Import Example - Roll Schedule
General
The schedule roll import lets you import a new schedule roll to loan accounts. This import can also edit existing schedule rolls or remove any if necessary.
Note: The import system is not a real-time import. When you choose to import data, the import is queued and run when it gets to the front of the queue.
How To
To import a schedule roll, navigate to Settings > Company > Import > Instructions & Samples.
Expand the 'Loan Account' section and select the schedule roll tab. This will show the instructions needed to fill out the csv. file that will be uploaded. There is also a sample csv. file provided on the top right of the page. This sample csv. file can be used as a basic framework to build your import file.
The instructions provided below explain the basic outline and requirements of the csv. file you will upload.
Field | Description | Expected Values | Data Format | Requirements |
action | Command Action instructions. What are you trying to do?. | add, update, remove | Text | Required |
id | Schedule Roll Identification Number. | Number | Required for Update, or Remove actions. Omit/Ignore on Add actions | |
loanId | Account number. | Alpha/Numeric | Required | |
payment | The requested payment amount of the Roll Schedule. | Number | Required for Add, or Update actions. Omit/Ignore on Remove actions | |
interestRate | The annual interest rate. | Number | Not Required | |
term | The number of terms the schedule will. | Number | Not Required but necessary to specify the # of terms the schedule will apply | |
date | Due date the schedule will start on. This value is linked to the "Schedule Line Beginning Due Date" field found in the UI. | Date: MM/DD/YYYY | Required for Add actions. Omit/Ignore on Update and Remove actions | |
revertSchedule | After roll schedule terms are up, the schedule will revert back to the terms previous to the roll schedule. | Text: Yes/No | Required for Add, or Update actions. Omit/Ignore on Remove actions | |
solveUsing | How to solve the schedule roll. This value is linked to the "Type" field found in the UI. | advanced_schedule, dollar_amount, interest_only, interest_only_plus, percent_remaining_balance, percent_of_principal, percent_of_principal_underwriting | Text | Required for Update |
percent | The percentage to solve for. | Number | Not Required | |
advancedTerms | The number of advanced terms (if using the appropriate method). | Number | Not Required | |
solveFor | What to solve for with the schedule roll. This value is linked to the "Solve Using" field found in the UI. | balance, payment | Text | Required for Update |
balance | Balance to solve for. | Number | Not Required | |
forceBalloon | Force a balloon payment at the end?. | Yes/No | Text: Yes/No | Required for Update |
lastAsFinal | Makes the last payment for this line grow or shrink to accommodate late or missed payments so it will truly be the last payment. | Yes/No | Text: Yes/No | Not Required |
Note: Make sure that all the fields marked as required have the appropriate values entered in.
To import the file you have created, navigate to Settings > Company > Import > Upload & History.
Find your import on the list and click the green checkmark to validate the file. If the file has any information that is not entered in correctly or is missing any required fields, the validation process will return errors. Correct the specified errors, reupload the corrected file, and validate the file again. If all the required information is present and entered in correctly, the file will validate.
