                   
                   
                 Product Review Element 
                 This field should be formatted as currency. 
               
               
                   
                   
                 Fulfillment 
               
               
                 8.FI 
                   
                 Add Market Value Mid 
                 Add the Market Value Mid field to the 
               
               
                   
                   
                 field to Valuation 
                 Valuation Product Review Element Fulfillment. 
               
               
                   
                   
                 Product Review Element 
                 This field should be formatted as currency. 
               
               
                   
                   
                 Fulfillment 
               
               
                 8.1F1 
                   
                 Review Element 
                 The Market Value Mid should not populate if 
               
               
                   
                   
                 Fulfillment - Market 
                 the Market Value High is null 
               
               
                   
                   
                 Value Mid field Rule 1 
               
               
                 8.1F2 
                   
                 Review Element 
                 The Market Value Mid should not populate if 
               
               
                   
                   
                 Fulfillment - Market 
                 the Market Value High is null 
               
               
                   
                   
                 Value Mid field Rule 2 
               
               
                 8.1F3 
                   
                 Review Element 
                 The Market Value Mid calculation method is 
               
               
                   
                   
                 Fulfillment - Market 
                 (Market Value High + Market Value Low/2 
               
               
                   
                   
                 Value Mid field 
               
               
                   
                   
                 calculation 
               
               
                 8.1G 
                   
                 Add Repaired Markey 
                 Add the Repaired Market Value Low field to the 
               
               
                   
                   
                 Value Low field to 
                 Valuation Product Review Element Fulfillment. 
               
               
                   
                   
                 Valuation Product 
                 This field should be formatted as currency. 
               
               
                   
                   
                 Review Element 
               
               
                   
                   
                 Fulfillment 
               
               
                 8.1H 
                   
                 Add Repaired Market 
                 Add the Repaired Market Value High field to 
               
               
                   
                   
                 Value High field to 
                 the Valuation Product Review Element 
               
               
                   
                   
                 Valuation Product 
                 Fulfillment. This field should be formatted as 
               
               
                   
                   
                 Review Element 
                 currency. 
               
               
                   
                   
                 Fulfillment 
               
               
                 8.1I 
                   
                 Add Repaired Markey 
                 Add the Repaired Market Value Mid field to the 
               
               
                   
                   
                 Value Mid field to 
                 Valuation Product Review Element Fulfillment. 
               
               
                   
                   
                 Valuation Product 
                 This field should be formatted as currency. 
               
               
                   
                   
                 Review Element 
               
               
                   
                   
                 Fulfillment 
               
               
                 8.1I1 
                   
                 Review Element 
                 The Market Value Mid should not populate if 
               
               
                   
                   
                 Fulfillment - Repaired 
                 the Repaired Market Value high is null 
               
               
                   
                   
                 Market Value Mid field 
               
               
                   
                   
                 Rule 1 
               
               
                 8.1I2 
                   
                 Review Element 
                 The Repaired Market Value Mid should not 
               
               
                   
                   
                 Fulfillment - Repaired 
                 populate if the Repaired Market Value Low is 
               
               
                   
                   
                 Market Value Mid field 
                 null 
               
               
                   
                   
                 Rule 2 
               
               
                 8.1I3 
                   
                 Review Element 
                 The Repaired Market Value Mid calculation 
               
               
                   
                   
                 Fulfillment - Repaired 
                 method is (Repaired Market Value High + 
               
               
                   
                   
                 Market Value Mid field 
                 Repaired Market Value Low)/2 
               
               
                   
                   
                 calculation 
               
               
                 8.1J 
                   
                 Add Deferred 
                 Add the Total Repair Amount Field to the 
               
               
                   
                   
                 Maintenance field to 
                 Valuation Product Review Element Fulfillment. 
               
               
                   
                   
                 Valuation Product 
                 This field should be formatted as currency. 
               
               
                   
                   
                 Review Element 
               
               
                 8.1K 
                   
                 Add Marketing Time 
                 Add the Marketing Time Field to the Valuation 
               
               
                   
                   
                 field to Valuation 
                 Product Review Element Fulfillment. This field 
               
               
                   
                   
                 Product Review Element 
                 should be formatted as Number (Double). 
               
