7.5.8.1 Create Tracking

This topic provides information on create tracking. It enables users to define and initiate new tracking attributes to monitor, record, and report key details within the request.

1. On the Origination, click Origination. Under Origination, click Underwriting. Under Underwriting, click Underwriting tab.
2. Under Underwriting tab, click Applicant. Under Applicant, click Applicant. Under Applicant, click Tracking Attributes.
3. Click Create Tracking, the system loads the tracking parameters.
   • If user want to reduce the list of parameters, select a sub-attribute in the Sub Attribute box.
   • If user system has been configured to use the Sub Code field, only attributes in a particular group appear in the Parameter display.
4. Specify the requested parameter in the Value field and click Save.