Encompass – BLOCKING ACCESS TO APPLY LOAN TEMPLATES

I need to block the ability for my users to load a template that is associated with a different channel.  Switching programs in the same channel is not an issue but compliance for disclosures makes flipping from broker to retail or vice versa a nightmare.

To block users from loading a template that is associated with a different channel in Encompass, you can use a combination of role-based security and business rules. Here’s how you can set it up:

1. Create a new user group in Encompass and assign the personas that you want to restrict access to this group.
2. Create a new role in Encompass that includes access to all loan templates, data templates, etc., except for those that are associated with a different channel. You can set up the role to restrict access to specific folders or templates based on their channel association.
3. Assign the new role to the user group created in step 1.
4. Create a business rule that runs when a user tries to load a template. The rule should check the channel association of the template being loaded and compare it to the channel association of the user. If the channel associations do not match, the rule should display an error message and prevent the user from loading the template.

To set up the business rule, you can use the Encompass SDK to create a custom plug-in. The plug-in should register a handler for the OnDataChange event, which is triggered whenever a user tries to load a template. The handler should check the channel association of the template and compare it to the channel association of the user. If the channel associations do not match, the handler should display an error message and cancel the event to prevent the template from being loaded.

Here’s some sample code to get you started:

public class TemplateLoaderPlugin : Plugin
{
public TemplateLoaderPlugin()
{
RegisterEventHandlers();
}

private void RegisterEventHandlers()
{
EncompassApplication.DataChange += OnDataChange;
}

private void OnDataChange(object sender, EventArgs e)
{
// Get the template being loaded
Template template = EncompassApplication.CurrentTemplate;

// Get the user’s channel association
string userChannel = EncompassApplication.CurrentUser.CustomFields[“Channel”].ToString();

// Check if the template’s channel association matches the user’s channel association
if (template.Channel != userChannel)
{
// Display an error message and cancel the event to prevent the template from being loaded
MessageBox.Show(“You do not have access to load this template.”);
EncompassApplication.Cancel();
}
}
}

You can compile this code into a DLL and install it as a custom plug-in in Encompass. Once installed, the plug-in will check the channel association of the template being loaded and prevent the user from loading it if the channel association does not match the user’s channel.

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