               
                   
                   
                 Fulfillment 
               
               
                 8.1L 
                   
                 Add Review Comment 
                 Add the Review Comment Field to the 
               
               
                   
                   
                 field to Valuation 
                 Valuation Product Review Element Fulfillment. 
               
               
                   
                   
                 Product Review Element 
                 This field should be formatted as Memo. 
               
               
                   
                   
                 Fulfillment 
               
               
                 8.1M 
                   
                 Add Reason Code field 
                 Add the Reason Code Field to the Valuation 
               
               
                   
                   
                 to Valuation Product 
                 Product Review Element Fulfillment. This field 
               
               
                   
                   
                 Review Element 
                 should be formatted as Text (50). 
               
               
                   
                   
                 Fulfillment 
               
               
                 8.1KM1 
                   
                 Add Reason Code 
                 Add a combo box to specify the Reason Code 
               
               
                   
                   
                 combo box to Valuation 
                 Field on the Valuation Product Review Element 
               
               
                   
                   
                 Product Review Element 
                 Fulfillment. The combo box should contain the 
               
               
                   
                   
                 Fulfillment 
                 following values: 
               
               
                   
                   
                   
                 Driveby 
               
               
                   
                   
                   
                 Bad previous value 
               
               
                   
                   
                   
                 Condemned 
               
               
                   
                   
                   
                 Driveby on wrong property 
               
               
                   
                   
                   
                 Deferred Maintenance 
               
               
                   
                   
                   
                 Earthquake 
               
               
                   
                   
                   
                 Fire 
               
               
                   
                   
                   
                 Flood 
               
               
                   
                   
                   
                 Functional Obsolescence 
               
               
                   
                   
                   
                 Incorrect Prop Rights Valued 
               
               
                   
                   
                   
                 Market Decline 
               
               
                   
                   
                   
                 Market Increase 
               
               
                   
                   
                   
                 Mudslide 
               
               
                   
                   
                   
                 No Change in Value 
               
               
                   
                   
                   
                 No Original (Previous) Value 
               
               
                   
                   
                   
                 Go Repaired 
               
               
                   
                   
                   
                 Sight Area Incorrect 
               
               
                   
                   
                   
                 Structural Problems 
               
               
                   
                   
                   
                 Tornado 
               
               
                   
                   
                   
                 Vandalized 
               
               
                   
                   
                   
                 Does Not Comply with Zoning 
               
               
                 8.1N 
                   
                 Add Condition Code 
               
               
                   
                   
                 field to Valuation 
               
               
                   
                   
                 Product Review Element 
               
               
                   
                   
                 Fulfillment 
               
               
                 8.1O 
                   
                 Add Condition Code 
                 Add the Condition Code Field to the Valuation 
               
               
                   
                   
                 field to Valuation 
                 Product Review Element Fulfillment. This field 
               
               
                   
                   
                 Product Review Element 
                 should be formatted as Text (10). 
               
               
                   
                   
                 Fulfillment 
               
               
                 8.1O1 
                   
                 Add Condition Code 
                 Add a combo box to specify the Condition Code 
               
               
                   
                   
                 combo box field to 
                 Field on the Valuation Product Review Element 
               
               
                   
                   
                 Valuation Product 
                 Fulfillment. The combo box should contain the 
               
               
                   
                   
                 Review Element 
                 following values: 
               
               
                   
                   
                 Fulfillment 
                 Poor 
               
               
                   
                   
                   
                 Fair 
               
               
                   
                   
                   
                 Average 
               
               
                   
                   
                   
                 Good 
               
               
                 8.1P 
                   
                 Create Valuation Order 
               
               
                   
                   
                 Table 
               
               
                 8.1P1 
                   
                 Valuation Order Table - 
                 Links will be created for all other valuation 
               
               
                   
                   
                 Add Link to Valuation 
                 products associated to the file number of the 
               
               
                   
                   
                 Product 
                 order the review is selected for. 
               
               
                 8.1P2 
                   
                 Valuation Order Table - 
                 Activating link will open a new window 
               
               
                   
                   
                 Link Action 
                 displaying the valuation product referenced by 
               
               
                   
                   
                   
                 the link. 
               
