Overview
For this skill, Andi will offer to update the Origination Channel for the permanent portion of a conversion loan if the Origination Channel currently selected for the loan does not match the desired Origination Channel entered in the skill configuration. If a skill configuration is not entered, Andi will offer the 'Conversion' channel if available. Otherwise, the skill will not show. This article will cover configuring and testing the skill, and viewing and enabling it in PrecisionLender.
Note
If a skill configuration is not entered, Andi will offer the Conversion channel if available. Otherwise, the skill will not show.
In This Article
Configuring and Testing the Skill
Before enabling the skill for the targeted audience, you first need to ensure that the skill is working properly by testing it. To do this, navigate to the skill details page to configure and enable the skill for your Testing audience:
- Select Setup Audience to view a list of available audiences, and then select the Testing audience.
- In the Choose skill version drop down, select the latest version of the skill (if it is not already selected).
- In the General Configuration section, enter the following information to configure the skill:
- originationChannel - (Optional) Enter the name of the Origination Channel that should be used when pricing the permanent portion of a conversion loan product. The Origination Channel name entered must match the name of the Origination Channel in PrecisionLender (it is case insensitive). For example: Renewal or Multifacility. If this is left blank, the skill will use 'Conversion'.
- Once the skill is configured, select the Next button to preview the skill.
- Click Complete Setup & Enable Skill to turn it on for the Testing audience. Once you've enabled this skill for testing, make sure you've added the users who will be testing the skill to the Testing audience.
Viewing the Skill in PrecisionLender
When viewing a conversion loan, if the Origination Channel does match what you have configured in the skills manager, Andi® will display a message in the Here are some concerns section that says what the Origination Channel should be . You can click the hyperlinked message to update the the field.
Tip
Always remember to save the opportunity to apply any changes.
Enabling the Skill
After you've viewed and tested the skill, you are ready to enable the skill for the targeted Audience.
- Navigate back to the skill details page for the skill you were testing.
- In the Audiences section, select the targeted audience for this skill and choose the version of the skill you're enabling. When the latest skill version is published by the skill owner, this will automatically be available for selection in the list.
- Re-enter the skill configurations.
- Select Save to enable the skill for the targeted audience.
Note
After enabling the skill for the targeted audience, we recommend disabling it for the Testing audience.