Approve and Deliver Package


Concept

In this topic, you will see how to Approve a Transaction and Deliver an Approval Package.


Steps:

  1. In this example, click the 50039782 link.

    Step 1

  2. Click the Decisioning menu item.

    Step 2

  3. Click in the Decision field.

    Step 3

  4. Click the scrollbar.

    Step 4

  5. Click Approve from the list.

    Step 5

  6. Click in the Internal Notes field.

    Step 6

  7. In this example, enter "Add internal notes".

    Step 7

  8. Click in the Notes to Customer field.

    Step 8

  9. In this example, enter "Add note to customer here".

    Step 9

  10. INFORMATIONAL: When a Transaction that has a verified FAST File is Approved within the UWB, the UW Hi Li Approval Form and MLRA Form are automatically exported into the document repository for the FAST File.

     

    Click the Save Decision icon.

    Step 10

  11. This is an EXAMPLE of a confirmation that states the Transaction is over your Approval Authority Level limit.

     

    Yes - continues the Approval process

    No - cancels the Approval process

     

    Click the Yes button.

    Step 11

  12. The Transaction has been approved.

     

    To deliver the Approval Package:

     

    Forward - navigates directly to the Approval Package Delivery

     

    No - remains on the History screen.

    Step 12

  13. In this example, click the No button.

    Step 13

  14. From Decisioning, the Approval Package can be delivered at any time. 

     

    To deliver the Approval Package, click the Send Approval Package icon.

    Step 14

  15. The Approval Package is delivered via email.

     

    Click in the To field.

    Step 15

  16. Enter the email addresses for all parties that should receive the Approval Package.

     

    In this example, enter "jbejin@firstam.com".

    Step 16

  17. After each email address, enter a semi-colon as a separator before the next email address is entered.

     

    In this example, enter ";abuck@firstam.com".

    Step 17

  18. All Email Subject lines default to be sent as a secure email by using FA-Secure.

     

    Any additional information necessary for the Subject line, should be entered at the "end" of the line.

    Step 18

  19. The system generated HiLi and/or MLRA forms are listed as applicable and are included in the Approval Package.

     

    The Documents can be added or removed by selecting or deselecting the applicable the checkbox.

    Step 19

  20. Additional information can be included in the email Body, as necessary.

     

    Click in the Body field.

    Step 20

  21. In this example, enter "Add more notes".

    Step 21

  22. Once the Approval Package Delivery entries are complete, click the Send E-mail icon.

    Step 22

  23. An email confirmation message displays.

     

    Click the Documents menu item.

    Step 23

  24. When a final Decision of Approved or Approved with Conditions is made on a Transaction, a HiLi Approval Package is automatically generated to the Documents location.

     

    If the Transaction includes a Risk for Mechanics' Lien created within the UWB, it too will automatically generate a MLRA form as a separate Document.

    Step 24

  25. In this example, click the MLRA Approval form for 10007051 dated 03... link.

    Step 25

  26. The MLRA Approval Package opens.

     

    Click the scrollbar.

    Step 26

  27. Notes to Customer, CPL Approval information and Approver Signature is included on the final package.

    Step 27

  28. To Close the form, click the Close button.

    Step 28

  29. This is an example of the Approval Package email that is received by the indicated parties.

     

    The Body contains any Notes that were added and includes the list of attached Documents.

     

    Documents are delivered in .pdf format.

    Step 29

  30. INFORMATIONAL: When a Transaction that has a verified FAST File is Approved within the UWB, the UW Hi Li Approval Form and MLRA Form are automatically exported into the document repository for the FAST File.

    Step 30

  31. NOTE: Only the UW Hi Li Approval Form is exported into the FAST File, not the entire Approval Package.

     

    To view the form, click the UW Hi Li Approval image icon.

    Step 31

  32. To Close the form, click the Close button.

    Step 32

  33. Click the Home icon.

    Step 33

  34. In this example, an Approval decision will be made on a Transaction that does not have complete information contained within the Transaction.

     

    Click the Honey Bee Farms link.

    Step 34

  35. Click the Decisioning menu item.

    Step 35

  36. Click in the Decision field.

    Step 36

  37. Click the scrollbar.

    Step 37

  38. Click Approve from the list.

    Step 38

  39. Click the Save Decision icon.

    Step 39

  40. The Confirmation notifies that an Approval is being made on a Transaction which does not have all items managed within the Completeness location.

     

    Completeness Link - hyperlink to the Completeness location is included

     

    Yes - continues to process the Approval request

    Step 40

  41. In this example, click the Completeness link.

    Step 41

  42. Items that are not Complete are indicated with an exclamation point icon.

     

    This allows for further entries on the Transaction prior to an Approval decision being made, when necessary.

     

    Click the Decisioning menu item.

    Step 42

  43. Since the Completeness link was accessed at the Confirmation, the Transaction did not retain the Approve decision.

    Step 43

You have now seen how to Approve and Deliver Package.

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