               
                 8.1P2 
                   
                 Valuation Order Table - 
                 This will show the Valuation Product Type of 
               
               
                   
                   
                 Add Valuation Type 
                 the valuation product referenced by the link. 
               
               
                 8.2P4 
                   
                 Valuation Order Table - 
                 This will show the confirmed completed date of 
               
               
                   
                   
                 Add Completed Date 
                 the valuation product referenced by the link. 
               
               
                 9.0 
                 Create Invoice 
                   
                 Create output file from REALTrans database 
               
               
                   
                 Creation Process 
                   
                 for upload into Infinium for Invoice creation. 
               
               
                 9.0 
                   
                 Create Infinium export 
                 Create file with all needed data for invoice 
               
               
                   
                   
                 file creation 
                 creation in Infinium. 
               
               
                 9.2 
                   
                 Create Infinium import 
                 Create Infinium mapping process from file 
               
               
                   
                   
                 file mapping 
                 created in Section (9.1). 
               
               
                 9.0A 
                 Create Business 
                   
                 Create basic business processes that perform a 
               
               
                   
                 Processes for 
                   
                 simple function. This will allow admin users to 
               
               
                   
                 Workflow 
                   
                 select a business process that can occur for all 
               
               
                   
                 Automation 
                   
                 files/orders that meet workflow criteria. 
               
               
                 9.1A 
                   
                 Create Send Message 
                 Create a business process to send a message 
                 Appendix WW 
               
               
                   
                   
                 Business Process 
                 using the Message Center function. 
               
               
                 9.1B 
                   
                 Send Message Business 
                 When the user selects the ‘Send Message 
                 Appendix WW 
               
               
                   
                   
                 Process - Action 
                 Business Process’ from the Work Flow Setup2 
               
               
                   
                   
                   
                 screen, a Process Parameter window should 
               
               
                   
                   
                   
                 appear. 
               
               
                 9.1C 
                   
                 Process Parameter 
                 The Process Parameter window should appear 
                 Appendix WW 
               
               
                   
                   
                 Window 
                 requiring the user to complete all fields for the 
               
               
                   
                   
                   
                 business process. 
               
               
                 9.1D 
                   
                 Process Parameter 
                 The number of parameters that are necessary 
                 Appendix WW 
               
               
                   
                   
                 Window - Parameters 
                 will be determined by the process that is being 
               
               
                   
                   
                   
                 created. 
               
               
                 9.1E 
                   
                 Parameter 1 - ‘To’ 
                 The ‘To’ combo box should be the first 
                 Appendix WW 
               
               
                   
                   
                 Combo Box 
                 parameter required by the user that appears on 
               
               
                   
                   
                   
                 the Process Parameter window. 
               
               
                 9.1F 
                   
                 Parameter 1 - Values 
                 The ‘To’ combo box should include the 
                 Appendix WW 
               
               
                   
                   
                   
                 following values: 
               
               
                   
                   
                   
                 Vendor Company 
               
               
                   
                   
                   
                 Vendor Contact 
               
               
                   
                   
                   
                 Vendor Company and Vendor Contact 
               
               
                 9.1G 
                   
                 Parameter 2 - ‘Subject’ 
                 The ‘Subject’ field should be the second 
                 Appendix WW 
               
               
                   
                   
                 field 
                 parameter required by the user that appears on 
               
               
                   
                   
                   
                 the Process Parameter window. 
               
               
                 9.1H 
                   
                 Parameter 2 - Details 
                 The ‘Subject’ field should allow the user to 
                 Appendix WW 
               
               
                   
                   
                   
                 enter a subject for all of the emails that will be 
               
               
                   
                   
                   
                 sent for the current workflow. 
               
               
                 9.1I 
                   
                 Parameter 3 - ‘Message’ 
                 The ‘Message’ field should be the third 
                 Appendix WW 
               
               
                   
                   
                 field 
                 parameter required by the user that appears on 
               
               
                   
                   
                   
                 the Process Parameter window 
               
               
                 9.1J 
                   
                 Parameter 3 - Details 1 
                 The ‘Message’ field should allow the user to 
                 Appendix WW 
               
               
                   
                   
                   
                 enter a message for all of the emails that will be 
               
               
                   
                   
                   
                 sent for the current workflow. 
               
