Personas Continued-6

Pipeline Tasks
Select the check boxes for each Pipeline task the persona is allowed to perform.
• For the Duplicate Loans option, a Loan Duplication Templates window lets you
select the templates the persona can access, and select a check box to require
the Persona to use one of the selected templates when creating duplicate loans.
• For the Move Loans option, a Select Loan Folders window lets you elect the
loan folders to and from which the persona can move loans.
• For the Import Loans option, a Select Options window lets you select the
sources from which the persona can import.
• For the Manage Pipeline Services option, a Pipeline Services Category
window lets you select the export options available to the persona.
Loan Tab
Defines access to Milestone/Workflow Management features, miscellaneous
Other tasks, and Print tasks.
Milestone/Workflow Management – Select tasks that can be carried out as loans
are processed. For each task you select, a window opens and allows you to select
the milestones at which the persona can carry out the task.
Itemization Fee Management – Select the check boxes in this section to grant
access to specific fee attributes on the 2015 Itemization input form, such as fee
descriptions and amounts, along with the Borrower can shop for and Borrower did
shop for indicators. Personas must be provided with the required access rights via
these settings in order to edit these fee attributes. For example, to enable a
persona to enter a fee in the Borrower column on the 2015 Itemization, the
administrator must select the Borrower amount only check box for the persona.
By selecting this check box, you authorize users assigned to the selected persona
to enter and edit fees in the Borrower column.
• The Fee Management Persona Overwrite options will continue to be provided in
the separate Itemization Fee Management setting. By default, when users are
entering fee descriptions on the 2015 Itemization they must select fees (i.e., fee
descriptions) from the predefined drop-down list. However, administrators can
use the Persona Overwrite tab to give permission (based on persona) to users to manually enter their own fee descriptions or overwrite existing fee descriptions in these fields. You can grant this permission for specific sections
of the forms or for 2015 Itemization sections 800 through 1300.