Transactions

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AIVA Transactions

This screen displays all AIVA Doc transactions and provides the following options:

• View Details – Review transaction information.
• Download Documents – Access and save associated files.
• Cancel (Purge) Transaction – Remove a transaction if necessary.

Purging

To purge or cancel a transaction:

1. Highlight the row of the transaction you want to purge.
2. From the Select Action dropdown, choose Purge.
3. Click the red Execute button.
4. A message will appear prompting you to authorize the purge by entering your Admin password.
5. Click OK to confirm and proceed, or Cancel to abort the purge and return to the Transactions screen.

Important:
Cancelling a transaction will stop any future updates for the selected loan and document. Please confirm with XDOC Customer Support before performing this action.

Screen & Column descriptions:

• Status (processing / complete)
  Displays the current transaction status for the highlighted loan.
• Submit Date
  The date and time when the initial AIVA Doc request transaction was initiated.
• Project
  Indicates the document type:
• Loan Documents (default)
• Servicing Documents
• Loan Number
  The LOS loan number associated with the transaction.
• Page Count
  Total number of pages submitted in the transaction.
• Loan Channel
  The loan channel associated with the transaction (R=Retail, C=Correspondent, H=Home Equity, W=Wholesale).
• C (Classifications)
  Total number of Document Classification documents in the transaction.
• E (Extraction Data)
  Total number of documents where Extraction Data exists in the transaction.
• Age (d:m:h)
  Number of days:hours:minutes elapsed since the Submit Date to the current system date if no response has been received.
• Complete Date
  The date and time when the transaction was fully completed.
• If the date and time is empty, the transaction is still processing with the AIVA Doc team.
• Transaction Id
  Auto-generated number for each transaction created.

Search AIVA Transactions:

Search Parameters

• You can refine your search by selecting one or multiple options:
• Status
  Filter by transaction status:
  • processing
  • complete
• Submit Date From
  Enter or select the start date for the search range.
• Submit Date To
  Enter or select the end date for the search range.
• Project
  Choose the project type:
• Loan Documents (default)
• Servicing Documents
• Loan Number
  Enter the LOS loan number for the transaction.
• Page Count (Min)
  Specify the minimum total page count for the transaction.
• Loan Channel
  Choose the loan channel for the transaction, where
  • R = Retail
  • C = Correspondent
  • H = Home Equity
  • W = WholeSale
• Classifications (Min)
  Specify the minimum total page count for the transaction.
• Extractions (Min)
  Specify the minimum total page count for the transaction.
• Transaction Id
  Enter the transaction Id.

• Transaction Details
• To view transaction details:

1. Highlight the row of the transaction you want to inspect.
2. Double-click the row.
   → The Transaction Details screen will appear.
3. To copy the Request and Response XMLs, use the tabs located at the bottom of the screen.

• View File
• To view a file from the Transaction Details screen:

1. Click the red View File button.
   → A new File Viewer window will open with the selected document.
2. Use the Download or Print options if needed.

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• Download File
• To download the selected transaction file:

1. Click the red Download File button.
   → The Download File pop-up will appear with the following options:

• Options:
• Format:
  • tif (default)
  • pdf
• Compression:
  • none (default)
  • zip
• Pages:
  • all pages (default)
  • specific page list
• Page List:
  • Defaults to the total number of pages in the document.
  • If specific page list is selected, enter any range (e.g., 1-4 or 1,3-6).
• File Name:
  • Defaults to XDocDownload_LoanNumber (e.g., XDocDownload_201006).
  • Can be edited before downloading.
• Password:
  • Enter if required.
• Buttons:
• Open:
  • Downloads automatically to the Downloads directory.
  • Available only when Format is pdf.
• Download:
  • Downloads to the Downloads directory.
• Important:
  It is recommended to view tif files to use the Windows Photo Viewer application.
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