2015 itemization fee management access rule and precedence

The Itemization Fee Management settings on the Personas setting’s Loan tab
impacts these personas Overwrite settings in the following ways:
• If persona access has not been granted access via the Persona Overwrite settings nor the Itemization Fee Management settings in the Personas setting, the persona
will not be able to edit the fee description.
• If persona access has only been granted via the Persona Overwrite settings, the
persona cannot edit the description at all since they have not been granted
persona access to the field in the Itemization Fee Management settings in the
Personas setting.
• If the persona has only been granted access to the Fee Description via the
Itemization Fee Management settings in the Personas setting, the persona can
select a value for the fee description from the drop-down list.
• If the persona has been granted access to the Fee Description via the
Itemization Fee Management settings in the Personas setting and been granted
access via the Persona Overwrite settings, the persona can choose a value
from the drop-down or enter their own description (if the Apply to Itemization
check box in the Itemization Fee Management setting has been selected).
Templates Ignore Fee Mgmt Persona/Biz Rules setting in Encompass Admin
Tools
When the Templates Ignore Fee Mgmt Persona/Biz Rules setting in Admin Tools
is enabled, applicable fee data in public Loan Program, Closing Cost, and Data
templates will overwrite existing Itemization fee attributes entered by these
authorized personas when the template is applied to the loan file.
To Enable This Admin Tools Setting:
1 On your Windows task bar, click the Start menu or Start icon, navigate to the
Ellie Mae Encompass program folder, and then click Admin Tools.
2 Double-click Settings Manager.
3 Select Components from the Category list.
4 For the Templates Ignore Fee Mgmt Persona/Biz Rules setting, double-click
an option, and then click Enabled from the Value list.

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