7.5.8 Tracking Attributes Sub Tab
This topic provides information on tracking attributes. It enables users to define, monitor, and manage key attributes that support tracking and reporting within the request.
User can add tracking attribute information to an application at any time in the underwriting process by using the Tracking Attribute tab.
The Tracking tab enables user to record further information associated with the application. What items user choose to track are setup during implementation.
To track attributes
- On the Origination, click Origination. Under Origination, click Underwriting. Under Underwriting, click Underwriting tab.
- Under Underwriting tab, click Applicant. Under Applicant, click Applicant. Under Applicant, click Tracking Attributes.
- Select the item user want to track.
- Click Edit to edit the following information:
Table 7-14 Tracking Attributes
Field Description Sub-Parameter Displays the sub-parameter. Parameter Displays the parameter. Value Specify the information about the corresponding Value field. - Save changes user made to the account.
This section consists of the following topic:
- 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.
Parent topic: Applicant Tab
Parent topic: Business Tab