Context Engine Glossary – Calculated

General

The context engine is a large database of retrievable variables, available for use throughout LoanPro software. These are the following variables for calculated:

Name

Variable

Description

Next Period Amount

next-period-amount

The amount of the next period.

Forecast Terms Remaining

tx-forecast-terms-remaining

Displays the forecasted remaining terms.

Largest Delinquent Bucket Date

status-delinquent-bucket-date

Displays the date of the delinquency bucket with the largest amount on an account.

Largest Delinquent Bucket Amount

status-delinquent-bucket-amount

Displays the amount of the delinquency bucket with the largest amount on an account.

Delinquent Bucket Balance

status-delinquent-bucket-balance

Using the Delinquent Bucket Balance field you may generate various values for each delinquency bucket on an account. In this variable, the INDEX should be the ID of the specific bucket you would like to look at, and PROPERTY should be the property of the bucket which you would like to generate.

Here are examples of what the variable would look like for displaying properties of a delinquency bucket with an ID of 1 with accompanying explanations for each property:

  • bucket-number - [[v('status-delinquent-bucket-balance.1.bucket-number')]] - Displays the number of the selected delinquency bucket (e.g. in this case it would be 1, meaning the first missed payment on an account).
  • new-due-amount - [[v('status-delinquent-bucket-balance.1.new-due-amount')]] - Displays the new amount due after the schedule payment assigned to the selected delinquency bucket has come due.
  • days-past-due - [[v('status-delinquent-bucket-balance.1.days-past-due')]] - Displays the amount of days past due for the selected bucket.
  • past-due-amount - [[v('status-delinquent-bucket-balance.1.past-due-amount')]] - Displays the past due amount before the schedule payment assigned to the selected delinquency bucket has come due.
  • amount-due - [[v('status-delinquent-bucket-balance.1.amount-due')]] - Displays the amount of the scheduled payment assigned to the selected delinquency bucket.

Delinquent Bucket

status-delinquent-bucket

Displays the current number of delinquency buckets on an account.

Escrow Balance Breakdown

status-escrow-balance-breakdown.INDEX

In this variable, “INDEX” should be replaced by the ID of an active escrow bucket. This variable will display the balance of the selected escrow bucket for an account.

Delinquent Days

status-delinquent-days

Displays the total amount of days that a customer has been past due throughout the life of the loan.

Delinquency Percentage

status-delinquency-percentage

Displays the percentage of the life of a loan that the customer has been delinquent.

Unique Delinquencies

status-unique-delinquencies

Displays the number of times the loan has been delinquent.

Scheduled Payments

scheduled-payments

(Because this variable includes multiple elements, this variable will usually need to be used in a loop.)

For information on how to select single values out of an array-style variable like this one see Working with Custom Forms Variables.

This loop will display the remaining principal balance after each scheduled payment in a horizontal list. If you would like to display the list vertically, format the loop as shown below:

[[BEGIN scheduled-payments]]

$[[$principal-balance]]

[[END]]

Scheduled Payments Principal Balance

[[BEGIN scheduled-payments]] $[[$principal-balance]][[END]]

Displays the remaining principal balance after each scheduled payment for an account.

Scheduled Payments ADB Days

 [[BEGIN scheduled-payments]] [[$adb-days]][[END]]

Displays a list of the amount of days used to calculate the average daily balance for each payment period.

Scheduled Payments ADB

 [[BEGIN scheduled-payments]] $[[$adb]][[END]]

Displays a list of the average daily principal balance for each payment period.

Scheduled Payments Amount -Escrow

[[BEGIN scheduled-payments]] $[[$amount-escrow]][[END]]

Displays the amount of each scheduled payment on an account that will go towards escrow.

Scheduled Payments Amount - Fees

[[BEGIN scheduled-payments]] $[[$amount-fees]][[END]]

Displays the amount of each scheduled payment on an account that will go towards fees.

Scheduled Payments Amount -Interest

 [[BEGIN scheduled-payments]] $[[$amount-interest]][[END]]

Displays the amount of each scheduled payment on an account that will go towards interest.

Scheduled Payments Amount -Discount

 [[BEGIN scheduled-payments]] $[[$amount-discount]][[END]]

Displays the amount of each scheduled payment on an account that will go towards discount.

Scheduled Payments Amount -Principal

[[BEGIN scheduled-payments]] $[[$amount-principal]][[END]]

Displays the amount of each scheduled payment on an account that will go towards principal.

Scheduled Payments Amount

[[BEGIN scheduled-payments]] $[[$amount]][[END]]

Displays the amount of each scheduled payment on an account.

Scheduled Payments Period

[[BEGIN scheduled-payments]] [[$period]][[END]]

Displays the period number of each scheduled payment on an account.

Scheduled Payments Date

[[BEGIN scheduled-payments]] [[$date]][[END]]

Displays the date of each scheduled payment on an account.

Net Charge Off

status-net-charge-off

Generates the net charge off on an account (sum of charge offs given - sum of charge off recovery payments made).

# Scheduled Payments

status-scheduled-payments

Displays the total number of scheduled payments on an account.

Scheduled Terms Remaining

status-terms-remaining

Displays the total terms remaining on an account.

First Period Interest

status-first-period-interest

Generates the amount of interest coming due in the first payment period of an account.

# Days In First Period

status-days-in-first-period

Generates the amount of days in the first payment period of an account.

Uncollected Discount

status-uncollected-discount

Generates the amount of uncollected discount on an account.

Available Credit

status-available-credit

Generates the amount of available credit.

Per Diem (T+/-0)

status-perdiem

Generates the current per diem of an account.

Remaining Principal Balance

status-principal-balance

Displays the remaining principal balance on an account.

Payment Amount

setup-payment

Displays the first scheduled payment amount on an account.


How did we do?


Powered by HelpDocs (opens in a new tab)