               
                 9.1K 
                   
                 Parameter 3 - Details 2 
                 The ‘Message’ field should also include the 
                 Appendix WW 
               
               
                   
                   
                   
                 following data points for all messages that are 
               
               
                   
                   
                   
                 sent via a workflow: 
               
               
                   
                   
                   
                 File Number 
               
               
                   
                   
                   
                 Loan Number 
               
               
                   
                   
                   
                 Order Number 
               
               
                   
                   
                   
                 Property Street Address 
               
               
                   
                   
                   
                 Property City 
               
               
                   
                   
                   
                 Property State 
               
               
                   
                   
                   
                 Property Zip Code 
               
               
                   
                   
                   
                 Property APN 
               
               
                   
                   
                   
                 Property Legal Description 
               
               
                   
                   
                   
                 Borrower Name 
               
               
                   
                   
                   
                 Order Due Date 
               
               
                 9.2A 
                   
                 Create Cancel Order 
                 Create a business process to change the status 
                 Appendix WW 
               
               
                   
                   
                 Business Process 
                 to Cancelled for all orders for the current 
               
               
                   
                   
                   
                 workflow. 
               
               
                 9.2B 
                   
                 Cancel Order Business 
                 When the user selects the ‘Cancel Order’ from 
                 Appendix XX 
               
               
                   
                   
                 Process - Action 
                 the WorkFlow Setup2 screen, a Process 
               
               
                   
                   
                   
                 Parameter window should appear. 
               
               
                 9.2C 
                   
                 Process Parameter 
                 The Process Parameter window should appear 
                 Appendix XX 
               
               
                   
                   
                 Window 
                 requiring the user to complete all fields for the 
               
               
                   
                   
                   
                 business process. 
               
               
                 9.2D 
                   
                 Parameter 1 - ‘Reason’ 
                 The ‘Reason’ field should be the only 
                 Appendix XX 
               
               
                   
                   
                 field 
                 parameter required by the user that appears on 
               
               
                   
                   
                   
                 the Process Parameter window. 
               
               
                 9.2E 
                   
                 Parameter 1 - Values 
                 The data entered in the ‘Reason’ fields should 
                 Appendix XX 
               
               
                   
                   
                   
                 populate the Cancellation Form. 
               
               
                 9.2F 
                   
                 Cancel Order - Action 1 
                 When the order is cancelled via the workflow, 
                 Appendix XX 
               
               
                   
                   
                   
                 the cancellation from should appear under 
               
               
                   
                   
                   
                 submitted items. 
               
               
                 9.2G 
                   
                 Cancel Order - Action 2 
                 When the order is cancelled via the workflow, 
                 Appendix XX 
               
               
                   
                   
                   
                 the status should change to cancelled. 
               
               
                 9.3A 
                   
                 Create Place Order 
                 Create a business process to place an order 
                 Appendix YY 
               
               
                   
                   
                 Business Process 
                 using AVS. 
               
               
                 9.3B 
                   
                 Parameter 1 - ‘Product 
                 The ‘Product Category’ combo box should be 
                 Appendix YY 
               
               
                   
                   
                 Category’ Combo Box 
                 the first parameter required by the user. 
               
               
                 9.3C 
                   
                 Parameter 1 - Values 
                 The ‘Product Category’ combo box should 
                 Appendix YY 
               
               
                   
                   
                   
                 include only product categories that they 
               
               
                   
                   
                   
                 requestor has selected as products to be 
               
               
                   
                   
                   
                 ordered. 
               
               
                 9.3D 
                   
                 Parameter 2 - ‘Product 
                 The ‘Product to Order’ combo box should be 
                 Appendix YY 
               
               
                   
                   
                 to Order’ Combo Box 
                 the second parameter required by the user. 
               
               
                 9.3E 
                   
                 Parameter 2 - Values 
                 The ‘Product to Order’ combo box should 
                 Appendix YY 
               
               
                   
                   
                   
                 include only products that the requestor has 
               
               
                   
                   
                   
                 selected as products to be ordered. 
               
