General Overview

Product Info XDOC 5200
Last Update January 15, 2013

This document provides XDOC configuration and integration information tailored specifically for the loan and mortgage processing industry. XDOC includes a wide range of out-of-the-box features designed for, or directly applicable to, the processing of mortgage loan documents.

This guide outlines the configuration specifications required to take full advantage of these features, including the integration settings and requirements for the connected Loan Origination System (LOS).

Note: XDOC is a highly configurable platform that can be enhanced and extended in numerous ways to support advanced business processes and customer-specific requirements. This guide focuses solely on the standard, out-of-the-box configuration settings and functionality.

For ease of reference, this document is organized into the following sections:

  SECTION DESCRIPTION
S1 Loan Object Attributes Defines the minimum set of loan attributes that must be exposed to XDOC through the integration layer (Container Provider) to support advanced mortgage processing features, including electronic document delivery and bundling, archiving, MISMO XML generation, and related functionality.  
S2 Loan Object Lists Defines the minimum set of loan detail lists (name/value pair collections) that must be made available to XDOC through the integration layer. Examples include Primary Borrower, Co-Borrowers, All Borrowers, and other borrower-related data sets.
S3 Loan Search Fields Defines the common loan attributes that the Loan Origination System (LOS) should support for search operations. These attributes are primarily used when users need to locate a loan during document assignment and processing activities.
S4 Repository List Definitions Defines the various reference lists maintained within the LOS that must be synchronized with XDOC to enable advanced security, workflow, reporting, and search capabilities. Examples include Loan Stages, Loan Purpose, Loan Status, Branches, and other configurable business data.
S5 User Security Profiles Defines the relationship between LOS user roles and XDOC security profiles, including how permissions and access rights are mapped between the two systems to ensure consistent security and user access management.