Outbound Document Mapping enables lenders to upload documents from Encompass to partner service providers, with correct categorization to integrate with the workflow. Encompass admins can implement a manual process to classify outgoing documents.

Manual and one-click ordering

Upon clicks of the Upload and Done buttons in the Document Mapping UI, EFolderDocName is passed along with existing parameters to backend for the Assigned eFolder Document.

[{"name": "Dummy.pdf" ,"id": "B2.ce473178-dbdf-46d4-b038-d3eb550bd67a" ,"mimeType": "application/pdf" ,"source": "EFolder", “documentFolder”: “4506T”}]

Automated ordering

documentTitle from the preConfigured Required Docs is leveraged in this workflow.

After receiving the documentFolder/documentTitle, EPC applies the lender outbound doc mapping (request side), and sends the resulting docType to partner.

{
    "entityRef": {
        "entityId": "urn:elli:encompass:{{realm}}:loan:{{LoanId}}",
        "entityType": "urn:elli:encompass:loan"
    },
    "application": "LO Connect",
    "orderType": "MANUAL",
    "product": {
        "partnerId": "{{partnerId}}",
        "name": "{{name}}"
    },
    "request": {
        "type": "NewOrder",
        "loan": {
            ....
        },
        "loanFormat": "application/vnd.plm-2.0.0+json",
        "options": {
            ....
        },
        "resources": [
            {
                "id": "B2.2d807b51-4d69-4e82-8ae6-be1fccb00f20",
                "name": "SamplePDFUpload2_EPC.pdf",
                "mimeType": "application/pdf",
                "type": "URLA Specs"    <---- type value associated to incoming docType, if exists in Lender transformations
            }
        ]
    }
}

Notes

• This applies to transaction.request.resources .
• As of the EPC August '24/24.2 Major Release, transaction service will not accept resource object with both type and assignedTo objects together. For response resources, the existing validation continues to be executed.
  • In addition to outbound mapping functionality, existing assignedTo object feature for the response resources is supported.

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Additional resources

• For lender side updates to Outbound Document Mapping introduced with the EPC August '24/24.2 Major Release, see Outbound Document Mapping updates.
• For more information on Inbound Document Mapping, see Inbound Document Mapping.