               
                 9.3F 
                   
                 Place Order - Action 
                 When the order is placed via workflow, the 
                 Appendix YY 
               
               
                   
                   
                   
                 order should be placed with the best vendor that 
               
               
                   
                   
                   
                 is selected using AVS rules. 
               
               
                 9.4A 
                   
                 Create Cancel and 
                 Create a business process to cancel an order and 
                 Appendix ZZ 
               
               
                   
                   
                 Reorder Business 
                 re-assign the order with a new vendor using 
               
               
                   
                   
                 Process 
                 AVS. 
               
               
                 9.4B 
                   
                 Parameter 1 - ‘Reason’ 
                 The ‘Reason’ field should be the first parameter 
                 Appendix ZZ 
               
               
                   
                   
                 field 
                 required by the user that appears on the Process 
               
               
                   
                   
                   
                 Parameter window. 
               
               
                 9.4C 
                   
                 Parameter 1 - Values 
                 The data entered in the ‘Reason’ field should 
                 Appendix ZZ 
               
               
                   
                   
                   
                 populate the Cancellation Form. 
               
               
                 9.4D 
                   
                 Parameter 2 - ‘Due 
                 The ‘Due Date’ combo box should be the 
                 Appendix ZZ 
               
               
                   
                   
                 Date’ Combo Box 
                 second parameter required by the user that 
               
               
                   
                   
                   
                 appears on the Process Parameter window. 
               
               
                 9.4E 
                   
                 Parameter 2 - Values 
                 The ‘Due Date’ combo box should include the 
                 Appendix ZZ 
               
               
                   
                   
                   
                 following values: 
               
               
                   
                   
                   
                 Same as previous order 
               
               
                   
                   
                   
                 Calculate new due date 
               
               
                 9.4F 
                   
                 Due Date - Rule 1 
                 If ‘Same as previous order’ is selected from the 
                 Appendix ZZ 
               
               
                   
                   
                   
                 ‘Due Date’ combo box and the due date for the 
               
               
                   
                   
                   
                 previous order is not in the past, the new order 
               
               
                   
                   
                   
                 that is created should contain the same due date 
               
               
                   
                   
                   
                 as the previous order. 
               
               
                 9.4G 
                   
                 Due Date - Rule 2 
                 If ‘Same as previous order’ is selected from the 
                 Appendix ZZ 
               
               
                   
                   
                   
                 ‘Due Date’ combo box and the due date for the 
               
               
                   
                   
                   
                 previous order is in the past, the new order that 
               
               
                   
                   
                   
                 is created should contain the due date based on 
               
               
                   
                   
                   
                 a standard order time for the product. 
               
               
                 9.4G 
                   
                 Due Date - Rule 3 
                 If ‘Calculate new due date’ is selected from the 
                 Appendix ZZ 
               
               
                   
                   
                   
                 ‘Due Date’ combo box, the new order that is 
               
               
                   
                   
                   
                 created should contain the due date based on a 
               
               
                   
                   
                   
                 standard order time for the product. 
               
               
                 9.4H 
                   
                 Cancel Order - Action 1 
                 When the order is cancelled via the workflow, 
                 Appendix ZZ 
               
               
                   
                   
                   
                 the cancellation from should appear under 
               
               
                   
                   
                   
                 submitted items. 
               
               
                 9.4I 
                   
                 Cancel Order - Action 2 
                 When the order is cancelled via the workflow, 
                 Appendix ZZ 
               
               
                   
                   
                   
                 the status should change to cancelled. 
               
               
                 9.4J 
                   
                 Place Order - Action 
                 When the order is placed via the workflow, the 
                 Appendix ZZ 
               
               
                   
                   
                   
                 order should be places with the best vendor that 
               
               
                   
                   
                   
                 is selected using AVS rules. 
               
               
                 11.0 
                 Create Vendor 
               
               
                   
                 Payment Process 
               
               
                 11.1 
                   
                 Create Infinium export 
                 Create file with all needed data for vendor 
               
               
                   
                   
                 file creation 
                 payment in Infinium. 
               
