S3. Loan Search Fields

The table below identifies the Loan Object attributes required by the standard XDOC Loan Search dialog and the XDOC Document Archiver. It also specifies the search operators that should be supported for each search field.

These fields correspond to the search criteria passed to the Container Provider's SearchContainers method and are used by XDOC to locate and retrieve loan records from the Loan Origination System (LOS).

Additional Notes

  1. Field Code Customization
    The field codes listed are configurable and may be modified as necessary to align with the LOS's naming conventions and implementation requirements.

  2. Extensibility
    The LOS may expose additional search fields beyond those listed in this document. These fields can be integrated with XDOC as needed to support customer-specific search requirements.

  3. Search Performance Considerations
    To optimize performance, the LOS may impose restrictions on allowable search field combinations. The specific combinations and search behaviors supported by the SearchContainers method are determined by the LOS implementation.

Field Code Required Data Type Required Operators Optional Operators Additional Notes
loanNumber Yes String =    
loanStage   String =, inList, notInList   Internal loan stage value.
loanType   String =, inList, notInList   Internal loan type value.
loanPurpose   String =, inList, notInList    
submittedDate   Date =, >, >=, <, <=   Date component only.
closeDate   Date =, >, >=, <, <=    
borrowerLastName Yes String = startsWith  
borrowerFirstName Yes String = startsWith  
propertyStreet   String = startsWith  
propertyCity   String = startsWith  
propertyState   String = startsWith, inList