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Date and Date/Time Fields
The datetime data fields will apply consistent formatting and export structure. When these fields are displayed within the system, they will show the date and time of the current user’s system timezone. Data will convert and save to UTC format when saved in the system.
Display Rules
When displaying Datetime data as an input component, existing data will show the date and time respective to the current user’s system timezone.
Save Rules
When saving Datetime data, data is converted based on the current user’s system timezone and converted to UTC
Lead Distribution: Verification for State License
When verification for state licensing applies to ICR or Data Lead Posts, the system first looks to the property state on the lead and then to the available area code for a phone number. If the system finds a matching application or prospect where the property state is blank but where a phone number is present, the system will use the caller’s area code to drive the distribution of the lead. If both home and mobile numbers are available, the logic will prioritize the home number.
Example:
As an ICR user, when the system finds a matching application or prospect by phone number and when the PropertyState is null. The system should use the caller’s area code to derive the state for Distribution state license verification.
Inbound call with no lead data: routes based on area code
Inbound call with lead data and property state: route based on the property state (if the lead exists in the system. Match based on the caller id of the borrower to existing applications)
Inbound call with lead data, but property state is blank: route based on area code of the callerID of the inbound call
Inbound call with lead data, but no property state and callerID is blocked, route to everyone. State licensing is not applied to the call
A Data lead post (non-ICR) where the state is blank, but a phone number exists. We will use area code to determine the state. The property state field will be updated in the lead and the logic for the order will be home then mobile if two phone numbers.
Lead post: lead with property state: route based on property state
Lead post: lead with no property state, check phone number area code (home to mobile)
Lead post: lead with no property state or phone numbers: go to unassigned
Admin Custom Queues and My Pipeline Filters Allow Edits
Currently, custom filters are not editable. This enhancement will allow users to modify the list of fields used in the custom queues and My Pipeline Field Views.
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Nightly Batch Process Enhancement
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