               
                 11.2 
                   
                 Create Infinium import 
                 Create Infinium mapping process from file 
               
               
                   
                   
                 file mapping 
                 created in Section (11.1) 
               
               
                 12.0 
                 Create Delegate 
                   
                 This process will allow other members or 
               
               
                   
                 Process 
                   
                 REALTrans to place orders for the true 
               
               
                   
                   
                   
                 requestor through their account. This will be 
               
               
                   
                   
                   
                 used solely with the portfolio management 
               
               
                   
                   
                   
                 upload process. 
               
               
                 12.1 
                   
                 Add Delegate menu 
                 Add Delegate menu item under the Admin/More 
                 Appendix PP 
               
               
                   
                   
                 item under the 
                 menu item. This will open the Delegate 
               
               
                   
                   
                 Admin/more menu item 
                 Creation Screen. 
               
               
                 12.2 
                 Create Approved 
                   
                 This will allow members to approve other 
               
               
                   
                 Delegate Screen 
                   
                 members as delegates. 
               
               
                 12.2A 
                 Create Approved 
                   
                 Create Delegate Creation Screen. 
                 Appendix LL 
               
               
                   
                 Delegates Table 
               
               
                 12.2A1 
                   
                 Add Company to 
                 This should show all members who have been 
               
               
                   
                   
                 Approved Delegate 
                 approved as delegates. 
               
               
                   
                   
                 Screen 
               
               
                 12.2A2 
                   
                 Add Active Date to 
                 This should show the date the delegate was 
               
               
                   
                   
                 Approved Delegates 
                 approved. 
               
               
                   
                   
                 Screen 
               
               
                 12.2B 
                   
                 Add ‘Add’ Button to 
                 This button will open Approve Delegate Screen. 
               
               
                   
                   
                 Approved Delegates 
               
               
                   
                   
                 Screen 
               
               
                 12.2C 
                   
                 Add ‘Delete’ Button to 
                 Add a button to delete the selected Delegate 
               
               
                   
                   
                 Approved Delegates 
                 from the Approved Delegate list. 
               
               
                   
                   
                 Screen 
               
               
                 12.2C1 
                   
                 Approved Delegates 
                 If a delegate has not been highlighted when the 
               
               
                   
                   
                 Screen - Delete Button 
                 Delete button is clicked, the Selection Warning 
               
               
                   
                   
                 Rule 1 
                 Pop up Box should appear (This is created in 
               
               
                   
                   
                   
                 12.2D3-12.2D5). 
               
               
                 12.2C2 
                   
                 Approved Delegates 
                 If a delegate has been highlighted the Delete 
               
               
                   
                   
                 Screen - Delete Button 
                 Warning Pop up Box should appear (This is 
               
               
                   
                   
                 Rule 2 
                 created in 12.2D6-12.2D8). 
               
               
                 12.2C3 
                   
                 Approved Delegates 
                 Provide a warning message that appears if the 
               
               
                   
                   
                 Screen - Missing 
                 ‘Delete’ button is clicked but there is no 
               
               
                   
                   
                 Selection Warning 
                 Delegate highlighted. The warning should read 
               
               
                   
                   
                 Message 
                 “Please highlight the Delegate that you would 
               
               
                   
                   
                   
                 like to delete from the list above?” 
               
               
                 12.2C4 
                   
                 Approved Delegates 
                 Provide an ‘OK’ button on the warning 
               
               
                   
                   
                 Screen - Missing 
                 message. If the ‘OK’ button is clicked the 
               
               
                   
                   
                 Selection Warning 
                 Approved Delegates screen will appear. 
               
               
                   
                   
                 Message button - OK 
               
               
                 12.2C5 
                   
                 Approved Delegates 
                 Provide a warning message that appears if the 
               
               
                   
                   
                 Screen - Delete 
                 ‘Delete’ button is clicked and there is a 
               
               
                   
                   
                 Warning Message 
                 Delegate highlighted. The warning should read 
               
               
                   
                   
                   
                 ‘Are you sure you want to Delete the 
               
               
                   
                   
                   
                 Delegate?” 
               
               
                 12.2C6 
                   
                 Approved Delegates 
                 Provide an ‘OK’ button on the warning 
               
               
                   
                   
                 Screen - Delete 
                 message. If the ‘OK’ button is clicked all 
               
               
                   
                   
                 Warning Message 
                 changes will be lost and the Approved 
               
               
                   
                   
                 button - OK 
                 Delegates screen will appear. 
               
               
                 12.2C7 
                   
                 Approved Delegates 
                 Provide a ‘Cancel’ button on the warning 
               
               
                   
                   
                 Screen - Delete 
                 message. If the ‘Cancel’ button is clicked the 
               
               
                   
                   
                 Warning Message 
                 warning message will close and the Approved 
               
               
                   
                   
                 button - Cancel 
                 Delegates screen will appear. 
               
               
                 12.2C8 
                   
                 Approved Delegates 
                 When the Delete button is clicked the 
               
               
                   
                   
                 Screen - Delete Button - 
                 highlighted Delegate should be removed from 
               
               
                   
                   
                 Action 
                 the list of Delegates. 
               
               
                 12.3 
                 Create Approve 
                   
                 This will allow members to add members as 
                 Appendix MM 
               
               
                   
                 Delegate Screen 
                   
                 delegates. 
               
               
                 12.3A 
                   
                 Create Approve 
                 Create Approve Delegates Screen. 
               
               
                   
                   
                 Delegates Screen 
               
               
                 12.3B 
                   
                 Add Delegate Combo 
                 This should be a list box showing all members 
               
               
                   
                   
                 Box to Approve 
                 who have been approved as delegates. 
               
               
                   
                   
                 Delegates Screen 
               
               
                 12.3B1 
                   
                 Delegate Combo Box - 
                 The Delegate Combo box should contain all 
               
               
                   
                   
                 Values 
                 approved vendors. 
               
               
                 12.3C 
                   
                 Add ‘Add’ button to the 
                 This button will Add the Delegate selected in 
               
               
                   
                   
                 Approve Delegates 
                 the Approve Delegates Screen. 
               
               
                   
                   
                 Screen 
               
               
                 12.3D 
                   
                 Add ‘Add’ button to 
                 This button will open Approve Delegates 
               
               
                   
                   
                 Delegate Creation 
                 Screen. 
               
               
                   
                   
                 Screen 
               
               
                 12.3D1 
                   
                 Approve Delegates 
                 Provide a warning message that appears if the 
               
               
                   
                   
                 Screen - Missing 
                 ‘Add’ button is clicked but there is not a 
               
               
                   
                   
                 Selection Warning 
                 Delegate selected from the Delegate Combo 
               
               
                   
                   
                 Message 
                 Box. The warning should read “Please select a 
               
               
                   
                   
                   
                 Delegate that you would like to add from the 
               
               
                   
                   
                   
                 list?” 
               
               
                 12.3D2 
                   
                 Approve Delegates 
                 Provide an ‘OK’ button on the warning 
               
               
                   
                   
                 Screen - Missing 
                 message. If the ‘OK’ button is clicked the 
               
               
                   
                   
                 Selection Warning 
                 Approve Delegates screen will appear. 
               
               
                   
                   
                 Message button - OK 
               
               
                 12.3D3 
                   
                 Approve Delegates 
                 When the Add button is clicked the selected 
               
               
                   
                   
                 Screen - Add button - 
                 vendor should be added as a delegate. 
               
               
                   
                   
                 Action 1 
               
               
                 12.3D4 
                   
                 Approve Delegates 
                 When the Add button is clicked the Delegate 
               
               
                   
                   
                 Screen - Add button - 
                 Creation Screen should appear. 
               
               
                   
                   
                 Action 2 
               
               
                 12.4 
                 Enhance Portfolio 
                   
                 Enhance the current Portfolio Management 
                 Appendix NN 
               
               
                   
                 Management Screen 
                   
                 screen to allow a vendor to select the owner of 
               
               
                   
                   
                   
                 a portfolio who has approved them as a 
               
               
                   
                   
                   
                 delegate. 
               
               
                 12.4A 
                   
                 Add Owner Combo Box 
                 Add to Owner Combo Box to the Portfolio 
               
               
                   
                   
                 to Portfolio 
                 Management screen 
               
               
                   
                   
                 Management Screen 
               
               
                 12.4B 
                   
                 Owner Combo Box - 
                 The Owner Combo Box should contain all 
               
               
                   
                   
                 Values 
                 requestors that have selected them as an 
               
               
                   
                   
                   
                 approved Delegate. 
               
               
                 13.0A 
                 Create Today 
                   
                 Create a function to allow the user to enter a 
               
               
                   
                 Function 
                   
                 keyword “Today” to retrieve the system date. 
               
               
                 13.1A 
                   
                 Create Today Function 
                 When the keyword Today is entered, the system 
               
               
                   
                   
                   
                 should use the current date for calculating time 
               
               
                   
                   
                   
                 lapses. 
               
               
                   
                   
                   
                 Example: Current System Date - 6/5/03 
               
               
                   
                   
                   
                 Today Function Results Today - 3 = 6/2/03 
               
               
                 14.0A 
                 Create View Only 
                   
                 Create View Only fulfillment form that displays 
                 Appendix UU 
               
               
                   
                 Fulfillment Form with 
                   
                 the completed order fulfillment with thumbnails 
               
               
                   
                 Thumbnails 
                   
                 for all of the attached documents in a separate 
               
               
                   
                   
                   
                 frame. 
               
               
                 14.1A 
                   
                 Create frame for 
                 The View Only Fulfillment form should open in 
               
               
                   
                   
                 fulfillment form 
                 a separate frame. 
               
               
                 14.2A 
                   
                 Create Thumbnails for 
                 Create thumbnails for all documents that have 
               
               
                   
                   
                 all attached documents 
                 been attached. 
               
               
                 14.3A 
                   
                 Add Thumbnails to 
                 Display thumbnails for all attached documents 
               
               
                   
                   
                 Frame for Fulfillment 
                 in frame with View Only Fulfillment form. 
               
               
                   
                   
                 Form 
               
               
                 14.4A 
                   
                 Frame for Fulfillment 
                 The Frame and thumbnails should be created 
               
               
                   
                   
                 Form 
                 for all of the products listed below: 
               
               
                   
                   
                   
                 Ocwen CMA 
               
               
                   
                   
                   
                 Ocwen BPO 
               
               
                 15.0A 
                 Modify Attach 
                   
                 Modify the Attach document screen to require 
                 Appendix VV 
               
               
                   
                 Document Screen 
                   
                 the vendor to select the document type from a 
               
               
                   
                   
                   
                 combo box instead of using free form text fields. 
               
               
                 15.1A1 
                   
                 Add Document Type 
                 Add a combo box to allow the vendor to select 
               
               
                   
                   
                 Combo Box 
                 the type of document being attached from a 
               
               
                   
                   
                   
                 standardized list of documents. 
               
               
                 15.1A2 
                   
                 Document Type Combo 
                 The Document Type Combo Box should contain 
               
               
                   
                   
                 Box - Values 
                 the following values: 
               
               
                   
                   
                   
                 Subject Photo 
               
               
                   
                   
                   
                 Sales Comp 1 Photo 
               
               
                   
                   
                   
                 Sales Comp 2 Photo 
               
               
                   
                   
                   
                 Sales Comp 3 Photo 
               
               
                   
                   
                   
                 Listing Comp 1 Photo 
               
               
                   
                   
                   
                 Listing Comp 2 Photo 
               
               
                   
                   
                   
                 Listing Comp 3 Photo 
               
               
                   
                   
                   
                 Other 
               
               
                 15.1A3 
                   
                 Document Type Combo 
                 The user must select a value from the Document 
               
               
                   
                   
                 Box - Rule 1 
                 Type Combo box before attaching any 
               
               
                   
                   
                   
                 document. 
               
               
                 15.0B 
                 Modify Submitted 
                   
                 Modify the Submitted Documents screen to 
                 Appendix XX 
               
               
                   
                 Documents Screen 
                   
                 display the Document type. 
               
               
                 15.0B1 
                   
                 Add Document Type to 
                 Add the Document Type to the Submitted 
               
               
                   
                   
                 Submitted Documents 
                 Documents screen. 
               
               
                   
                   
                 Screen